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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 10,451 | $2.01M | 0.73% | −982−8.6% | Reduced |
| Herold Advisors, Inc. | 10,368 | $2.00M | 0.61% | +542+5.5% | Added |
| Mattern Wealth Management LLC | 10,313 | $1.99M | 0.58% | +767+8.0% | Added |
| Cox Capital Mgt LLC | 10,309 | $1.99M | 1.46% | +236+2.3% | Added |
| Griffin Asset Management, Inc. | 10,297 | $1.98M | 0.27% | +3,383+48.9% | Added |
| Confluence Wealth Services, Inc. | 10,272 | $1.98M | 0.42% | −13−0.1% | Reduced |
| Mission Wealth Management, LP | 10,265 | $1.98M | 0.08% | −349−3.3% | Reduced |
| Private Trust Co NA | 10,245 | $1.97M | 0.25% | +1,414+16.0% | Added |
| Haverford Trust Co | 10,209 | $1.97M | 0.02% | −544−5.1% | Reduced |
| FDx Advisors, Inc. | 10,175 | $1.96M | 0.11% | −10,357−50.4% | Reduced |
| Gamco Investors, Inc. Et Al | 10,129 | $1.95M | 0.02% | +60+0.6% | Added |
| Nations Financial Group Inc, | 10,125 | $1.95M | 0.19% | −90−0.9% | Reduced |
| Glenview Trust Co | 9,996 | $1.92M | 0.05% | +92+0.9% | Added |
| Comerica Securities,inc. | 9,815 | $1.90M | 0.13% | −863−8.1% | Reduced |
| Vestcor Inc | 9,843 | $1.90M | 0.07% | −27−0.3% | Reduced |
| Lederer & Associates Investment Counsel | 9,786 | $1.88M | 1.42% | −87−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 9,758 | $1.88M | 0.10% | +543+5.9% | Added |
| Armstrong Shaw Associates Inc | 9,693 | $1.87M | 1.90% | −1,700−14.9% | Reduced |
| Epoch Investment Partners, Inc. | 9,639 | $1.86M | 0.01% | +1,934+25.1% | Added |
| La Banque Postale Asset Management SA | 9,617 | $1.85M | 0.04% | +420+4.6% | Added |
| Quadrature Capital Ltd | 9,593 | $1.85M | 0.04% | +664+7.4% | Added |
| Wintrust Investments LLC | 9,580 | $1.84M | 0.18% | +9,580 | New |
| Pictet North America Advisors SA | 9,509 | $1.83M | 0.25% | +189+2.0% | Added |
| Sawtooth Solutions, LLC | 9,448 | $1.82M | 0.05% | +2,356+33.2% | Added |
| New Potomac Partners, LLC | 9,381 | $1.81M | 1.19% | +50+0.5% | Added |
| Clearstead Advisors, LLC | 9,312 | $1.79M | 0.11% | +76+0.8% | Added |
| Summit Financial, LLC | 9,240 | $1.79M | 0.13% | +2,562+38.4% | Added |
| Moors & Cabot, Inc. | 9,267 | $1.78M | 0.12% | −344−3.6% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $1.76M | 0.08% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 9,110 | $1.75M | 0.03% | +636+7.5% | Added |
| Daymark Wealth Partners, LLC | 9,104 | $1.75M | 0.13% | +1,699+22.9% | Added |
| Cetera Advisors LLC | 9,040 | $1.74M | 0.03% | +248+2.8% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.74M | 0.25% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 9,012 | $1.74M | 0.41% | −2,600−22.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,936 | $1.72M | 0.08% | +187+2.1% | Added |
| Jag Capital Management, LLC | 8,819 | $1.70M | 0.20% | +17+0.2% | Added |
| Wetherby Asset Management Inc | 8,804 | $1.70M | 0.09% | −736−7.7% | Reduced |
| Qsemble Capital Management, LP | 8,800 | $1.69M | 1.20% | +8,800 | New |
| Dividend Assets Capital, LLC | 8,795 | $1.69M | 0.35% | −3,646−29.3% | Reduced |
| WealthShield Partners, LLC | 8,688 | $1.68M | 0.25% | +527+6.5% | Added |
| Private Advisor Group, LLC | 8,513 | $1.68M | 0.01% | +12+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,689 | $1.67M | 0.06% | +1,001+13.0% | Added |
| Moneta Group Investment Advisors LLC | 8,640 | $1.66M | 0.04% | −60−0.7% | Reduced |
| CWM, LLC | 8,616 | $1.66M | 0.01% | +1,173+15.8% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $1.66M | 0.59% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 8,577 | $1.65M | 0.04% | +8,577 | New |
| Canandaigua National Bank & Trust Co | 8,548 | $1.65M | 0.27% | −84−1.0% | Reduced |
| Everence Capital Management Inc | 8,860 | $1.65M | 0.13% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,452 | $1.63M | 0.08% | +134+1.6% | Added |
