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
- 1,489
- +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
- 535 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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 17,237 | $3.32M | 0.13% | +729+4.4% | Added |
| Concorde Financial Corp | 17,048 | $3.30M | 2.16% | −117−0.7% | Reduced |
| Dana Investment Advisors, Inc. | 17,106 | $3.29M | 0.16% | +235+1.4% | Added |
| Pathstone Family Office, LLC | 16,920 | $3.29M | 0.05% | −576−3.3% | Reduced |
| Chicago Trust Co NA | 17,096 | $3.29M | 0.79% | −633−3.6% | Reduced |
| Cipher Capital LP | 17,093 | $3.29M | 0.56% | +8,942+109.7% | Added |
| Stoneridge Investment Partners LLC | 17,071 | $3.29M | 1.43% | +6,029+54.6% | Added |
| Consolidated Planning Corp | 16,805 | $3.24M | 0.68% | +462+2.8% | Added |
| Wesbanco Bank Inc | 16,785 | $3.23M | 0.14% | −327−1.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,616 | $3.20M | 0.84% | −148−0.9% | Reduced |
| Plimoth Trust Co LLC | 16,545 | $3.19M | 0.95% | +188+1.1% | Added |
| Pinnacle Associates Ltd | 16,494 | $3.18M | 0.06% | −60.0% | Reduced |
| New Vernon Investment Management LLC | 16,391 | $3.16M | 5.11% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 16,322 | $3.14M | 0.33% | +484+3.1% | Added |
| Advisor Partners II, LLC | 16,290 | $3.14M | 0.15% | +2,018+14.1% | Added |
| Boston Private Wealth LLC | 16,263 | $3.13M | 0.06% | −2,875−15.0% | Reduced |
| Summit Global Investments | 16,257 | $3.13M | 0.21% | +2,202+15.7% | Added |
| Romano Brothers and Company | 16,220 | $3.12M | 0.47% | −424−2.5% | Reduced |
| Advocate Group LLC | 16,209 | $3.12M | 0.69% | −1,948−10.7% | Reduced |
| Magnetar Financial LLC | 16,150 | $3.11M | 0.07% | −161−1.0% | Reduced |
| Citizens National Bank Trust Department | 16,106 | $3.10M | 0.82% | +1,390+9.4% | Added |
| Legacy Wealth Management, LLC | 15,988 | $3.08M | 1.54% | +15,988 | New |
| Whittier Trust Co | 15,931 | $3.07M | 0.05% | −2,515−13.6% | Reduced |
| Putnam Investments LLC | 15,860 | $3.05M | 0.00% | −1,287−7.5% | Reduced |
| LSV Asset Management | 15,299 | $2.95M | 0.01% | 00.0% | Unchanged |
| SPC Financial, Inc. | 15,101 | $2.91M | 0.31% | −516−3.3% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $2.90M | 7.47% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 15,043 | $2.90M | 0.31% | +12,743+554.0% | Added |
| South Dakota Investment Council | 14,986 | $2.89M | 0.06% | −600−3.8% | Reduced |
| Smithbridge Asset Management Inc | 14,945 | $2.88M | 0.67% | +237+1.6% | Added |
| New Hampshire Trust | 14,912 | $2.87M | 0.75% | +16+0.1% | Added |
| Ar Asset Management Inc | 14,906 | $2.87M | 0.77% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 14,868 | $2.86M | 0.21% | +100+0.7% | Added |
| Vident Investment Advisory, LLC | 14,851 | $2.86M | 0.10% | −11,479−43.6% | Reduced |
| Thomasville National Bank | 14,767 | $2.84M | 0.27% | −65−0.4% | Reduced |
| APG Asset Management N.V. | 16,033 | $2.83M | 0.01% | −1,100−6.4% | Reduced |
| Somerset Trust Co | 14,673 | $2.83M | 1.22% | −587−3.8% | Reduced |
| Meeder Asset Management Inc | 14,574 | $2.81M | 0.20% | −1,083−6.9% | Reduced |
| Bristlecone Advisors, LLC | 14,551 | $2.80M | 0.28% | +178+1.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 14,481 | $2.79M | 2.30% | +951+7.0% | Added |
| Bessemer Group Inc | 14,306 | $2.75M | 0.01% | +699+5.1% | Added |
| Banque Cantonale Vaudoise | 14,287 | $2.75M | 0.13% | +1,300+10.0% | Added |
| Boit C F David | 14,198 | $2.73M | 1.82% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 14,164 | $2.73M | 1.22% | +715+5.3% | Added |
| Weil Company, Inc. | 14,139 | $2.72M | 1.21% | +30.0% | Added |
| Wunderlich Capital Managemnt | 14,048 | $2.71M | 1.33% | −32−0.2% | Reduced |
| Johnson Investment Counsel Inc | 13,994 | $2.69M | 0.03% | −193−1.4% | Reduced |
| Nicollet Investment Management, Inc. | 13,938 | $2.68M | 1.20% | +29+0.2% | Added |
| Northcape Wealth Management, LLC | 13,920 | $2.68M | 0.97% | +2,713+24.2% | Added |
