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 |
|---|---|---|---|---|---|
| Spinnaker Trust | 3,463 | $666.8K | 0.05% | +90+2.7% | Added |
| Northstar Asset Management LLC | 3,475 | $669.1K | 0.18% | +123+3.7% | Added |
| NVWM, LLC | 3,509 | $675.7K | 0.22% | +13+0.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,527 | $679.0K | 0.29% | −555−13.6% | Reduced |
| Wealth Alliance | 3,557 | $685.0K | 0.10% | −2,320−39.5% | Reduced |
| SlateStone Wealth, LLC | 3,584 | $690.0K | 0.13% | +162+4.7% | Added |
| Valeo Financial Advisors, LLC | 3,584 | $690.0K | 0.03% | −355−9.0% | Reduced |
| Cim Investment Mangement Inc | 3,584 | $690.1K | 0.23% | +9+0.3% | Added |
| Paradigm Financial Partners, LLC | 3,602 | $693.6K | 0.19% | +598+19.9% | Added |
| Beech Hill Advisors, Inc. | 3,610 | $695.1K | 0.34% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 3,625 | $698.0K | 0.42% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,626 | $698.3K | 0.01% | −5−0.1% | Reduced |
| Sippican Capital Advisors | 3,629 | $698.8K | 0.64% | −35−1.0% | Reduced |
| Quadrant Capital Group LLC | 3,685 | $709.6K | 0.07% | −239−6.1% | Reduced |
| Guyasuta Investment Advisors Inc | 3,688 | $710.2K | 0.05% | +31+0.8% | Added |
| Westhampton Capital, LLC | 3,690 | $710.5K | 0.46% | +5+0.1% | Added |
| Red Door Wealth Management, LLC | 3,691 | $710.7K | 0.16% | +3,691 | New |
| Financial Insights, Inc. | 3,699 | $712.3K | 0.26% | +1,262+51.8% | Added |
| Sentry LLC | 3,701 | $712.7K | 0.16% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,714 | $715.2K | 0.49% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,723 | $716.9K | 0.06% | +32+0.9% | Added |
| WBH Advisory Inc | 3,782 | $728.3K | 0.09% | −111−2.9% | Reduced |
| Chesley Taft & Associates LLC | 3,790 | $729.8K | 0.04% | +30+0.8% | Added |
| Virtus ETF Advisers LLC | 3,794 | $730.6K | 0.43% | −175−4.4% | Reduced |
| Ritholtz Wealth Management | 3,802 | $732.1K | 0.03% | −403−9.6% | Reduced |
| Marcum Wealth, LLC | 3,849 | $741.2K | 0.09% | +155+4.2% | Added |
| Clarius Group, LLC | 3,858 | $742.9K | 0.06% | +93+2.5% | Added |
| Blackhawk Capital Partners LLC. | 3,908 | $752.5K | 0.52% | +145+3.9% | Added |
| Bank of Hawaii | 3,911 | $753.1K | 0.04% | −212−5.1% | Reduced |
| Mather Group, LLC. | 3,913 | $753.6K | 0.01% | +377+10.7% | Added |
| Fiduciary Group LLC | 3,915 | $753.9K | 0.09% | +534+15.8% | Added |
| Stock Yards Bank & Trust Co | 3,916 | $754.1K | 0.03% | −207−5.0% | Reduced |
| Montag A & Associates Inc | 3,952 | $762.7K | 0.05% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $763.3K | 0.31% | 00.0% | Unchanged |
| Field & Main Bank | 3,965 | $763.5K | 0.43% | +83+2.1% | Added |
| Kingsview Wealth Management, LLC | 3,972 | $764.8K | 0.03% | +158+4.1% | Added |
| Parallel Advisors, LLC | 3,990 | $768.4K | 0.02% | +518+14.9% | Added |
| FRG Family Wealth Advisors LLC | 3,993 | $768.9K | 0.17% | +25+0.6% | Added |
| Financial Advocates Investment Management | 3,997 | $769.6K | 0.06% | +36+0.9% | Added |
| InTrack Investment Management Inc | 4,000 | $770.2K | 0.63% | +4,000 | New |
| Compass Wealth Management LLC | 4,012 | $772.6K | 0.23% | −120−2.9% | Reduced |
| Moody National Bank Trust Division | 4,025 | $775.1K | 0.05% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,027 | $775.5K | 0.42% | −609−13.1% | Reduced |
| Hancock Whitney Corp | 4,034 | $777.0K | 0.03% | +1,966+95.1% | Added |
| Segall Bryant & Hamill, LLC | 4,040 | $777.9K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,046 | $779.1K | 0.41% | +105+2.7% | Added |
| Beach Investment Counsel Inc | 4,078 | $785.0K | 0.09% | +103+2.6% | Added |
| Coldstream Capital Management Inc | 4,096 | $788.7K | 0.02% | +118+3.0% | Added |
| Harbour Capital Advisors, LLC | 4,129 | $794.0K | 0.23% | −405−8.9% | Reduced |
| Perigon Wealth Management, LLC | 4,132 | $795.7K | 0.03% | +444+12.0% | Added |
