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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 1,785 | $343.7K | 0.17% | 00.0% | Unchanged |
| Farmers National Bank | 1,787 | $344.1K | 0.12% | −10−0.6% | Reduced |
| Shore Point Advisors, LLC | 1,795 | $345.7K | 0.25% | +1+0.1% | Added |
| Legal Advantage Investments, Inc. | 1,800 | $346.6K | 0.23% | −200−10.0% | Reduced |
| Clearview Wealth Advisors LLC | 1,805 | $347.6K | 0.35% | −23−1.3% | Reduced |
| Plancorp, LLC | 1,810 | $348.5K | 0.02% | +127+7.5% | Added |
| Vicus Capital | 1,819 | $350.2K | 0.04% | −194−9.6% | Reduced |
| Moloney Securities Asset Management, LLC | 1,822 | $350.8K | 0.06% | +37+2.1% | Added |
| Wade G W & Inc | 1,822 | $351.0K | 0.01% | +6+0.3% | Added |
| Quantbot Technologies LP | 1,828 | $352.0K | 0.02% | −22,215−92.4% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $352.0K | 0.16% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,833 | $353.0K | 0.01% | +35+1.9% | Added |
| Harbour Investments, Inc. | 1,845 | $355.2K | 0.02% | +882+91.6% | Added |
| BLB&B Advisors, LLC | 1,852 | $356.6K | 0.02% | +2+0.1% | Added |
| Rede Wealth, LLC | 1,852 | $356.6K | 0.17% | +236+14.6% | Added |
| Sandy Cove Advisors, LLC | 1,854 | $357.0K | 0.20% | +104+5.9% | Added |
| Wambolt & Associates, LLC | 1,860 | $358.2K | 0.13% | +231+14.2% | Added |
| Graypoint LLC | 1,871 | $360.4K | 0.04% | +71+3.9% | Added |
| Hamilton Wealth, LLC | 1,875 | $361.1K | 0.13% | +184+10.9% | Added |
| Eudaimonia Advisors LLC | 1,889 | $363.7K | 0.24% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,891 | $364.1K | 0.06% | −5,117−73.0% | Reduced |
| Linscomb & Williams, Inc. | 1,893 | $364.5K | 0.02% | −292−13.4% | Reduced |
| Ellevest, Inc. | 1,894 | $364.7K | 0.03% | +379+25.0% | Added |
| Contravisory Investment Management, Inc. | 1,904 | $366.6K | 0.10% | −5−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 1,921 | $369.9K | 0.07% | +78+4.2% | Added |
| Choate Investment Advisors | 1,928 | $371.3K | 0.02% | +1,928 | New |
| Grimes & Company, Inc. | 1,931 | $371.9K | 0.01% | +75+4.0% | Added |
| SageView Advisory Group, LLC | 1,957 | $376.8K | 0.02% | +67+3.5% | Added |
| Hanson & Doremus Investment Management | 1,990 | $383.0K | 0.08% | −150−7.0% | Reduced |
| Angeles Investment Advisors, LLC | 1,985 | $383.9K | 0.03% | −888−30.9% | Reduced |
| Pitcairn Co | 1,994 | $384.0K | 0.03% | −54−2.6% | Reduced |
| Wright Investors Service Inc | 1,994 | $384.0K | 0.11% | +1,994 | New |
| Aptus Capital Advisors, LLC | 1,999 | $384.9K | 0.01% | +243+13.8% | Added |
| San Luis Wealth Advisors LLC | 2,000 | $385.0K | 0.14% | −1,308−39.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $385.1K | 0.19% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,000 | $385.1K | 0.18% | −78−3.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,001 | $385.3K | 0.30% | +52+2.7% | Added |
| Evoke Wealth, LLC | 1,996 | $386.1K | 0.01% | −34,320−94.5% | Reduced |
| Earnest Partners LLC | 2,014 | $387.8K | 0.00% | −4−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,015 | $388.0K | 0.25% | +762+60.8% | Added |
| ORG Partners LLC | 2,021 | $388.7K | 0.06% | +2,021 | New |
| DCM Advisors, LLC | 2,024 | $389.7K | 0.17% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,030 | $390.9K | 0.05% | +788+63.4% | Added |
| Inceptionr LLC | 2,034 | $391.7K | 0.21% | −1,687−45.3% | Reduced |
| Venturi Wealth Management, LLC | 2,035 | $391.9K | 0.03% | +13+0.6% | Added |
| Ambassador Advisors, LLC | 1,943 | $392.1K | 0.09% | −4,347−69.1% | Reduced |
| M&R Capital Management Inc | 2,043 | $393.6K | 0.10% | +2+0.1% | Added |
| Capital Investment Advisors, LLC | 2,067 | $398.0K | 0.01% | +400+24.0% | Added |
| Voya Financial Advisors, Inc. | 2,107 | $398.4K | 0.05% | +65+3.2% | Added |
| Harfst & Associates, Inc. | 2,085 | $401.5K | 0.11% | −9,771−82.4% | Reduced |
