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 |
|---|---|---|---|---|---|
| QP Wealth Management, LLC | 1,585 | $307.8K | 0.50% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,558 | $302.5K | 0.06% | +17+1.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,561 | $302.1K | 0.29% | −535−25.5% | Reduced |
| Northeast Financial Consultants Inc | 1,555 | $301.9K | 0.02% | +240+18.3% | Added |
| Peak Planning Group, LLC | 1,551 | $301.1K | 0.24% | −977−38.6% | Reduced |
| RFG Advisory, LLC | 1,548 | $300.6K | 0.01% | −99−6.0% | Reduced |
| Heron Bay Capital Management | 1,545 | $300.0K | 0.12% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,537 | $298.5K | 0.02% | +22+1.5% | Added |
| Baker Avenue Asset Management, LP | 1,523 | $295.7K | 0.02% | −66−4.2% | Reduced |
| Manchester Capital Management LLC | 1,522 | $295.5K | 0.04% | −10−0.7% | Reduced |
| Imprint Wealth LLC | 1,499 | $294.9K | 0.19% | +1,499 | New |
| Baron Wealth Management LLC | 1,518 | $294.8K | 0.21% | +44+3.0% | Added |
| Ellevest, Inc. | 1,515 | $294.2K | 0.02% | −127−7.7% | Reduced |
| Evermay Wealth Management LLC | 1,511 | $294.1K | 0.06% | +840+125.2% | Added |
| Granite FO LLC | 1,456 | $293.5K | 0.18% | +1,456 | New |
| Steinberg Asset Management LLC | 1,500 | $291.3K | 0.30% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,496 | $290.5K | 0.04% | −232−13.4% | Reduced |
| Avantax Planning Partners, Inc. | 1,495 | $290.3K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,476 | $287.0K | 0.03% | −647−30.5% | Reduced |
| Verity & Verity, LLC | 1,473 | $286.0K | 0.04% | −46−3.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,473 | $286.0K | 0.03% | +1,473 | New |
| RSM US Wealth Management LLC | 1,470 | $285.4K | 0.01% | +392+36.4% | Added |
| Traphagen Investment Advisors LLC | 1,465 | $284.5K | 0.04% | +24+1.7% | Added |
| Twinbeech Capital LP | 1,463 | $284.1K | 0.01% | +1,463 | New |
| Advisors Capital Management, LLC | 1,462 | $284.0K | 0.01% | +40+2.8% | Added |
| Financial Architects, Inc | 1,453 | $282.1K | 0.05% | −62−4.1% | Reduced |
| Meredith Wealth Planning | 1,438 | $279.2K | 0.22% | −90−5.9% | Reduced |
| Strategic Advisors LLC | 1,437 | $279.0K | 0.06% | +110+8.3% | Added |
| Wealth Effects LLC | 1,428 | $277.4K | 0.14% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,414 | $274.6K | 0.07% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,411 | $274.0K | 0.05% | +1+0.1% | Added |
| BancorpSouth Bank | 1,411 | $274.0K | 0.03% | −496−26.0% | Reduced |
| Tectonic Advisors LLC | 1,410 | $273.8K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,403 | $272.0K | 0.06% | +104+8.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,399 | $271.7K | 0.02% | +9+0.6% | Added |
| Focus Financial Network, Inc. | 1,388 | $270.7K | 0.02% | −9−0.6% | Reduced |
| Aristotle Capital Management, LLC | 1,386 | $269.1K | 0.00% | −3,646−72.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,383 | $268.6K | 0.05% | +130+10.4% | Added |
| Anchor Investment Management, LLC | 1,375 | $267.0K | 0.04% | +96+7.5% | Added |
| Revisor Wealth Management LLC | 1,372 | $266.4K | 0.24% | +1,372 | New |
| Resonant Capital Advisors, LLC | 1,365 | $266.1K | 0.03% | +21+1.6% | Added |
| Resources Management Corp | 4,360 | $266.0K | 0.05% | −1,883−30.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,365 | $265.0K | 0.02% | +50+3.8% | Added |
| Trust Co | 1,353 | $262.7K | 0.04% | 00.0% | Unchanged |
| NinePointTwo Capital | 1,337 | $259.0K | 0.10% | +1,337 | New |
| Guerra Pan Advisors, LLC | 1,326 | $257.5K | 0.32% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,324 | $257.1K | 0.04% | +1,324 | New |
| Mutual Advisors, LLC | 1,322 | $256.7K | 0.01% | +114+9.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,321 | $256.5K | 0.02% | +87+7.1% | Added |
