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 |
|---|---|---|---|---|---|
| Fruth Investment Management | 7,273 | $1.40M | 0.40% | −80−1.1% | Reduced |
| Fort Washington Investment Advisors Inc | 7,307 | $1.41M | 0.01% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 7,330 | $1.41M | 0.05% | +1,630+28.6% | Added |
| Trust Co of Oklahoma | 7,359 | $1.42M | 0.52% | −143−1.9% | Reduced |
| West Michigan Advisors, LLC | 7,408 | $1.43M | 0.57% | −252−3.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,411 | $1.43M | 0.02% | +116+1.6% | Added |
| NewEdge Wealth, LLC | 7,411 | $1.43M | 0.05% | +7,411 | New |
| We Are One Seven, LLC | 7,425 | $1.43M | 0.13% | −50−0.7% | Reduced |
| Monarch Capital Management Inc | 7,421 | $1.43M | 0.43% | 00.0% | Unchanged |
| REDW Wealth LLC | 7,486 | $1.44M | 0.43% | +18+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 7,489 | $1.44M | 0.05% | −100−1.3% | Reduced |
| First Hawaiian Bank | 7,492 | $1.44M | 0.05% | −39−0.5% | Reduced |
| Allworth Financial LP | 7,501 | $1.44M | 0.01% | +325+4.5% | Added |
| Naples Global Advisors, LLC | 7,473 | $1.45M | 0.17% | +350+4.9% | Added |
| Sumitomo Life Insurance Co | 7,513 | $1.45M | 0.06% | −642−7.9% | Reduced |
| Platform Technology Partners | 7,598 | $1.46M | 0.69% | +66+0.9% | Added |
| EHP Funds Inc. | 7,600 | $1.46M | 0.42% | −9,000−54.2% | Reduced |
| Horiko Capital Management LLC | 7,690 | $1.48M | 0.82% | −1,027−11.8% | Reduced |
| J. W. Coons Advisors, LLC | 7,700 | $1.48M | 0.41% | 00.0% | Unchanged |
| Ghe, LLC | 7,768 | $1.50M | 1.00% | +108+1.4% | Added |
| Oak Harbor Wealth Partners, LLC | 7,769 | $1.50M | 0.51% | +34+0.4% | Added |
| Alaethes Wealth LLC | 7,770 | $1.50M | 0.82% | +269+3.6% | Added |
| Davidson Trust Co | 7,858 | $1.51M | 1.09% | +832+11.8% | Added |
| Snowden Capital Advisors LLC | 7,883 | $1.52M | 0.05% | +492+6.7% | Added |
| Pine Valley Investments Ltd Liability Co | 7,892 | $1.53M | 0.15% | +76+1.0% | Added |
| Stevens Capital Management LP | 7,936 | $1.53M | 0.31% | +6,805+601.7% | Added |
| Bowman & Co S.C. | 7,954 | $1.53M | 1.16% | +421+5.6% | Added |
| Quantinno Capital Management LP | 8,030 | $1.55M | 0.09% | −4,271−34.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.55M | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 8,093 | $1.56M | 0.10% | +1,582+24.3% | Added |
| Bleakley Financial Group, LLC | 8,133 | $1.57M | 0.05% | +1,045+14.7% | Added |
| ING Groep NV | 8,198 | $1.58M | 0.01% | +8,198 | New |
| Capstone Investment Advisors, LLC | 8,206 | $1.58M | 0.05% | +4,129+101.3% | Added |
| Vontobel Holding Ltd. | 8,220 | $1.58M | 0.01% | +277+3.5% | Added |
| Avitas Wealth Management LLC | 8,262 | $1.59M | 0.29% | +61+0.7% | Added |
| Pinnacle Financial Partners Inc | 8,345 | $1.61M | 0.04% | +119+1.4% | Added |
| Legacy Private Trust Co. | 8,370 | $1.61M | 0.13% | +143+1.7% | Added |
| Portland Global Advisors LLC | 8,384 | $1.61M | 0.26% | −33−0.4% | Reduced |
| Hyman Charles D | 8,400 | $1.62M | 0.10% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,414 | $1.62M | 0.14% | −15−0.2% | Reduced |
| Fulton Bank, N.A. | 8,452 | $1.63M | 0.08% | +134+1.6% | Added |
| Everence Capital Management Inc | 8,860 | $1.65M | 0.13% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,548 | $1.65M | 0.27% | −84−1.0% | Reduced |
| iA Global Asset Management Inc. | 8,577 | $1.65M | 0.04% | +8,577 | New |
| Meridian Investment Counsel Inc. | 8,603 | $1.66M | 0.59% | 00.0% | Unchanged |
| CWM, LLC | 8,616 | $1.66M | 0.01% | +1,173+15.8% | Added |
| Moneta Group Investment Advisors LLC | 8,640 | $1.66M | 0.04% | −60−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,689 | $1.67M | 0.06% | +1,001+13.0% | Added |
| Private Advisor Group, LLC | 8,513 | $1.68M | 0.01% | +12+0.1% | Added |
| WealthShield Partners, LLC | 8,688 | $1.68M | 0.25% | +527+6.5% | Added |
| Dividend Assets Capital, LLC | 8,795 | $1.69M | 0.35% | −3,646−29.3% | Reduced |
