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, Q3 2023
Institutional positions in Chubb Ltd as of Sep 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
- 1,486
- +17 vs. Q2 2023
- Shares held
- 361.8M
- +1.54M (+0.4%) vs. Q2 2023
- Total value
- $75.4B
- +$5.97B (+8.6%) vs. Q2 2023
- New holders
- 132
- 568 more added
- Sold out
- 115
- 559 more reduced
19 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 11,159 | $2.32M | 0.71% | +791+7.6% | Added |
| Cox Capital Mgt LLC | 11,254 | $2.34M | 1.65% | +945+9.2% | Added |
| Smith, Salley & Associates | 11,280 | $2.35M | 0.17% | −143−1.3% | Reduced |
| Prio Wealth Limited Partnership | 11,382 | $2.37M | 0.09% | −1,755−13.4% | Reduced |
| La Banque Postale Asset Management SA | 11,423 | $2.38M | 0.05% | +1,806+18.8% | Added |
| Wintrust Investments LLC | 11,440 | $2.38M | 0.25% | +1,860+19.4% | Added |
| Ropes Wealth Advisors LLC | 11,465 | $2.39M | 0.46% | −578−4.8% | Reduced |
| Regency Capital Management Inc. | 11,514 | $2.40M | 2.04% | −921−7.4% | Reduced |
| Lockheed Martin Investment Management Co | 11,520 | $2.40M | 0.18% | −26,980−70.1% | Reduced |
| Accurate Wealth Management, LLC | 11,206 | $2.42M | 0.76% | +81+0.7% | Added |
| Texas Yale Capital Corp. | 11,912 | $2.48M | 0.11% | +35+0.3% | Added |
| Vontobel Holding Ltd. | 11,930 | $2.48M | 0.02% | +3,710+45.1% | Added |
| Brown Miller Wealth Management, LLC | 11,960 | $2.49M | 1.39% | +917+8.3% | Added |
| MV Capital Management, Inc. | 12,141 | $2.53M | 0.34% | +261+2.2% | Added |
| IFG Advisory, LLC | 12,191 | $2.54M | 0.21% | +244+2.0% | Added |
| Slow Capital, Inc. | 12,213 | $2.55M | 0.47% | +63+0.5% | Added |
| Atom Investors LP | 12,282 | $2.56M | 0.58% | +12,282 | New |
| Ameritas Investment Partners, Inc. | 12,417 | $2.59M | 0.10% | −1,331−9.7% | Reduced |
| Vinva Investment Management Ltd | 12,192 | $2.59M | 0.25% | −168−1.4% | Reduced |
| Boston Private Wealth LLC | 12,491 | $2.60M | 0.06% | −3,772−23.2% | Reduced |
| Veriti Management LLC | 12,562 | $2.62M | 0.30% | +826+7.0% | Added |
| Level Four Advisory Services, LLC | 12,596 | $2.62M | 0.17% | −849−6.3% | Reduced |
| Van Eck Associates Corp | 12,611 | $2.63M | 0.01% | +660+5.5% | Added |
| Atria Wealth Solutions, Inc. | 12,729 | $2.66M | 0.04% | −131−1.0% | Reduced |
| First National Trust Co | 12,799 | $2.66M | 0.13% | −45−0.4% | Reduced |
| Bessemer Group Inc | 12,879 | $2.68M | 0.01% | −1,427−10.0% | Reduced |
| Patten Group, Inc. | 12,881 | $2.68M | 0.80% | −60.0% | Reduced |
| Ossiam | 12,936 | $2.69M | 0.05% | −46,806−78.3% | Reduced |
| Bokf, NA | 12,618 | $2.71M | 0.06% | −218−1.7% | Reduced |
| Karpas Strategies, LLC | 13,056 | $2.72M | 1.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 13,060 | $2.72M | 1.56% | −8−0.1% | Reduced |
| Northcape Wealth Management, LLC | 13,126 | $2.73M | 1.05% | −794−5.7% | Reduced |
| Phoenix Wealth Advisors | 13,162 | $2.74M | 1.61% | −415−3.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,231 | $2.75M | 0.36% | −90−0.7% | Reduced |
| Prospera Financial Services Inc | 13,255 | $2.76M | 0.11% | +1,014+8.3% | Added |
| Unison Advisors LLC | 13,243 | $2.77M | 0.33% | +56+0.4% | Added |
| apricus wealth, LLC | 13,159 | $2.78M | 2.43% | −85−0.6% | Reduced |
| Meeder Asset Management Inc | 13,385 | $2.79M | 0.22% | −1,189−8.2% | Reduced |
| Delta Capital Management LLC | 13,467 | $2.80M | 2.10% | −340−2.5% | Reduced |
| Vident Advisory, LLC | 13,515 | $2.81M | 0.09% | +13,515 | New |
| Bayesian Capital Management, LP | 13,643 | $2.84M | 0.32% | −1,400−9.3% | Reduced |
| South Dakota Investment Council | 13,729 | $2.86M | 0.07% | −1,257−8.4% | Reduced |
| LVW Advisors, LLC | 13,900 | $2.89M | 0.62% | −3,427−19.8% | Reduced |
| Wunderlich Capital Managemnt | 13,943 | $2.90M | 1.43% | −105−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 13,973 | $2.91M | 1.30% | +35+0.3% | Added |
| Community Bank, N.A. | 13,994 | $2.91M | 0.41% | +1,375+10.9% | Added |
| 1832 Asset Management L.P. | 14,062 | $2.93M | 0.01% | −17,943−56.1% | Reduced |
| Boit C F David | 14,198 | $2.93M | 2.01% | 00.0% | Unchanged |
