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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 4,639 | $900.7K | 0.88% | +8+0.2% | Added |
| Saxon Interests, Inc. | 4,636 | $900.3K | 0.51% | +145+3.2% | Added |
| Webster Bank, N. A. | 4,572 | $887.8K | 0.12% | +72+1.6% | Added |
| Meiji Yasuda Life Insurance Co | 4,570 | $887.0K | 0.02% | −20−0.4% | Reduced |
| Central Trust Co | 4,544 | $882.4K | 0.03% | −51−1.1% | Reduced |
| Machina Capital S.A.S. | 4,537 | $881.0K | 0.77% | +4,537 | New |
| Harbour Capital Advisors, LLC | 4,534 | $880.4K | 0.27% | −10−0.2% | Reduced |
| Lakeside Advisors, INC. | 4,528 | $879.2K | 0.68% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,496 | $873.0K | 0.04% | +4,496 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $869.0K | 0.06% | −25−0.6% | Reduced |
| Mainstay Capital Management LLC | 4,467 | $867.4K | 0.17% | −295−6.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,461 | $866.2K | 0.08% | +412+10.2% | Added |
| Silvant Capital Management LLC | 4,419 | $861.7K | 0.06% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,437 | $861.6K | 0.15% | −48−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,409 | $856.1K | 0.02% | −278−5.9% | Reduced |
| Ascent Group, LLC | 4,355 | $845.7K | 0.09% | −23−0.5% | Reduced |
| Brown Brothers Harriman & Co | 4,353 | $845.3K | 0.01% | +84+2.0% | Added |
| Jacobi Capital Management LLC | 4,315 | $838.0K | 0.10% | −583−11.9% | Reduced |
| RMR Wealth Builders | 4,291 | $833.2K | 0.16% | +10.0% | Added |
| CWS Financial Advisors, LLC | 4,281 | $831.3K | 0.33% | −468−9.9% | Reduced |
| Applied Capital LLC | 4,273 | $829.7K | 0.82% | −132−3.0% | Reduced |
| CSU Producer Resources, Inc. | 4,213 | $818.1K | 3.05% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 4,199 | $817.5K | 0.00% | +135+3.3% | Added |
| Ritholtz Wealth Management | 4,205 | $816.4K | 0.04% | −107−2.5% | Reduced |
| Essex Financial Services, Inc. | 4,145 | $804.9K | 0.08% | +8+0.2% | Added |
| Compass Wealth Management LLC | 4,132 | $802.4K | 0.25% | 00.0% | Unchanged |
| Bank of Hawaii | 4,123 | $800.6K | 0.05% | +274+7.1% | Added |
| Stock Yards Bank & Trust Co | 4,123 | $800.0K | 0.03% | −303−6.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 4,082 | $792.9K | 0.42% | −209−4.9% | Reduced |
| Westover Capital Advisors, LLC | 4,082 | $792.6K | 0.29% | −7−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 4,077 | $791.7K | 0.02% | +4,077 | New |
| Segall Bryant & Hamill, LLC | 4,040 | $784.0K | 0.01% | −518−11.4% | Reduced |
| Moody National Bank Trust Division | 4,025 | $781.6K | 0.07% | 00.0% | Unchanged |
| Conning Inc. | 4,017 | $780.0K | 0.03% | −128−3.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,013 | $779.2K | 0.28% | −76−1.9% | Reduced |
| Centiva Capital, LP | 3,983 | $773.4K | 0.04% | +1,878+89.2% | Added |
| Coldstream Capital Management Inc | 3,978 | $772.4K | 0.03% | −100−2.5% | Reduced |
| Beach Investment Counsel Inc | 3,975 | $772.0K | 0.10% | −26,840−87.1% | Reduced |
| Virtus ETF Advisers LLC | 3,969 | $770.7K | 0.42% | +3,969 | New |
| FRG Family Wealth Advisors LLC | 3,968 | $770.5K | 0.18% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $769.7K | 0.34% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,961 | $769.1K | 0.06% | −43−1.1% | Reduced |
| Montag A & Associates Inc | 3,952 | $769.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,963 | $769.0K | 0.07% | +220+5.9% | Added |
| Legacy Capital Group California, Inc. | 3,944 | $765.8K | 0.37% | +3,944 | New |
| Atlas Private Wealth Management | 3,941 | $765.3K | 0.46% | +83+2.2% | Added |
| Valeo Financial Advisors, LLC | 3,939 | $764.8K | 0.04% | +1,074+37.5% | Added |
| Quadrant Capital Group LLC | 3,924 | $762.0K | 0.08% | +133+3.5% | Added |
| WBH Advisory Inc | 3,893 | $755.9K | 0.09% | +3,893 | New |
