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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,450 | $471.8K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,438 | $469.5K | 0.01% | +17+0.7% | Added |
| Thompson Siegel & Walmsley LLC | 2,438 | $469.0K | 0.01% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,433 | $468.5K | 0.47% | +560+29.9% | Added |
| Independence Bank of Kentucky | 2,431 | $468.1K | 0.19% | −103−4.1% | Reduced |
| Center for Financial Planning, Inc. | 2,428 | $467.6K | 0.10% | +108+4.7% | Added |
| Valley Brook Capital Group | 2,411 | $464.3K | 0.43% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,403 | $463.0K | 0.03% | −229−8.7% | Reduced |
| Dearborn Partners LLC | 2,385 | $459.3K | 0.02% | +791+49.6% | Added |
| First City Capital Management, Inc. | 2,384 | $459.1K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,379 | $458.1K | 0.04% | +187+8.5% | Added |
| Colony Group LLC | 2,348 | $452.0K | 0.01% | +125+5.6% | Added |
| Stokes Family Office, LLC | 2,337 | $450.0K | 0.05% | −591−20.2% | Reduced |
| Goldstein Advisors, LLC | 2,329 | $448.5K | 0.09% | −14−0.6% | Reduced |
| Sky Investment Group LLC | 2,310 | $444.8K | 0.10% | −50−2.1% | Reduced |
| Petrus Trust Company, LTA | 2,305 | $443.9K | 0.05% | +1,220+112.4% | Added |
| E&G Advisors, LP | 2,286 | $440.2K | 0.15% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,275 | $438.1K | 0.18% | −7,416−76.5% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $437.5K | 0.14% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,177 | $436.6K | 0.16% | −108−4.7% | Reduced |
| Wealthspire Advisors, LLC | 2,252 | $433.6K | 0.01% | −162−6.7% | Reduced |
| 9258 Wealth Management, LLC | 2,244 | $432.1K | 0.08% | +47+2.1% | Added |
| Meridian Wealth Management, LLC | 2,233 | $430.0K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,221 | $429.2K | 0.04% | −674−23.3% | Reduced |
| Empire Financial Management Company, LLC | 2,220 | $427.5K | 0.17% | +28+1.3% | Added |
| SRB Corp | 2,215 | $426.5K | 0.03% | +471+27.0% | Added |
| DAGCO, Inc. | 2,195 | $422.7K | 0.21% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,182 | $420.2K | 0.16% | +2,182 | New |
| Brighton Jones LLC | 2,171 | $418.0K | 0.02% | +990+83.8% | Added |
| 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 |
| Lindbrook Capital, LLC | 2,145 | $413.0K | 0.04% | −97−4.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $410.5K | 0.26% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,125 | $409.0K | 0.03% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2,048 | $405.4K | 0.26% | +549+36.6% | Added |
| PDS Planning, Inc | 2,104 | $405.1K | 0.05% | +142+7.2% | Added |
| Alerus Financial NA | 2,101 | $404.6K | 0.03% | −34,198−94.2% | Reduced |
| Mitchell Sinkler & Starr | 2,099 | $404.2K | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,091 | $402.7K | 0.03% | +43+2.1% | Added |
| Harfst & Associates, Inc. | 2,085 | $401.5K | 0.11% | −9,771−82.4% | Reduced |
| Voya Financial Advisors, Inc. | 2,107 | $398.4K | 0.05% | +65+3.2% | Added |
| Capital Investment Advisors, LLC | 2,067 | $398.0K | 0.01% | +400+24.0% | Added |
| M&R Capital Management Inc | 2,043 | $393.6K | 0.10% | +2+0.1% | Added |
| Ambassador Advisors, LLC | 1,943 | $392.1K | 0.09% | −4,347−69.1% | Reduced |
| Venturi Wealth Management, LLC | 2,035 | $391.9K | 0.03% | +13+0.6% | Added |
| Inceptionr LLC | 2,034 | $391.7K | 0.21% | −1,687−45.3% | Reduced |
| Northern Oak Wealth Management Inc | 2,030 | $390.9K | 0.05% | +788+63.4% | Added |
| DCM Advisors, LLC | 2,024 | $389.7K | 0.17% | 00.0% | Unchanged |
| ORG Partners LLC | 2,021 | $388.7K | 0.06% | +2,021 | New |
