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, Q2 2023
Institutional positions in Chubb Ltd as of Jun 30, 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
- 1,489
- +29 vs. Q1 2023
- Shares held
- 360.6M
- −6.93M (−1.9%) vs. Q1 2023
- Total value
- $69.5B
- −$1.55B (−2.2%) vs. Q1 2023
- New holders
- 107
- 619 more added
- Sold out
- 78
- 535 more reduced
12 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 11,339 | $2.18M | 0.11% | −413−3.5% | Reduced |
| Smith, Salley & Associates | 11,423 | $2.20M | 0.16% | −17−0.1% | Reduced |
| Acadian Asset Management LLC | 11,531 | $2.22M | 0.01% | −18,884−62.1% | Reduced |
| National Asset Management, Inc. | 11,468 | $2.22M | 0.05% | −1,190−9.4% | Reduced |
| Schechter Investment Advisors, LLC | 11,580 | $2.23M | 0.20% | +377+3.4% | Added |
| Pearl River Capital, LLC | 11,631 | $2.24M | 0.36% | +11,631 | New |
| Veriti Management LLC | 11,736 | $2.26M | 0.25% | −441−3.6% | Reduced |
| Texas Yale Capital Corp. | 11,877 | $2.29M | 0.11% | +35+0.3% | Added |
| MV Capital Management, Inc. | 11,880 | $2.29M | 0.30% | −129−1.1% | Reduced |
| IFG Advisory, LLC | 11,947 | $2.30M | 0.20% | +608+5.4% | Added |
| Van Eck Associates Corp | 11,951 | $2.30M | 0.01% | −64−0.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 12,000 | $2.31M | 0.05% | −36,000−75.0% | Reduced |
| Ropes Wealth Advisors LLC | 12,043 | $2.32M | 0.38% | +1,429+13.5% | Added |
| Vinva Investment Management Ltd | 12,360 | $2.34M | 0.20% | −1,758−12.5% | Reduced |
| Slow Capital, Inc. | 12,150 | $2.34M | 0.41% | −235−1.9% | Reduced |
| Prospera Financial Services Inc | 12,241 | $2.36M | 0.09% | +272+2.3% | Added |
| Tower Research Capital LLC (TRC) | 12,367 | $2.38M | 0.08% | +4,130+50.1% | Added |
| Centiva Capital, LP | 12,398 | $2.39M | 0.12% | +8,415+211.3% | Added |
| Regency Capital Management Inc. | 12,435 | $2.39M | 2.08% | +497+4.2% | Added |
| Community Bank, N.A. | 12,619 | $2.43M | 0.32% | −105−0.8% | Reduced |
| Bokf, NA | 12,836 | $2.47M | 0.05% | −1,017−7.3% | Reduced |
| First National Trust Co | 12,844 | $2.47M | 0.11% | −359−2.7% | Reduced |
| Patten Group, Inc. | 12,887 | $2.48M | 0.70% | +544+4.4% | Added |
| Atria Wealth Solutions, Inc. | 12,860 | $2.49M | 0.03% | −891−6.5% | Reduced |
| Karpas Strategies, LLC | 13,056 | $2.51M | 0.85% | −15−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,068 | $2.52M | 1.47% | +47+0.4% | Added |
| Prio Wealth Limited Partnership | 13,137 | $2.53M | 0.09% | −159−1.2% | Reduced |
| apricus wealth, LLC | 13,244 | $2.54M | 2.23% | −500−3.6% | Reduced |
| Unison Advisors LLC | 13,187 | $2.55M | 0.28% | +53+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 13,321 | $2.57M | 0.32% | +50+0.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,501 | $2.59M | 1.37% | +564+4.4% | Added |
| Level Four Advisory Services, LLC | 13,445 | $2.59M | 0.16% | +179+1.3% | Added |
| Shay Capital LLC | 13,500 | $2.60M | 0.92% | +3,500+35.0% | Added |
| Balyasny Asset Management LLC | 13,531 | $2.61M | 0.01% | +6,975+106.4% | Added |
| Susquehanna Fundamental Investments, LLC | 13,571 | $2.61M | 0.10% | −4,683−25.7% | Reduced |
| Phoenix Wealth Advisors | 13,577 | $2.61M | 1.52% | −646−4.5% | Reduced |
| Exchange Traded Concepts, LLC | 13,660 | $2.63M | 0.06% | +13,629+43,964.5% | Added |
| Park Avenue Securities LLC | 13,708 | $2.64M | 0.04% | +209+1.5% | Added |
| Ameritas Investment Partners, Inc. | 13,748 | $2.65M | 0.10% | +225+1.7% | Added |
| Delta Capital Management LLC | 13,807 | $2.66M | 1.83% | −145−1.0% | Reduced |
| Northcape Wealth Management, LLC | 13,920 | $2.68M | 0.97% | +2,713+24.2% | Added |
| Nicollet Investment Management, Inc. | 13,938 | $2.68M | 1.20% | +29+0.2% | Added |
| Johnson Investment Counsel Inc | 13,994 | $2.69M | 0.03% | −193−1.4% | Reduced |
| Wunderlich Capital Managemnt | 14,048 | $2.71M | 1.33% | −32−0.2% | Reduced |
| Weil Company, Inc. | 14,139 | $2.72M | 1.21% | +30.0% | Added |
| Westbourne Investment Advisors, Inc. | 14,164 | $2.73M | 1.22% | +715+5.3% | Added |
| Boit C F David | 14,198 | $2.73M | 1.82% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,287 | $2.75M | 0.13% | +1,300+10.0% | Added |
