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
- 1,487
- +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
- 569 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 |
|---|---|---|---|---|---|
| Clean Yield Group | 120 | $25.2K | 0.01% | −13−9.8% | Reduced |
| Tfo-TDC, LLC | 135 | $26.0K | 0.01% | +4+3.1% | Added |
| Emfo, LLC | 125 | $26.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 132 | $27.6K | 0.00% | +132 | New |
| Hollencrest Capital Management | 135 | $28.1K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 139 | $28.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 137 | $29.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 155 | $32.3K | 0.00% | +152+5,066.7% | Added |
| HHM Wealth Advisors, LLC | 160 | $33.3K | 0.01% | −123−43.5% | Reduced |
| Bangor Savings Bank | 164 | $34.1K | 0.00% | +24+17.1% | Added |
| Annapolis Financial Services, LLC | 173 | $36.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 175 | $36.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 177 | $36.8K | 0.00% | +177 | New |
| Old Second National Bank of Aurora | 180 | $37.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 189 | $39.3K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 193 | $40.2K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 194 | $40.4K | 0.01% | −60−23.6% | Reduced |
| Armstrong Advisory Group, Inc | 194 | $40.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 198 | $41.2K | 0.01% | −39−16.5% | Reduced |
| TFC Financial Management | 202 | $42.1K | 0.01% | +34+20.2% | Added |
| Bell Investment Advisors, Inc | 208 | $43.3K | 0.01% | +59+39.6% | Added |
| Caldwell Sutter Capital, Inc. | 213 | $44.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 217 | $45.2K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 220 | $46.0K | 0.01% | +27+14.0% | Added |
| Boyd Watterson Asset Management LLC | 226 | $47.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 230 | $47.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 232 | $48.3K | 0.00% | −44−15.9% | Reduced |
| Baystate Wealth Management LLC | 238 | $49.7K | 0.00% | +2+0.8% | Added |
| WR Wealth Planners, LLC | 240 | $50.0K | 0.02% | −142−37.2% | Reduced |
| Oakmont Corp | 240 | $50.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $50.4K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $51.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 258 | $53.6K | 0.01% | −1,465−85.0% | Reduced |
| Acima Private Wealth, LLC | 264 | $55.0K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 274 | $57.1K | 0.04% | +1+0.4% | Added |
| Gables Capital Management Inc. | 275 | $57.3K | 0.04% | 00.0% | Unchanged |
| Horizons Wealth Management | 282 | $58.7K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 285 | $59.3K | 0.01% | −20−6.6% | Reduced |
| Hexagon Capital Partners LLC | 288 | $60.0K | 0.02% | +47+19.5% | Added |
| Farmers & Merchants Investments Inc | 293 | $61.0K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 318 | $66.2K | 0.03% | +218+218.0% | Added |
| Granite FO LLC | 320 | $66.6K | 0.05% | −435−57.6% | Reduced |
| Castleview Partners, LLC | 325 | $67.7K | 0.06% | +7+2.2% | Added |
| Indiana Trust & Investment Management CO | 328 | $68.3K | 0.03% | +328 | New |
| Stonebridge Capital Advisors LLC | 338 | $70.4K | 0.01% | −16−4.5% | Reduced |
| Hantz Financial Services, Inc. | 344 | $72.0K | 0.00% | +52+17.8% | Added |
| Cassady Schiller Wealth Management, LLC | 347 | $72.2K | 0.04% | +47+15.7% | Added |
| Rise Advisors, LLC | 351 | $73.0K | 0.06% | +2+0.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 361 | $75.2K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 365 | $76.0K | 0.01% | +365 | New |
| Newbridge Financial Services Group, Inc. | 370 | $77.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 373 | $77.7K | 0.01% | +14+3.9% | Added |
| City Holding Co | 381 | $79.3K | 0.01% | −13−3.3% | Reduced |
| JNBA Financial Advisors | 391 | $81.4K | 0.01% | +17+4.5% | Added |
| ORG Partners LLC | 405 | $84.3K | 0.02% | −1,616−80.0% | Reduced |
| First Community Trust NA | 415 | $86.4K | 0.10% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $87.4K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 425 | $88.5K | 0.56% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 415 | $89.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 437 | $91.0K | 0.01% | −354−44.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 437 | $91.3K | 0.05% | +437 | New |
| CNB Bank | 443 | $92.2K | 0.05% | +35+8.6% | Added |
| Bray Capital Advisors | 446 | $92.8K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 455 | $94.7K | 0.07% | 00.0% | Unchanged |
| First Financial Corp | 461 | $96.0K | 0.06% | 00.0% | Unchanged |
| Avalon Trust Co | 466 | $97.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 470 | $97.8K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 475 | $98.9K | 0.03% | +12+2.6% | Added |
| Logan Capital Management Inc | 477 | $99.3K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 482 | $100.3K | 0.04% | +482 | New |
| Pinnacle Bancorp, Inc. | 483 | $100.6K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 484 | $100.8K | 0.02% | +484 | New |
| First Command Advisory Services, Inc. | 485 | $101.0K | 0.00% | +485 | New |
| Norwood Financial Corp | 500 | $104.1K | 0.17% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 500 | $104.1K | 0.03% | +225+81.8% | Added |
| Ramirez Asset Management, Inc. | 500 | $104.1K | 0.02% | +500 | New |
| GW&K Investment Management, LLC | 516 | $107.0K | 0.00% | +429+493.1% | Added |
| Salem Investment Counselors Inc | 518 | $108.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 521 | $108.4K | 0.06% | +2+0.4% | Added |
| Union Savings Bank | 536 | $111.6K | 0.07% | +250+87.4% | Added |
| Tradition Wealth Management, LLC | 548 | $114.0K | 0.01% | +3+0.6% | Added |
| LGT Financial Advisors LLC | 574 | $119.5K | 0.15% | +574 | New |
| Column Capital Advisors, LLC | 582 | $121.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 589 | $122.6K | 0.02% | −499−45.9% | Reduced |
| Heritage Wealth Advisors | 606 | $126.1K | 0.01% | +1+0.2% | Added |
| Delta Asset Management LLC | 633 | $131.8K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 660 | $137.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 661 | $137.7K | 0.04% | +14+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 691 | $143.9K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 694 | $144.5K | 0.06% | +535+336.5% | Added |
| CoreFirst Bank & Trust | 714 | $148.6K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 713 | $149.0K | 0.11% | +281+65.0% | Added |
| Provenance Wealth Advisors, LLC | 716 | $149.1K | 0.02% | +716 | New |
| Tucker Asset Management LLC | 724 | $150.7K | 0.04% | +200+38.2% | Added |
| Jones Financial Companies LLLP | 739 | $153.8K | 0.00% | +288+63.9% | Added |
| Financial Management Professionals, Inc. | 742 | $154.0K | 0.03% | +19+2.6% | Added |
| State of Wyoming | 745 | $155.1K | 0.03% | −154−17.1% | Reduced |
| Glassman Wealth Services | 745 | $155.1K | 0.03% | +8+1.1% | Added |
| Ancora Advisors, LLC | 771 | $160.5K | 0.00% | +261+51.2% | Added |
| Steward Financial Group LLC | 779 | $162.0K | 0.05% | +44+6.0% | Added |