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; 2,172 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 | 2,172 | $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 |
|---|---|---|---|---|---|
| Safeguard Financial, LLC | 147 | $28.0K | 0.01% | +147 | New |
| Bell Investment Advisors, Inc | 149 | $28.7K | 0.01% | −17−10.2% | Reduced |
| Operose Advisors LLC | 159 | $30.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 168 | $32.4K | 0.01% | −145−46.3% | Reduced |
| Annapolis Financial Services, LLC | 173 | $33.3K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 174 | $33.5K | 0.01% | −51−22.7% | Reduced |
| Baldwin Brothers Inc | 175 | $33.7K | 0.00% | −20−10.3% | Reduced |
| Old Second National Bank of Aurora | 180 | $34.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 180 | $34.7K | 0.03% | +180 | New |
| McMillion Capital Management Inc | 184 | $35.4K | 0.03% | +184 | New |
| Tompkins Financial Corp | 189 | $36.4K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 189 | $36.4K | 0.03% | +37+24.3% | Added |
| KB Financial Partners, LLC | 193 | $37.0K | 0.01% | −2,680−93.3% | Reduced |
| Global Trust Asset Management, LLC | 193 | $37.2K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 194 | $37.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 213 | $41.0K | 0.02% | +27+14.5% | Added |
| Key Financial Inc | 217 | $41.8K | 0.01% | +39+21.9% | Added |
| Boyd Watterson Asset Management LLC | 226 | $43.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 230 | $44.3K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 236 | $45.5K | 0.00% | +11+4.9% | Added |
| Rosenberg Matthew Hamilton | 237 | $45.6K | 0.02% | +1+0.4% | Added |
| Neo Ivy Capital Management | 240 | $46.0K | 0.02% | +240 | New |
| Oakmont Corp | 240 | $46.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 241 | $46.4K | 0.01% | −137−36.2% | Reduced |
| Riverview Trust Co | 242 | $46.6K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $47.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $48.9K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 264 | $50.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 269 | $51.8K | 0.03% | +212+371.9% | Added |
| MB, Levis & Associates, LLC | 273 | $52.6K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $53.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 275 | $53.0K | 0.02% | +200+266.7% | Added |
| Front Row Advisors LLC | 272 | $53.0K | 0.02% | −1−0.4% | Reduced |
| Zions Bancorporation, N.A. | 276 | $53.1K | 0.00% | +22+8.7% | Added |
| Horizons Wealth Management | 282 | $54.3K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 283 | $54.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 292 | $56.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 293 | $56.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 300 | $57.8K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 286 | $58.5K | 0.03% | +286 | New |
| Concord Wealth Partners | 305 | $58.7K | 0.01% | +92+43.2% | Added |
| Castleview Partners, LLC | 318 | $61.2K | 0.06% | 00.0% | Unchanged |
| Rise Advisors, LLC | 349 | $67.3K | 0.05% | −30−7.9% | Reduced |
| Stonebridge Capital Advisors LLC | 354 | $68.2K | 0.01% | −157−30.7% | Reduced |
| JFS Wealth Advisors, LLC | 359 | $69.1K | 0.01% | +10+2.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 361 | $69.5K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 370 | $71.2K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 374 | $72.0K | 0.01% | −17−4.3% | Reduced |
| WR Wealth Planners, LLC | 382 | $73.6K | 0.03% | +77+25.2% | Added |
| City Holding Co | 394 | $75.9K | 0.01% | +46+13.2% | Added |
| CNB Bank | 408 | $78.6K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 415 | $79.9K | 0.09% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 415 | $80.3K | 0.02% | −155−27.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 420 | $80.9K | 0.05% | 00.0% | Unchanged |
| West Tower Group, LLC | 424 | $81.6K | 0.06% | +424 | New |
| Dakota Community Bank & Trust NA | 425 | $81.8K | 0.48% | −50−10.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 432 | $82.0K | 0.06% | +32+8.0% | Added |
| Bray Capital Advisors | 446 | $85.9K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 451 | $86.8K | 0.00% | −189−29.5% | Reduced |
| American State Bank (Iowa) | 455 | $87.6K | 0.06% | 00.0% | Unchanged |
| First Financial Corp | 461 | $88.8K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 463 | $89.2K | 0.02% | +42+10.0% | Added |
| Avalon Trust Co | 466 | $89.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 470 | $90.5K | 0.04% | 00.0% | Unchanged |
| Logan Capital Management Inc | 477 | $91.9K | 0.00% | −85−15.1% | Reduced |
| Fiduciary Alliance LLC | 478 | $92.0K | 0.02% | +478 | New |
| Pinnacle Bancorp, Inc. | 483 | $93.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 485 | $93.4K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 485 | $93.4K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 489 | $94.2K | 0.01% | +125+34.3% | Added |
| Norwood Financial Corp | 500 | $96.3K | 0.14% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 510 | $98.2K | 0.00% | −45−8.1% | Reduced |
| West Branch Capital LLC | 519 | $99.9K | 0.05% | +2+0.4% | Added |
| Salem Investment Counselors Inc | 518 | $100.2K | 0.00% | −20−3.7% | Reduced |
| Tucker Asset Management LLC | 524 | $100.9K | 0.03% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 531 | $102.3K | 0.06% | +531 | New |
| Clear Street Markets LLC | 541 | $104.0K | 0.04% | −272−33.5% | Reduced |
| Tradition Wealth Management, LLC | 545 | $105.0K | 0.01% | +73+15.5% | Added |
| IFP Advisors, Inc | 806 | $105.4K | 0.01% | +137+20.5% | Added |
| American National Bank | 580 | $111.7K | 0.02% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 582 | $112.1K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 594 | $114.4K | 0.01% | +594 | New |
| Heritage Wealth Advisors | 605 | $116.5K | 0.01% | −118−16.3% | Reduced |
| Delta Asset Management LLC | 633 | $121.9K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 647 | $124.7K | 0.03% | +17+2.7% | Added |
| J.Safra Asset Management Corp | 660 | $127.1K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 691 | $133.1K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 714 | $137.5K | 0.10% | −23−3.1% | Reduced |
| Financial Management Professionals, Inc. | 723 | $139.0K | 0.02% | −5−0.7% | Reduced |
| Steward Financial Group LLC | 735 | $141.0K | 0.05% | −15−2.0% | Reduced |
| Glassman Wealth Services | 737 | $141.9K | 0.02% | +65+9.7% | Added |
| Granite FO LLC | 755 | $145.4K | 0.10% | −701−48.1% | Reduced |
| Pacifica Partners Inc. | 780 | $149.0K | 0.08% | 00.0% | Unchanged |
| Trust Co | 788 | $151.7K | 0.02% | −565−41.8% | Reduced |
| Sandy Spring Bank | 791 | $152.3K | 0.01% | +15+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 799 | $153.9K | 0.03% | −21−2.6% | Reduced |
| Caldwell Trust Co | 812 | $156.4K | 0.02% | +8+1.0% | Added |
| Arlington Partners LLC | 846 | $162.9K | 0.03% | −75−8.1% | Reduced |
| Deseret Mutual Benefit Administrators | 856 | $164.8K | 0.06% | +57+7.1% | Added |
| Colonial Trust Co | 882 | $169.8K | 0.04% | −885−50.1% | Reduced |