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
- 1,488
- +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
- 534 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 |
|---|---|---|---|---|---|
| GSB Wealth Management, LLC | 3,261 | $628.0K | 0.20% | +683+26.5% | Added |
| Astoria Portfolio Advisors LLC. | 3,297 | $626.5K | 0.24% | +184+5.9% | Added |
| Private Portfolio Partners LLC | 3,252 | $626.3K | 0.16% | +10.0% | Added |
| Hemenway Trust Co LLC | 3,240 | $623.9K | 0.06% | −172−5.0% | Reduced |
| Vigilant Capital Management, LLC | 3,224 | $621.0K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,191 | $617.1K | 0.02% | +1,128+54.7% | Added |
| Connecticut Wealth Management, LLC | 3,200 | $616.2K | 0.04% | +279+9.6% | Added |
| TD Waterhouse Canada Inc. | 3,147 | $614.0K | 0.01% | −2,669−45.9% | Reduced |
| Wealth Quarterback LLC | 3,182 | $612.8K | 0.42% | +3,182 | New |
| Wedmont Private Capital | 3,253 | $612.6K | 0.07% | +586+22.0% | Added |
| Saturna Capital CORP | 3,170 | $610.4K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,153 | $608.0K | 0.01% | −20,381−86.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,133 | $603.3K | 0.17% | −16−0.5% | Reduced |
| Optimum Investment Advisors | 3,127 | $602.1K | 0.29% | +455+17.0% | Added |
| Encompass Wealth Advisors, LLC | 3,094 | $595.8K | 0.19% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,089 | $594.8K | 0.01% | +58+1.9% | Added |
| IHT Wealth Management, LLC | 3,084 | $593.9K | 0.03% | +1,904+161.4% | Added |
| Abbot Financial Management, Inc. | 3,084 | $593.8K | 0.38% | −36−1.2% | Reduced |
| United Asset Strategies, Inc. | 3,078 | $592.7K | 0.07% | +117+4.0% | Added |
| Principle Wealth Partners LLC | 3,071 | $591.4K | 0.06% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,070 | $591.2K | 0.01% | +36+1.2% | Added |
| ISAM Funds (UK) Ltd | 3,068 | $590.8K | 0.53% | +3,068 | New |
| Legacy Wealth Asset Management, LLC | 3,062 | $589.6K | 0.21% | −951−23.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,039 | $585.2K | 0.01% | −8,383−73.4% | Reduced |
| Dark Forest Capital Management LP | 3,033 | $584.0K | 0.06% | +2,990+6,953.5% | Added |
| JT Stratford LLC | 3,027 | $582.9K | 0.16% | +3,027 | New |
| X-Square Capital, LLC | 3,018 | $581.0K | 0.39% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,000 | $580.0K | 0.27% | 00.0% | Unchanged |
| Conning Inc. | 3,004 | $578.5K | 0.02% | −1,013−25.2% | Reduced |
| Spire Wealth Management | 3,003 | $578.3K | 0.02% | +767+34.3% | Added |
| Advisors Capital Management, LLC | 2,998 | $577.0K | 0.01% | +1,536+105.1% | Added |
| G&S Capital LLC | 2,996 | $576.9K | 0.28% | +2,996 | New |
| Websterrogers Financial Advisors, LLC | 2,992 | $576.1K | 0.25% | −7−0.2% | Reduced |
| Camden Capital, LLC | 2,990 | $575.7K | 0.07% | +303+11.3% | Added |
| Citizens Financial Group Inc | 2,990 | $575.7K | 0.02% | −3,238−52.0% | Reduced |
| Parkside Financial Bank & Trust | 2,970 | $571.9K | 0.14% | +566+23.5% | Added |
| Bull Street Advisors, LLC | 2,960 | $570.0K | 0.29% | −40−1.3% | Reduced |
| Sentry Investment Management LLC | 2,948 | $568.0K | 0.21% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,939 | $565.9K | 0.03% | 00.0% | Unchanged |
| Headinvest, LLC | 2,792 | $563.3K | 0.12% | −105−3.6% | Reduced |
| Advisory Resource Group | 2,915 | $561.3K | 0.15% | +170+6.2% | Added |
| J.W. Cole Advisors, Inc. | 2,908 | $560.0K | 0.04% | +310+11.9% | 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 |
| Buckingham Strategic Wealth, LLC | 2,884 | $555.3K | 0.01% | +81+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,883 | $555.2K | 0.01% | −34,310−92.2% | Reduced |
