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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 2,565 | $493.9K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 2,571 | $495.1K | 0.03% | +594+30.0% | Added |
| SeaCrest Wealth Management, LLC | 2,574 | $495.6K | 0.06% | −59−2.2% | Reduced |
| Horizon Investments, LLC | 2,574 | $495.6K | 0.01% | +448+21.1% | Added |
| LCNB Corp | 2,575 | $495.8K | 0.21% | +500+24.1% | Added |
| Family Management Corp | 2,595 | $499.7K | 0.11% | +1,311+102.1% | Added |
| Cornerstone Wealth Management, LLC | 2,598 | $500.3K | 0.04% | +210+8.8% | Added |
| Somerville Kurt F | 2,600 | $500.7K | 0.10% | −1,000−27.8% | Reduced |
| Baxter Bros Inc | 2,602 | $501.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,623 | $502.3K | 0.06% | −877−25.1% | Reduced |
| Everett Harris & Co | 2,613 | $503.2K | 0.01% | +90+3.6% | Added |
| 1st Source Bank | 2,632 | $506.8K | 0.03% | +124+4.9% | Added |
| FineMark National Bank & Trust | 2,636 | $507.6K | 0.02% | +183+7.5% | Added |
| Echo Street Capital Management LLC | 2,636 | $507.6K | 0.00% | +1,559+144.8% | Added |
| Tyler-Stone Wealth Management | 2,640 | $508.0K | 0.29% | +2,640 | New |
| Wealthsource Partners, LLC | 2,641 | $508.5K | 0.03% | −2,185−45.3% | Reduced |
| 1776 Wealth LLC | 2,645 | $509.3K | 0.27% | +11+0.4% | Added |
| Cross Staff Investments Inc | 2,649 | $510.1K | 0.47% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,657 | $514.0K | 0.03% | −165−5.8% | Reduced |
| Proequities, Inc. | 2,659 | $514.3K | 0.04% | +325+13.9% | Added |
| City State Bank | 2,682 | $516.0K | 0.28% | +14+0.5% | Added |
| EverSource Wealth Advisors, LLC | 2,690 | $517.9K | 0.06% | −199−6.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,706 | $521.1K | 0.08% | +33+1.2% | Added |
| Hilltop Holdings Inc. | 2,710 | $521.8K | 0.06% | +39+1.5% | Added |
| Montecito Bank & Trust | 2,733 | $526.3K | 0.12% | −46−1.7% | Reduced |
| Allred Capital Management, LLC | 2,736 | $526.8K | 0.26% | +323+13.4% | Added |
| MQS Management LLC | 2,738 | $527.2K | 0.36% | +2,738 | New |
| SkyView Investment Advisors, LLC | 2,742 | $528.0K | 0.13% | −2,972−52.0% | Reduced |
| First Capital Advisors Group, LLC. | 2,742 | $528.0K | 0.28% | −78−2.8% | Reduced |
| Boston Financial Mangement LLC | 2,766 | $532.6K | 0.02% | +24+0.9% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $533.6K | 0.45% | 00.0% | Unchanged |
| HM Payson & Co | 2,785 | $536.3K | 0.01% | +579+26.2% | Added |
| Eqis Capital Management, Inc. | 2,787 | $536.6K | 0.06% | −78−2.7% | Reduced |
| WMS Partners, LLC | 2,799 | $539.0K | 0.04% | 00.0% | Unchanged |
| First American Bank | 2,815 | $542.1K | 0.05% | 00.0% | Unchanged |
| TKG Advisors, LLC | 2,820 | $543.0K | 0.35% | +2,820 | New |
| Hartford Funds Management Co LLC | 2,826 | $544.1K | 0.06% | −543−16.1% | Reduced |
| Empirical Asset Management, LLC | 2,831 | $545.1K | 0.48% | +2,831 | New |
| Boothbay Fund Management, LLC | 2,836 | $546.1K | 0.02% | +2,836 | New |
| Innovis Asset Management LLC | 2,842 | $547.3K | 0.20% | −29−1.0% | Reduced |
| Henry James International Management, Inc. | 2,868 | $552.3K | 0.24% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,875 | $554.0K | 0.26% | +2,875 | New |
| Shelton Capital Management | 2,881 | $554.8K | 0.02% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,883 | $555.2K | 0.01% | −34,310−92.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,884 | $555.3K | 0.01% | +81+2.9% | Added |
| Empowered Funds, LLC | 2,902 | $558.8K | 0.02% | +1,166+67.2% | Added |
| EA Series Trust | 2,902 | $558.8K | 0.02% | +2,902 | New |
| J.W. Cole Advisors, Inc. | 2,908 | $560.0K | 0.04% | +310+11.9% | Added |
| Advisory Resource Group | 2,915 | $561.3K | 0.15% | +170+6.2% | Added |
| Headinvest, LLC | 2,792 | $563.3K | 0.12% | −105−3.6% | Reduced |
