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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 6,826 | $1.32M | 0.20% | +18+0.3% | Added |
| King Luther Capital Management Corp | 6,812 | $1.32M | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 6,798 | $1.32M | 0.03% | +261+4.0% | Added |
| EP Wealth Advisors, LLC | 5,759 | $1.32M | 0.03% | +3,600+166.7% | Added |
| Monetary Management Group Inc | 6,755 | $1.31M | 0.39% | +5,675+525.5% | Added |
| Claro Advisors LLC | 6,718 | $1.30M | 0.38% | +97+1.5% | Added |
| Summit Financial, LLC | 6,678 | $1.30M | 0.11% | −188−2.7% | Reduced |
| Partners Capital Investment Group, LLP | 6,699 | $1.30M | 0.06% | +6,699 | New |
| Cordatus Wealth Management LLC | 6,673 | $1.30M | 1.65% | −43−0.6% | Reduced |
| Venture Visionary Partners LLC | 6,596 | $1.28M | 0.08% | −22−0.3% | Reduced |
| Qtron Investments LLC | 6,581 | $1.28M | 0.26% | −343−5.0% | Reduced |
| Balyasny Asset Management LLC | 6,556 | $1.27M | 0.00% | +6,556 | New |
| Ambassador Advisors, LLC | 6,290 | $1.27M | 0.29% | +6,290 | New |
| DB Fitzpatrick & Co, Inc | 6,523 | $1.27M | 1.37% | +6,523 | New |
| Cary Street Partner Investment Advisory LLC | 6,511 | $1.26M | 0.09% | +235+3.7% | Added |
| Magnolia Capital Advisors LLC | 6,475 | $1.26M | 0.65% | +219+3.5% | Added |
| Nilsine Partners, LLC | 6,472 | $1.26M | 0.20% | +6,472 | New |
| Creative Financial Designs Inc | 6,417 | $1.25M | 0.16% | +380+6.3% | Added |
| Seven Eight Capital, LP | 6,407 | $1.24M | 0.26% | +6,407 | New |
| Clear Harbor Asset Management, LLC | 6,372 | $1.24M | 0.13% | +81+1.3% | Added |
| Integrated Wealth Concepts LLC | 6,338 | $1.23M | 0.03% | +1,207+23.5% | Added |
| TD Waterhouse Canada Inc. | 5,816 | $1.23M | 0.01% | −1,732−22.9% | Reduced |
| McRae Capital Management Inc | 6,294 | $1.22M | 0.35% | 00.0% | Unchanged |
| Burney Co | 6,293 | $1.22M | 0.06% | +145+2.4% | Added |
| Foster & Motley Inc | 6,280 | $1.22M | 0.10% | −174−2.7% | Reduced |
| Citizens Financial Group Inc | 6,228 | $1.21M | 0.04% | −488−7.3% | Reduced |
| Meeder Advisory Services, Inc. | 6,248 | $1.21M | 0.14% | +330+5.6% | Added |
| Transatlantique Private Wealth LLC | 6,183 | $1.20M | 0.66% | +440+7.7% | Added |
| CAPROCK Group, Inc. | 6,150 | $1.20M | 0.09% | −96−1.5% | Reduced |
| Altman Advisors, Inc. | 6,848 | $1.20M | 1.09% | +198+3.0% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.19M | 0.78% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,095 | $1.18M | 0.00% | −21,264−77.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,065 | $1.18M | 0.74% | +229+3.9% | Added |
| Jefferies Financial Group Inc. | 6,059 | $1.18M | 0.02% | −6,726−52.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 6,022 | $1.17M | 0.37% | −1,510−20.0% | Reduced |
| Lincoln National Corp | 5,976 | $1.16M | 0.02% | −1,653−21.7% | Reduced |
| Legato Capital Management LLC | 5,958 | $1.16M | 0.21% | −2,473−29.3% | Reduced |
| Perpetual Ltd | 5,953 | $1.16M | 0.01% | +5,953 | New |
| Csenge Advisory Group | 5,936 | $1.15M | 0.08% | −131−2.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,929 | $1.15M | 0.10% | +821+16.1% | Added |
| Wedbush Securities Inc | 5,901 | $1.15M | 0.06% | −122−2.0% | Reduced |
| Argent Trust Co | 5,883 | $1.14M | 0.07% | +13+0.2% | Added |
| Exeter Financial, LLC | 5,823 | $1.14M | 0.57% | +4,060+230.3% | Added |
| Wealth Alliance | 5,877 | $1.14M | 0.18% | +97+1.7% | Added |
| Desjardins Global Asset Management Inc. | 5,869 | $1.14M | 0.14% | +1,862+46.5% | Added |
| Delta Financial Advisors LLC | 5,854 | $1.14M | 0.55% | −120−2.0% | Reduced |
| Left Brain Wealth Management, LLC | 5,568 | $1.12M | 0.76% | +88+1.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,776 | $1.12M | 0.56% | +289+5.3% | Added |
| Paladin Advisory Group, LLC | 5,774 | $1.12M | 0.93% | +5,774 | New |
| SkyView Investment Advisors, LLC | 5,714 | $1.11M | 0.26% | −345−5.7% | Reduced |
