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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 18,225 | $3.79M | 0.02% | +18,225 | New |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $3.84M | 1.46% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 18,545 | $3.86M | 1.97% | −2,415−11.5% | Reduced |
| Horizon Investment Services, LLC | 18,557 | $3.86M | 2.32% | +62+0.3% | Added |
| Advisor Partners II, LLC | 18,757 | $3.90M | 0.16% | +2,467+15.1% | Added |
| Wesbanco Bank Inc | 18,771 | $3.91M | 0.17% | +1,986+11.8% | Added |
| Princeton Global Asset Management LLC | 19,069 | $3.97M | 1.13% | +1,700+9.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 19,125 | $3.98M | 0.26% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 19,138 | $3.98M | 1.12% | −41−0.2% | Reduced |
| NovaPoint Capital, LLC | 19,336 | $4.03M | 1.60% | +439+2.3% | Added |
| Siemens Fonds Invest GmbH | 19,518 | $4.06M | 0.41% | +2,047+11.7% | Added |
| River Wealth Advisors LLC | 19,543 | $4.07M | 0.73% | +1,188+6.5% | Added |
| Umb Bank N A | 19,673 | $4.10M | 0.07% | −5,699−22.5% | Reduced |
| NBC Securities, Inc. | 19,689 | $4.10M | 0.45% | +19,689 | New |
| Greenleaf Trust | 19,758 | $4.11M | 0.05% | −639−3.1% | Reduced |
| Demars Financial Group, LLC | 19,806 | $4.12M | 2.36% | +19,806 | New |
| S&CO Inc | 19,854 | $4.13M | 0.34% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 20,048 | $4.17M | 0.83% | −561−2.7% | Reduced |
| Metis Global Partners, LLC | 20,202 | $4.21M | 0.20% | +1,909+10.4% | Added |
| SlateStone Wealth, LLC | 20,529 | $4.27M | 0.62% | +16,945+472.8% | Added |
| Daymark Wealth Partners, LLC | 20,597 | $4.29M | 0.30% | +11,493+126.2% | Added |
| Virginia Wealth Management Group, Inc. | 20,760 | $4.32M | 2.92% | +226+1.1% | Added |
| Kinneret Advisory, LLC | 20,679 | $4.32M | 0.53% | −12−0.1% | Reduced |
| Selway Asset Management | 20,835 | $4.34M | 2.00% | −115−0.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,923 | $4.36M | 0.57% | +34+0.2% | Added |
| Lantz Financial LLC | 21,089 | $4.39M | 1.75% | −328−1.5% | Reduced |
| Middleton & Co Inc | 21,319 | $4.44M | 0.61% | −683−3.1% | Reduced |
| AE Wealth Management LLC | 21,366 | $4.45M | 0.03% | +553+2.7% | Added |
| Silvercrest Asset Management Group LLC | 21,463 | $4.47M | 0.03% | +21,463 | New |
| Northwest & Ethical Investments L.P. | 21,526 | $4.48M | 0.15% | −30,695−58.8% | Reduced |
| New Mexico Educational Retirement Board | 21,537 | $4.48M | 0.19% | +1,400+7.0% | Added |
| Charter Trust Co | 21,637 | $4.50M | 0.36% | −421−1.9% | Reduced |
| Central Bank & Trust Co | 21,851 | $4.55M | 0.79% | +20+0.1% | Added |
| Phoenix Holdings Ltd. | 21,710 | $4.56M | 0.09% | +3,834+21.4% | Added |
| Coastline Trust Co | 21,912 | $4.56M | 0.67% | −2,520−10.3% | Reduced |
| Lido Advisors, LLC | 21,972 | $4.57M | 0.05% | −12,889−37.0% | Reduced |
| Alps Advisors Inc | 22,222 | $4.63M | 0.04% | +3,748+20.3% | Added |
| Highland Capital Management, LLC | 22,315 | $4.65M | 0.32% | −1,571−6.6% | Reduced |
| Two Sigma Advisers, LP | 22,413 | $4.67M | 0.01% | −31,600−58.5% | Reduced |
| Dana Investment Advisors, Inc. | 22,456 | $4.67M | 0.24% | +5,350+31.3% | Added |
| Advisors Asset Management, Inc. | 22,482 | $4.68M | 0.10% | −5,085−18.4% | Reduced |
| Brady Family Wealth, LLC | 22,517 | $4.69M | 1.81% | +307+1.4% | Added |
| Genus Capital Management Inc. | 22,520 | $4.69M | 0.74% | +22,520 | New |
| Gotham Asset Management, LLC | 22,628 | $4.71M | 0.10% | −3,635−13.8% | Reduced |
| Benedict Financial Advisors Inc | 23,059 | $4.80M | 1.39% | +274+1.2% | Added |
| Park National Corp | 23,215 | $4.83M | 0.22% | −495−2.1% | Reduced |
| Trust Co of Vermont | 23,299 | $4.85M | 0.33% | +358+1.6% | Added |
| Stonegate Investment Group, LLC | 23,493 | $4.89M | 0.18% | −6,387−21.4% | Reduced |
| Van Cleef Asset Management,Inc | 23,752 | $4.94M | 0.78% | −80.0% | Reduced |
| Cornerstone Advisors, LLC | 24,300 | $5.06M | 0.24% | +19,500+406.3% | Added |