| Cambridge Trust Co | 2,939 | $565.9K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,948 | $568.0K | 0.21% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 2,960 | $570.0K | 0.29% | −40−1.3% | Reduced |
| Parkside Financial Bank & Trust | 2,970 | $571.9K | 0.14% | +566+23.5% | Added |
| Citizens Financial Group Inc | 2,990 | $575.7K | 0.02% | −3,238−52.0% | Reduced |
| Camden Capital, LLC | 2,990 | $575.7K | 0.07% | +303+11.3% | Added |
| Websterrogers Financial Advisors, LLC | 2,992 | $576.1K | 0.25% | −7−0.2% | Reduced |
| G&S Capital LLC | 2,996 | $576.9K | 0.28% | +2,996 | New |
| Advisors Capital Management, LLC | 2,998 | $577.0K | 0.01% | +1,536+105.1% | Added |
| Spire Wealth Management | 3,003 | $578.3K | 0.02% | +767+34.3% | Added |
| Conning Inc. | 3,004 | $578.5K | 0.02% | −1,013−25.2% | Reduced |
| Cito Capital Group, LLC | 3,000 | $580.0K | 0.27% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,018 | $581.0K | 0.39% | 00.0% | Unchanged |
| JT Stratford LLC | 3,027 | $582.9K | 0.16% | +3,027 | New |
| Dark Forest Capital Management LP | 3,033 | $584.0K | 0.06% | +2,990+6,953.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,039 | $585.2K | 0.01% | −8,383−73.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,062 | $589.6K | 0.21% | −951−23.7% | Reduced |
| ISAM Funds (UK) Ltd | 3,068 | $590.8K | 0.53% | +3,068 | New |
| Mairs & Power Inc | 3,070 | $591.2K | 0.01% | +36+1.2% | Added |
| Principle Wealth Partners LLC | 3,071 | $591.4K | 0.06% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,078 | $592.7K | 0.07% | +117+4.0% | Added |
| Abbot Financial Management, Inc. | 3,084 | $593.8K | 0.38% | −36−1.2% | Reduced |
| IHT Wealth Management, LLC | 3,084 | $593.9K | 0.03% | +1,904+161.4% | Added |
| Williams Jones Wealth Management, LLC. | 3,089 | $594.8K | 0.01% | +58+1.9% | Added |
| Encompass Wealth Advisors, LLC | 3,094 | $595.8K | 0.19% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,127 | $602.1K | 0.29% | +455+17.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,133 | $603.3K | 0.17% | −16−0.5% | Reduced |
| Achmea Investment Management B.V. | 3,153 | $608.0K | 0.01% | −20,381−86.6% | Reduced |
| Saturna Capital CORP | 3,170 | $610.4K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,253 | $612.6K | 0.07% | +586+22.0% | Added |
| Wealth Quarterback LLC | 3,182 | $612.8K | 0.42% | +3,182 | New |
| TD Waterhouse Canada Inc. | 3,147 | $614.0K | 0.01% | −2,669−45.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,200 | $616.2K | 0.04% | +279+9.6% | Added |
| Summit Trail Advisors, LLC | 3,191 | $617.1K | 0.02% | +1,128+54.7% | Added |
| Vigilant Capital Management, LLC | 3,224 | $621.0K | 0.05% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 3,240 | $623.9K | 0.06% | −172−5.0% | Reduced |
| Private Portfolio Partners LLC | 3,252 | $626.3K | 0.16% | +10.0% | Added |
| Astoria Portfolio Advisors LLC. | 3,297 | $626.5K | 0.24% | +184+5.9% | Added |
| GSB Wealth Management, LLC | 3,261 | $628.0K | 0.20% | +683+26.5% | Added |
| ASB Consultores, LLC | 3,291 | $633.7K | 0.31% | +47+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 3,322 | $639.7K | 0.09% | −75−2.2% | Reduced |
| Resurgent Financial Advisors LLC | 3,337 | $642.6K | 0.43% | −18−0.5% | Reduced |
| Machina Capital S.A.S. | 3,350 | $645.1K | 0.37% | −1,187−26.2% | Reduced |
| WSFS Capital Management, LLC | 3,353 | $645.7K | 0.06% | −21−0.6% | Reduced |
| CFO4Life Group, LLC | 3,362 | $647.3K | 0.14% | +108+3.3% | Added |
| Tributary Capital Management, LLC | 3,380 | $650.9K | 0.06% | −80−2.3% | Reduced |
| Columbia Asset Management | 3,386 | $652.0K | 0.14% | −50−1.5% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $652.0K | 0.37% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 3,415 | $657.0K | 0.63% | +3,415 | New |
| KRS Capital Management, LLC | 3,434 | $661.3K | 0.66% | −120−3.4% | Reduced |