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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 1,239 | $238.6K | 0.17% | −485−28.1% | Reduced |
| Ergoteles LLC | 1,234 | $237.6K | 0.01% | −3,926−76.1% | Reduced |
| Patron Partners Advisors, LLC | 1,233 | $237.4K | 0.17% | +200+19.4% | Added |
| First Financial Bank - Trust Division | 1,228 | $236.5K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,227 | $236.3K | 0.11% | +2+0.2% | Added |
| Park Edge Advisors, LLC | 1,224 | $235.7K | 0.08% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $234.9K | 0.06% | −194−13.7% | Reduced |
| Allstate Corp | 1,219 | $234.7K | 0.01% | −33−2.6% | Reduced |
| Norway Savings Bank | 1,218 | $234.5K | 0.13% | −53−4.2% | Reduced |
| Integrated Advisors Network LLC | 1,213 | $233.5K | 0.01% | −86−6.6% | Reduced |
| Summit Financial Group Inc | 1,208 | $232.6K | 0.09% | −782−39.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,207 | $232.0K | 0.10% | −28−2.3% | Reduced |
| Equitable Holdings, Inc. | 1,203 | $231.7K | 0.00% | +1,203 | New |
| Notis-McConarty Edward | 1,200 | $231.1K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,200 | $231.0K | 0.02% | −165−12.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,197 | $230.5K | 0.07% | +38+3.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,195 | $230.1K | 0.04% | 00.0% | Unchanged |
| Country Club Bank | 1,215 | $229.8K | 0.02% | +1,215 | New |
| StrongBox Wealth, LLC | 1,192 | $229.5K | 0.14% | +152+14.6% | Added |
| Nwam LLC | 1,190 | $229.3K | 0.02% | +31+2.7% | Added |
| Kensington Investment Counsel, LLC | 1,190 | $229.1K | 0.15% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,188 | $228.8K | 0.19% | −76−6.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 1,187 | $228.6K | 0.00% | +1,187 | New |
| Columbia Trust Co 01012016 | 1,187 | $228.6K | 0.13% | +1,187 | New |
| Edmond de Rothschild Holding S.A. | 1,186 | $228.4K | 0.00% | −47−3.8% | Reduced |
| Smith Shellnut Wilson LLC | 1,185 | $228.2K | 0.13% | −14−1.2% | Reduced |
| Truadvice, LLC | 1,131 | $228.0K | 0.08% | −43−3.7% | Reduced |
| Resonant Capital Advisors, LLC | 1,178 | $227.8K | 0.02% | −187−13.7% | Reduced |
| Cypress Capital Group | 1,182 | $227.6K | 0.03% | +18+1.5% | Added |
| First Foundation Advisors | 1,180 | $227.2K | 0.01% | +1,180 | New |
| Focus Financial Network, Inc. | 1,174 | $227.1K | 0.01% | −214−15.4% | Reduced |
| Carret Asset Management, LLC | 1,176 | $226.5K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,176 | $226.4K | 0.17% | +83+7.6% | Added |
| BancorpSouth Bank | 1,175 | $226.3K | 0.02% | −236−16.7% | Reduced |
| Parthenon LLC | 1,174 | $226.1K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,172 | $225.8K | 0.01% | +89+8.2% | Added |
| Northern Financial Advisors Inc | 1,171 | $225.5K | 0.20% | +64+5.8% | Added |
| Van Hulzen Asset Management, LLC | 1,167 | $225.0K | 0.02% | −41−3.4% | Reduced |
| HRT Financial LP | 1,163 | $223.0K | 0.00% | +1,163 | New |
| Abacus Planning Group, Inc. | 1,156 | $222.6K | 0.05% | +1,156 | New |
| Atlantic Trust, LLC | 1,154 | $222.3K | 0.07% | +602+109.1% | Added |
| Trustmark National Bank Trust Department | 1,154 | $222.2K | 0.02% | −596−34.1% | Reduced |
| My Legacy Advisors, LLC | 1,169 | $222.1K | 0.09% | +87+8.0% | Added |
| Vise Technologies, Inc. | 1,148 | $221.1K | 0.05% | +1,148 | New |
| Sawyer & Company, Inc | 1,147 | $221.0K | 0.10% | +602+110.5% | Added |
| Foster Dykema Cabot & Co Inc | 1,141 | $220.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,131 | $217.9K | 0.02% | −108−8.7% | Reduced |
| Elgethun Capital Management | 1,119 | $215.5K | 0.06% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,119 | $215.5K | 0.09% | +1,119 | New |
