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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 714 | $137.5K | 0.10% | −23−3.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 691 | $133.1K | 0.06% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 660 | $127.1K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 647 | $124.7K | 0.03% | +17+2.7% | Added |
| Delta Asset Management LLC | 633 | $121.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 605 | $116.5K | 0.01% | −118−16.3% | Reduced |
| Icon Wealth Partners, LLC | 594 | $114.4K | 0.01% | +594 | New |
| Column Capital Advisors, LLC | 582 | $112.1K | 0.02% | 00.0% | Unchanged |
| American National Bank | 580 | $111.7K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 806 | $105.4K | 0.01% | +137+20.5% | Added |
| Tradition Wealth Management, LLC | 545 | $105.0K | 0.01% | +73+15.5% | Added |
| Clear Street Markets LLC | 541 | $104.0K | 0.04% | −272−33.5% | Reduced |
| PCA Investment Advisory Services Inc. | 531 | $102.3K | 0.06% | +531 | New |
| Tucker Asset Management LLC | 524 | $100.9K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 518 | $100.2K | 0.00% | −20−3.7% | Reduced |
| West Branch Capital LLC | 519 | $99.9K | 0.05% | +2+0.4% | Added |
| Ancora Advisors, LLC | 510 | $98.2K | 0.00% | −45−8.1% | Reduced |
| Norwood Financial Corp | 500 | $96.3K | 0.14% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 489 | $94.2K | 0.01% | +125+34.3% | Added |
| First Command Bank | 485 | $93.4K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 485 | $93.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 483 | $93.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 478 | $92.0K | 0.02% | +478 | New |
| Logan Capital Management Inc | 477 | $91.9K | 0.00% | −85−15.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 470 | $90.5K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 466 | $89.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 463 | $89.2K | 0.02% | +42+10.0% | Added |
| First Financial Corp | 461 | $88.8K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 455 | $87.6K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 451 | $86.8K | 0.00% | −189−29.5% | Reduced |
| Bray Capital Advisors | 446 | $85.9K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 432 | $82.0K | 0.06% | +32+8.0% | Added |
| Dakota Community Bank & Trust NA | 425 | $81.8K | 0.48% | −50−10.5% | Reduced |
| West Tower Group, LLC | 424 | $81.6K | 0.06% | +424 | New |
| Kathleen S. Wright Associates Inc. | 420 | $80.9K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 415 | $80.3K | 0.02% | −155−27.2% | Reduced |
| First Community Trust NA | 415 | $79.9K | 0.09% | 00.0% | Unchanged |
| CNB Bank | 408 | $78.6K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 394 | $75.9K | 0.01% | +46+13.2% | Added |
| WR Wealth Planners, LLC | 382 | $73.6K | 0.03% | +77+25.2% | Added |
| JNBA Financial Advisors | 374 | $72.0K | 0.01% | −17−4.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 370 | $71.2K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 361 | $69.5K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 359 | $69.1K | 0.01% | +10+2.9% | Added |
| Stonebridge Capital Advisors LLC | 354 | $68.2K | 0.01% | −157−30.7% | Reduced |
| Rise Advisors, LLC | 349 | $67.3K | 0.05% | −30−7.9% | Reduced |
| Castleview Partners, LLC | 318 | $61.2K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 305 | $58.7K | 0.01% | +92+43.2% | Added |
| Union Savings Bank | 286 | $58.5K | 0.03% | +286 | New |
| Cassady Schiller Wealth Management, LLC | 300 | $57.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 293 | $56.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 292 | $56.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 283 | $54.5K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 282 | $54.3K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 276 | $53.1K | 0.00% | +22+8.7% | Added |
| Front Row Advisors LLC | 272 | $53.0K | 0.02% | −1−0.4% | Reduced |
| Gables Capital Management Inc. | 275 | $53.0K | 0.03% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 275 | $53.0K | 0.02% | +200+266.7% | Added |
| MB, Levis & Associates, LLC | 273 | $52.6K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 269 | $51.8K | 0.03% | +212+371.9% | Added |
| Acima Private Wealth, LLC | 264 | $50.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $48.9K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $47.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $46.6K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 241 | $46.4K | 0.01% | −137−36.2% | Reduced |
| Oakmont Corp | 240 | $46.2K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 240 | $46.0K | 0.02% | +240 | New |
| Rosenberg Matthew Hamilton | 237 | $45.6K | 0.02% | +1+0.4% | Added |
| Baystate Wealth Management LLC | 236 | $45.5K | 0.00% | +11+4.9% | Added |
| Atwood & Palmer Inc | 230 | $44.3K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 226 | $43.5K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 217 | $41.8K | 0.01% | +39+21.9% | Added |
| Caldwell Sutter Capital, Inc. | 213 | $41.0K | 0.02% | +27+14.5% | Added |
| Armstrong Advisory Group, Inc | 194 | $37.4K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 193 | $37.2K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 193 | $37.0K | 0.01% | −2,680−93.3% | Reduced |
| Tompkins Financial Corp | 189 | $36.4K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 189 | $36.4K | 0.03% | +37+24.3% | Added |
| McMillion Capital Management Inc | 184 | $35.4K | 0.03% | +184 | New |
| Old Second National Bank of Aurora | 180 | $34.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 180 | $34.7K | 0.03% | +180 | New |
| Baldwin Brothers Inc | 175 | $33.7K | 0.00% | −20−10.3% | Reduced |
| AXS Investments LLC | 174 | $33.5K | 0.01% | −51−22.7% | Reduced |
| Annapolis Financial Services, LLC | 173 | $33.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 168 | $32.4K | 0.01% | −145−46.3% | Reduced |
| Operose Advisors LLC | 159 | $30.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $28.7K | 0.01% | −17−10.2% | Reduced |
| Safeguard Financial, LLC | 147 | $28.0K | 0.01% | +147 | New |
| West Paces Advisors Inc. | 142 | $27.3K | 0.01% | −30−17.4% | Reduced |
| Bangor Savings Bank | 140 | $27.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 139 | $26.8K | 0.01% | +102+275.7% | Added |
| Covestor Ltd | 137 | $26.0K | 0.02% | −2−1.4% | Reduced |
| Hollencrest Capital Management | 135 | $26.0K | 0.00% | −2−1.5% | Reduced |
| Clean Yield Group | 133 | $25.6K | 0.01% | +13+10.8% | Added |
| Tfo-TDC, LLC | 131 | $25.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 125 | $24.1K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $23.1K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 121 | $23.0K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 117 | $22.5K | 0.01% | +18+18.2% | Added |
| Colonial Trust Advisors | 116 | $22.3K | 0.00% | 00.0% | Unchanged |