| LSV Asset Management | 14,099 | $2.94M | 0.01% | −1,200−7.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,126 | $2.94M | 0.23% | −742−5.0% | Reduced |
| Weil Company, Inc. | 14,142 | $2.94M | 1.46% | +30.0% | Added |
| Savant Capital, LLC | 14,216 | $2.96M | 0.04% | +8,614+153.8% | Added |
| Cetera Advisors LLC | 14,410 | $3.00M | 0.05% | +5,370+59.4% | Added |
| New Hampshire Trust | 14,494 | $3.02M | 0.82% | −418−2.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 14,516 | $3.02M | 1.59% | +1,015+7.5% | Added |
| Thomasville National Bank | 14,621 | $3.04M | 0.30% | −146−1.0% | Reduced |
| Somerset Trust Co | 14,646 | $3.05M | 1.39% | −27−0.2% | Reduced |
| Banque Cantonale Vaudoise | 14,676 | $3.06M | 0.15% | +389+2.7% | Added |
| APG Asset Management N.V. | 14,733 | $3.07M | 0.01% | −1,300−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 14,901 | $3.10M | 0.10% | +2,534+20.5% | Added |
| Ar Asset Management Inc | 14,906 | $3.10M | 0.87% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 14,944 | $3.11M | 0.13% | −2,293−13.3% | Reduced |
| Bristlecone Advisors, LLC | 14,956 | $3.11M | 0.35% | +405+2.8% | Added |
| SPC Financial, Inc. | 14,969 | $3.12M | 0.35% | −132−0.9% | Reduced |
| Johnson Investment Counsel Inc | 15,044 | $3.13M | 0.04% | +1,050+7.5% | Added |
| Cincinnati Indemnity Co | 15,047 | $3.13M | 8.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,156 | $3.16M | 0.16% | −2,924−16.2% | Reduced |
| Park Avenue Securities LLC | 15,438 | $3.21M | 0.05% | +1,730+12.6% | Added |
| Banque Pictet & Cie SA | 15,509 | $3.23M | 0.04% | −11,695−43.0% | Reduced |
| Brendel Financial Advisors LLC | 15,592 | $3.25M | 4.82% | +15,592 | New |
| Laffer Tengler Investments | 15,865 | $3.30M | 0.97% | −2,050−11.4% | Reduced |
| Panagora Asset Management Inc | 15,931 | $3.32M | 0.02% | +10,464+191.4% | Added |
| Legacy Wealth Management, LLC | 15,968 | $3.32M | 1.73% | −20−0.1% | Reduced |
| Mizuho Markets Americas LLC | 15,978 | $3.33M | 0.12% | +15,978 | New |
| Summit Global Investments | 16,052 | $3.34M | 0.22% | −205−1.3% | Reduced |
| Citizens National Bank Trust Department | 16,156 | $3.36M | 0.92% | +50+0.3% | Added |
| Twin Tree Management, LP | 16,161 | $3.36M | 0.11% | +16,161 | New |
| Norinchukin Bank, The | 16,193 | $3.37M | 0.08% | −20,376−55.7% | Reduced |
| Romano Brothers and Company | 16,230 | $3.38M | 0.53% | +10+0.1% | Added |
| Stoneridge Investment Partners LLC | 16,264 | $3.39M | 1.60% | −807−4.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,359 | $3.41M | 1.57% | +2,195+15.5% | Added |
| New Vernon Investment Management LLC | 16,391 | $3.41M | 5.22% | 00.0% | Unchanged |
| Whittier Trust Co | 16,439 | $3.42M | 0.06% | +508+3.2% | Added |
| Pinnacle Associates Ltd | 16,515 | $3.44M | 0.06% | +21+0.1% | Added |
| Twin Capital Management Inc | 16,550 | $3.45M | 0.49% | −1,082−6.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,629 | $3.46M | 0.95% | +13+0.1% | Added |
| Alta Fox Capital Management, LLC | 16,700 | $3.48M | 3.81% | +16,700 | New |
| Plimoth Trust Co LLC | 16,746 | $3.49M | 1.09% | +201+1.2% | Added |
| Chicago Trust Co NA | 16,787 | $3.49M | 0.88% | −309−1.8% | Reduced |
| Metropolitan Life Insurance Co | 16,994 | $3.54M | 0.18% | −1,055−5.8% | Reduced |
| Quadrature Capital Ltd | 17,145 | $3.57M | 0.07% | +7,552+78.7% | Added |
| Putnam Investments LLC | 17,160 | $3.57M | 0.01% | +1,300+8.2% | Added |
| Cetera Investment Advisers | 17,449 | $3.63M | 0.03% | +42+0.2% | Added |
| Resolute Capital Asset Partners LLC | 17,500 | $3.64M | 2.57% | +17,500 | New |
| Meiji Yasuda Life Insurance Co | 17,525 | $3.65M | 0.10% | +11,025+169.6% | Added |
| Liberty Capital Management, Inc. | 17,557 | $3.66M | 1.08% | 00.0% | Unchanged |
| Advocate Group LLC | 17,940 | $3.73M | 0.87% | +1,731+10.7% | Added |
| Berkshire Bank | 17,949 | $3.74M | 1.08% | −187−1.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 18,051 | $3.76M | 0.09% | +6,051+50.4% | Added |
| Financial Advisory Partners, LLC | 18,152 | $3.78M | 1.52% | −202−1.1% | Reduced |