| Western Wealth Management, LLC | 2,091 | $402.7K | 0.03% | +43+2.1% | Added |
| Mitchell Sinkler & Starr | 2,099 | $404.2K | 0.11% | 00.0% | Unchanged |
| Alerus Financial NA | 2,101 | $404.6K | 0.03% | −34,198−94.2% | Reduced |
| PDS Planning, Inc | 2,104 | $405.1K | 0.05% | +142+7.2% | Added |
| Imprint Wealth LLC | 2,048 | $405.4K | 0.26% | +549+36.6% | Added |
| Appleton Partners Inc | 2,125 | $409.0K | 0.03% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $410.5K | 0.26% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,145 | $413.0K | 0.04% | −97−4.3% | Reduced |
| First Dallas Securities Inc. | 2,156 | $415.0K | 0.23% | +3+0.1% | Added |
| Foundation Resource Management Inc | 2,154 | $415.0K | 0.07% | +80+3.9% | Added |
| Brighton Jones LLC | 2,171 | $418.0K | 0.02% | +990+83.8% | Added |
| Blueshift Asset Management, LLC | 2,182 | $420.2K | 0.16% | +2,182 | New |
| DAGCO, Inc. | 2,195 | $422.7K | 0.21% | 00.0% | Unchanged |
| SRB Corp | 2,215 | $426.5K | 0.03% | +471+27.0% | Added |
| Empire Financial Management Company, LLC | 2,220 | $427.5K | 0.17% | +28+1.3% | Added |
| DFPG Investments, LLC | 2,221 | $429.2K | 0.04% | −674−23.3% | Reduced |
| Meridian Wealth Management, LLC | 2,233 | $430.0K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,244 | $432.1K | 0.08% | +47+2.1% | Added |
| Wealthspire Advisors, LLC | 2,252 | $433.6K | 0.01% | −162−6.7% | Reduced |
| Canvas Wealth Advisors, LLC | 2,177 | $436.6K | 0.16% | −108−4.7% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $437.5K | 0.14% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,275 | $438.1K | 0.18% | −7,416−76.5% | Reduced |
| E&G Advisors, LP | 2,286 | $440.2K | 0.15% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,305 | $443.9K | 0.05% | +1,220+112.4% | Added |
| Sky Investment Group LLC | 2,310 | $444.8K | 0.10% | −50−2.1% | Reduced |
| Goldstein Advisors, LLC | 2,329 | $448.5K | 0.09% | −14−0.6% | Reduced |
| Stokes Family Office, LLC | 2,337 | $450.0K | 0.05% | −591−20.2% | Reduced |
| Colony Group LLC | 2,348 | $452.0K | 0.01% | +125+5.6% | Added |
| Flagship Harbor Advisors, LLC | 2,379 | $458.1K | 0.04% | +187+8.5% | Added |
| First City Capital Management, Inc. | 2,384 | $459.1K | 0.27% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,385 | $459.3K | 0.02% | +791+49.6% | Added |
| Cookson Peirce & Co Inc | 2,403 | $463.0K | 0.03% | −229−8.7% | Reduced |
| Valley Brook Capital Group | 2,411 | $464.3K | 0.43% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,428 | $467.6K | 0.10% | +108+4.7% | Added |
| Independence Bank of Kentucky | 2,431 | $468.1K | 0.19% | −103−4.1% | Reduced |
| First Affirmative Financial Network | 2,433 | $468.5K | 0.47% | +560+29.9% | Added |
| Thompson Siegel & Walmsley LLC | 2,438 | $469.0K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,438 | $469.5K | 0.01% | +17+0.7% | Added |
| Joel Isaacson & Co., LLC | 2,450 | $471.8K | 0.03% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,476 | $475.6K | 0.24% | −195−7.3% | Reduced |
| International Assets Investment Management, LLC | 2,479 | $477.4K | 0.07% | −158−6.0% | Reduced |
| Apexium Financial, LP | 2,471 | $477.8K | 0.04% | +105+4.4% | Added |
| EP Wealth Advisors, LLC | 2,027 | $480.1K | 0.01% | −3,732−64.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,524 | $486.0K | 0.12% | +29+1.2% | Added |
| Seelaus Asset Management LLC | 2,556 | $487.0K | 0.38% | −409−13.8% | Reduced |
| Edge Capital Group, LLC | 2,531 | $487.4K | 0.03% | +788+45.2% | Added |
| Boyar Asset Management Inc. | 2,548 | $490.6K | 0.36% | −20−0.8% | Reduced |
| Proficio Capital Partners LLC | 2,549 | $490.9K | 0.07% | +99+4.0% | Added |
| BKD Wealth Advisors, LLC | 2,555 | $492.0K | 0.01% | −113−4.2% | Reduced |
| Rossmore Private Capital | 2,559 | $492.8K | 0.07% | 00.0% | Unchanged |