| Ashton Thomas Private Wealth, LLC | 4,166 | $802.2K | 0.06% | +2,693+182.8% | Added |
| CSU Producer Resources, Inc. | 4,213 | $811.3K | 3.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,227 | $814.0K | 0.09% | +82+2.0% | Added |
| Gsa Capital Partners LLP | 4,236 | $816.0K | 0.08% | +2,501+144.1% | Added |
| Transcend Wealth Collective, LLC | 4,250 | $818.4K | 0.08% | −425−9.1% | Reduced |
| CWS Financial Advisors, LLC | 4,261 | $820.5K | 0.31% | −20−0.5% | Reduced |
| Signaturefd, LLC | 4,262 | $820.7K | 0.02% | −413−8.8% | Reduced |
| Applied Capital LLC | 4,273 | $822.8K | 0.78% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,291 | $830.1K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,318 | $831.6K | 0.03% | +4,318 | New |
| Asset Dedication, LLC | 4,383 | $845.0K | 0.07% | +420+10.6% | Added |
| Jacobi Capital Management LLC | 4,407 | $848.6K | 0.09% | +92+2.1% | Added |
| Mainstay Capital Management LLC | 4,407 | $848.6K | 0.15% | −60−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,423 | $851.7K | 0.06% | +800+22.1% | Added |
| Great Valley Advisor Group, Inc. | 4,429 | $852.6K | 0.04% | −67−1.5% | Reduced |
| Silvant Capital Management LLC | 4,414 | $853.8K | 0.05% | −5−0.1% | Reduced |
| Fisher Asset Management, LLC | 4,446 | $856.2K | 0.00% | +247+5.9% | Added |
| Virtu Financial LLC | 4,451 | $857.0K | 0.07% | +4,451 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $861.7K | 0.06% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,515 | $869.6K | 0.03% | −204−4.3% | Reduced |
| Lakeside Advisors, INC. | 4,528 | $871.9K | 0.64% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 4,538 | $873.8K | 0.14% | −1,869−29.2% | Reduced |
| Ballast, Inc. | 4,560 | $878.1K | 0.34% | +675+17.4% | Added |
| Webster Bank, N. A. | 4,572 | $880.4K | 0.11% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,594 | $884.7K | 0.21% | −607−11.7% | Reduced |
| Wolf Group Capital Advisors | 4,743 | $890.3K | 0.44% | −4−0.1% | Reduced |
| Parsons Capital Management Inc | 4,634 | $892.4K | 0.07% | −28−0.6% | Reduced |
| Nichols & Pratt Advisers LLP | 4,642 | $893.9K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 4,647 | $894.9K | 0.75% | +8+0.2% | Added |
| Sequoia Financial Advisors, LLC | 4,648 | $895.1K | 0.02% | +239+5.4% | Added |
| Roundview Capital LLC | 4,657 | $896.8K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 4,668 | $898.9K | 0.06% | −288−5.8% | Reduced |
| AMG National Trust Bank | 4,700 | $905.0K | 0.03% | −85−1.8% | Reduced |
| Ascent Group, LLC | 4,512 | $907.3K | 0.10% | +157+3.6% | Added |
| Penserra Capital Management LLC | 4,732 | $910.0K | 0.02% | +2,522+114.1% | Added |
| Two Sigma Securities, LLC | 4,733 | $911.4K | 0.07% | +4,733 | New |
| CIBC World Markets Inc. | 4,738 | $912.0K | 0.00% | −1,357−22.3% | Reduced |
| Baldwin Investment Management, LLC | 4,752 | $915.0K | 0.15% | +315+7.1% | Added |
| McDonald Partners LLC | 4,763 | $917.2K | 0.28% | +15+0.3% | Added |
| Relyea Zuckerberg Hanson LLC | 4,796 | $923.6K | 0.21% | −174−3.5% | Reduced |
| Hamilton Capital Partners Inc. | 4,800 | $924.3K | 0.34% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 4,800 | $924.3K | 0.04% | +4,800 | New |
| Y-Intercept (Hong Kong) Ltd | 4,806 | $925.4K | 0.10% | +2,687+126.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,811 | $926.4K | 0.30% | −1,211−20.1% | Reduced |
| Mill Capital Management, LLC | 4,815 | $927.2K | 0.09% | −387−7.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,825 | $929.1K | 0.15% | +10.0% | Added |
| Trust Asset Management LLC | 4,830 | $930.1K | 0.10% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 4,843 | $933.0K | 0.83% | +4,843 | New |
| Fox Run Management, L.L.C. | 4,847 | $933.3K | 0.26% | +969+25.0% | Added |
| Forum Financial Management, LP | 4,858 | $935.5K | 0.02% | +10+0.2% | Added |