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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 1,718 | $331.0K | 0.08% | −160−8.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,715 | $330.2K | 0.12% | +159+10.2% | Added |
| Belpointe Asset Management LLC | 1,711 | $329.5K | 0.03% | −1,092−39.0% | Reduced |
| Broadleaf Partners, LLC | 1,706 | $328.5K | 0.11% | +601+54.4% | Added |
| Essex Savings Bank | 1,704 | $328.1K | 0.11% | +14+0.8% | Added |
| Mutual Advisors, LLC | 1,697 | $326.7K | 0.01% | +375+28.4% | Added |
| Lavaca Capital LLC | 1,692 | $325.8K | 0.10% | −82−4.6% | Reduced |
| Ironwood Investment Counsel, LLC | 1,686 | $324.7K | 0.07% | −9−0.5% | Reduced |
| Associated Banc-Corp | 1,685 | $324.5K | 0.01% | −14−0.8% | Reduced |
| Courier Capital LLC | 1,678 | $323.1K | 0.03% | −80−4.6% | Reduced |
| Twin Focus Capital Partners, LLC | 1,673 | $322.2K | 0.07% | +115+7.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,670 | $321.6K | 0.24% | −104−5.9% | Reduced |
| Farther Finance Advisors, LLC | 1,668 | $321.2K | 0.07% | +26+1.6% | Added |
| Wolverine Trading, LLC | 1,695 | $320.5K | 0.00% | +1,695 | New |
| Congress Wealth Management LLC | 1,658 | $319.3K | 0.01% | −603−26.7% | Reduced |
| Chicago Partners Investment Group LLC | 1,542 | $316.9K | 0.02% | −156−9.2% | Reduced |
| Continuum Advisory, LLC | 1,645 | $316.8K | 0.05% | +44+2.7% | Added |
| Dakota Wealth Management | 1,644 | $316.6K | 0.01% | +107+7.0% | Added |
| Pointe Capital Management LLC | 1,642 | $316.2K | 0.24% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,634 | $316.0K | 0.02% | −50−3.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,638 | $315.4K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,614 | $312.2K | 0.07% | −188−10.4% | Reduced |
| 44 Wealth Management LLC | 1,620 | $311.9K | 0.11% | −4−0.2% | Reduced |
| Live Oak Investment Partners | – | $310.6K | 0.26% | – | – |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,607 | $309.4K | 0.01% | −59−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,600 | $308.1K | 0.04% | +312+24.2% | Added |
| Congress Park Capital LLC | 1,600 | $308.1K | 0.17% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,600 | $308.1K | 0.09% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,594 | $307.0K | 0.02% | +71+4.7% | Added |
| Anchor Investment Management, LLC | 1,594 | $306.9K | 0.04% | +219+15.9% | Added |
| Peak Planning Group, LLC | 1,591 | $306.4K | 0.23% | +40+2.6% | Added |
| Roberts Glore & Co Inc | 1,591 | $306.4K | 0.10% | +5+0.3% | Added |
| QP Wealth Management, LLC | 1,585 | $305.2K | 0.48% | 00.0% | Unchanged |
| Delaney Dennis R | 1,581 | $304.4K | 0.19% | +1,581 | New |
| Sound View Wealth Advisors Group, LLC | 1,575 | $303.3K | 0.04% | +79+5.3% | Added |
| Buckley Wealth Management, LLC | 1,554 | $299.2K | 0.10% | +1,554 | New |
| Evermay Wealth Management LLC | 1,550 | $299.2K | 0.06% | +39+2.6% | Added |
| Heron Bay Capital Management | 1,545 | $297.5K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 1,545 | $297.5K | 0.19% | +27+1.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,538 | $296.2K | 0.00% | +1,538 | New |
| Sicart Associates LLC | 1,510 | $292.1K | 0.11% | −310−17.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,505 | $292.0K | 0.00% | −2,653−63.8% | Reduced |
| RSM US Wealth Management LLC | 1,499 | $289.9K | 0.01% | +29+2.0% | Added |
| Steinberg Asset Management LLC | 1,500 | $288.8K | 0.28% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,495 | $287.9K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,485 | $286.0K | 0.08% | +1,485 | New |
| Legacy Advisors, LLC | 1,467 | $282.5K | 0.04% | −240−14.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,461 | $281.3K | 0.02% | +62+4.4% | Added |
