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 |
|---|---|---|---|---|---|
| Catalyst Wealth Management, LLC | 7,472 | $1.45M | 1.36% | +538+7.8% | Added |
| We Are One Seven, LLC | 7,475 | $1.45M | 0.09% | +30.0% | Added |
| Alaethes Wealth LLC | 7,501 | $1.46M | 0.85% | +429+6.1% | Added |
| Trust Co of Oklahoma | 7,502 | $1.46M | 0.57% | −32−0.4% | Reduced |
| First Hawaiian Bank | 7,531 | $1.46M | 0.05% | −6,353−45.8% | Reduced |
| Platform Technology Partners | 7,532 | $1.46M | 0.72% | +62+0.8% | Added |
| Bowman & Co S.C. | 7,533 | $1.46M | 1.07% | +877+13.2% | Added |
| Whittier Trust Co of Nevada Inc | 7,589 | $1.47M | 0.05% | −46−0.6% | Reduced |
| West Michigan Advisors, LLC | 7,660 | $1.49M | 0.84% | +247+3.3% | Added |
| Ghe, LLC | 7,660 | $1.49M | 1.17% | +174+2.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,688 | $1.49M | 0.06% | +570+8.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,698 | $1.49M | 0.46% | +1,243+19.3% | Added |
| J. W. Coons Advisors, LLC | 7,700 | $1.50M | 0.43% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 7,705 | $1.50M | 0.01% | +1,330+20.9% | Added |
| Oak Harbor Wealth Partners, LLC | 7,735 | $1.50M | 0.55% | +939+13.8% | Added |
| Lake Street Financial LLC | 7,745 | $1.50M | 0.28% | +3,568+85.4% | Added |
| Simmons Bank | 7,768 | $1.51M | 0.13% | −169−2.1% | Reduced |
| Rehmann Capital Advisory Group | 7,781 | $1.51M | 0.14% | +96+1.2% | Added |
| Vontobel Holding Ltd. | 7,943 | $1.54M | 0.01% | −1,176−12.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,816 | $1.57M | 0.24% | +7,816 | New |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.57M | 0.04% | 00.0% | Unchanged |
| Ossiam | 8,134 | $1.58M | 0.03% | −2,090−20.4% | Reduced |
| Cipher Capital LP | 8,151 | $1.58M | 0.29% | +8,151 | New |
| Sumitomo Life Insurance Co | 8,155 | $1.58M | 0.13% | −60−0.7% | Reduced |
| Symmetry Partners, LLC | 8,172 | $1.59M | 0.09% | −1,042−11.3% | Reduced |
| WealthShield Partners, LLC | 8,161 | $1.59M | 0.26% | +8,161 | New |
| Avitas Wealth Management LLC | 8,201 | $1.59M | 0.31% | −112−1.3% | Reduced |
| Pinnacle Financial Partners Inc | 8,226 | $1.60M | 0.04% | −1,479−15.2% | Reduced |
| Legacy Private Trust Co. | 8,227 | $1.60M | 0.14% | +7,004+572.7% | Added |
| Tower Research Capital LLC (TRC) | 8,237 | $1.60M | 0.05% | −1,806−18.0% | Reduced |
| Journey Advisory Group, LLC | 8,236 | $1.60M | 0.25% | −2,860−25.8% | Reduced |
| Deltec Asset Management LLC | 8,240 | $1.60M | 0.40% | +8,240 | New |
| Fulton Bank, N.A. | 8,318 | $1.62M | 0.08% | −48−0.6% | Reduced |
| Hyman Charles D | 8,400 | $1.63M | 0.11% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 8,417 | $1.63M | 0.28% | −133−1.6% | Reduced |
| Neville Rodie & Shaw Inc | 8,429 | $1.64M | 0.15% | −25−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,474 | $1.65M | 0.07% | +6,953+457.1% | Added |
| Private Advisor Group, LLC | 8,501 | $1.65M | 0.02% | +209+2.5% | Added |
| Resources Investment Advisors, LLC. | 8,514 | $1.65M | 0.04% | +4,947+138.7% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $1.67M | 0.63% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,632 | $1.68M | 0.28% | +8,632 | New |
| Moneta Group Investment Advisors LLC | 8,700 | $1.69M | 0.04% | +148+1.7% | Added |
| Horiko Capital Management LLC | 8,717 | $1.69M | 1.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,749 | $1.70M | 0.08% | −516−5.6% | Reduced |
| Cetera Advisors LLC | 8,792 | $1.71M | 0.03% | +248+2.9% | Added |
| Jag Capital Management, LLC | 8,802 | $1.71M | 0.22% | −73−0.8% | Reduced |
| Private Trust Co NA | 8,831 | $1.71M | 0.23% | +307+3.6% | Added |
| Everence Capital Management Inc | 8,860 | $1.72M | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 8,878 | $1.72M | 0.05% | +1,498+20.3% | Added |
| Quadrature Capital Ltd | 8,929 | $1.73M | 0.05% | −61,119−87.3% | Reduced |
