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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 1,295 | $249.4K | 0.01% | +1,295 | New |
| Revisor Wealth Management LLC | 1,296 | $249.6K | 0.22% | −76−5.5% | Reduced |
| Lumature Wealth Partners, LLC | 1,299 | $250.1K | 0.15% | −6−0.5% | Reduced |
| Trust Co of Toledo NA | 1,301 | $250.5K | 0.04% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,300 | $251.0K | 0.04% | +243+23.0% | Added |
| First County Bank | 1,309 | $252.1K | 0.12% | +1,309 | New |
| Bollard Group LLC | 1,315 | $253.0K | 0.01% | +25+1.9% | Added |
| Strategy Asset Managers LLC | 1,323 | $254.7K | 0.06% | +19+1.5% | Added |
| Guerra Pan Advisors, LLC | 1,326 | $255.3K | 0.28% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,329 | $255.9K | 0.14% | +20+1.5% | Added |
| NinePointTwo Capital | 1,337 | $257.0K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,337 | $257.4K | 0.23% | +338+33.8% | Added |
| Procyon Private Wealth Partners, LLC | 1,339 | $257.8K | 0.03% | +209+18.5% | Added |
| Financial & Tax Architects, LLC | 1,340 | $258.1K | 0.08% | +25+1.9% | Added |
| Invesco, LLC | 1,342 | $258.4K | 0.13% | +1,342 | New |
| Catalyst Financial Partners LLC | 1,347 | $259.4K | 0.09% | +115+9.3% | Added |
| Donaldson Capital Management, LLC | 1,351 | $260.1K | 0.01% | +189+16.3% | Added |
| RFG Advisory, LLC | 1,352 | $260.4K | 0.01% | −196−12.7% | Reduced |
| Mayflower Financial Advisors, LLC | 1,355 | $260.9K | 0.03% | +63+4.9% | Added |
| Modera Wealth Management, LLC | 1,364 | $262.7K | 0.00% | +166+13.9% | Added |
| West Family Investments, Inc. | 1,374 | $264.6K | 0.10% | −238−14.8% | Reduced |
| Arkadios Wealth Advisors | 1,375 | $264.7K | 0.03% | +71+5.4% | Added |
| Johnson Financial Group, Inc. | 1,382 | $266.7K | 0.02% | +690+99.7% | Added |
| Tandem Wealth Advisors LLC | 1,386 | $266.9K | 0.16% | +157+12.8% | Added |
| Industrial Alliance Investment Management Inc. | 1,390 | $268.0K | 0.14% | −3,760−73.0% | Reduced |
| Phillips Wealth Planners LLC | 1,398 | $269.2K | 0.35% | +267+23.6% | Added |
| CTC Alternative Strategies, Ltd. | 1,400 | $269.6K | 0.34% | +1,400 | New |
| Pflug Koory, LLC | 1,401 | $269.8K | 0.14% | +318+29.4% | Added |
| Tectonic Advisors LLC | 1,416 | $272.7K | 0.03% | +6+0.4% | Added |
| Means Investment Co., Inc. | 1,421 | $273.6K | 0.04% | +10+0.7% | Added |
| Traphagen Investment Advisors LLC | 1,425 | $274.4K | 0.04% | −40−2.7% | Reduced |
| Advisory Research Inc | 1,427 | $274.8K | 0.04% | +1,427 | New |
| Wealth Effects LLC | 1,429 | $275.1K | 0.12% | +1+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,429 | $275.2K | 0.03% | +158+12.4% | Added |
| Strategic Advisors LLC | 1,437 | $276.7K | 0.05% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,444 | $278.0K | 0.38% | +41+2.9% | Added |
| Weik Capital Management | 1,445 | $278.2K | 0.13% | +255+21.4% | Added |
| Arjuna Capital | 1,447 | $278.6K | 0.10% | −1,618−52.8% | Reduced |
| SFMG, LLC | 1,449 | $279.0K | 0.03% | −249−14.7% | Reduced |
| Patten & Patten Inc | 1,449 | $279.0K | 0.02% | +1,449 | New |
| Financial Architects, Inc | 1,453 | $279.8K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,461 | $281.3K | 0.02% | +62+4.4% | Added |
| Legacy Advisors, LLC | 1,467 | $282.5K | 0.04% | −240−14.1% | Reduced |
| Golden State Equity Partners | 1,485 | $286.0K | 0.08% | +1,485 | New |
| Avantax Planning Partners, Inc. | 1,495 | $287.9K | 0.01% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,500 | $288.8K | 0.28% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,499 | $289.9K | 0.01% | +29+2.0% | Added |
| Ronald Blue Trust, Inc. | 1,505 | $292.0K | 0.00% | −2,653−63.8% | Reduced |
| Sicart Associates LLC | 1,510 | $292.1K | 0.11% | −310−17.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,538 | $296.2K | 0.00% | +1,538 | New |
