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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 1,176 | $228.0K | 0.03% | −550−31.9% | Reduced |
| Parthenon LLC | 1,174 | $228.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 1,172 | $227.7K | 0.03% | −68−5.5% | Reduced |
| Renaissance Group LLC | 1,165 | $226.2K | 0.01% | −85−6.8% | Reduced |
| Cypress Capital Group | 1,164 | $226.0K | 0.03% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,162 | $225.6K | 0.01% | +1,162 | New |
| Nwam LLC | 1,159 | $225.2K | 0.02% | −58−4.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,159 | $225.1K | 0.07% | −111−8.7% | Reduced |
| Zacks Investment Management | 1,158 | $224.9K | 0.00% | +156+15.6% | Added |
| Retirement Planning Group | 1,150 | $223.4K | 0.02% | +1,150 | New |
| 3Chopt Investment Partners, LLC | 1,139 | $222.1K | 0.12% | +224+24.5% | Added |
| Foster Dykema Cabot & Co Inc | 1,141 | $222.0K | 0.03% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,145 | $222.0K | 0.02% | +97+9.3% | Added |
| Elgethun Capital Management | 1,119 | $220.3K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,131 | $220.0K | 0.05% | +1,131 | New |
| Procyon Private Wealth Partners, LLC | 1,130 | $219.5K | 0.04% | +54+5.0% | Added |
| Quent Capital, LLC | 1,123 | $218.0K | 0.04% | +144+14.7% | Added |
| OneAscent Wealth Management LLC | 1,116 | $218.0K | 0.08% | −175−13.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,114 | $216.3K | 0.01% | −92−7.6% | Reduced |
| Convergence Investment Partners, LLC | 1,114 | $216.0K | 0.13% | −677−37.8% | Reduced |
| Northern Financial Advisors Inc | 1,107 | $215.0K | 0.20% | −24−2.1% | Reduced |
| Broadleaf Partners, LLC | 1,105 | $214.6K | 0.08% | 00.0% | Unchanged |
| Hartline Investment Corp | 1,104 | $214.4K | 0.04% | −10,519−90.5% | Reduced |
| Alta Advisers Ltd | 1,100 | $213.6K | 0.13% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,100 | $213.6K | 0.58% | 00.0% | Unchanged |
| Leisure Capital Management | 1,100 | $213.6K | 0.12% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 1,099 | $213.4K | 0.05% | +1,099 | New |
| Clarus Group, Inc. | 1,093 | $212.3K | 0.20% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 1,082 | $212.1K | 0.09% | +75+7.4% | Added |
| StrategIQ Financial Group, LLC | 1,087 | $211.1K | 0.02% | +1+0.1% | Added |
| Petrus Trust Company, LTA | 1,085 | $210.7K | 0.03% | +1,085 | New |
| Pflug Koory, LLC | 1,083 | $210.3K | 0.11% | +1,022+1,675.4% | Added |
| HBK Sorce Advisory LLC | 1,083 | $210.2K | 0.01% | −1,123−50.9% | Reduced |
| Delta Financial Group, Inc. | 1,080 | $210.0K | 0.08% | +1+0.1% | Added |
| Titleist Asset Management, LLC | 1,077 | $209.2K | 0.04% | +1,077 | New |
| Echo Street Capital Management LLC | 1,077 | $209.1K | 0.00% | −136−11.2% | Reduced |
| Hamilton Capital, LLC | 1,071 | $208.0K | 0.01% | −134−11.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $207.7K | 0.14% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,022 | $206.6K | 0.16% | +61+6.3% | Added |
| Abbrea Capital, LLC | 1,057 | $206.0K | 0.03% | 00.0% | Unchanged |
| Financial Advisors, LLC | 1,050 | $203.9K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,049 | $203.7K | 0.05% | −185−15.0% | Reduced |
| MCF Advisors LLC | 1,042 | $203.2K | 0.02% | +9+0.9% | Added |
| Alpha Cubed Investments, LLC | 1,045 | $202.9K | 0.01% | +26+2.6% | Added |
| Scotia Capital Inc. | 1,042 | $202.3K | 0.00% | −1,155−52.6% | Reduced |
| StrongBox Wealth, LLC | 1,040 | $201.9K | 0.14% | +1,040 | New |
| VeraBank, N.A. | 1,039 | $201.8K | 0.09% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,036 | $201.2K | 0.10% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $201.0K | 0.13% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,033 | $200.6K | 0.10% | +86+9.1% | Added |