| Bessemer Group Inc | 14,306 | $2.75M | 0.01% | +699+5.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 14,481 | $2.79M | 2.30% | +951+7.0% | Added |
| Bristlecone Advisors, LLC | 14,551 | $2.80M | 0.28% | +178+1.2% | Added |
| Meeder Asset Management Inc | 14,574 | $2.81M | 0.20% | −1,083−6.9% | Reduced |
| Somerset Trust Co | 14,673 | $2.83M | 1.22% | −587−3.8% | Reduced |
| APG Asset Management N.V. | 16,033 | $2.83M | 0.01% | −1,100−6.4% | Reduced |
| Thomasville National Bank | 14,767 | $2.84M | 0.27% | −65−0.4% | Reduced |
| Vident Investment Advisory, LLC | 14,851 | $2.86M | 0.10% | −11,479−43.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,868 | $2.86M | 0.21% | +100+0.7% | Added |
| Ar Asset Management Inc | 14,906 | $2.87M | 0.77% | 00.0% | Unchanged |
| New Hampshire Trust | 14,912 | $2.87M | 0.75% | +16+0.1% | Added |
| Smithbridge Asset Management Inc | 14,945 | $2.88M | 0.67% | +237+1.6% | Added |
| South Dakota Investment Council | 14,986 | $2.89M | 0.06% | −600−3.8% | Reduced |
| Bayesian Capital Management, LP | 15,043 | $2.90M | 0.31% | +12,743+554.0% | Added |
| Cincinnati Indemnity Co | 15,047 | $2.90M | 7.47% | 00.0% | Unchanged |
| SPC Financial, Inc. | 15,101 | $2.91M | 0.31% | −516−3.3% | Reduced |
| LSV Asset Management | 15,299 | $2.95M | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 15,860 | $3.05M | 0.00% | −1,287−7.5% | Reduced |
| Whittier Trust Co | 15,931 | $3.07M | 0.05% | −2,515−13.6% | Reduced |
| Legacy Wealth Management, LLC | 15,988 | $3.08M | 1.54% | +15,988 | New |
| Citizens National Bank Trust Department | 16,106 | $3.10M | 0.82% | +1,390+9.4% | Added |
| Magnetar Financial LLC | 16,150 | $3.11M | 0.07% | −161−1.0% | Reduced |
| Advocate Group LLC | 16,209 | $3.12M | 0.69% | −1,948−10.7% | Reduced |
| Romano Brothers and Company | 16,220 | $3.12M | 0.47% | −424−2.5% | Reduced |
| Summit Global Investments | 16,257 | $3.13M | 0.21% | +2,202+15.7% | Added |
| Boston Private Wealth LLC | 16,263 | $3.13M | 0.06% | −2,875−15.0% | Reduced |
| Advisor Partners II, LLC | 16,290 | $3.14M | 0.15% | +2,018+14.1% | Added |
| Woodmont Investment Counsel LLC | 16,322 | $3.14M | 0.33% | +484+3.1% | Added |
| New Vernon Investment Management LLC | 16,391 | $3.16M | 5.11% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,494 | $3.18M | 0.06% | −60.0% | Reduced |
| Plimoth Trust Co LLC | 16,545 | $3.19M | 0.95% | +188+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 16,616 | $3.20M | 0.84% | −148−0.9% | Reduced |
| Wesbanco Bank Inc | 16,785 | $3.23M | 0.14% | −327−1.9% | Reduced |
| Consolidated Planning Corp | 16,805 | $3.24M | 0.68% | +462+2.8% | Added |
| Stoneridge Investment Partners LLC | 17,071 | $3.29M | 1.43% | +6,029+54.6% | Added |
| Cipher Capital LP | 17,093 | $3.29M | 0.56% | +8,942+109.7% | Added |
| Chicago Trust Co NA | 17,096 | $3.29M | 0.79% | −633−3.6% | Reduced |
| Pathstone Family Office, LLC | 16,920 | $3.29M | 0.05% | −576−3.3% | Reduced |
| Dana Investment Advisors, Inc. | 17,106 | $3.29M | 0.16% | +235+1.4% | Added |
| Concorde Financial Corp | 17,048 | $3.30M | 2.16% | −117−0.7% | Reduced |
| KCM Investment Advisors LLC | 17,237 | $3.32M | 0.13% | +729+4.4% | Added |
| LVW Advisors, LLC | 17,327 | $3.34M | 0.67% | −980−5.4% | Reduced |
| Princeton Global Asset Management LLC | 17,369 | $3.34M | 0.98% | −1,768−9.2% | Reduced |
| Siemens Fonds Invest GmbH | 17,471 | $3.35M | 0.33% | −219−1.2% | Reduced |
| Cetera Investment Advisers | 17,407 | $3.35M | 0.03% | +1,897+12.2% | Added |
| Liberty Capital Management, Inc. | 17,557 | $3.38M | 1.01% | +116+0.7% | Added |
| Twin Capital Management Inc | 17,632 | $3.40M | 0.44% | +113+0.6% | Added |
| Laffer Tengler Investments | 17,915 | $3.45M | 0.92% | +433+2.5% | Added |
| Phoenix Holdings Ltd. | 17,876 | $3.46M | 0.07% | +2,166+13.8% | Added |
| Metropolitan Life Insurance Co | 18,049 | $3.48M | 0.17% | −516−2.8% | Reduced |
| Aigen Investment Management, LP | 18,055 | $3.48M | 0.51% | −744−4.0% | Reduced |
| Apollon Wealth Management, LLC | 18,080 | $3.48M | 0.17% | +8,261+84.1% | Added |