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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 2,210 | $428.0K | 0.01% | −14,165−86.5% | Reduced |
| 9258 Wealth Management, LLC | 2,197 | $426.6K | 0.09% | +306+16.2% | Added |
| DAGCO, Inc. | 2,195 | $426.2K | 0.23% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,192 | $425.7K | 0.17% | +2,192 | New |
| Flagship Harbor Advisors, LLC | 2,192 | $425.7K | 0.04% | +87+4.1% | Added |
| Linscomb & Williams, Inc. | 2,185 | $424.3K | 0.02% | +13+0.6% | Added |
| First Dallas Securities Inc. | 2,153 | $418.0K | 0.25% | +2+0.1% | Added |
| Hanson & Doremus Investment Management | 2,140 | $416.0K | 0.09% | −196−8.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $414.0K | 0.26% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,125 | $413.0K | 0.04% | +1,040+95.9% | Added |
| Horizon Investments, LLC | 2,126 | $412.8K | 0.01% | −1,835−46.3% | Reduced |
| Credit Agricole S A | 2,121 | $411.9K | 0.02% | +337+18.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,119 | $411.5K | 0.05% | +2,119 | New |
| Mitchell Sinkler & Starr | 2,099 | $407.6K | 0.12% | −67−3.1% | Reduced |
| RBA Wealth Management, LLC | 2,078 | $403.5K | 0.20% | −10−0.5% | Reduced |
| Foundation Resource Management Inc | 2,074 | $403.0K | 0.07% | −5−0.2% | Reduced |
| LCNB Corp | 2,075 | $402.9K | 0.18% | −110−5.0% | Reduced |
| Summit Trail Advisors, LLC | 2,063 | $401.9K | 0.02% | +954+86.0% | Added |
| Hancock Whitney Corp | 2,068 | $401.0K | 0.02% | +214+11.5% | Added |
| NatWest Group plc | 2,050 | $398.1K | 0.22% | 00.0% | Unchanged |
| Pitcairn Co | 2,048 | $397.7K | 0.04% | +50+2.5% | Added |
| Western Wealth Management, LLC | 2,048 | $397.7K | 0.04% | −110−5.1% | Reduced |
| M&R Capital Management Inc | 2,041 | $396.5K | 0.11% | −3−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 2,042 | $395.0K | 0.05% | +126+6.6% | Added |
| DCM Advisors, LLC | 2,024 | $393.0K | 0.18% | −20−1.0% | Reduced |
| Venturi Wealth Management, LLC | 2,022 | $392.7K | 0.03% | −150−6.9% | Reduced |
| Earnest Partners LLC | 2,018 | $391.9K | 0.00% | 00.0% | Unchanged |
| Vicus Capital | 2,013 | $391.0K | 0.04% | −5−0.2% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $388.4K | 0.20% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,000 | $388.4K | 0.29% | 00.0% | Unchanged |
| CX Institutional | 1,977 | $387.8K | 0.02% | −628−24.1% | Reduced |
| Summit Financial Group Inc | 1,990 | $386.4K | 0.15% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,989 | $386.2K | 0.07% | −7,130−78.2% | Reduced |
| PDS Planning, Inc | 1,962 | $381.0K | 0.05% | +688+54.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,949 | $378.5K | 0.31% | +22+1.1% | Added |
| Contravisory Investment Management, Inc. | 1,909 | $370.7K | 0.10% | +45+2.4% | Added |
| SageView Advisory Group, LLC | 1,890 | $367.0K | 0.02% | +1,890 | New |
| Eudaimonia Advisors LLC | 1,889 | $366.8K | 0.25% | −268−12.4% | Reduced |
| Benjamin Edwards Inc | 1,878 | $365.0K | 0.09% | +615+48.7% | Added |
| First Affirmative Financial Network | 1,873 | $363.6K | 0.42% | +190+11.3% | Added |
| Grimes & Company, Inc. | 1,856 | $360.4K | 0.01% | −23−1.2% | Reduced |
| BLB&B Advisors, LLC | 1,850 | $359.2K | 0.03% | −41−2.2% | Reduced |
| Barber Financial Group, Inc. | 1,844 | $358.1K | 0.06% | −2−0.1% | Reduced |
| Legacy Financial Advisors, Inc. | 1,843 | $357.9K | 0.07% | −165−8.2% | Reduced |
| Clearview Wealth Advisors LLC | 1,828 | $355.1K | 0.36% | −693−27.5% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $355.0K | 0.17% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,820 | $354.9K | 0.14% | 00.0% | Unchanged |
| Wade G W & Inc | 1,816 | $353.0K | 0.01% | −159−8.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,802 | $351.4K | 0.09% | +75+4.3% | Added |
