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 |
|---|---|---|---|---|---|
| First Command Financial Services, Inc. | 485 | $94.2K | 0.01% | −40−7.6% | Reduced |
| Pinnacle Bancorp, Inc. | 483 | $93.8K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 436 | $93.3K | 0.09% | +371+570.8% | Added |
| Dakota Community Bank & Trust NA | 475 | $92.2K | 0.57% | −20−4.0% | Reduced |
| Tradition Wealth Management, LLC | 472 | $92.0K | 0.01% | +77+19.5% | Added |
| Brown, Lisle/Cummings, Inc. | 470 | $91.3K | 0.05% | +75+19.0% | Added |
| Avalon Trust Co | 466 | $90.5K | 0.01% | +466 | New |
| First Financial Corp | 461 | $89.5K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 455 | $88.4K | 0.06% | 00.0% | Unchanged |
| IFP Advisors, Inc | 669 | $87.5K | 0.00% | −2,757−80.5% | Reduced |
| Bray Capital Advisors | 446 | $86.6K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 421 | $81.8K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $81.6K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 415 | $80.6K | 0.10% | 00.0% | Unchanged |
| CNB Bank | 408 | $79.2K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $77.0K | 0.06% | +48+13.6% | Added |
| JNBA Financial Advisors | 391 | $75.9K | 0.01% | +28+7.7% | Added |
| Rise Advisors, LLC | 379 | $73.6K | 0.06% | +1+0.3% | Added |
| Hexagon Capital Partners LLC | 378 | $73.4K | 0.02% | −95−20.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 370 | $71.8K | 0.04% | +37+11.1% | Added |
| BDO Wealth Advisors, LLC | 364 | $70.7K | 0.01% | −87−19.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 361 | $70.1K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 350 | $68.0K | 0.01% | +25+7.7% | Added |
| JFS Wealth Advisors, LLC | 349 | $67.8K | 0.01% | −15−4.1% | Reduced |
| City Holding Co | 348 | $67.6K | 0.01% | −212−37.9% | Reduced |
| Core Alternative Capital | 346 | $67.2K | 0.01% | +27+8.5% | Added |
| Castleview Partners, LLC | 318 | $61.7K | 0.05% | −61−16.1% | Reduced |
| TFC Financial Management | 313 | $60.8K | 0.02% | +227+264.0% | Added |
| WR Wealth Planners, LLC | 305 | $59.2K | 0.03% | +287+1,594.4% | Added |
| Cassady Schiller Wealth Management, LLC | 300 | $58.3K | 0.03% | −19−6.0% | Reduced |
| Hantz Financial Services, Inc. | 292 | $57.0K | 0.00% | +292 | New |
| Farmers & Merchants Investments Inc | 293 | $56.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 283 | $55.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 282 | $54.8K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $53.4K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 273 | $53.0K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 273 | $53.0K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 264 | $51.3K | 0.03% | +58+28.2% | Added |
| Zions Bancorporation, N.A. | 254 | $49.3K | 0.00% | −24−8.6% | Reduced |
| SOA Wealth Advisors, LLC. | 254 | $49.3K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 251 | $48.7K | 0.02% | +251 | New |
| Investors Research Corp | 247 | $48.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $47.0K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 240 | $46.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 240 | $46.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 236 | $45.8K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 230 | $44.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 226 | $43.9K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 225 | $43.7K | 0.00% | +32+16.6% | Added |
| AXS Investments LLC | 225 | $43.7K | 0.01% | +9+4.2% | Added |
| Concord Wealth Partners | 213 | $41.4K | 0.01% | −61−22.3% | Reduced |
| Altshuler Shaham Ltd | 204 | $39.6K | 0.00% | −10−4.7% | Reduced |
| Baldwin Brothers Inc | 195 | $37.9K | 0.00% | +20+11.4% | Added |
| Armstrong Advisory Group, Inc | 194 | $37.7K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 193 | $37.5K | 0.02% | −250−56.4% | Reduced |
| Tompkins Financial Corp | 189 | $36.7K | 0.01% | −44−18.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 186 | $36.1K | 0.03% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $35.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 178 | $34.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 173 | $33.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 172 | $33.4K | 0.01% | +144+514.3% | Added |
| Lee Financial Co | 166 | $32.4K | 0.01% | +122+277.3% | Added |
| Bell Investment Advisors, Inc | 166 | $32.2K | 0.01% | −55−24.9% | Reduced |
| ICA Group Wealth Management, LLC | 160 | $31.1K | 0.01% | +48+42.9% | Added |
| Operose Advisors LLC | 159 | $30.9K | 0.02% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 152 | $29.5K | 0.02% | −37−19.6% | Reduced |
| Bangor Savings Bank | 140 | $27.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $27.0K | 0.02% | −9−6.1% | Reduced |
| Hollencrest Capital Management | 137 | $26.6K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 133 | $25.9K | 0.02% | +10+8.1% | Added |
| Tfo-TDC, LLC | 131 | $25.4K | 0.01% | +129+6,450.0% | Added |
| Emfo, LLC | 125 | $24.3K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $23.8K | 0.00% | +123 | New |
| Tradewinds Capital Management, LLC | 120 | $23.3K | 0.01% | −22−15.5% | Reduced |
| Clean Yield Group | 120 | $23.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 121 | $23.0K | 0.03% | 00.0% | Unchanged |
| Knott David M Jr | 121 | $23.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 117 | $22.7K | 0.00% | +117 | New |
| Colonial Trust Advisors | 116 | $22.5K | 0.00% | −23−16.5% | Reduced |
| Addison Advisors LLC | 115 | $22.3K | 0.01% | −4−3.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 115 | $22.3K | 0.02% | +115 | New |
| TD Ameritrade Investment Management, LLC | 111 | $22.0K | 0.00% | −23−17.2% | Reduced |
| Atticus Wealth Management, LLC | 113 | $21.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $21.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 108 | $21.0K | 0.00% | −292−73.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 95 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $19.4K | 0.01% | +100 | New |
| Milestone Investment Advisors LLC | 100 | $19.4K | 0.01% | +100 | New |
| RFP Financial Group LLC | 99 | $19.2K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 99 | $19.2K | 0.00% | +1+1.0% | Added |
| Versant Capital Management, Inc | 97 | $18.8K | 0.01% | +33+51.6% | Added |
| Pathway Financial Advisers, LLC | 97 | $18.8K | 0.01% | +1+1.0% | Added |
| Financial Perspectives, Inc | 94 | $18.3K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 88 | $17.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 91 | $17.7K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 89 | $17.3K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 86 | $17.0K | 0.00% | −12−12.2% | Reduced |
| Ahrens Investment Partners LLC | 81 | $15.7K | 0.01% | +81 | New |