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 |
|---|---|---|---|---|---|
| United Services Automobile Association | 10,030 | $1.95M | 0.06% | −6,401−39.0% | Reduced |
| Alpha DNA Investment Management LLC | 10,018 | $1.95M | 1.00% | +1,194+13.5% | Added |
| Shay Capital LLC | 10,000 | $1.94M | 0.81% | +5,000+100.0% | Added |
| Glenview Trust Co | 9,904 | $1.92M | 0.06% | −60−0.6% | Reduced |
| Lederer & Associates Investment Counsel | 9,873 | $1.92M | 1.48% | −966−8.9% | Reduced |
| Vestcor Inc | 9,870 | $1.92M | 0.07% | −37−0.4% | Reduced |
| Herold Advisors, Inc. | 9,826 | $1.91M | 0.66% | −66−0.7% | Reduced |
| Apollon Wealth Management, LLC | 9,819 | $1.91M | 0.12% | +1,899+24.0% | Added |
| Quantamental Technologies LLC | 9,691 | $1.88M | 1.02% | +9,691 | New |
| Moors & Cabot, Inc. | 9,611 | $1.87M | 0.13% | +353+3.8% | Added |
| Edgestream Partners, L.P. | 9,600 | $1.86M | 0.21% | +7,662+395.4% | Added |
| Mattern Wealth Management LLC | 9,546 | $1.85M | 0.61% | +691+7.8% | Added |
| Wetherby Asset Management Inc | 9,540 | $1.85M | 0.11% | +463+5.1% | Added |
| New Potomac Partners, LLC | 9,331 | $1.81M | 1.26% | −9−0.1% | Reduced |
| Pictet North America Advisors SA | 9,320 | $1.81M | 0.29% | −164−1.7% | Reduced |
| Clearstead Advisors, LLC | 9,236 | $1.79M | 0.13% | +214+2.4% | Added |
| Dynamic Advisor Solutions LLC | 9,215 | $1.79M | 0.10% | +764+9.0% | Added |
| La Banque Postale Asset Management SA | 9,197 | $1.79M | 0.05% | +9,197 | New |
| Cohen Klingenstein LLC | 9,120 | $1.77M | 0.08% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.75M | 0.27% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,021 | $1.75M | 0.20% | −196−2.1% | Reduced |
| Accurate Wealth Management, LLC | 8,848 | $1.73M | 0.60% | +671+8.2% | Added |
| Quadrature Capital Ltd | 8,929 | $1.73M | 0.05% | −61,119−87.3% | Reduced |
| Old National Bancorp | 8,878 | $1.72M | 0.05% | +1,498+20.3% | Added |
| Everence Capital Management Inc | 8,860 | $1.72M | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 8,831 | $1.71M | 0.23% | +307+3.6% | Added |
| Jag Capital Management, LLC | 8,802 | $1.71M | 0.22% | −73−0.8% | Reduced |
| Cetera Advisors LLC | 8,792 | $1.71M | 0.03% | +248+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,749 | $1.70M | 0.08% | −516−5.6% | Reduced |
| Horiko Capital Management LLC | 8,717 | $1.69M | 1.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,700 | $1.69M | 0.04% | +148+1.7% | Added |
| Canandaigua National Bank & Trust Co | 8,632 | $1.68M | 0.28% | +8,632 | New |
| Meridian Investment Counsel Inc. | 8,603 | $1.67M | 0.63% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,514 | $1.65M | 0.04% | +4,947+138.7% | Added |
| Private Advisor Group, LLC | 8,501 | $1.65M | 0.02% | +209+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 8,474 | $1.65M | 0.07% | +6,953+457.1% | Added |
| Neville Rodie & Shaw Inc | 8,429 | $1.64M | 0.15% | −25−0.3% | Reduced |
| Portland Global Advisors LLC | 8,417 | $1.63M | 0.28% | −133−1.6% | Reduced |
| Hyman Charles D | 8,400 | $1.63M | 0.11% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,318 | $1.62M | 0.08% | −48−0.6% | Reduced |
| Deltec Asset Management LLC | 8,240 | $1.60M | 0.40% | +8,240 | New |
| Journey Advisory Group, LLC | 8,236 | $1.60M | 0.25% | −2,860−25.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,237 | $1.60M | 0.05% | −1,806−18.0% | Reduced |
| Legacy Private Trust Co. | 8,227 | $1.60M | 0.14% | +7,004+572.7% | Added |
| Pinnacle Financial Partners Inc | 8,226 | $1.60M | 0.04% | −1,479−15.2% | Reduced |
| Avitas Wealth Management LLC | 8,201 | $1.59M | 0.31% | −112−1.3% | Reduced |
| WealthShield Partners, LLC | 8,161 | $1.59M | 0.26% | +8,161 | New |
| Symmetry Partners, LLC | 8,172 | $1.59M | 0.09% | −1,042−11.3% | Reduced |
| Sumitomo Life Insurance Co | 8,155 | $1.58M | 0.13% | −60−0.7% | Reduced |