| Delta Capital Management LLC | 13,807 | $2.66M | 1.83% | −145−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 13,748 | $2.65M | 0.10% | +225+1.7% | Added |
| Park Avenue Securities LLC | 13,708 | $2.64M | 0.04% | +209+1.5% | Added |
| Exchange Traded Concepts, LLC | 13,660 | $2.63M | 0.06% | +13,629+43,964.5% | Added |
| Phoenix Wealth Advisors | 13,577 | $2.61M | 1.52% | −646−4.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 13,571 | $2.61M | 0.10% | −4,683−25.7% | Reduced |
| Balyasny Asset Management LLC | 13,531 | $2.61M | 0.01% | +6,975+106.4% | Added |
| Shay Capital LLC | 13,500 | $2.60M | 0.92% | +3,500+35.0% | Added |
| Level Four Advisory Services, LLC | 13,445 | $2.59M | 0.16% | +179+1.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,501 | $2.59M | 1.37% | +564+4.4% | Added |
| Marble Harbor Investment Counsel, LLC | 13,321 | $2.57M | 0.32% | +50+0.4% | Added |
| Unison Advisors LLC | 13,187 | $2.55M | 0.28% | +53+0.4% | Added |
| apricus wealth, LLC | 13,244 | $2.54M | 2.23% | −500−3.6% | Reduced |
| Prio Wealth Limited Partnership | 13,137 | $2.53M | 0.09% | −159−1.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,068 | $2.52M | 1.47% | +47+0.4% | Added |
| Karpas Strategies, LLC | 13,056 | $2.51M | 0.85% | −15−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 12,860 | $2.49M | 0.03% | −891−6.5% | Reduced |
| Patten Group, Inc. | 12,887 | $2.48M | 0.70% | +544+4.4% | Added |
| First National Trust Co | 12,844 | $2.47M | 0.11% | −359−2.7% | Reduced |
| Bokf, NA | 12,836 | $2.47M | 0.05% | −1,017−7.3% | Reduced |
| Community Bank, N.A. | 12,619 | $2.43M | 0.32% | −105−0.8% | Reduced |
| Regency Capital Management Inc. | 12,435 | $2.39M | 2.08% | +497+4.2% | Added |
| Centiva Capital, LP | 12,398 | $2.39M | 0.12% | +8,415+211.3% | Added |
| Tower Research Capital LLC (TRC) | 12,367 | $2.38M | 0.08% | +4,130+50.1% | Added |
| Prospera Financial Services Inc | 12,241 | $2.36M | 0.09% | +272+2.3% | Added |
| Slow Capital, Inc. | 12,150 | $2.34M | 0.41% | −235−1.9% | Reduced |
| Vinva Investment Management Ltd | 12,360 | $2.34M | 0.20% | −1,758−12.5% | Reduced |
| Ropes Wealth Advisors LLC | 12,043 | $2.32M | 0.38% | +1,429+13.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 12,000 | $2.31M | 0.05% | −36,000−75.0% | Reduced |
| Van Eck Associates Corp | 11,951 | $2.30M | 0.01% | −64−0.5% | Reduced |
| IFG Advisory, LLC | 11,947 | $2.30M | 0.20% | +608+5.4% | Added |
| MV Capital Management, Inc. | 11,880 | $2.29M | 0.30% | −129−1.1% | Reduced |
| Texas Yale Capital Corp. | 11,877 | $2.29M | 0.11% | +35+0.3% | Added |
| Veriti Management LLC | 11,736 | $2.26M | 0.25% | −441−3.6% | Reduced |
| Pearl River Capital, LLC | 11,631 | $2.24M | 0.36% | +11,631 | New |
| Schechter Investment Advisors, LLC | 11,580 | $2.23M | 0.20% | +377+3.4% | Added |
| National Asset Management, Inc. | 11,468 | $2.22M | 0.05% | −1,190−9.4% | Reduced |
| Acadian Asset Management LLC | 11,531 | $2.22M | 0.01% | −18,884−62.1% | Reduced |
| Smith, Salley & Associates | 11,423 | $2.20M | 0.16% | −17−0.1% | Reduced |
| Geneos Wealth Management Inc. | 11,339 | $2.18M | 0.11% | −413−3.5% | Reduced |
| HMS Capital Management, LLC | 11,157 | $2.15M | 1.30% | −280−2.4% | Reduced |
| NEIRG Wealth Management, LLC | 11,156 | $2.15M | 0.40% | −1,462−11.6% | Reduced |
| Forge First Asset Management Inc. | 11,100 | $2.14M | 1.07% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 11,043 | $2.13M | 1.15% | +401+3.8% | Added |
| Accurate Wealth Management, LLC | 11,125 | $2.10M | 0.65% | +2,277+25.7% | Added |
| Alpha DNA Investment Management LLC | 10,857 | $2.09M | 1.18% | +839+8.4% | Added |
| CFS Investment Advisory Services, LLC | 10,837 | $2.09M | 0.27% | −65−0.6% | Reduced |
| Aaron Wealth Advisors | 10,736 | $2.07M | 0.27% | +167+1.6% | Added |
| Quantitative Investment Management, LLC | 10,649 | $2.05M | 0.19% | −3,488−24.7% | Reduced |
| Main Street Financial Solutions, LLC | 10,473 | $2.02M | 0.27% | +192+1.9% | Added |
| Mach-1 Financial Group, Inc. | 10,461 | $2.01M | 0.81% | +10,417+23,675.0% | Added |