Chubb Ltd
CB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000896159
In the last 90 days, Chubb Ltd insiders filed 0 open-market purchases and 2 sales; 2,173 institutions reported holding it in 13F filings for Q2 2026, worth $119.2B in total; 3 superinvestors hold it, including Berkshire Hathaway and Viking Global Investors.
13F holders, Q1 2023
Institutional positions in Chubb Ltd as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,472
- +9 vs. Q4 2022
- Shares held
- 367.7M
- +2.22M (+0.6%) vs. Q4 2022
- Total value
- $71.1B
- −$9.45B (−11.7%) vs. Q4 2022
- New holders
- 128
- 582 more added
- Sold out
- 119
- 534 more reduced
27 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $72.6B |
| Q1 2022 | 1,405 | $80.4B |
| Q4 2021 | 1,330 | $73.0B |
| Q3 2021 | 1,216 | $66.2B |
| Q2 2021 | 1,220 | $61.3B |
| Q1 2021 | 1,215 | $62.6B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 5,151 | $1.00M | 0.26% | +485+10.4% | Added |
| Ergoteles LLC | 5,160 | $1.00M | 0.04% | +5,160 | New |
| Stratos Wealth Partners, LTD. | 5,181 | $1.01M | 0.03% | −3,479−40.2% | Reduced |
| Meridian Wealth Advisors, LLC | 5,201 | $1.01M | 0.25% | +13+0.3% | Added |
| Mill Capital Management, LLC | 5,202 | $1.01M | 0.10% | +387+8.0% | Added |
| Acrisure Capital Management, LLC | 5,212 | $1.01M | 1.02% | +5,212 | New |
| Valley National Advisers Inc | 5,054 | $1.01M | 0.18% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,248 | $1.02M | 0.05% | +488+10.3% | Added |
| Toroso Investments, LLC | 5,260 | $1.02M | 0.03% | −3,465−39.7% | Reduced |
| Valmark Advisers, Inc. | 5,312 | $1.03M | 0.02% | −22−0.4% | Reduced |
| Viawealth, LLC | 5,317 | $1.03M | 0.82% | 00.0% | Unchanged |
| TFG Advisers LLC | 5,414 | $1.05M | 0.51% | +382+7.6% | Added |
| TownSquare Capital, LLC | 5,438 | $1.06M | 0.02% | −1,072−16.5% | Reduced |
| Nomura Holdings Inc | 5,447 | $1.06M | 0.01% | −1,938−26.2% | Reduced |
| Peterson Wealth Services | 5,449 | $1.06M | 0.54% | +803+17.3% | Added |
| Panagora Asset Management Inc | 5,467 | $1.06M | 0.01% | −227,627−97.7% | Reduced |
| First National Advisers, LLC | 5,492 | $1.07M | 1.21% | +566+11.5% | Added |
| Lester Murray Antman dba SimplyRich | 5,540 | $1.07M | 0.40% | 00.0% | Unchanged |
| Gs Investments, Inc. | 5,565 | $1.08M | 0.62% | +5,565 | New |
| Global Retirement Partners, LLC | 5,535 | $1.09M | 0.06% | +1,919+53.1% | Added |
| WCM Investment Management, LLC | 5,686 | $1.10M | 0.00% | −3,144−35.6% | Reduced |
| Bowen Hanes & Co Inc | 5,700 | $1.11M | 0.04% | −2,300−28.7% | Reduced |
| SkyView Investment Advisors, LLC | 5,714 | $1.11M | 0.26% | −345−5.7% | Reduced |
| Paladin Advisory Group, LLC | 5,774 | $1.12M | 0.93% | +5,774 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,776 | $1.12M | 0.56% | +289+5.3% | Added |
| Left Brain Wealth Management, LLC | 5,568 | $1.12M | 0.76% | +88+1.6% | Added |
| Delta Financial Advisors LLC | 5,854 | $1.14M | 0.55% | −120−2.0% | Reduced |
| Desjardins Global Asset Management Inc. | 5,869 | $1.14M | 0.14% | +1,862+46.5% | Added |
| Wealth Alliance | 5,877 | $1.14M | 0.18% | +97+1.7% | Added |
| Exeter Financial, LLC | 5,823 | $1.14M | 0.57% | +4,060+230.3% | Added |
| Argent Trust Co | 5,883 | $1.14M | 0.07% | +13+0.2% | Added |
| Wedbush Securities Inc | 5,901 | $1.15M | 0.06% | −122−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,929 | $1.15M | 0.10% | +821+16.1% | Added |
| Csenge Advisory Group | 5,936 | $1.15M | 0.08% | −131−2.2% | Reduced |
| Perpetual Ltd | 5,953 | $1.16M | 0.01% | +5,953 | New |
| Legato Capital Management LLC | 5,958 | $1.16M | 0.21% | −2,473−29.3% | Reduced |
| Lincoln National Corp | 5,976 | $1.16M | 0.02% | −1,653−21.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,022 | $1.17M | 0.37% | −1,510−20.0% | Reduced |
| Jefferies Financial Group Inc. | 6,059 | $1.18M | 0.02% | −6,726−52.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,065 | $1.18M | 0.74% | +229+3.9% | Added |
| CIBC World Markets Inc. | 6,095 | $1.18M | 0.00% | −21,264−77.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.19M | 0.78% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 6,848 | $1.20M | 1.09% | +198+3.0% | Added |
| CAPROCK Group, Inc. | 6,150 | $1.20M | 0.09% | −96−1.5% | Reduced |