| Neville Rodie & Shaw Inc | 8,414 | $1.62M | 0.14% | −15−0.2% | Reduced |
| Hyman Charles D | 8,400 | $1.62M | 0.10% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 8,384 | $1.61M | 0.26% | −33−0.4% | Reduced |
| Legacy Private Trust Co. | 8,370 | $1.61M | 0.13% | +143+1.7% | Added |
| Pinnacle Financial Partners Inc | 8,345 | $1.61M | 0.04% | +119+1.4% | Added |
| Avitas Wealth Management LLC | 8,262 | $1.59M | 0.29% | +61+0.7% | Added |
| Vontobel Holding Ltd. | 8,220 | $1.58M | 0.01% | +277+3.5% | Added |
| Capstone Investment Advisors, LLC | 8,206 | $1.58M | 0.05% | +4,129+101.3% | Added |
| ING Groep NV | 8,198 | $1.58M | 0.01% | +8,198 | New |
| Bleakley Financial Group, LLC | 8,133 | $1.57M | 0.05% | +1,045+14.7% | Added |
| Cary Street Partner Investment Advisory LLC | 8,093 | $1.56M | 0.10% | +1,582+24.3% | Added |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.55M | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 8,030 | $1.55M | 0.09% | −4,271−34.7% | Reduced |
| Bowman & Co S.C. | 7,954 | $1.53M | 1.16% | +421+5.6% | Added |
| Stevens Capital Management LP | 7,936 | $1.53M | 0.31% | +6,805+601.7% | Added |
| Pine Valley Investments Ltd Liability Co | 7,892 | $1.53M | 0.15% | +76+1.0% | Added |
| Snowden Capital Advisors LLC | 7,883 | $1.52M | 0.05% | +492+6.7% | Added |
| Davidson Trust Co | 7,858 | $1.51M | 1.09% | +832+11.8% | Added |
| Alaethes Wealth LLC | 7,770 | $1.50M | 0.82% | +269+3.6% | Added |
| Oak Harbor Wealth Partners, LLC | 7,769 | $1.50M | 0.51% | +34+0.4% | Added |
| Ghe, LLC | 7,768 | $1.50M | 1.00% | +108+1.4% | Added |
| J. W. Coons Advisors, LLC | 7,700 | $1.48M | 0.41% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 7,690 | $1.48M | 0.82% | −1,027−11.8% | Reduced |
| EHP Funds Inc. | 7,600 | $1.46M | 0.42% | −9,000−54.2% | Reduced |
| Platform Technology Partners | 7,598 | $1.46M | 0.69% | +66+0.9% | Added |
| Sumitomo Life Insurance Co | 7,513 | $1.45M | 0.06% | −642−7.9% | Reduced |
| Naples Global Advisors, LLC | 7,473 | $1.45M | 0.17% | +350+4.9% | Added |
| Allworth Financial LP | 7,501 | $1.44M | 0.01% | +325+4.5% | Added |
| First Hawaiian Bank | 7,492 | $1.44M | 0.05% | −39−0.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,489 | $1.44M | 0.05% | −100−1.3% | Reduced |
| REDW Wealth LLC | 7,486 | $1.44M | 0.43% | +18+0.2% | Added |
| Monarch Capital Management Inc | 7,421 | $1.43M | 0.43% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,425 | $1.43M | 0.13% | −50−0.7% | Reduced |
| NewEdge Wealth, LLC | 7,411 | $1.43M | 0.05% | +7,411 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,411 | $1.43M | 0.02% | +116+1.6% | Added |
| West Michigan Advisors, LLC | 7,408 | $1.43M | 0.57% | −252−3.3% | Reduced |
| Trust Co of Oklahoma | 7,359 | $1.42M | 0.52% | −143−1.9% | Reduced |
| Bowen Hanes & Co Inc | 7,330 | $1.41M | 0.05% | +1,630+28.6% | Added |
| Fort Washington Investment Advisors Inc | 7,307 | $1.41M | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 7,273 | $1.40M | 0.40% | −80−1.1% | Reduced |
| Rehmann Capital Advisory Group | 7,238 | $1.39M | 0.12% | −543−7.0% | Reduced |
| Aries Wealth Management | 7,217 | $1.39M | 0.54% | −5−0.1% | Reduced |
| Family Legacy, Inc. | 7,213 | $1.39M | 0.56% | −11−0.2% | Reduced |
| Commerzbank Aktiengesellschaft | 7,210 | $1.39M | 0.07% | 00.0% | Unchanged |
| Lincoln Capital LLC | 7,102 | $1.37M | 0.35% | −120−1.7% | Reduced |
| Ballentine Partners, LLC | 7,078 | $1.36M | 0.03% | −242−3.3% | Reduced |
| Gabelli Funds LLC | 7,055 | $1.36M | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 7,051 | $1.36M | 0.72% | +7,051 | New |
| Claro Advisors LLC | 7,006 | $1.35M | 0.34% | +288+4.3% | Added |
| King Luther Capital Management Corp | 6,950 | $1.34M | 0.01% | +138+2.0% | Added |
| Argent Trust Co | 6,948 | $1.34M | 0.07% | +1,065+18.1% | Added |