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; 2,173 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 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 16,508 | $3.21M | 0.13% | −3,933−19.2% | Reduced |
| Pinnacle Associates Ltd | 16,500 | $3.20M | 0.07% | −353−2.1% | Reduced |
| Romano Brothers and Company | 16,644 | $3.20M | 0.49% | +378+2.3% | Added |
| New Vernon Investment Management LLC | 16,391 | $3.18M | 6.55% | −4,098−20.0% | Reduced |
| Plimoth Trust Co LLC | 16,357 | $3.18M | 0.99% | +384+2.4% | Added |
| Consolidated Planning Corp | 16,343 | $3.17M | 0.82% | −702−4.1% | Reduced |
| Magnetar Financial LLC | 16,311 | $3.17M | 0.06% | +16,311 | New |
| Financial Advisory Partners, LLC | 16,081 | $3.12M | 1.24% | +16,081 | New |
| Andesa Financial Management Inc. | 26,474 | $3.10M | 1.61% | +13,219+99.7% | Added |
| Woodmont Investment Counsel LLC | 15,838 | $3.08M | 0.33% | +634+4.2% | Added |
| Phoenix Holdings Ltd. | 15,710 | $3.07M | 0.07% | +11,907+313.1% | Added |
| APG Asset Management N.V. | 17,133 | $3.06M | 0.01% | −58,263−77.3% | Reduced |
| Meeder Asset Management Inc | 15,657 | $3.04M | 0.24% | 00.0% | Unchanged |
| SPC Financial, Inc. | 15,617 | $3.03M | 0.35% | +171+1.1% | Added |
| South Dakota Investment Council | 15,586 | $3.03M | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,510 | $3.01M | 0.03% | −1,697−9.9% | Reduced |
| LSV Asset Management | 15,299 | $2.97M | 0.01% | 00.0% | Unchanged |
| Somerset Trust Co | 15,260 | $2.96M | 1.28% | −563−3.6% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $2.92M | 7.53% | 00.0% | Unchanged |
| Boit C F David | 14,198 | $2.90M | 1.98% | −1,000−6.6% | Reduced |
| Ar Asset Management Inc | 14,906 | $2.89M | 0.78% | 00.0% | Unchanged |
| New Hampshire Trust | 14,896 | $2.89M | 0.78% | −1,073−6.7% | Reduced |
| Thomasville National Bank | 14,832 | $2.88M | 0.30% | +23+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,768 | $2.87M | 0.23% | −199−1.3% | Reduced |
| Citizens National Bank Trust Department | 14,716 | $2.86M | 0.79% | +365+2.5% | Added |
| Smithbridge Asset Management Inc | 14,708 | $2.86M | 0.72% | −20.0% | Reduced |
| Bristlecone Advisors, LLC | 14,373 | $2.79M | 0.31% | +61+0.4% | Added |
| Advisor Partners II, LLC | 14,272 | $2.77M | 0.15% | +1,370+10.6% | Added |
| Phoenix Wealth Advisors | 14,223 | $2.76M | 1.71% | −33−0.2% | Reduced |
| Hodges Capital Management Inc. | 12,504 | $2.76M | 0.23% | −998−7.4% | Reduced |
| Johnson Investment Counsel Inc | 14,187 | $2.75M | 0.04% | −1,081−7.1% | Reduced |
| Quantitative Investment Management, LLC | 14,137 | $2.75M | 0.58% | +14,137 | New |
| Weil Company, Inc. | 14,136 | $2.74M | 1.25% | +102+0.7% | Added |
| Dividend Assets Capital, LLC | 12,441 | $2.74M | 0.58% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 14,080 | $2.73M | 1.42% | +238+1.7% | Added |
| Vinva Investment Management Ltd | 14,118 | $2.73M | 0.23% | +14,118 | New |
| Summit Global Investments | 14,055 | $2.73M | 0.21% | −1,026−6.8% | Reduced |
| Delta Capital Management LLC | 13,952 | $2.71M | 1.91% | −70−0.5% | Reduced |
| Nicollet Investment Management, Inc. | 13,909 | $2.70M | 1.40% | −659−4.5% | Reduced |
| Bokf, NA | 13,853 | $2.69M | 0.06% | −18,243−56.8% | Reduced |
| Atria Wealth Solutions, Inc. | 13,751 | $2.68M | 0.04% | +1,534+12.6% | Added |
| apricus wealth, LLC | 13,744 | $2.67M | 2.43% | +110+0.8% | Added |
| Bessemer Group Inc | 13,607 | $2.64M | 0.01% | +306+2.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 13,530 | $2.63M | 2.11% | −174−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 13,523 | $2.63M | 0.10% | +1,427+11.8% | Added |
| Park Avenue Securities LLC | 13,499 | $2.62M | 0.05% | +4,883+56.7% | Added |
| Westbourne Investment Advisors, Inc. | 13,449 | $2.61M | 1.26% | +403+3.1% | Added |
| Teza Capital Management LLC | 13,317 | $2.59M | 0.56% | +13,317 | New |
| Prio Wealth Limited Partnership | 13,296 | $2.58M | 0.10% | −755−5.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,271 | $2.58M | 0.33% | +139+1.1% | Added |