| Ballast, Inc. | 3,885 | $754.4K | 0.31% | +31+0.8% | Added |
| Field & Main Bank | 3,882 | $753.8K | 0.45% | +813+26.5% | Added |
| Fox Run Management, L.L.C. | 3,878 | $753.0K | 0.25% | +3,878 | New |
| Kingsview Wealth Management, LLC | 3,814 | $740.6K | 0.03% | −611−13.8% | Reduced |
| Clarius Group, LLC | 3,765 | $731.1K | 0.06% | −3−0.1% | Reduced |
| Blackhawk Capital Partners LLC. | 3,763 | $730.7K | 0.53% | −411−9.8% | Reduced |
| Chesley Taft & Associates LLC | 3,760 | $730.1K | 0.05% | +99+2.7% | Added |
| Inceptionr LLC | 3,721 | $722.5K | 0.23% | +493+15.3% | Added |
| Epiq Partners, LLC | 3,714 | $721.2K | 0.50% | 00.0% | Unchanged |
| Sentry LLC | 3,701 | $718.7K | 0.17% | +3,701 | New |
| Marcum Wealth, LLC | 3,694 | $717.3K | 0.09% | −69−1.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,691 | $716.8K | 0.07% | −11−0.3% | Reduced |
| Perigon Wealth Management, LLC | 3,688 | $716.2K | 0.04% | +297+8.8% | Added |
| Westhampton Capital, LLC | 3,685 | $715.6K | 0.46% | +730+24.7% | Added |
| Sippican Capital Advisors | 3,664 | $711.5K | 0.68% | −120−3.2% | Reduced |
| Guyasuta Investment Advisors Inc | 3,657 | $710.1K | 0.05% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,631 | $705.1K | 0.01% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 3,625 | $703.9K | 0.45% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,623 | $703.5K | 0.05% | +363+11.1% | Added |
| Beech Hill Advisors, Inc. | 3,610 | $701.0K | 0.35% | 00.0% | Unchanged |
| Somerville Kurt F | 3,600 | $699.0K | 0.13% | −200−5.3% | Reduced |
| Cim Investment Mangement Inc | 3,575 | $694.2K | 0.26% | +179+5.3% | Added |
| KRS Capital Management, LLC | 3,554 | $690.1K | 0.78% | +3,554 | New |
| Mather Group, LLC. | 3,536 | $686.5K | 0.01% | −58,534−94.3% | Reduced |
| NVWM, LLC | 3,496 | $681.8K | 0.23% | +3,496 | New |
| Ameritas Advisory Services, LLC | 3,500 | $681.1K | 0.03% | −2,958−45.8% | Reduced |
| Jump Financial, LLC | 3,500 | $679.6K | 0.03% | +2,060+143.1% | Added |
| Parallel Advisors, LLC | 3,472 | $674.2K | 0.02% | −159−4.4% | Reduced |
| Evergreen Capital Management LLC | 3,447 | $671.9K | 0.03% | +389+12.7% | Added |
| Tributary Capital Management, LLC | 3,460 | $671.9K | 0.06% | +170+5.2% | Added |
| Columbia Asset Management | 3,436 | $667.0K | 0.15% | −245−6.7% | Reduced |
| Exos TFP Holdings LLC | 3,428 | $665.6K | 0.17% | +1,752+104.5% | Added |
| SlateStone Wealth, LLC | 3,422 | $664.0K | 0.14% | +1,340+64.4% | Added |
| Hemenway Trust Co LLC | 3,412 | $662.5K | 0.07% | +419+14.0% | Added |
| Hudson Valley Investment Advisors Inc | 3,397 | $659.6K | 0.09% | −249−6.8% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $657.5K | 0.40% | 00.0% | Unchanged |
| Fiduciary Group LLC | 3,381 | $656.5K | 0.09% | +372+12.4% | Added |
| WSFS Capital Management, LLC | 3,374 | $655.2K | 0.07% | −10.0% | Reduced |
| Spinnaker Trust | 3,373 | $655.0K | 0.05% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 3,369 | $654.3K | 0.07% | +346+11.4% | Added |
| Resurgent Financial Advisors LLC | 3,355 | $651.5K | 0.44% | −165−4.7% | Reduced |
| Northstar Asset Management LLC | 3,352 | $650.9K | 0.19% | +77+2.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 3,307 | $642.2K | 0.38% | +3,307 | New |
| San Luis Wealth Advisors LLC | 3,308 | $642.0K | 0.25% | −790−19.3% | Reduced |
| CFO4Life Group, LLC | 3,254 | $631.9K | 0.14% | −412−11.2% | Reduced |
| XTX Topco Ltd | 3,253 | $631.7K | 0.13% | +3,253 | New |
| Private Portfolio Partners LLC | 3,251 | $631.3K | 0.17% | +10.0% | Added |
| ASB Consultores, LLC | 3,244 | $629.9K | 0.25% | +1,038+47.1% | Added |
| V-Square Quantitative Management LLC | 3,234 | $628.0K | 0.58% | +3,234 | New |
| Vigilant Capital Management, LLC | 3,224 | $626.0K | 0.05% | −1,125−25.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,197 | $621.0K | 0.06% | +3,197 | New |