| Fifth Third Wealth Advisors LLC | 2,015 | $388.0K | 0.25% | +762+60.8% | Added |
| Earnest Partners LLC | 2,014 | $387.8K | 0.00% | −4−0.2% | Reduced |
| Evoke Wealth, LLC | 1,996 | $386.1K | 0.01% | −34,320−94.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,001 | $385.3K | 0.30% | +52+2.7% | Added |
| RBA Wealth Management, LLC | 2,000 | $385.1K | 0.18% | −78−3.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $385.1K | 0.19% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 2,000 | $385.0K | 0.14% | −1,308−39.5% | Reduced |
| Aptus Capital Advisors, LLC | 1,999 | $384.9K | 0.01% | +243+13.8% | Added |
| 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 |
| Angeles Investment Advisors, LLC | 1,985 | $383.9K | 0.03% | −888−30.9% | Reduced |
| Hanson & Doremus Investment Management | 1,990 | $383.0K | 0.08% | −150−7.0% | Reduced |
| SageView Advisory Group, LLC | 1,957 | $376.8K | 0.02% | +67+3.5% | Added |
| Grimes & Company, Inc. | 1,931 | $371.9K | 0.01% | +75+4.0% | Added |
| Choate Investment Advisors | 1,928 | $371.3K | 0.02% | +1,928 | New |
| Legacy Financial Advisors, Inc. | 1,921 | $369.9K | 0.07% | +78+4.2% | Added |
| Contravisory Investment Management, Inc. | 1,904 | $366.6K | 0.10% | −5−0.3% | Reduced |
| Ellevest, Inc. | 1,894 | $364.7K | 0.03% | +379+25.0% | Added |
| Linscomb & Williams, Inc. | 1,893 | $364.5K | 0.02% | −292−13.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,891 | $364.1K | 0.06% | −5,117−73.0% | Reduced |
| Eudaimonia Advisors LLC | 1,889 | $363.7K | 0.24% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 1,875 | $361.1K | 0.13% | +184+10.9% | Added |
| Graypoint LLC | 1,871 | $360.4K | 0.04% | +71+3.9% | Added |
| Wambolt & Associates, LLC | 1,860 | $358.2K | 0.13% | +231+14.2% | Added |
| Sandy Cove Advisors, LLC | 1,854 | $357.0K | 0.20% | +104+5.9% | 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 |
| Harbour Investments, Inc. | 1,845 | $355.2K | 0.02% | +882+91.6% | Added |
| First Citizens Bank & Trust Co | 1,833 | $353.0K | 0.01% | +35+1.9% | 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 |
| Wade G W & Inc | 1,822 | $351.0K | 0.01% | +6+0.3% | Added |
| Moloney Securities Asset Management, LLC | 1,822 | $350.8K | 0.06% | +37+2.1% | Added |
| Vicus Capital | 1,819 | $350.2K | 0.04% | −194−9.6% | Reduced |
| Plancorp, LLC | 1,810 | $348.5K | 0.02% | +127+7.5% | Added |
| Clearview Wealth Advisors LLC | 1,805 | $347.6K | 0.35% | −23−1.3% | Reduced |
| Legal Advantage Investments, Inc. | 1,800 | $346.6K | 0.23% | −200−10.0% | Reduced |
| Shore Point Advisors, LLC | 1,795 | $345.7K | 0.25% | +1+0.1% | Added |
| Farmers National Bank | 1,787 | $344.1K | 0.12% | −10−0.6% | Reduced |
| West Oak Capital, LLC | 1,785 | $343.7K | 0.17% | 00.0% | Unchanged |
| Credit Agricole S A | 1,784 | $343.5K | 0.01% | −337−15.9% | Reduced |
| Geller Advisors LLC | 1,772 | $342.7K | 0.04% | +555+45.6% | Added |
| Sage Private Wealth Group, LLC | 1,774 | $341.7K | 0.47% | +1+0.1% | Added |
| Wealthcare Advisory Partners LLC | 1,772 | $341.1K | 0.02% | +53+3.1% | Added |
| Beverly Hills Private Wealth, LLC | 1,697 | $341.0K | 0.06% | −6,001−78.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,767 | $340.3K | 0.15% | +464+35.6% | Added |
| Manchester Capital Management LLC | 1,753 | $337.6K | 0.05% | +231+15.2% | Added |
| Atlas Capital Advisors LLC | 1,751 | $337.2K | 0.05% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,729 | $332.9K | 0.12% | +86+5.2% | Added |
| Tower Bridge Advisors | 1,725 | $332.2K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,723 | $331.7K | 0.03% | +23+1.4% | Added |