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; 2,172 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
- 1,471
- +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
- 581 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Buckingham Strategic Wealth, LLC | 2,803 | $618.3K | 0.01% | 00.0% | Unchanged |
| Saturna Capital CORP | 3,170 | $615.6K | 0.01% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,149 | $611.5K | 0.19% | +155+5.2% | Added |
| Astoria Portfolio Advisors LLC. | 3,113 | $608.4K | 0.26% | +159+5.4% | Added |
| Abbot Financial Management, Inc. | 3,120 | $605.9K | 0.41% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,094 | $600.8K | 0.20% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,082 | $598.5K | 0.16% | +3,082 | New |
| Principle Wealth Partners LLC | 3,071 | $596.3K | 0.06% | 00.0% | Unchanged |
| Arjuna Capital | 3,065 | $595.2K | 0.23% | +930+43.6% | Added |
| Mairs & Power Inc | 3,034 | $589.1K | 0.01% | +710+30.6% | Added |
| Seelaus Asset Management LLC | 2,965 | $589.0K | 0.44% | +2,965 | New |
| Williams Jones Wealth Management, LLC. | 3,031 | $588.6K | 0.01% | +150+5.2% | Added |
| X-Square Capital, LLC | 3,018 | $586.0K | 0.35% | −200−6.2% | Reduced |
| Cito Capital Group, LLC | 3,000 | $585.0K | 0.29% | 00.0% | Unchanged |
| Baader Bank INC | 3,010 | $584.5K | 0.04% | −740−19.7% | Reduced |
| Paradigm Financial Partners, LLC | 3,004 | $583.3K | 0.16% | +3,004 | New |
| Bull Street Advisors, LLC | 3,000 | $583.0K | 0.30% | +20+0.7% | Added |
| Websterrogers Financial Advisors, LLC | 2,999 | $582.3K | 0.27% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 2,961 | $574.9K | 0.08% | +77+2.7% | Added |
| Kula Investments, LLC | 2,952 | $573.2K | 0.14% | +2,952 | New |
| Sentry Investment Management LLC | 2,948 | $572.0K | 0.24% | +16+0.5% | Added |
| Cambridge Trust Co | 2,939 | $570.7K | 0.03% | +162+5.8% | Added |
| Stokes Family Office, LLC | 2,928 | $568.6K | 0.07% | +12+0.4% | Added |
| Connecticut Wealth Management, LLC | 2,921 | $567.2K | 0.04% | +2,921 | New |
| Headinvest, LLC | 2,897 | $562.5K | 0.12% | −80−2.7% | Reduced |
| DFPG Investments, LLC | 2,895 | $562.1K | 0.06% | +353+13.9% | Added |
| EverSource Wealth Advisors, LLC | 2,889 | $560.9K | 0.07% | −239−7.6% | Reduced |
| Angeles Investment Advisors, LLC | 2,873 | $560.0K | 0.05% | +313+12.2% | Added |
| Shelton Capital Management | 2,881 | $559.4K | 0.02% | +206+7.7% | Added |
| KB Financial Partners, LLC | 2,873 | $558.0K | 0.16% | −2−0.1% | Reduced |
| Innovis Asset Management LLC | 2,871 | $557.5K | 0.23% | +147+5.4% | Added |
| Henry James International Management, Inc. | 2,868 | $556.9K | 0.24% | +10+0.3% | Added |
| Eqis Capital Management, Inc. | 2,865 | $556.3K | 0.06% | −5,581−66.1% | Reduced |
| Waldron Private Wealth LLC | 2,822 | $550.3K | 0.03% | +273+10.7% | Added |
| First Capital Advisors Group, LLC. | 2,820 | $547.6K | 0.35% | −416−12.9% | Reduced |
| First American Bank | 2,815 | $546.6K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,803 | $544.3K | 0.03% | −945−25.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,802 | $544.2K | 0.06% | +27+1.0% | Added |
| WMS Partners, LLC | 2,799 | $543.5K | 0.05% | −221−7.3% | Reduced |
| Montecito Bank & Trust | 2,779 | $539.6K | 0.13% | −1,073−27.9% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $538.1K | 0.51% | 00.0% | Unchanged |
| Advisory Resource Group | 2,745 | $533.0K | 0.15% | +315+13.0% | Added |
| Boston Financial Mangement LLC | 2,742 | $532.4K | 0.02% | +418+18.0% | Added |
| Wedmont Private Capital | 2,667 | $522.8K | 0.07% | −246−8.4% | Reduced |
| Camden Capital, LLC | 2,687 | $521.8K | 0.08% | +109+4.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,673 | $519.0K | 0.09% | +5+0.2% | Added |
| Optimum Investment Advisors | 2,672 | $518.8K | 0.27% | −150−5.3% | Reduced |
| FSM Wealth Advisors, LLC | 2,671 | $518.7K | 0.30% | +369+16.0% | Added |
