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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 4,763 | $917.2K | 0.28% | +15+0.3% | Added |
| Baldwin Investment Management, LLC | 4,752 | $915.0K | 0.15% | +315+7.1% | Added |
| CIBC World Markets Inc. | 4,738 | $912.0K | 0.00% | −1,357−22.3% | Reduced |
| Two Sigma Securities, LLC | 4,733 | $911.4K | 0.07% | +4,733 | New |
| Penserra Capital Management LLC | 4,732 | $910.0K | 0.02% | +2,522+114.1% | Added |
| Ascent Group, LLC | 4,512 | $907.3K | 0.10% | +157+3.6% | Added |
| AMG National Trust Bank | 4,700 | $905.0K | 0.03% | −85−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 4,668 | $898.9K | 0.06% | −288−5.8% | Reduced |
| Roundview Capital LLC | 4,657 | $896.8K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,648 | $895.1K | 0.02% | +239+5.4% | Added |
| PFS Partners, LLC | 4,647 | $894.9K | 0.75% | +8+0.2% | Added |
| Nichols & Pratt Advisers LLP | 4,642 | $893.9K | 0.07% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,634 | $892.4K | 0.07% | −28−0.6% | Reduced |
| Wolf Group Capital Advisors | 4,743 | $890.3K | 0.44% | −4−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 4,594 | $884.7K | 0.21% | −607−11.7% | Reduced |
| Webster Bank, N. A. | 4,572 | $880.4K | 0.11% | 00.0% | Unchanged |
| Ballast, Inc. | 4,560 | $878.1K | 0.34% | +675+17.4% | Added |
| Seven Eight Capital, LP | 4,538 | $873.8K | 0.14% | −1,869−29.2% | Reduced |
| Lakeside Advisors, INC. | 4,528 | $871.9K | 0.64% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,515 | $869.6K | 0.03% | −204−4.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $861.7K | 0.06% | 00.0% | Unchanged |
| Virtu Financial LLC | 4,451 | $857.0K | 0.07% | +4,451 | New |
| Fisher Asset Management, LLC | 4,446 | $856.2K | 0.00% | +247+5.9% | Added |
| Silvant Capital Management LLC | 4,414 | $853.8K | 0.05% | −5−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,429 | $852.6K | 0.04% | −67−1.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,423 | $851.7K | 0.06% | +800+22.1% | Added |
| Mainstay Capital Management LLC | 4,407 | $848.6K | 0.15% | −60−1.3% | Reduced |
| Jacobi Capital Management LLC | 4,407 | $848.6K | 0.09% | +92+2.1% | Added |
| Asset Dedication, LLC | 4,383 | $845.0K | 0.07% | +420+10.6% | Added |
| Merit Financial Group, LLC | 4,318 | $831.6K | 0.03% | +4,318 | New |
| RMR Wealth Builders | 4,291 | $830.1K | 0.14% | 00.0% | Unchanged |
| Applied Capital LLC | 4,273 | $822.8K | 0.78% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,262 | $820.7K | 0.02% | −413−8.8% | Reduced |
| CWS Financial Advisors, LLC | 4,261 | $820.5K | 0.31% | −20−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 4,250 | $818.4K | 0.08% | −425−9.1% | Reduced |
| Gsa Capital Partners LLP | 4,236 | $816.0K | 0.08% | +2,501+144.1% | Added |
| Essex Financial Services, Inc. | 4,227 | $814.0K | 0.09% | +82+2.0% | Added |
| CSU Producer Resources, Inc. | 4,213 | $811.3K | 3.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 4,166 | $802.2K | 0.06% | +2,693+182.8% | Added |
| Perigon Wealth Management, LLC | 4,132 | $795.7K | 0.03% | +444+12.0% | Added |
| Harbour Capital Advisors, LLC | 4,129 | $794.0K | 0.23% | −405−8.9% | Reduced |
| Coldstream Capital Management Inc | 4,096 | $788.7K | 0.02% | +118+3.0% | Added |
| Beach Investment Counsel Inc | 4,078 | $785.0K | 0.09% | +103+2.6% | Added |
| Atlas Private Wealth Management | 4,046 | $779.1K | 0.41% | +105+2.7% | Added |
| Segall Bryant & Hamill, LLC | 4,040 | $777.9K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 4,034 | $777.0K | 0.03% | +1,966+95.1% | Added |
| Saxon Interests, Inc. | 4,027 | $775.5K | 0.42% | −609−13.1% | Reduced |
| Moody National Bank Trust Division | 4,025 | $775.1K | 0.05% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,012 | $772.6K | 0.23% | −120−2.9% | Reduced |