| Coastal Investment Advisors, Inc. | 1,112 | $214.1K | 0.05% | +63+6.0% | Added |
| New Jersey Better Educational Savings Trust | 1,100 | $211.8K | 0.50% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $211.8K | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,099 | $211.6K | 0.04% | −118−9.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,092 | $211.2K | 0.13% | +27+2.5% | Added |
| Kidder Stephen W | 1,096 | $211.0K | 0.07% | +1,096 | New |
| Trillium Asset Management, LLC | 1,092 | $210.0K | 0.01% | −51−4.5% | Reduced |
| StrategIQ Financial Group, LLC | 1,089 | $209.7K | 0.02% | +2+0.2% | Added |
| Harbor Investment Advisory, LLC | 1,088 | $209.5K | 0.03% | +117+12.0% | Added |
| Delta Financial Group, Inc. | 1,080 | $208.0K | 0.24% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 1,074 | $206.8K | 0.01% | +29+2.8% | Added |
| Nebula Research & Development LLC | 1,074 | $206.8K | 0.16% | +1,074 | New |
| Sabal Trust CO | 1,068 | $205.7K | 0.01% | +1,068 | New |
| Convergence Investment Partners, LLC | 1,063 | $205.0K | 0.12% | −51−4.6% | Reduced |
| L2 Asset Management, LLC | 1,064 | $204.9K | 0.10% | +1,064 | New |
| Baker Tilly Wealth Management, LLC | 1,062 | $204.5K | 0.02% | −139−11.6% | Reduced |
| Zacks Investment Management | 1,062 | $204.4K | 0.00% | −96−8.3% | Reduced |
| Titleist Asset Management, LLC | 1,056 | $203.3K | 0.04% | −21−1.9% | Reduced |
| Leisure Capital Management | 1,052 | $202.6K | 0.11% | −48−4.4% | Reduced |
| Financial Advisors, LLC | 1,050 | $202.2K | 0.05% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,047 | $201.6K | 0.05% | +1,047 | New |
| MCF Advisors LLC | 1,041 | $201.3K | 0.02% | −1−0.1% | Reduced |
| VeraBank, N.A. | 1,039 | $200.1K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 991 | $200.0K | 0.01% | −123−11.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $199.0K | 0.13% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,029 | $198.1K | 0.04% | +20+2.0% | Added |
| Cohen & Steers, Inc. | 992 | $191.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 987 | $190.2K | 0.03% | −136−12.1% | Reduced |
| AdvisorNet Financial, Inc | 980 | $188.7K | 0.02% | −46−4.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 967 | $187.0K | 0.02% | −1,426−59.6% | Reduced |
| McIlrath & Eck, LLC | 960 | $184.9K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 953 | $184.0K | 0.00% | +22+2.4% | Added |
| Oakworth Capital, Inc. | 934 | $179.9K | 0.02% | −64−6.4% | Reduced |
| CVA Family Office, LLC | 922 | $177.5K | 0.04% | −10−1.1% | Reduced |
| Grove Bank & Trust | 915 | $176.2K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 913 | $176.0K | 0.02% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 912 | $175.6K | 0.05% | +912 | New |
| State of Wyoming | 899 | $173.1K | 0.05% | +113+14.4% | Added |
| Park Place Capital Corp | 896 | $172.5K | 0.05% | +26+3.0% | Added |
| Colonial Trust Co | 882 | $169.8K | 0.04% | −885−50.1% | Reduced |
| Deseret Mutual Benefit Administrators | 856 | $164.8K | 0.06% | +57+7.1% | Added |
| Arlington Partners LLC | 846 | $162.9K | 0.03% | −75−8.1% | Reduced |
| Caldwell Trust Co | 812 | $156.4K | 0.02% | +8+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 799 | $153.9K | 0.03% | −21−2.6% | Reduced |
| Sandy Spring Bank | 791 | $152.3K | 0.01% | +15+1.9% | Added |
| Trust Co | 788 | $151.7K | 0.02% | −565−41.8% | Reduced |
| Pacifica Partners Inc. | 780 | $149.0K | 0.08% | 00.0% | Unchanged |
| Granite FO LLC | 755 | $145.4K | 0.10% | −701−48.1% | Reduced |
| Glassman Wealth Services | 737 | $141.9K | 0.02% | +65+9.7% | Added |
| Steward Financial Group LLC | 735 | $141.0K | 0.05% | −15−2.0% | Reduced |
| Financial Management Professionals, Inc. | 723 | $139.0K | 0.02% | −5−0.7% | Reduced |