| Accurate Wealth Management, LLC | 8,848 | $1.73M | 0.60% | +671+8.2% | Added |
| Mount Yale Investment Advisors, LLC | 9,021 | $1.75M | 0.20% | −196−2.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.75M | 0.27% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 9,120 | $1.77M | 0.08% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 9,197 | $1.79M | 0.05% | +9,197 | New |
| Dynamic Advisor Solutions LLC | 9,215 | $1.79M | 0.10% | +764+9.0% | Added |
| Clearstead Advisors, LLC | 9,236 | $1.79M | 0.13% | +214+2.4% | Added |
| Pictet North America Advisors SA | 9,320 | $1.81M | 0.29% | −164−1.7% | Reduced |
| New Potomac Partners, LLC | 9,331 | $1.81M | 1.26% | −9−0.1% | Reduced |
| Wetherby Asset Management Inc | 9,540 | $1.85M | 0.11% | +463+5.1% | Added |
| Mattern Wealth Management LLC | 9,546 | $1.85M | 0.61% | +691+7.8% | Added |
| Edgestream Partners, L.P. | 9,600 | $1.86M | 0.21% | +7,662+395.4% | Added |
| Moors & Cabot, Inc. | 9,611 | $1.87M | 0.13% | +353+3.8% | Added |
| Quantamental Technologies LLC | 9,691 | $1.88M | 1.02% | +9,691 | New |
| Apollon Wealth Management, LLC | 9,819 | $1.91M | 0.12% | +1,899+24.0% | Added |
| Herold Advisors, Inc. | 9,826 | $1.91M | 0.66% | −66−0.7% | Reduced |
| Lederer & Associates Investment Counsel | 9,873 | $1.92M | 1.48% | −966−8.9% | Reduced |
| Vestcor Inc | 9,870 | $1.92M | 0.07% | −37−0.4% | Reduced |
| Glenview Trust Co | 9,904 | $1.92M | 0.06% | −60−0.6% | Reduced |
| Shay Capital LLC | 10,000 | $1.94M | 0.81% | +5,000+100.0% | Added |
| Alpha DNA Investment Management LLC | 10,018 | $1.95M | 1.00% | +1,194+13.5% | Added |
| United Services Automobile Association | 10,030 | $1.95M | 0.06% | −6,401−39.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,069 | $1.96M | 0.02% | +105+1.1% | Added |
| Cox Capital Mgt LLC | 10,073 | $1.96M | 1.41% | −20.0% | Reduced |
| Nations Financial Group Inc, | 10,215 | $1.98M | 0.21% | +1,254+14.0% | Added |
| Main Street Financial Solutions, LLC | 10,281 | $2.00M | 0.29% | −433−4.0% | Reduced |
| Confluence Wealth Services, Inc. | 10,285 | $2.00M | 0.47% | +428+4.3% | Added |
| Duality Advisers, LP | 10,403 | $2.02M | 0.23% | +10,403 | New |
| Capula Management Ltd | 10,510 | $2.04M | 0.18% | +9,424+867.8% | Added |
| Aaron Wealth Advisors | 10,569 | $2.05M | 0.28% | +173+1.7% | Added |
| Mission Wealth Management, LP | 10,614 | $2.06M | 0.09% | +55+0.5% | Added |
| Ropes Wealth Advisors LLC | 10,614 | $2.06M | 0.37% | −151−1.4% | Reduced |
| Brown Miller Wealth Management, LLC | 10,642 | $2.07M | 1.22% | +222+2.1% | Added |
| Comerica Securities,inc. | 10,678 | $2.08M | 0.15% | −1,590−13.0% | Reduced |
| Haverford Trust Co | 10,753 | $2.09M | 0.02% | +30.0% | Added |
| CFS Investment Advisory Services, LLC | 10,902 | $2.12M | 0.39% | −159−1.4% | Reduced |
| Stoneridge Investment Partners LLC | 11,042 | $2.14M | 1.14% | +5,412+96.1% | Added |
| Forge First Asset Management Inc. | 11,100 | $2.16M | 0.97% | +11,100 | New |
| Schechter Investment Advisors, LLC | 11,203 | $2.18M | 0.20% | −413−3.6% | Reduced |
| Northcape Wealth Management, LLC | 11,207 | $2.18M | 0.79% | +262+2.4% | Added |
| IFG Advisory, LLC | 11,339 | $2.20M | 0.21% | +365+3.3% | Added |
| Armstrong Shaw Associates Inc | 11,393 | $2.21M | 2.17% | −383−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,422 | $2.22M | 0.02% | +10,620+1,324.2% | Added |
| Argyle Capital Management Inc. | 11,433 | $2.22M | 0.78% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 11,437 | $2.22M | 1.40% | −943−7.6% | Reduced |
| Smith, Salley & Associates | 11,440 | $2.22M | 0.18% | +513+4.7% | Added |
| Parkwood LLC | 11,507 | $2.23M | 0.42% | +1,014+9.7% | Added |
| Buckhead Capital Management LLC | 11,612 | $2.25M | 0.53% | −150−1.3% | Reduced |
| Geneos Wealth Management Inc. | 11,752 | $2.28M | 0.14% | −6,303−34.9% | Reduced |
| Texas Yale Capital Corp. | 11,842 | $2.30M | 0.12% | −16−0.1% | Reduced |