| Evexia Wealth LLC | 23,562 | $5.08M | 2.57% | +34+0.1% | Added |
| Portolan Capital Management, LLC | 24,441 | $5.09M | 0.48% | +24,441 | New |
| American Assets Investment Management, LLC | 25,000 | $5.20M | 0.58% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 25,353 | $5.28M | 1.01% | −445−1.7% | Reduced |
| Louisiana State Employees Retirement System | 25,400 | $5.29M | 0.12% | −200−0.8% | Reduced |
| Jefferies Financial Group Inc. | 25,400 | $5.29M | 0.13% | +18,541+270.3% | Added |
| Transform Wealth, LLC | 25,543 | $5.34M | 0.56% | −10,108−28.4% | Reduced |
| Crossmark Global Holdings, Inc. | 25,861 | $5.42M | 0.12% | −793−3.0% | Reduced |
| JustInvest LLC | 26,046 | $5.42M | 0.16% | −145−0.6% | Reduced |
| Pacer Advisors, Inc. | 26,127 | $5.44M | 0.02% | +639+2.5% | Added |
| Point72 Europe (London) LLP | 26,200 | $5.45M | 0.74% | −34,524−56.9% | Reduced |
| Banco Santander, S.A. | 26,620 | $5.54M | 0.08% | +6,606+33.0% | Added |
| Lighthouse Investment Partners, LLC | 26,876 | $5.60M | 0.33% | −9,344−25.8% | Reduced |
| Farmers Trust Co | 26,916 | $5.60M | 1.29% | −727−2.6% | Reduced |
| Ostrum Asset Management | 27,265 | $5.68M | 0.53% | +4,079+17.6% | Added |
| Rock Point Advisors, LLC | 27,361 | $5.70M | 1.97% | −125−0.5% | Reduced |
| Harrell Investment Partners, LLC | 27,660 | $5.71M | 1.94% | +1,421+5.4% | Added |
| Janney Capital Management LLC | 27,453 | $5.71M | 0.44% | +120.0% | Added |
| Woodmont Investment Counsel LLC | 27,575 | $5.74M | 0.61% | +11,253+68.9% | Added |
| Woodstock Corp | 27,588 | $5.74M | 0.72% | −237−0.9% | Reduced |
| Advisory Services Network, LLC | 27,718 | $5.77M | 0.15% | −118,823−81.1% | Reduced |
| ABN AMRO Bank N.V. | 27,891 | $5.80M | 0.10% | −149−0.5% | Reduced |
| SYSTM Wealth Solutions LLC | 27,892 | $5.81M | 0.89% | −2,209−7.3% | Reduced |
| Railway Pension Investments Ltd | 28,000 | $5.83M | 0.06% | 00.0% | Unchanged |
| Synovus Financial Corp | 28,335 | $5.90M | 0.07% | −1,351−4.6% | Reduced |
| Atria Investments LLC | 28,386 | $5.91M | 0.11% | +3,057+12.1% | Added |
| Hartford Investment Management Co | 28,424 | $5.92M | 0.24% | −932−3.2% | Reduced |
| Stokes Capital Advisors, LLC | 28,823 | $6.00M | 2.09% | −46−0.2% | Reduced |
| HB Wealth Management, LLC | 28,879 | $6.01M | 0.10% | +1,144+4.1% | Added |
| Ci Investments Inc. | 29,011 | $6.04M | 0.03% | −32,041−52.5% | Reduced |
| Kestra Private Wealth Services, LLC | 29,113 | $6.06M | 0.19% | +2,325+8.7% | Added |
| Jackson Square Capital, LLC | 29,270 | $6.09M | 2.45% | +5,151+21.4% | Added |
| Securian Asset Management, Inc | 29,474 | $6.14M | 0.18% | −4,859−14.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 29,669 | $6.18M | 0.59% | +29,669 | New |
| Evergreen Capital Management LLC | 29,621 | $6.19M | 0.27% | −173−0.6% | Reduced |
| Kesler, Norman & Wride, LLC | 29,910 | $6.23M | 1.56% | −455−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,083 | $6.26M | 0.01% | +889+3.0% | Added |
| Oppenheimer & Co Inc | 30,094 | $6.26M | 0.13% | −5,620−15.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 30,097 | $6.27M | 0.14% | −241−0.8% | Reduced |
| Prudential PLC | 30,514 | $6.35M | 0.07% | +4,637+17.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 30,790 | $6.41M | 0.30% | +4,567+17.4% | Added |
| Ieq Capital, LLC | 30,792 | $6.41M | 0.13% | +1,025+3.4% | Added |
| Carnegie Capital Asset Management, LLC | 31,225 | $6.50M | 0.25% | −639−2.0% | Reduced |
| Alaska Permanent Fund Corp | 31,560 | $6.57M | 0.12% | +92+0.3% | Added |
| Kentucky Retirement Systems | 31,639 | $6.59M | 0.23% | −1,662−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 31,800 | $6.62M | 0.09% | −397−1.2% | Reduced |
| Diversified Trust Co | 31,860 | $6.63M | 0.25% | −1,600−4.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 32,452 | $6.76M | 0.70% | +14,138+77.2% | Added |
| Cetera Advisor Networks LLC | 33,202 | $6.91M | 0.04% | +2,600+8.5% | Added |
| Swiss Life Asset Management Ltd | 33,262 | $6.92M | 0.11% | −1,969−5.6% | Reduced |