| Graypoint LLC | 1,800 | $349.5K | 0.04% | +35+2.0% | Added |
| First Citizens Bank & Trust Co | 1,798 | $349.1K | 0.01% | +10+0.6% | Added |
| Farmers National Bank | 1,797 | $348.9K | 0.12% | −12−0.7% | Reduced |
| Shore Point Advisors, LLC | 1,794 | $348.4K | 0.26% | +1,794 | New |
| Lavaca Capital LLC | 1,774 | $347.2K | 0.08% | +1,774 | New |
| West Oak Capital, LLC | 1,785 | $346.6K | 0.18% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,785 | $346.6K | 0.06% | +620+53.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,774 | $344.5K | 0.28% | +135+8.2% | Added |
| Sage Private Wealth Group, LLC | 1,773 | $344.4K | 0.40% | +164+10.2% | Added |
| Colonial Trust Co | 1,767 | $343.1K | 0.09% | +1,122+174.0% | Added |
| Aptus Capital Advisors, LLC | 1,756 | $342.5K | 0.01% | −18,164−91.2% | Reduced |
| Courier Capital LLC | 1,758 | $341.4K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,698 | $340.6K | 0.02% | +356+26.5% | Added |
| Atlas Capital Advisors LLC | 1,751 | $340.0K | 0.05% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,750 | $339.8K | 0.03% | −3,095−63.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,750 | $339.8K | 0.25% | 00.0% | Unchanged |
| SRB Corp | 1,744 | $338.6K | 0.02% | −470−21.2% | Reduced |
| Edge Capital Group, LLC | 1,743 | $338.5K | 0.02% | +343+24.5% | Added |
| Empowered Funds, LLC | 1,736 | $337.1K | 0.02% | +531+44.1% | Added |
| Gsa Capital Partners LLP | 1,735 | $337.0K | 0.03% | +1,735 | New |
| Adviser Investments LLC | 1,725 | $335.0K | 0.01% | +693+67.2% | Added |
| Tower Bridge Advisors | 1,725 | $335.0K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,724 | $334.8K | 0.25% | −65−3.6% | Reduced |
| Wealthcare Advisory Partners LLC | 1,719 | $333.8K | 0.01% | +30+1.8% | Added |
| Legacy Advisors, LLC | 1,707 | $332.9K | 0.06% | +121+7.6% | Added |
| Gyroscope Capital Management Group, LLC | 1,700 | $330.1K | 0.08% | +1,700 | New |
| Larson Financial Group LLC | 1,700 | $330.1K | 0.04% | −6−0.4% | Reduced |
| Associated Banc-Corp | 1,699 | $329.9K | 0.01% | 00.0% | Unchanged |
| SFMG, LLC | 1,698 | $329.7K | 0.04% | +80+4.9% | Added |
| Ironwood Investment Counsel, LLC | 1,695 | $329.1K | 0.08% | +9+0.5% | Added |
| Hamilton Wealth, LLC | 1,691 | $328.4K | 0.12% | −172−9.2% | Reduced |
| Essex Savings Bank | 1,690 | $328.2K | 0.11% | −112−6.2% | Reduced |
| Leavell Investment Management, Inc. | 1,684 | $328.0K | 0.02% | −179−9.6% | Reduced |
| Plancorp, LLC | 1,683 | $326.8K | 0.02% | −33−1.9% | Reduced |
| Capital Investment Advisors, LLC | 1,667 | $323.7K | 0.01% | +159+10.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,666 | $323.5K | 0.01% | −39−2.3% | Reduced |
| Wambolt & Associates, LLC | 1,629 | $320.4K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,643 | $319.0K | 0.12% | +68+4.3% | Added |
| Pointe Capital Management LLC | 1,642 | $318.8K | 0.23% | −326−16.6% | Reduced |
| Farther Finance Advisors, LLC | 1,642 | $318.8K | 0.09% | +54+3.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,638 | $318.1K | 0.03% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,624 | $315.3K | 0.11% | +10+0.6% | Added |
| Rede Wealth, LLC | 1,616 | $313.8K | 0.16% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $313.2K | 0.28% | – | – |
| West Family Investments, Inc. | 1,612 | $313.0K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,601 | $310.9K | 0.05% | −124−7.2% | Reduced |
| Bank of New Hampshire | 1,600 | $310.7K | 0.09% | 00.0% | Unchanged |
| Congress Park Capital LLC | 1,600 | $310.7K | 0.19% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,556 | $309.5K | 0.13% | +1,556 | New |
| Dearborn Partners LLC | 1,594 | $309.5K | 0.01% | −352−18.1% | Reduced |
| Roberts Glore & Co Inc | 1,586 | $308.0K | 0.10% | 00.0% | Unchanged |