| Patron Partners Advisors, LLC | 1,033 | $200.6K | 0.15% | +109+11.8% | Added |
| Linker Capital Management Inc. | 1,032 | $200.0K | 0.22% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,026 | $199.2K | 0.02% | −33−3.1% | Reduced |
| Duncker Streett & Co Inc | 1,009 | $195.9K | 0.05% | −24−2.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 999 | $194.0K | 0.18% | +37+3.8% | Added |
| Oakworth Capital, Inc. | 998 | $193.8K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 992 | $193.0K | 0.00% | +167+20.2% | Added |
| Harbor Investment Advisory, LLC | 971 | $188.5K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 963 | $187.0K | 0.01% | −46−4.6% | Reduced |
| McIlrath & Eck, LLC | 960 | $186.4K | 0.04% | −30−3.0% | Reduced |
| Loomis Sayles & Co L P | 931 | $181.0K | 0.00% | +9+1.0% | Added |
| CVA Family Office, LLC | 932 | $181.0K | 0.04% | +36+4.0% | Added |
| Arlington Partners LLC | 921 | $178.8K | 0.03% | +720+358.2% | Added |
| Endurance Wealth Management, Inc. | 913 | $178.0K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 915 | $177.7K | 0.04% | +23+2.6% | Added |
| TCI Wealth Advisors, Inc. | 882 | $171.3K | 0.02% | +86+10.8% | Added |
| Park Place Capital Corp | 870 | $168.9K | 0.05% | +37+4.4% | Added |
| US Asset Management LLC | 845 | $164.0K | 0.17% | −7−0.8% | Reduced |
| Old North State Trust, LLC | 827 | $161.0K | 0.11% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 820 | $159.2K | 0.03% | +820 | New |
| Clear Street Markets LLC | 813 | $158.0K | 0.04% | +392+93.1% | Added |
| Caldwell Trust Co | 804 | $156.1K | 0.02% | +287+55.5% | Added |
| Deseret Mutual Benefit Administrators | 799 | $155.2K | 0.06% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 780 | $152.8K | 0.09% | +190+32.2% | Added |
| State of Wyoming | 786 | $152.6K | 0.05% | +449+133.2% | Added |
| Sandy Spring Bank | 776 | $150.7K | 0.01% | +59+8.2% | Added |
| Steward Financial Group LLC | 750 | $145.0K | 0.05% | +33+4.6% | Added |
| CoreFirst Bank & Trust | 737 | $143.1K | 0.10% | −4−0.5% | Reduced |
| Financial Management Professionals, Inc. | 728 | $141.0K | 0.03% | +308+73.3% | Added |
| Heritage Wealth Advisors | 723 | $140.3K | 0.01% | +68+10.4% | Added |
| Johnson Financial Group, Inc. | 692 | $134.7K | 0.01% | −30−4.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 691 | $134.2K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 672 | $130.5K | 0.02% | −189−22.0% | Reduced |
| J.Safra Asset Management Corp | 660 | $128.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 640 | $124.3K | 0.00% | −41−6.0% | Reduced |
| JJJ Advisors Inc. | 630 | $123.3K | 0.03% | −1−0.2% | Reduced |
| Delta Asset Management LLC | 633 | $122.9K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 582 | $113.0K | 0.02% | −93−13.8% | Reduced |
| American National Bank | 580 | $112.6K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 570 | $111.0K | 0.02% | +15+2.7% | Added |
| Logan Capital Management Inc | 562 | $109.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 555 | $107.8K | 0.00% | −5−0.9% | Reduced |
| Atlantic Trust, LLC | 552 | $107.3K | 0.03% | −599−52.0% | Reduced |
| Sawyer & Company, Inc | 545 | $107.0K | 0.06% | +66+13.8% | Added |
| Salem Investment Counselors Inc | 538 | $104.9K | 0.00% | +68+14.5% | Added |
| Tucker Asset Management LLC | 524 | $101.8K | 0.03% | +434+482.2% | Added |
| West Branch Capital LLC | 517 | $100.4K | 0.06% | +2+0.4% | Added |
| Stonebridge Capital Advisors LLC | 511 | $99.2K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 500 | $97.1K | 0.15% | 00.0% | Unchanged |
| First Command Bank | 485 | $94.2K | 0.01% | −40−7.6% | Reduced |