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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 75 | $14.6K | 0.00% | −75−50.0% | Reduced |
| Copeland Capital Management, LLC | 64 | $12.0K | 0.00% | −22−25.6% | Reduced |
| Picton Mahoney Asset Management | 60 | $12.0K | 0.00% | +60 | New |
| WealthPLAN Partners, LLC | 59 | $11.5K | 0.00% | +59 | New |
| Quarry LP | 57 | $11.1K | 0.01% | +57 | New |
| Global Financial Private Client, LLC | 56 | $11.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 55 | $10.7K | 0.01% | +45+450.0% | Added |
| Sutton Wealth Advisors Inc. | 52 | $10.1K | 0.01% | −2−3.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 50 | $9.80K | 0.00% | +44+733.3% | Added |
| Motco | 49 | $9.52K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 49 | $9.51K | 0.00% | +11+28.9% | Added |
| Raffa Wealth Management, LLC | 48 | $9.32K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 48 | $9.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $8.74K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 45 | $8.74K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 45 | $8.74K | 0.00% | +45 | New |
| Mach-1 Financial Group, Inc. | 44 | $8.54K | 0.05% | −8,400−99.5% | Reduced |
| Sofos Investments, Inc. | 194 | $8.37K | 0.37% | −27−12.2% | Reduced |
| Dark Forest Capital Management LP | 43 | $8.35K | 0.00% | +43 | New |
| Sound Income Strategies, LLC | 38 | $7.38K | 0.00% | −7−15.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 37 | $7.18K | 0.00% | −14−27.5% | Reduced |
| IMA Wealth, Inc. | 37 | $7.18K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $7.08K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 36 | $7.02K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $6.99K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 33 | $6.47K | 0.00% | +33 | New |
| Schubert & Co | 33 | $6.41K | 0.01% | −11−25.0% | Reduced |
| Core Wealth Advisors, Inc. | 33 | $6.41K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 31 | $6.02K | 0.00% | +10+47.6% | Added |
| BOK Financial Private Wealth, Inc. | 31 | $6.02K | 0.00% | +31 | New |
| Horan Securities, Inc. | 30 | $5.83K | 0.00% | −27−47.4% | Reduced |
| Beacon Capital Management, LLC | 30 | $5.83K | 0.00% | −5−14.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $5.83K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 28 | $5.44K | 0.00% | −17−37.8% | Reduced |
| Sittner & Nelson, LLC | 28 | $5.44K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 28 | $5.44K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 28 | $5.44K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $5.44K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 27 | $5.24K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $5.00K | 0.00% | −59−70.2% | Reduced |
| Institutional & Family Asset Management, LLC | 25 | $4.86K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 23 | $4.50K | 0.00% | +23 | New |
| USA Financial Portformulas Corp | 21 | $4.08K | 0.01% | +21 | New |
| TSFG, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $3.88K | 0.00% | −5−20.0% | Reduced |
| Bellevue Asset Management, LLC | 20 | $3.88K | 0.00% | +5+33.3% | Added |
| Focused Wealth Management, Inc | 19 | $3.62K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 18 | $3.50K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 54 | $2.82K | 0.00% | −1,638−96.8% | Reduced |
| Archer Investment Corp | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $2.14K | 0.00% | +11 | New |
| Credential Qtrade Securities Inc. | 11 | $2.13K | 0.00% | −8−42.1% | Reduced |
| Centerpoint Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Avion Wealth | 13 | $2.00K | 0.00% | +13 | New |
| Global Wealth Strategies & Associates | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $1.75K | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.17K | 0.00% | −4−40.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $971 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $777 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 3 | $599 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 8 | $0 | 0.00% | +8 | New |
| Summit Wealth Group, LLC | 36,117 | $0 | 0.00% | +36,117 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −470,084−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −153,575−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −70,569−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −62,300−100.0% | Sold out |
| Quest Investment Management LLC | 0 | $0 | 0.00% | −57,900−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −31,956−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −29,277−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −29,059−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −13,575−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −11,928−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −9,216−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,809−100.0% | Sold out |
| Roof Eidam & Maycock | 0 | $0 | 0.00% | −6,402−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −5,504−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −5,343−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Cravens & Co Advisors, LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |