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 |
|---|---|---|---|---|---|
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 6,933 | $1.34M | 0.62% | +3,626+109.6% | Added |
| New England Research & Management, Inc. | 6,930 | $1.33M | 0.77% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,910 | $1.33M | 0.14% | −2,111−23.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,898 | $1.33M | 0.22% | −496−6.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,882 | $1.33M | 0.11% | +953+16.1% | Added |
| Jefferies Financial Group Inc. | 6,859 | $1.32M | 0.03% | +800+13.2% | Added |
| Integrated Wealth Concepts LLC | 6,852 | $1.32M | 0.02% | +514+8.1% | Added |
| Cordatus Wealth Management LLC | 6,774 | $1.30M | 0.49% | +101+1.5% | Added |
| Qtron Investments LLC | 6,763 | $1.30M | 0.25% | +182+2.8% | Added |
| Meeder Advisory Services, Inc. | 6,726 | $1.30M | 0.14% | +478+7.7% | Added |
| Shorepoint Capital Partners LLC | 6,715 | $1.29M | 0.36% | −209−3.0% | Reduced |
| Desjardins Global Asset Management Inc. | 6,711 | $1.29M | 0.15% | +842+14.3% | Added |
| Stephens Inc | 6,698 | $1.29M | 0.02% | −100−1.5% | Reduced |
| Symmetry Partners, LLC | 6,612 | $1.27M | 0.07% | −1,560−19.1% | Reduced |
| Lake Street Financial LLC | 6,592 | $1.27M | 0.22% | −1,153−14.9% | Reduced |
| Resources Management Corp | 6,531 | $1.26M | 0.20% | +2,171+49.8% | Added |
| Meiji Yasuda Life Insurance Co | 6,500 | $1.25M | 0.03% | +1,930+42.2% | Added |
| Occidental Asset Management, LLC | 6,472 | $1.25M | 0.28% | +6,472 | New |
| Creative Financial Designs Inc | 6,451 | $1.24M | 0.15% | +34+0.5% | Added |
| Gladstone Institutional Advisory LLC | 6,451 | $1.24M | 0.08% | −17,549−73.1% | Reduced |
| Point72 Middle East FZE | 6,441 | $1.24M | 0.07% | −41,322−86.5% | Reduced |
| Thompson Davis & Co., Inc. | 6,411 | $1.23M | 1.40% | +6,411 | New |
| CAPROCK Group, Inc. | 6,373 | $1.23M | 0.09% | +223+3.6% | Added |
| Magnolia Capital Advisors LLC | 6,402 | $1.23M | 0.62% | −73−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,401 | $1.23M | 0.74% | +336+5.5% | Added |
| Transatlantique Private Wealth LLC | 6,400 | $1.23M | 0.64% | +217+3.5% | Added |
| Clear Harbor Asset Management, LLC | 6,387 | $1.23M | 0.12% | +15+0.2% | Added |
| Thoroughbred Financial Services, LLC | 6,374 | $1.23M | 0.16% | −452−6.6% | Reduced |
| Foster & Motley Inc | 6,346 | $1.22M | 0.09% | +66+1.1% | Added |
| Wedbush Securities Inc | 6,298 | $1.21M | 0.06% | +397+6.7% | Added |
| McRae Capital Management Inc | 6,264 | $1.21M | 0.34% | −30−0.5% | Reduced |
| Cunning Capital Partners, LP | 0 | $1.21M | 0.76% | 0 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,250 | $1.20M | 0.59% | +474+8.2% | Added |
| DB Fitzpatrick & Co, Inc | 6,246 | $1.20M | 1.27% | −277−4.2% | Reduced |
| Burney Co | 6,244 | $1.20M | 0.06% | −49−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,224 | $1.20M | 0.43% | +684+12.3% | Added |
| Heritage Trust Co | 6,216 | $1.20M | 0.18% | +1,298+26.4% | Added |
| Journey Advisory Group, LLC | 6,183 | $1.19M | 0.18% | −2,053−24.9% | Reduced |
| Partners Capital Investment Group, LLP | 6,168 | $1.19M | 0.03% | −531−7.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.18M | 0.73% | 00.0% | Unchanged |
| TFG Advisers LLC | 6,120 | $1.18M | 0.54% | +706+13.0% | Added |
| Venture Visionary Partners LLC | 6,119 | $1.18M | 0.07% | −477−7.2% | Reduced |
| Exencial Wealth Advisors, LLC | 6,118 | $1.18M | 0.05% | +3,619+144.8% | Added |
| Nomura Holdings Inc | 6,073 | $1.17M | 0.01% | +626+11.5% | Added |
| Global Retirement Partners, LLC | 6,071 | $1.17M | 0.06% | +536+9.7% | Added |
| Lincoln National Corp | 6,063 | $1.17M | 0.02% | +87+1.5% | Added |
| DoubleLine ETF Adviser LP | 6,041 | $1.16M | 0.43% | +1,360+29.1% | Added |
| Delphi Management Inc | 6,012 | $1.16M | 1.22% | +6,012 | New |
| Stratos Wealth Partners, LTD. | 5,984 | $1.15M | 0.03% | +803+15.5% | Added |