| Bowen Hanes & Co Inc | 5,700 | $1.11M | 0.04% | −2,300−28.7% | Reduced |
| WCM Investment Management, LLC | 5,686 | $1.10M | 0.00% | −3,144−35.6% | Reduced |
| Global Retirement Partners, LLC | 5,535 | $1.09M | 0.06% | +1,919+53.1% | Added |
| Gs Investments, Inc. | 5,565 | $1.08M | 0.62% | +5,565 | New |
| Lester Murray Antman dba SimplyRich | 5,540 | $1.07M | 0.40% | 00.0% | Unchanged |
| First National Advisers, LLC | 5,492 | $1.07M | 1.21% | +566+11.5% | Added |
| Panagora Asset Management Inc | 5,467 | $1.06M | 0.01% | −227,627−97.7% | Reduced |
| Peterson Wealth Services | 5,449 | $1.06M | 0.54% | +803+17.3% | Added |
| Nomura Holdings Inc | 5,447 | $1.06M | 0.01% | −1,938−26.2% | Reduced |
| TownSquare Capital, LLC | 5,438 | $1.06M | 0.02% | −1,072−16.5% | Reduced |
| TFG Advisers LLC | 5,414 | $1.05M | 0.51% | +382+7.6% | Added |
| Viawealth, LLC | 5,317 | $1.03M | 0.82% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,312 | $1.03M | 0.02% | −22−0.4% | Reduced |
| Toroso Investments, LLC | 5,260 | $1.02M | 0.03% | −3,465−39.7% | Reduced |
| TD Private Client Wealth LLC | 5,248 | $1.02M | 0.05% | +488+10.3% | Added |
| Valley National Advisers Inc | 5,054 | $1.01M | 0.18% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 5,212 | $1.01M | 1.02% | +5,212 | New |
| Mill Capital Management, LLC | 5,202 | $1.01M | 0.10% | +387+8.0% | Added |
| Meridian Wealth Advisors, LLC | 5,201 | $1.01M | 0.25% | +13+0.3% | Added |
| Stratos Wealth Partners, LTD. | 5,181 | $1.01M | 0.03% | −3,479−40.2% | Reduced |
| Ergoteles LLC | 5,160 | $1.00M | 0.04% | +5,160 | New |
| Inscription Capital, LLC | 5,151 | $1.00M | 0.26% | +485+10.4% | Added |
| Industrial Alliance Investment Management Inc. | 5,150 | $1.00M | 0.03% | −23,962−82.3% | Reduced |
| Centaurus Financial, Inc. | 5,132 | $997.0K | 0.08% | +22+0.4% | Added |
| Cigna Investments Inc | 5,056 | $981.0K | 0.20% | −96−1.9% | Reduced |
| Profund Advisors LLC | 5,050 | $980.6K | 0.06% | +317+6.7% | Added |
| Fund Management at Engine No. 1 LLC | 5,035 | $977.7K | 0.20% | +466+10.2% | Added |
| Relyea Zuckerberg Hanson LLC | 4,970 | $965.1K | 0.24% | +116+2.4% | Added |
| ArrowMark Colorado Holdings LLC | 4,970 | $965.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,956 | $962.5K | 0.07% | −92−1.8% | Reduced |
| Monte Financial Group, LLC | 4,933 | $957.8K | 0.51% | +723+17.2% | Added |
| Heritage Trust Co | 4,918 | $955.0K | 0.15% | −40−0.8% | Reduced |
| Summitry LLC | 4,888 | $949.2K | 0.06% | −152−3.0% | Reduced |
| Forum Financial Management, LP | 4,848 | $941.4K | 0.03% | +26+0.5% | Added |
| Trust Asset Management LLC | 4,830 | $937.9K | 0.11% | +23+0.5% | Added |
| Wealthsource Partners, LLC | 4,826 | $937.1K | 0.06% | −34−0.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,824 | $936.7K | 0.15% | +86+1.8% | Added |
| Hamilton Capital Partners Inc. | 4,800 | $932.1K | 0.34% | −600−11.1% | Reduced |
| AMG National Trust Bank | 4,785 | $929.2K | 0.03% | −370−7.2% | Reduced |
| McDonald Partners LLC | 4,748 | $922.0K | 0.30% | +133+2.9% | Added |
| Axxcess Wealth Management, LLC | 4,747 | $921.8K | 0.07% | −1,144−19.4% | Reduced |
| Wolf Group Capital Advisors | 4,747 | $921.8K | 0.46% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,158 | $917.0K | 0.02% | +182+4.6% | Added |
| Sigma Planning Corp | 4,719 | $916.4K | 0.03% | +811+20.8% | Added |
| DoubleLine ETF Adviser LP | 4,681 | $909.0K | 0.39% | −1,188−20.2% | Reduced |
| Signaturefd, LLC | 4,675 | $907.8K | 0.02% | −179−3.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,675 | $907.8K | 0.09% | +226+5.1% | Added |
| Parsons Capital Management Inc | 4,662 | $905.3K | 0.07% | −121−2.5% | Reduced |
| Roundview Capital LLC | 4,657 | $904.2K | 0.09% | +263+6.0% | Added |
| Nichols & Pratt Advisers LLP | 4,642 | $901.4K | 0.07% | +1,503+47.9% | Added |