| Cipher Capital LP | 8,151 | $1.58M | 0.29% | +8,151 | New |
| Ossiam | 8,134 | $1.58M | 0.03% | −2,090−20.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.57M | 0.04% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,816 | $1.57M | 0.24% | +7,816 | New |
| Vontobel Holding Ltd. | 7,943 | $1.54M | 0.01% | −1,176−12.9% | Reduced |
| Rehmann Capital Advisory Group | 7,781 | $1.51M | 0.14% | +96+1.2% | Added |
| Simmons Bank | 7,768 | $1.51M | 0.13% | −169−2.1% | Reduced |
| Lake Street Financial LLC | 7,745 | $1.50M | 0.28% | +3,568+85.4% | Added |
| Oak Harbor Wealth Partners, LLC | 7,735 | $1.50M | 0.55% | +939+13.8% | Added |
| Epoch Investment Partners, Inc. | 7,705 | $1.50M | 0.01% | +1,330+20.9% | Added |
| J. W. Coons Advisors, LLC | 7,700 | $1.50M | 0.43% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,698 | $1.49M | 0.46% | +1,243+19.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,688 | $1.49M | 0.06% | +570+8.0% | Added |
| Ghe, LLC | 7,660 | $1.49M | 1.17% | +174+2.3% | Added |
| West Michigan Advisors, LLC | 7,660 | $1.49M | 0.84% | +247+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 7,589 | $1.47M | 0.05% | −46−0.6% | Reduced |
| Bowman & Co S.C. | 7,533 | $1.46M | 1.07% | +877+13.2% | Added |
| Platform Technology Partners | 7,532 | $1.46M | 0.72% | +62+0.8% | Added |
| First Hawaiian Bank | 7,531 | $1.46M | 0.05% | −6,353−45.8% | Reduced |
| Trust Co of Oklahoma | 7,502 | $1.46M | 0.57% | −32−0.4% | Reduced |
| Alaethes Wealth LLC | 7,501 | $1.46M | 0.85% | +429+6.1% | Added |
| We Are One Seven, LLC | 7,475 | $1.45M | 0.09% | +30.0% | Added |
| Catalyst Wealth Management, LLC | 7,472 | $1.45M | 1.36% | +538+7.8% | Added |
| REDW Wealth LLC | 7,468 | $1.45M | 0.46% | +61+0.8% | Added |
| CWM, LLC | 7,443 | $1.45M | 0.01% | +629+9.2% | Added |
| Monarch Capital Management Inc | 7,421 | $1.44M | 0.44% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,405 | $1.44M | 0.19% | +2,054+38.4% | Added |
| Penobscot Investment Management Company, Inc. | 7,394 | $1.44M | 0.25% | −1,484−16.7% | Reduced |
| Cresset Asset Management, LLC | 7,384 | $1.44M | 0.03% | −1,168−13.7% | Reduced |
| Snowden Capital Advisors LLC | 7,391 | $1.44M | 0.06% | +804+12.2% | Added |
| Fruth Investment Management | 7,353 | $1.43M | 0.41% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,320 | $1.42M | 0.04% | +1,137+18.4% | Added |
| Fort Washington Investment Advisors Inc | 7,307 | $1.42M | 0.01% | +184+2.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,295 | $1.42M | 0.02% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,287 | $1.41M | 0.00% | +7,287 | New |
| Family Legacy, Inc. | 7,224 | $1.40M | 0.60% | +231+3.3% | Added |
| Aries Wealth Management | 7,222 | $1.40M | 0.58% | −110−1.5% | Reduced |
| Lincoln Capital LLC | 7,222 | $1.40M | 0.39% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 7,210 | $1.40M | 0.08% | +4,303+148.0% | Added |
| Allworth Financial LP | 7,176 | $1.39M | 0.01% | +120+1.7% | Added |
| Naples Global Advisors, LLC | 7,123 | $1.39M | 0.17% | +25+0.4% | Added |
| Sawtooth Solutions, LLC | 7,092 | $1.38M | 0.04% | +3,685+108.2% | Added |
| Bleakley Financial Group, LLC | 7,088 | $1.38M | 0.05% | +538+8.2% | Added |
| Winton Group Ltd | 7,081 | $1.37M | 0.08% | +268+3.9% | Added |
| Balentine LLC | 7,074 | $1.37M | 0.05% | −4,713−40.0% | Reduced |
| Gabelli Funds LLC | 7,055 | $1.37M | 0.01% | +2,300+48.4% | Added |
| Davidson Trust Co | 7,026 | $1.36M | 1.05% | +1,307+22.9% | Added |
| Campbell & CO Investment Adviser LLC | 7,008 | $1.36M | 0.25% | +2,887+70.1% | Added |
| New England Research & Management, Inc. | 6,930 | $1.35M | 0.79% | +6,930 | New |
| Shorepoint Capital Partners LLC | 6,924 | $1.34M | 0.38% | −446−6.1% | Reduced |
| Griffin Asset Management, Inc. | 6,914 | $1.34M | 0.19% | −335−4.6% | Reduced |