| Qsemble Capital Management, LP | 8,800 | $1.69M | 1.20% | +8,800 | New |
| Wetherby Asset Management Inc | 8,804 | $1.70M | 0.09% | −736−7.7% | Reduced |
| Jag Capital Management, LLC | 8,819 | $1.70M | 0.20% | +17+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,936 | $1.72M | 0.08% | +187+2.1% | Added |
| Buckhead Capital Management LLC | 9,012 | $1.74M | 0.41% | −2,600−22.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.74M | 0.25% | 00.0% | Unchanged |
| Cetera Advisors LLC | 9,040 | $1.74M | 0.03% | +248+2.8% | Added |
| Daymark Wealth Partners, LLC | 9,104 | $1.75M | 0.13% | +1,699+22.9% | Added |
| Prime Capital Investment Advisors, LLC | 9,110 | $1.75M | 0.03% | +636+7.5% | Added |
| Cohen Klingenstein LLC | 9,120 | $1.76M | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,267 | $1.78M | 0.12% | −344−3.6% | Reduced |
| Summit Financial, LLC | 9,240 | $1.79M | 0.13% | +2,562+38.4% | Added |
| Clearstead Advisors, LLC | 9,312 | $1.79M | 0.11% | +76+0.8% | Added |
| New Potomac Partners, LLC | 9,381 | $1.81M | 1.19% | +50+0.5% | Added |
| Sawtooth Solutions, LLC | 9,448 | $1.82M | 0.05% | +2,356+33.2% | Added |
| Pictet North America Advisors SA | 9,509 | $1.83M | 0.25% | +189+2.0% | Added |
| Wintrust Investments LLC | 9,580 | $1.84M | 0.18% | +9,580 | New |
| Quadrature Capital Ltd | 9,593 | $1.85M | 0.04% | +664+7.4% | Added |
| La Banque Postale Asset Management SA | 9,617 | $1.85M | 0.04% | +420+4.6% | Added |
| Epoch Investment Partners, Inc. | 9,639 | $1.86M | 0.01% | +1,934+25.1% | Added |
| Armstrong Shaw Associates Inc | 9,693 | $1.87M | 1.90% | −1,700−14.9% | Reduced |
| Dynamic Advisor Solutions LLC | 9,758 | $1.88M | 0.10% | +543+5.9% | Added |
| Lederer & Associates Investment Counsel | 9,786 | $1.88M | 1.42% | −87−0.9% | Reduced |
| Vestcor Inc | 9,843 | $1.90M | 0.07% | −27−0.3% | Reduced |
| Comerica Securities,inc. | 9,815 | $1.90M | 0.13% | −863−8.1% | Reduced |
| Glenview Trust Co | 9,996 | $1.92M | 0.05% | +92+0.9% | Added |
| Nations Financial Group Inc, | 10,125 | $1.95M | 0.19% | −90−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 10,129 | $1.95M | 0.02% | +60+0.6% | Added |
| FDx Advisors, Inc. | 10,175 | $1.96M | 0.11% | −10,357−50.4% | Reduced |
| Haverford Trust Co | 10,209 | $1.97M | 0.02% | −544−5.1% | Reduced |
| Private Trust Co NA | 10,245 | $1.97M | 0.25% | +1,414+16.0% | Added |
| Mission Wealth Management, LP | 10,265 | $1.98M | 0.08% | −349−3.3% | Reduced |
| Confluence Wealth Services, Inc. | 10,272 | $1.98M | 0.42% | −13−0.1% | Reduced |
| Griffin Asset Management, Inc. | 10,297 | $1.98M | 0.27% | +3,383+48.9% | Added |
| Cox Capital Mgt LLC | 10,309 | $1.99M | 1.46% | +236+2.3% | Added |
| Mattern Wealth Management LLC | 10,313 | $1.99M | 0.58% | +767+8.0% | Added |
| Herold Advisors, Inc. | 10,368 | $2.00M | 0.61% | +542+5.5% | Added |
| Argyle Capital Management Inc. | 10,451 | $2.01M | 0.73% | −982−8.6% | Reduced |
| Mach-1 Financial Group, Inc. | 10,461 | $2.01M | 0.81% | +10,417+23,675.0% | Added |
| Main Street Financial Solutions, LLC | 10,473 | $2.02M | 0.27% | +192+1.9% | Added |
| Quantitative Investment Management, LLC | 10,649 | $2.05M | 0.19% | −3,488−24.7% | Reduced |
| Aaron Wealth Advisors | 10,736 | $2.07M | 0.27% | +167+1.6% | Added |
| CFS Investment Advisory Services, LLC | 10,837 | $2.09M | 0.27% | −65−0.6% | Reduced |
| Alpha DNA Investment Management LLC | 10,857 | $2.09M | 1.18% | +839+8.4% | Added |
| Accurate Wealth Management, LLC | 11,125 | $2.10M | 0.65% | +2,277+25.7% | Added |
| Brown Miller Wealth Management, LLC | 11,043 | $2.13M | 1.15% | +401+3.8% | Added |
| Forge First Asset Management Inc. | 11,100 | $2.14M | 1.07% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 11,156 | $2.15M | 0.40% | −1,462−11.6% | Reduced |
| HMS Capital Management, LLC | 11,157 | $2.15M | 1.30% | −280−2.4% | Reduced |