| Financial Architects, Inc | 1,453 | $279.8K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 1,449 | $279.0K | 0.03% | −249−14.7% | Reduced |
| Patten & Patten Inc | 1,449 | $279.0K | 0.02% | +1,449 | New |
| Arjuna Capital | 1,447 | $278.6K | 0.10% | −1,618−52.8% | Reduced |
| Weik Capital Management | 1,445 | $278.2K | 0.13% | +255+21.4% | Added |
| Single Point Partners, LLC | 1,444 | $278.0K | 0.38% | +41+2.9% | Added |
| Strategic Advisors LLC | 1,437 | $276.7K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,429 | $275.2K | 0.03% | +158+12.4% | Added |
| Wealth Effects LLC | 1,429 | $275.1K | 0.12% | +1+0.1% | Added |
| Advisory Research Inc | 1,427 | $274.8K | 0.04% | +1,427 | New |
| Traphagen Investment Advisors LLC | 1,425 | $274.4K | 0.04% | −40−2.7% | Reduced |
| Means Investment Co., Inc. | 1,421 | $273.6K | 0.04% | +10+0.7% | Added |
| Tectonic Advisors LLC | 1,416 | $272.7K | 0.03% | +6+0.4% | Added |
| Pflug Koory, LLC | 1,401 | $269.8K | 0.14% | +318+29.4% | Added |
| CTC Alternative Strategies, Ltd. | 1,400 | $269.6K | 0.34% | +1,400 | New |
| Phillips Wealth Planners LLC | 1,398 | $269.2K | 0.35% | +267+23.6% | Added |
| Industrial Alliance Investment Management Inc. | 1,390 | $268.0K | 0.14% | −3,760−73.0% | Reduced |
| Tandem Wealth Advisors LLC | 1,386 | $266.9K | 0.16% | +157+12.8% | Added |
| Johnson Financial Group, Inc. | 1,382 | $266.7K | 0.02% | +690+99.7% | Added |
| Arkadios Wealth Advisors | 1,375 | $264.7K | 0.03% | +71+5.4% | Added |
| West Family Investments, Inc. | 1,374 | $264.6K | 0.10% | −238−14.8% | Reduced |
| Modera Wealth Management, LLC | 1,364 | $262.7K | 0.00% | +166+13.9% | Added |
| Mayflower Financial Advisors, LLC | 1,355 | $260.9K | 0.03% | +63+4.9% | Added |
| RFG Advisory, LLC | 1,352 | $260.4K | 0.01% | −196−12.7% | Reduced |
| Donaldson Capital Management, LLC | 1,351 | $260.1K | 0.01% | +189+16.3% | Added |
| Catalyst Financial Partners LLC | 1,347 | $259.4K | 0.09% | +115+9.3% | Added |
| Invesco, LLC | 1,342 | $258.4K | 0.13% | +1,342 | New |
| Financial & Tax Architects, LLC | 1,340 | $258.1K | 0.08% | +25+1.9% | Added |
| Procyon Private Wealth Partners, LLC | 1,339 | $257.8K | 0.03% | +209+18.5% | Added |
| Tilia Fiduciary Partners, Inc. | 1,337 | $257.4K | 0.23% | +338+33.8% | Added |
| NinePointTwo Capital | 1,337 | $257.0K | 0.10% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 1,329 | $255.9K | 0.14% | +20+1.5% | Added |
| Guerra Pan Advisors, LLC | 1,326 | $255.3K | 0.28% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,323 | $254.7K | 0.06% | +19+1.5% | Added |
| Bollard Group LLC | 1,315 | $253.0K | 0.01% | +25+1.9% | Added |
| First County Bank | 1,309 | $252.1K | 0.12% | +1,309 | New |
| Abbrea Capital, LLC | 1,300 | $251.0K | 0.04% | +243+23.0% | Added |
| Trust Co of Toledo NA | 1,301 | $250.5K | 0.04% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1,299 | $250.1K | 0.15% | −6−0.5% | Reduced |
| Revisor Wealth Management LLC | 1,296 | $249.6K | 0.22% | −76−5.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,295 | $249.4K | 0.01% | +1,295 | New |
| MONECO Advisors, LLC | 1,292 | $248.7K | 0.07% | +1,292 | New |
| DGS Capital Management, LLC | 1,291 | $248.6K | 0.12% | +7+0.5% | Added |
| Renaissance Group LLC | 1,291 | $248.6K | 0.01% | +126+10.8% | Added |
| Keel Point, LLC | 1,286 | $247.7K | 0.03% | +114+9.7% | Added |
| Empower Advisory Group, LLC | 1,274 | $245.3K | 0.00% | −27−2.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,267 | $244.0K | 0.02% | +122+10.7% | Added |
| Atlantic Union Bankshares Corp | 1,255 | $241.7K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,253 | $241.4K | 0.20% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,252 | $241.1K | 0.03% | −72−5.4% | Reduced |
| Smithfield Trust Co | 1,249 | $241.0K | 0.01% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,248 | $240.4K | 0.05% | +3+0.2% | Added |