| Legato Capital Management LLC | 5,958 | $1.15M | 0.16% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,955 | $1.15M | 0.35% | −800−11.8% | Reduced |
| Simmons Bank | 5,868 | $1.13M | 0.09% | −1,900−24.5% | Reduced |
| Exeter Financial, LLC | 5,873 | $1.13M | 0.58% | +50+0.9% | Added |
| Resources Investment Advisors, LLC. | 5,785 | $1.11M | 0.02% | −2,729−32.1% | Reduced |
| Perpetual Ltd | 5,775 | $1.11M | 0.01% | −178−3.0% | Reduced |
| Paladin Advisory Group, LLC | 5,774 | $1.11M | 0.89% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 5,766 | $1.11M | 0.49% | −88−1.5% | Reduced |
| Left Brain Wealth Management, LLC | 5,705 | $1.10M | 0.67% | +137+2.5% | Added |
| WCM Investment Management, LLC | 5,674 | $1.09M | 0.00% | −12−0.2% | Reduced |
| First National Advisers, LLC | 5,661 | $1.09M | 1.00% | +169+3.1% | Added |
| Savant Capital, LLC | 5,602 | $1.08M | 0.02% | +3,322+145.7% | Added |
| Old National Bancorp | 5,600 | $1.08M | 0.03% | −3,278−36.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,594 | $1.08M | 0.14% | +2,397+75.0% | Added |
| Peterson Wealth Services | 5,566 | $1.07M | 0.51% | +117+2.1% | Added |
| Gs Investments, Inc. | 5,565 | $1.07M | 0.58% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,515 | $1.06M | 0.05% | +267+5.1% | Added |
| Central Trust Co | 5,507 | $1.06M | 0.03% | +963+21.2% | Added |
| Bridgefront Capital, LLC | 5,474 | $1.05M | 0.57% | +5,474 | New |
| Panagora Asset Management Inc | 5,467 | $1.05M | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,445 | $1.05M | 0.15% | −1,027−15.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 5,393 | $1.04M | 0.19% | +358+7.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,335 | $1.03M | 0.19% | +3,952+285.8% | Added |
| Viawealth, LLC | 5,317 | $1.02M | 0.76% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,292 | $1.02M | 0.03% | +32+0.6% | Added |
| Csenge Advisory Group | 5,191 | $999.6K | 0.07% | −745−12.6% | Reduced |
| Balentine LLC | 5,190 | $999.4K | 0.03% | −1,884−26.6% | Reduced |
| Valmark Advisers, Inc. | 5,166 | $994.8K | 0.02% | −146−2.7% | Reduced |
| Legacy Capital Group California, Inc. | 5,139 | $989.6K | 0.41% | +1,195+30.3% | Added |
| Cidel Asset Management Inc | 5,091 | $980.3K | 0.04% | −72,645−93.5% | Reduced |
| Valley National Advisers Inc | 5,059 | $975.0K | 0.16% | +5+0.1% | Added |
| TownSquare Capital, LLC | 5,034 | $969.4K | 0.02% | −404−7.4% | Reduced |
| Versor Investments LP | 5,024 | $967.4K | 0.17% | +2,799+125.8% | Added |
| Cigna Investments Inc | 4,995 | $962.0K | 0.18% | −61−1.2% | Reduced |
| Monte Financial Group, LLC | 4,985 | $959.9K | 0.47% | +52+1.1% | Added |
| ArrowMark Colorado Holdings LLC | 4,970 | $957.0K | 0.01% | 00.0% | Unchanged |
| Summitry LLC | 4,966 | $956.3K | 0.06% | +78+1.6% | Added |
| Profund Advisors LLC | 4,950 | $953.2K | 0.05% | −100−2.0% | Reduced |
| Centaurus Financial, Inc. | 4,933 | $950.0K | 0.08% | −199−3.9% | Reduced |
| Inscription Capital, LLC | 4,909 | $945.2K | 0.29% | −242−4.7% | Reduced |
| Forum Financial Management, LP | 4,858 | $935.5K | 0.02% | +10+0.2% | Added |
| Fox Run Management, L.L.C. | 4,847 | $933.3K | 0.26% | +969+25.0% | Added |
| W.H. Cornerstone Investments Inc. | 4,843 | $933.0K | 0.83% | +4,843 | New |
| Trust Asset Management LLC | 4,830 | $930.1K | 0.10% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,825 | $929.1K | 0.15% | +10.0% | Added |
| Mill Capital Management, LLC | 4,815 | $927.2K | 0.09% | −387−7.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,811 | $926.4K | 0.30% | −1,211−20.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,806 | $925.4K | 0.10% | +2,687+126.8% | Added |
| Hamilton Capital Partners Inc. | 4,800 | $924.3K | 0.34% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 4,800 | $924.3K | 0.04% | +4,800 | New |
| Relyea Zuckerberg Hanson LLC | 4,796 | $923.6K | 0.21% | −174−3.5% | Reduced |