| Level Four Advisory Services, LLC | 13,266 | $2.58M | 0.17% | −243−1.8% | Reduced |
| First National Trust Co | 13,203 | $2.56M | 0.14% | −110−0.8% | Reduced |
| Unison Advisors LLC | 13,134 | $2.56M | 0.28% | +59+0.5% | Added |
| Karpas Strategies, LLC | 13,071 | $2.54M | 0.89% | −260−2.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,021 | $2.53M | 1.64% | −61−0.5% | Reduced |
| Banque Cantonale Vaudoise | 12,987 | $2.52M | 0.12% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 12,937 | $2.51M | 1.42% | +354+2.8% | Added |
| Skba Capital Management LLC | 12,899 | $2.50M | 0.47% | −47,870−78.8% | Reduced |
| Stonnington Group, LLC | 12,428 | $2.49M | 0.65% | −722−5.5% | Reduced |
| Community Bank, N.A. | 12,724 | $2.47M | 0.33% | +404+3.3% | Added |
| National Asset Management, Inc. | 12,658 | $2.47M | 0.07% | +1,189+10.4% | Added |
| NEIRG Wealth Management, LLC | 12,618 | $2.45M | 0.42% | −366−2.8% | Reduced |
| Slow Capital, Inc. | 12,385 | $2.41M | 0.45% | +174+1.4% | Added |
| Patten Group, Inc. | 12,343 | $2.40M | 0.72% | +1,156+10.3% | Added |
| Quantinno Capital Management LP | 12,301 | $2.39M | 0.16% | +7,976+184.4% | Added |
| Veriti Management LLC | 12,177 | $2.36M | 0.28% | +515+4.4% | Added |
| Van Eck Associates Corp | 12,015 | $2.33M | 0.01% | +1,620+15.6% | Added |
| MV Capital Management, Inc. | 12,009 | $2.33M | 0.33% | +111+0.9% | Added |
| Prospera Financial Services Inc | 11,969 | $2.33M | 0.10% | +6,131+105.0% | Added |
| Regency Capital Management Inc. | 11,938 | $2.32M | 2.81% | +11,938 | New |
| Harfst & Associates, Inc. | 11,856 | $2.30M | 0.66% | −50−0.4% | Reduced |
| Ibex Wealth Advisors | 11,854 | $2.30M | 0.60% | +619+5.5% | Added |
| Texas Yale Capital Corp. | 11,842 | $2.30M | 0.12% | −16−0.1% | Reduced |
| Geneos Wealth Management Inc. | 11,752 | $2.28M | 0.14% | −6,303−34.9% | Reduced |
| Buckhead Capital Management LLC | 11,612 | $2.25M | 0.53% | −150−1.3% | Reduced |
| Parkwood LLC | 11,507 | $2.23M | 0.42% | +1,014+9.7% | Added |
| Smith, Salley & Associates | 11,440 | $2.22M | 0.18% | +513+4.7% | Added |
| HMS Capital Management, LLC | 11,437 | $2.22M | 1.40% | −943−7.6% | Reduced |
| Argyle Capital Management Inc. | 11,433 | $2.22M | 0.78% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,422 | $2.22M | 0.02% | +10,620+1,324.2% | Added |
| Armstrong Shaw Associates Inc | 11,393 | $2.21M | 2.17% | −383−3.3% | Reduced |
| IFG Advisory, LLC | 11,339 | $2.20M | 0.21% | +365+3.3% | Added |
| Northcape Wealth Management, LLC | 11,207 | $2.18M | 0.79% | +262+2.4% | Added |
| Schechter Investment Advisors, LLC | 11,203 | $2.18M | 0.20% | −413−3.6% | Reduced |
| Forge First Asset Management Inc. | 11,100 | $2.16M | 0.97% | +11,100 | New |
| Stoneridge Investment Partners LLC | 11,042 | $2.14M | 1.14% | +5,412+96.1% | Added |
| CFS Investment Advisory Services, LLC | 10,902 | $2.12M | 0.39% | −159−1.4% | Reduced |
| Haverford Trust Co | 10,753 | $2.09M | 0.02% | +30.0% | Added |
| Comerica Securities,inc. | 10,678 | $2.08M | 0.15% | −1,590−13.0% | Reduced |
| Brown Miller Wealth Management, LLC | 10,642 | $2.07M | 1.22% | +222+2.1% | Added |
| Ropes Wealth Advisors LLC | 10,614 | $2.06M | 0.37% | −151−1.4% | Reduced |
| Mission Wealth Management, LP | 10,614 | $2.06M | 0.09% | +55+0.5% | Added |
| Aaron Wealth Advisors | 10,569 | $2.05M | 0.28% | +173+1.7% | Added |
| Capula Management Ltd | 10,510 | $2.04M | 0.18% | +9,424+867.8% | Added |
| Duality Advisers, LP | 10,403 | $2.02M | 0.23% | +10,403 | New |
| Confluence Wealth Services, Inc. | 10,285 | $2.00M | 0.47% | +428+4.3% | Added |
| Main Street Financial Solutions, LLC | 10,281 | $2.00M | 0.29% | −433−4.0% | Reduced |
| Nations Financial Group Inc, | 10,215 | $1.98M | 0.21% | +1,254+14.0% | Added |
| Cox Capital Mgt LLC | 10,073 | $1.96M | 1.41% | −20.0% | Reduced |
| Gamco Investors, Inc. Et Al | 10,069 | $1.96M | 0.02% | +105+1.1% | Added |