| InTrack Investment Management Inc | 4,000 | $770.2K | 0.63% | +4,000 | New |
| Financial Advocates Investment Management | 3,997 | $769.6K | 0.06% | +36+0.9% | Added |
| FRG Family Wealth Advisors LLC | 3,993 | $768.9K | 0.17% | +25+0.6% | Added |
| Parallel Advisors, LLC | 3,990 | $768.4K | 0.02% | +518+14.9% | Added |
| Kingsview Wealth Management, LLC | 3,972 | $764.8K | 0.03% | +158+4.1% | Added |
| Field & Main Bank | 3,965 | $763.5K | 0.43% | +83+2.1% | Added |
| FC Advisory LLC | 3,964 | $763.3K | 0.31% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,952 | $762.7K | 0.05% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,916 | $754.1K | 0.03% | −207−5.0% | Reduced |
| Fiduciary Group LLC | 3,915 | $753.9K | 0.09% | +534+15.8% | Added |
| Mather Group, LLC. | 3,913 | $753.6K | 0.01% | +377+10.7% | Added |
| Bank of Hawaii | 3,911 | $753.1K | 0.04% | −212−5.1% | Reduced |
| Blackhawk Capital Partners LLC. | 3,908 | $752.5K | 0.52% | +145+3.9% | Added |
| Clarius Group, LLC | 3,858 | $742.9K | 0.06% | +93+2.5% | Added |
| Marcum Wealth, LLC | 3,849 | $741.2K | 0.09% | +155+4.2% | Added |
| Ritholtz Wealth Management | 3,802 | $732.1K | 0.03% | −403−9.6% | Reduced |
| Virtus ETF Advisers LLC | 3,794 | $730.6K | 0.43% | −175−4.4% | Reduced |
| Chesley Taft & Associates LLC | 3,790 | $729.8K | 0.04% | +30+0.8% | Added |
| WBH Advisory Inc | 3,782 | $728.3K | 0.09% | −111−2.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,723 | $716.9K | 0.06% | +32+0.9% | Added |
| Epiq Partners, LLC | 3,714 | $715.2K | 0.49% | 00.0% | Unchanged |
| Sentry LLC | 3,701 | $712.7K | 0.16% | 00.0% | Unchanged |
| Financial Insights, Inc. | 3,699 | $712.3K | 0.26% | +1,262+51.8% | Added |
| Red Door Wealth Management, LLC | 3,691 | $710.7K | 0.16% | +3,691 | New |
| Westhampton Capital, LLC | 3,690 | $710.5K | 0.46% | +5+0.1% | Added |
| Guyasuta Investment Advisors Inc | 3,688 | $710.2K | 0.05% | +31+0.8% | Added |
| Quadrant Capital Group LLC | 3,685 | $709.6K | 0.07% | −239−6.1% | Reduced |
| Sippican Capital Advisors | 3,629 | $698.8K | 0.64% | −35−1.0% | Reduced |
| DF Dent & Co Inc | 3,626 | $698.3K | 0.01% | −5−0.1% | Reduced |
| GoodHaven Capital Management, LLC | 3,625 | $698.0K | 0.42% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,610 | $695.1K | 0.34% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,602 | $693.6K | 0.19% | +598+19.9% | Added |
| Cim Investment Mangement Inc | 3,584 | $690.1K | 0.23% | +9+0.3% | Added |
| Valeo Financial Advisors, LLC | 3,584 | $690.0K | 0.03% | −355−9.0% | Reduced |
| SlateStone Wealth, LLC | 3,584 | $690.0K | 0.13% | +162+4.7% | Added |
| Wealth Alliance | 3,557 | $685.0K | 0.10% | −2,320−39.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 3,527 | $679.0K | 0.29% | −555−13.6% | Reduced |
| NVWM, LLC | 3,509 | $675.7K | 0.22% | +13+0.4% | Added |
| Northstar Asset Management LLC | 3,475 | $669.1K | 0.18% | +123+3.7% | Added |
| Spinnaker Trust | 3,463 | $666.8K | 0.05% | +90+2.7% | Added |
| KRS Capital Management, LLC | 3,434 | $661.3K | 0.66% | −120−3.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 3,415 | $657.0K | 0.63% | +3,415 | New |
| American Trust Investment Advisors, LLC | 3,386 | $652.0K | 0.37% | 00.0% | Unchanged |
| Columbia Asset Management | 3,386 | $652.0K | 0.14% | −50−1.5% | Reduced |
| Tributary Capital Management, LLC | 3,380 | $650.9K | 0.06% | −80−2.3% | Reduced |
| CFO4Life Group, LLC | 3,362 | $647.3K | 0.14% | +108+3.3% | Added |
| WSFS Capital Management, LLC | 3,353 | $645.7K | 0.06% | −21−0.6% | Reduced |
| Machina Capital S.A.S. | 3,350 | $645.1K | 0.37% | −1,187−26.2% | Reduced |
| Resurgent Financial Advisors LLC | 3,337 | $642.6K | 0.43% | −18−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,322 | $639.7K | 0.09% | −75−2.2% | Reduced |
| ASB Consultores, LLC | 3,291 | $633.7K | 0.31% | +47+1.4% | Added |