| Empower Advisory Group, LLC | 1,301 | $255.9K | 0.00% | +1,301 | New |
| Financial & Tax Architects, LLC | 1,315 | $255.4K | 0.08% | +17+1.3% | Added |
| Heron Financial Group, LLC | 1,309 | $254.2K | 0.14% | −20−1.5% | Reduced |
| Lumature Wealth Partners, LLC | 1,305 | $253.4K | 0.14% | −27−2.0% | Reduced |
| Arkadios Wealth Advisors | 1,304 | $253.2K | 0.03% | +1,304 | New |
| Strategy Asset Managers LLC | 1,304 | $253.2K | 0.06% | −89−6.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,303 | $253.1K | 0.13% | −245−15.8% | Reduced |
| Trust Co of Toledo NA | 1,301 | $252.6K | 0.05% | +172+15.2% | Added |
| Avidian Wealth Solutions, LLC | 1,299 | $252.3K | 0.01% | +3+0.2% | Added |
| Integrated Advisors Network LLC | 1,299 | $252.2K | 0.02% | −70−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 1,292 | $250.9K | 0.03% | +197+18.0% | Added |
| SRS Capital Advisors, Inc. | 1,288 | $250.1K | 0.03% | −37−2.8% | Reduced |
| Bollard Group LLC | 1,290 | $250.0K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 1,284 | $249.3K | 0.06% | −412−24.3% | Reduced |
| DGS Capital Management, LLC | 1,284 | $249.3K | 0.14% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,271 | $246.8K | 0.03% | −399−23.9% | Reduced |
| Norway Savings Bank | 1,271 | $246.8K | 0.12% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,264 | $245.4K | 0.20% | −145−10.3% | Reduced |
| Intrua Financial, LLC | 1,217 | $243.7K | 0.05% | +114+10.3% | Added |
| Atlantic Union Bankshares Corp | 1,255 | $243.7K | 0.03% | −19−1.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,253 | $243.3K | 0.45% | +1,253 | New |
| Carson Advisory Inc. | 1,253 | $243.3K | 0.22% | −299−19.3% | Reduced |
| Allstate Corp | 1,252 | $243.1K | 0.02% | −12,295−90.8% | Reduced |
| Smithfield Trust Co | 1,249 | $242.0K | 0.02% | −299−19.3% | Reduced |
| BSW Wealth Partners | 1,245 | $241.8K | 0.05% | +303+32.2% | Added |
| Northern Oak Wealth Management Inc | 1,242 | $241.2K | 0.03% | +1,242 | New |
| NorthRock Partners, LLC | 1,239 | $240.5K | 0.03% | −342−21.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,233 | $239.4K | 0.01% | +106+9.4% | Added |
| Catalyst Financial Partners LLC | 1,232 | $239.2K | 0.10% | −122−9.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,235 | $239.0K | 0.11% | +1,235 | New |
| Tandem Wealth Advisors LLC | 1,229 | $238.6K | 0.15% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,228 | $238.5K | 0.03% | 00.0% | Unchanged |
| Mendel Money Management | 1,228 | $238.5K | 0.13% | +5+0.4% | Added |
| Quaker Wealth Management, LLC | 1,225 | $238.0K | 0.11% | +1+0.1% | Added |
| Park Edge Advisors, LLC | 1,224 | $237.7K | 0.09% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,223 | $237.5K | 0.01% | +1,223 | New |
| Geller Advisors LLC | 1,217 | $237.3K | 0.04% | −404−24.9% | Reduced |
| Evoke Wealth, LLC | 36,316 | $236.9K | 0.01% | −5,000−12.1% | Reduced |
| Truadvice, LLC | 1,174 | $236.6K | 0.09% | +1,174 | New |
| Van Hulzen Asset Management, LLC | 1,208 | $235.0K | 0.02% | +41+3.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,201 | $233.2K | 0.03% | +50+4.3% | Added |
| Notis-McConarty Edward | 1,200 | $233.0K | 0.09% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 1,199 | $232.8K | 0.14% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,198 | $232.6K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,195 | $232.0K | 0.04% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,190 | $231.1K | 0.17% | 00.0% | Unchanged |
| Weik Capital Management | 1,190 | $231.0K | 0.11% | +1,190 | New |
| Trillium Asset Management, LLC | 1,143 | $230.0K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,181 | $229.3K | 0.01% | +33+2.9% | Added |
| IHT Wealth Management, LLC | 1,180 | $229.2K | 0.01% | +168+16.6% | Added |
| Phillips Wealth Planners LLC | 1,131 | $228.6K | 0.30% | +1,131 | New |