| Heron Bay Capital Management | 1,545 | $297.5K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,545 | $297.5K | 0.19% | +27+1.8% | Added |
| Evermay Wealth Management LLC | 1,550 | $299.2K | 0.06% | +39+2.6% | Added |
| Buckley Wealth Management, LLC | 1,554 | $299.2K | 0.10% | +1,554 | New |
| Sound View Wealth Advisors Group, LLC | 1,575 | $303.3K | 0.04% | +79+5.3% | Added |
| Delaney Dennis R | 1,581 | $304.4K | 0.19% | +1,581 | New |
| QP Wealth Management, LLC | 1,585 | $305.2K | 0.48% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,591 | $306.4K | 0.10% | +5+0.3% | Added |
| Peak Planning Group, LLC | 1,591 | $306.4K | 0.23% | +40+2.6% | Added |
| Anchor Investment Management, LLC | 1,594 | $306.9K | 0.04% | +219+15.9% | Added |
| Baker Avenue Asset Management, LP | 1,594 | $307.0K | 0.02% | +71+4.7% | Added |
| Congress Park Capital LLC | 1,600 | $308.1K | 0.17% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,600 | $308.1K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,600 | $308.1K | 0.04% | +312+24.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,607 | $309.4K | 0.01% | −59−3.5% | Reduced |
| Live Oak Investment Partners | – | $310.6K | 0.26% | – | – |
| 44 Wealth Management LLC | 1,620 | $311.9K | 0.11% | −4−0.2% | Reduced |
| Prestige Wealth Management Group LLC | 1,614 | $312.2K | 0.07% | −188−10.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,638 | $315.4K | 0.03% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,634 | $316.0K | 0.02% | −50−3.0% | Reduced |
| Pointe Capital Management LLC | 1,642 | $316.2K | 0.24% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,644 | $316.6K | 0.01% | +107+7.0% | Added |
| Continuum Advisory, LLC | 1,645 | $316.8K | 0.05% | +44+2.7% | Added |
| Chicago Partners Investment Group LLC | 1,542 | $316.9K | 0.02% | −156−9.2% | Reduced |
| Congress Wealth Management LLC | 1,658 | $319.3K | 0.01% | −603−26.7% | Reduced |
| Wolverine Trading, LLC | 1,695 | $320.5K | 0.00% | +1,695 | New |
| Farther Finance Advisors, LLC | 1,668 | $321.2K | 0.07% | +26+1.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,670 | $321.6K | 0.24% | −104−5.9% | Reduced |
| Twin Focus Capital Partners, LLC | 1,673 | $322.2K | 0.07% | +115+7.4% | Added |
| Courier Capital LLC | 1,678 | $323.1K | 0.03% | −80−4.6% | Reduced |
| Associated Banc-Corp | 1,685 | $324.5K | 0.01% | −14−0.8% | Reduced |
| Ironwood Investment Counsel, LLC | 1,686 | $324.7K | 0.07% | −9−0.5% | Reduced |
| Lavaca Capital LLC | 1,692 | $325.8K | 0.10% | −82−4.6% | Reduced |
| Mutual Advisors, LLC | 1,697 | $326.7K | 0.01% | +375+28.4% | Added |
| Essex Savings Bank | 1,704 | $328.1K | 0.11% | +14+0.8% | Added |
| Broadleaf Partners, LLC | 1,706 | $328.5K | 0.11% | +601+54.4% | Added |
| Belpointe Asset Management LLC | 1,711 | $329.5K | 0.03% | −1,092−39.0% | Reduced |
| Fidelis Capital Partners, LLC | 1,715 | $330.2K | 0.12% | +159+10.2% | Added |
| Benjamin Edwards Inc | 1,718 | $331.0K | 0.08% | −160−8.5% | Reduced |
| Larson Financial Group LLC | 1,723 | $331.7K | 0.03% | +23+1.4% | Added |
| Tower Bridge Advisors | 1,725 | $332.2K | 0.03% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,729 | $332.9K | 0.12% | +86+5.2% | Added |
| Atlas Capital Advisors LLC | 1,751 | $337.2K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,753 | $337.6K | 0.05% | +231+15.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,767 | $340.3K | 0.15% | +464+35.6% | Added |
| Beverly Hills Private Wealth, LLC | 1,697 | $341.0K | 0.06% | −6,001−78.0% | Reduced |
| Wealthcare Advisory Partners LLC | 1,772 | $341.1K | 0.02% | +53+3.1% | Added |
| Sage Private Wealth Group, LLC | 1,774 | $341.7K | 0.47% | +1+0.1% | Added |
| Geller Advisors LLC | 1,772 | $342.7K | 0.04% | +555+45.6% | Added |
| Credit Agricole S A | 1,784 | $343.5K | 0.01% | −337−15.9% | Reduced |