| Shelton Capital Management | 2,881 | $554.8K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,875 | $554.0K | 0.26% | +2,875 | New |
| Henry James International Management, Inc. | 2,868 | $552.3K | 0.24% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 2,842 | $547.3K | 0.20% | −29−1.0% | Reduced |
| Boothbay Fund Management, LLC | 2,836 | $546.1K | 0.02% | +2,836 | New |
| Empirical Asset Management, LLC | 2,831 | $545.1K | 0.48% | +2,831 | New |
| Hartford Funds Management Co LLC | 2,826 | $544.1K | 0.06% | −543−16.1% | Reduced |
| TKG Advisors, LLC | 2,820 | $543.0K | 0.35% | +2,820 | New |
| First American Bank | 2,815 | $542.1K | 0.05% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,799 | $539.0K | 0.04% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,787 | $536.6K | 0.06% | −78−2.7% | Reduced |
| HM Payson & Co | 2,785 | $536.3K | 0.01% | +579+26.2% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $533.6K | 0.45% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,766 | $532.6K | 0.02% | +24+0.9% | Added |
| 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 |
| MQS Management LLC | 2,738 | $527.2K | 0.36% | +2,738 | New |
| Allred Capital Management, LLC | 2,736 | $526.8K | 0.26% | +323+13.4% | Added |
| Montecito Bank & Trust | 2,733 | $526.3K | 0.12% | −46−1.7% | Reduced |
| Hilltop Holdings Inc. | 2,710 | $521.8K | 0.06% | +39+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,706 | $521.1K | 0.08% | +33+1.2% | Added |
| EverSource Wealth Advisors, LLC | 2,690 | $517.9K | 0.06% | −199−6.9% | Reduced |
| City State Bank | 2,682 | $516.0K | 0.28% | +14+0.5% | Added |
| Proequities, Inc. | 2,659 | $514.3K | 0.04% | +325+13.9% | Added |
| Waldron Private Wealth LLC | 2,657 | $514.0K | 0.03% | −165−5.8% | Reduced |
| Cross Staff Investments Inc | 2,649 | $510.1K | 0.47% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,645 | $509.3K | 0.27% | +11+0.4% | Added |
| Wealthsource Partners, LLC | 2,641 | $508.5K | 0.03% | −2,185−45.3% | Reduced |
| Tyler-Stone Wealth Management | 2,640 | $508.0K | 0.29% | +2,640 | New |
| 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 |
| 1st Source Bank | 2,632 | $506.8K | 0.03% | +124+4.9% | Added |
| Everett Harris & Co | 2,613 | $503.2K | 0.01% | +90+3.6% | Added |
| Ameritas Advisory Services, LLC | 2,623 | $502.3K | 0.06% | −877−25.1% | Reduced |
| Baxter Bros Inc | 2,602 | $501.0K | 0.07% | 00.0% | Unchanged |
| Somerville Kurt F | 2,600 | $500.7K | 0.10% | −1,000−27.8% | Reduced |
| Cornerstone Wealth Management, LLC | 2,598 | $500.3K | 0.04% | +210+8.8% | Added |
| Family Management Corp | 2,595 | $499.7K | 0.11% | +1,311+102.1% | Added |
| LCNB Corp | 2,575 | $495.8K | 0.21% | +500+24.1% | 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 |
| CX Institutional | 2,571 | $495.1K | 0.03% | +594+30.0% | Added |
| Welch Group, LLC | 2,565 | $493.9K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,559 | $492.8K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,555 | $492.0K | 0.01% | −113−4.2% | Reduced |
| Proficio Capital Partners LLC | 2,549 | $490.9K | 0.07% | +99+4.0% | Added |
| Boyar Asset Management Inc. | 2,548 | $490.6K | 0.36% | −20−0.8% | Reduced |
| Edge Capital Group, LLC | 2,531 | $487.4K | 0.03% | +788+45.2% | Added |
| Seelaus Asset Management LLC | 2,556 | $487.0K | 0.38% | −409−13.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,524 | $486.0K | 0.12% | +29+1.2% | Added |
| EP Wealth Advisors, LLC | 2,027 | $480.1K | 0.01% | −3,732−64.8% | Reduced |
| Apexium Financial, LP | 2,471 | $477.8K | 0.04% | +105+4.4% | Added |
| International Assets Investment Management, LLC | 2,479 | $477.4K | 0.07% | −158−6.0% | Reduced |
| FSM Wealth Advisors, LLC | 2,476 | $475.6K | 0.24% | −195−7.3% | Reduced |