| Hilltop Holdings Inc. | 2,671 | $518.6K | 0.07% | −5−0.2% | Reduced |
| BKD Wealth Advisors, LLC | 2,668 | $518.1K | 0.02% | +113+4.4% | Added |
| City State Bank | 2,668 | $518.0K | 0.30% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,649 | $514.4K | 0.51% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,637 | $512.1K | 0.07% | +30+1.2% | Added |
| 1776 Wealth LLC | 2,634 | $511.5K | 0.31% | +58+2.3% | Added |
| SeaCrest Wealth Management, LLC | 2,633 | $511.3K | 0.07% | +47+1.8% | Added |
| Cookson Peirce & Co Inc | 2,632 | $511.0K | 0.03% | −69,749−96.4% | Reduced |
| Baxter Bros Inc | 2,602 | $505.3K | 0.08% | −125−4.6% | Reduced |
| Axq Capital, LP | 2,600 | $504.9K | 0.20% | +2,600 | New |
| J.W. Cole Advisors, Inc. | 2,598 | $504.4K | 0.04% | +119+4.8% | Added |
| GSB Wealth Management, LLC | 2,578 | $500.6K | 0.16% | +102+4.1% | Added |
| Boyar Asset Management Inc. | 2,568 | $498.7K | 0.38% | −135−5.0% | Reduced |
| Welch Group, LLC | 2,565 | $498.1K | 0.03% | −304−10.6% | Reduced |
| Rossmore Private Capital | 2,559 | $496.9K | 0.08% | −21−0.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 2,551 | $495.3K | 0.27% | −292−10.3% | Reduced |
| Independence Bank of Kentucky | 2,534 | $492.1K | 0.21% | −80−3.1% | Reduced |
| Everett Harris & Co | 2,523 | $489.9K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 2,508 | $487.0K | 0.03% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 2,499 | $485.2K | 0.03% | +170+7.3% | Added |
| Intercontinental Wealth Advisors, LLC | 2,495 | $484.5K | 0.12% | +24+1.0% | Added |
| First City Capital Management, Inc. | 2,384 | $480.5K | 0.28% | +33+1.4% | Added |
| FineMark National Bank & Trust | 2,453 | $476.3K | 0.02% | +329+15.5% | Added |
| Proficio Capital Partners LLC | 2,450 | $475.8K | 0.08% | −51−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 2,450 | $475.7K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,437 | $473.2K | 0.19% | +2,437 | New |
| Thompson Siegel & Walmsley LLC | 2,438 | $473.0K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,421 | $470.1K | 0.01% | −4,901−66.9% | Reduced |
| Wealthspire Advisors, LLC | 2,414 | $468.8K | 0.01% | +164+7.3% | Added |
| Allred Capital Management, LLC | 2,413 | $468.6K | 0.25% | +20+0.8% | Added |
| Valley Brook Capital Group | 2,411 | $468.2K | 0.43% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,404 | $466.8K | 0.13% | +14+0.6% | Added |
| Transamerica Financial Advisors, Inc. | 2,393 | $465.0K | 0.06% | −1,158−32.6% | Reduced |
| Cornerstone Wealth Management, LLC | 2,388 | $463.7K | 0.05% | +2,388 | New |
| Jaffetilchin Investment Partners, LLC | 2,377 | $461.6K | 0.05% | −328−12.1% | Reduced |
| Apexium Financial, LP | 2,366 | $459.4K | 0.05% | −21−0.9% | Reduced |
| Sky Investment Group LLC | 2,360 | $458.3K | 0.10% | −21−0.9% | Reduced |
| Proequities, Inc. | 2,334 | $455.0K | 0.04% | +1,127+93.4% | Added |
| Goldstein Advisors, LLC | 2,343 | $455.0K | 0.10% | +56+2.4% | Added |
| Canvas Wealth Advisors, LLC | 2,285 | $454.8K | 0.19% | +84+3.8% | Added |
| Center for Financial Planning, Inc. | 2,320 | $450.5K | 0.10% | −54−2.3% | Reduced |
| Bayesian Capital Management, LP | 2,300 | $446.6K | 0.06% | −1,100−32.4% | Reduced |
| E&G Advisors, LP | 2,286 | $443.9K | 0.16% | +600+35.6% | Added |
| Savant Capital, LLC | 2,280 | $442.7K | 0.01% | −552−19.5% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $441.2K | 0.15% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 2,261 | $439.0K | 0.01% | −17−0.7% | Reduced |
| Lindbrook Capital, LLC | 2,242 | $435.4K | 0.05% | +238+11.9% | Added |
| Spire Wealth Management | 2,236 | $434.3K | 0.02% | +481+27.4% | Added |
| Meridian Wealth Management, LLC | 2,233 | $433.6K | 0.04% | −55−2.4% | Reduced |
| Versor Investments LP | 2,225 | $432.1K | 0.06% | +2,225 | New |
| Colony Group LLC | 2,223 | $432.0K | 0.01% | −1,570−41.4% | Reduced |
| HM Payson & Co | 2,206 | $428.4K | 0.01% | 00.0% | Unchanged |