| Transatlantique Private Wealth LLC | 6,183 | $1.20M | 0.66% | +440+7.7% | Added |
| Meeder Advisory Services, Inc. | 6,248 | $1.21M | 0.14% | +330+5.6% | Added |
| Citizens Financial Group Inc | 6,228 | $1.21M | 0.04% | −488−7.3% | Reduced |
| Foster & Motley Inc | 6,280 | $1.22M | 0.10% | −174−2.7% | Reduced |
| Burney Co | 6,293 | $1.22M | 0.06% | +145+2.4% | Added |
| McRae Capital Management Inc | 6,294 | $1.22M | 0.35% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,816 | $1.23M | 0.01% | −1,732−22.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,338 | $1.23M | 0.03% | +1,207+23.5% | Added |
| Clear Harbor Asset Management, LLC | 6,372 | $1.24M | 0.13% | +81+1.3% | Added |
| Seven Eight Capital, LP | 6,407 | $1.24M | 0.26% | +6,407 | New |
| Creative Financial Designs Inc | 6,417 | $1.25M | 0.16% | +380+6.3% | Added |
| Nilsine Partners, LLC | 6,472 | $1.26M | 0.20% | +6,472 | New |
| Magnolia Capital Advisors LLC | 6,475 | $1.26M | 0.65% | +219+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 6,511 | $1.26M | 0.09% | +235+3.7% | Added |
| DB Fitzpatrick & Co, Inc | 6,523 | $1.27M | 1.37% | +6,523 | New |
| Ambassador Advisors, LLC | 6,290 | $1.27M | 0.29% | +6,290 | New |
| Balyasny Asset Management LLC | 6,556 | $1.27M | 0.00% | +6,556 | New |
| Qtron Investments LLC | 6,581 | $1.28M | 0.26% | −343−5.0% | Reduced |
| Venture Visionary Partners LLC | 6,596 | $1.28M | 0.08% | −22−0.3% | Reduced |
| Cordatus Wealth Management LLC | 6,673 | $1.30M | 1.65% | −43−0.6% | Reduced |
| Partners Capital Investment Group, LLP | 6,699 | $1.30M | 0.06% | +6,699 | New |
| Summit Financial, LLC | 6,678 | $1.30M | 0.11% | −188−2.7% | Reduced |
| Claro Advisors LLC | 6,718 | $1.30M | 0.38% | +97+1.5% | Added |
| Monetary Management Group Inc | 6,755 | $1.31M | 0.39% | +5,675+525.5% | Added |
| EP Wealth Advisors, LLC | 5,759 | $1.32M | 0.03% | +3,600+166.7% | Added |
| Stephens Inc | 6,798 | $1.32M | 0.03% | +261+4.0% | Added |
| King Luther Capital Management Corp | 6,812 | $1.32M | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,826 | $1.32M | 0.20% | +18+0.3% | Added |
| Griffin Asset Management, Inc. | 6,914 | $1.34M | 0.19% | −335−4.6% | Reduced |
| Shorepoint Capital Partners LLC | 6,924 | $1.34M | 0.38% | −446−6.1% | Reduced |
| New England Research & Management, Inc. | 6,930 | $1.35M | 0.79% | +6,930 | New |
| Campbell & CO Investment Adviser LLC | 7,008 | $1.36M | 0.25% | +2,887+70.1% | Added |
| Davidson Trust Co | 7,026 | $1.36M | 1.05% | +1,307+22.9% | Added |
| Gabelli Funds LLC | 7,055 | $1.37M | 0.01% | +2,300+48.4% | Added |
| Balentine LLC | 7,074 | $1.37M | 0.05% | −4,713−40.0% | Reduced |
| Winton Group Ltd | 7,081 | $1.37M | 0.08% | +268+3.9% | Added |
| Bleakley Financial Group, LLC | 7,088 | $1.38M | 0.05% | +538+8.2% | Added |
| Sawtooth Solutions, LLC | 7,092 | $1.38M | 0.04% | +3,685+108.2% | Added |
| Naples Global Advisors, LLC | 7,123 | $1.39M | 0.17% | +25+0.4% | Added |
| Allworth Financial LP | 7,176 | $1.39M | 0.01% | +120+1.7% | Added |
| Commerzbank Aktiengesellschaft | 7,210 | $1.40M | 0.08% | +4,303+148.0% | Added |
| Aries Wealth Management | 7,222 | $1.40M | 0.58% | −110−1.5% | Reduced |
| Lincoln Capital LLC | 7,222 | $1.40M | 0.39% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,224 | $1.40M | 0.60% | +231+3.3% | Added |
| Marshall Wace, LLP | 7,287 | $1.41M | 0.00% | +7,287 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,295 | $1.42M | 0.02% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,307 | $1.42M | 0.01% | +184+2.6% | Added |
| Ballentine Partners, LLC | 7,320 | $1.42M | 0.04% | +1,137+18.4% | Added |
| Fruth Investment Management | 7,353 | $1.43M | 0.41% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,391 | $1.44M | 0.06% | +804+12.2% | Added |
| Cresset Asset Management, LLC | 7,384 | $1.44M | 0.03% | −1,168−13.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,394 | $1.44M | 0.25% | −1,484−16.7% | Reduced |
| Daymark Wealth Partners, LLC | 7,405 | $1.44M | 0.19% | +2,054+38.4% | Added |
| Monarch Capital Management Inc | 7,421 | $1.44M | 0.44% | 00.0% | Unchanged |
| CWM, LLC | 7,443 | $1.45M | 0.01% | +629+9.2% | Added |
| REDW Wealth LLC | 7,468 | $1.45M | 0.46% | +61+0.8% | Added |