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 |
|---|---|---|---|---|---|
| Trust Co | 788 | $164.0K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 780 | $164.4K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 796 | $165.7K | 0.04% | −86−9.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 799 | $166.3K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 811 | $168.8K | 0.08% | −45−5.3% | Reduced |
| Caldwell Trust Co | 812 | $169.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 842 | $175.3K | 0.02% | −138−14.1% | Reduced |
| Park Place Capital Corp | 863 | $179.7K | 0.05% | −33−3.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 866 | $181.0K | 0.02% | −101−10.4% | Reduced |
| American National Bank | 875 | $182.2K | 0.03% | +295+50.9% | Added |
| Oakworth Capital, Inc. | 934 | $194.4K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 960 | $199.9K | 0.04% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 968 | $201.5K | 0.03% | +968 | New |
| Seelaus Asset Management LLC | 992 | $203.0K | 0.23% | −1,564−61.2% | Reduced |
| Altfest L J & Co Inc | 977 | $203.0K | 0.03% | +977 | New |
| First Financial Bank - Trust Division | 978 | $203.6K | 0.02% | −250−20.4% | Reduced |
| Rothschild Investment Corp | 981 | $204.0K | 0.02% | +981 | New |
| Cornerstone Advisory, LLC | 981 | $204.2K | 0.04% | +981 | New |
| Guardian Wealth Advisors, LLC | 990 | $206.2K | 0.16% | +990 | New |
| CVA Family Office, LLC | 992 | $206.5K | 0.05% | +70+7.6% | Added |
| Cohen & Steers, Inc. | 992 | $207.0K | 0.00% | 00.0% | Unchanged |
| Sabal Trust CO | 995 | $207.1K | 0.01% | −73−6.8% | Reduced |
| RBF Capital, LLC | 1,000 | $208.2K | 0.01% | +1,000 | New |
| Cullinan Associates Inc | 1,000 | $208.2K | 0.01% | +1,000 | New |
| David Loasby | 1,004 | $208.5K | 0.02% | +1,004 | New |
| Palisade Asset Management, LLC | 1,003 | $208.8K | 0.03% | +1,003 | New |
| One Capital Management, LLC | 1,004 | $209.0K | 0.01% | +1,004 | New |
| GHP Investment Advisors, Inc. | 991 | $209.0K | 0.01% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,007 | $209.6K | 0.10% | +1,007 | New |
| MCF Advisors LLC | 1,004 | $210.0K | 0.02% | −37−3.6% | Reduced |
| Quent Capital, LLC | 1,015 | $211.3K | 0.03% | +28+2.8% | Added |
| Excalibur Management Corp | 1,016 | $211.5K | 0.11% | +1,016 | New |
| Financial Advisors, LLC | 1,020 | $212.3K | 0.05% | −30−2.9% | Reduced |
| V-Square Quantitative Management LLC | 1,024 | $213.2K | 0.09% | +1,024 | New |
| Leisure Capital Management | 1,024 | $213.2K | 0.12% | −28−2.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,027 | $213.8K | 0.01% | −268−20.7% | Reduced |
| McLean Asset Management Corp | 1,024 | $214.8K | 0.09% | +1,024 | New |
| Kickstand Ventures, LLC. | 1,032 | $214.8K | 0.07% | +1,032 | New |
| Northstar Group, Inc. | 1,037 | $215.9K | 0.05% | −10−1.0% | Reduced |
| Independent Financial Group, LLC | 1,038 | $216.1K | 0.01% | +1,038 | New |
| Mendel Money Management | 1,038 | $216.1K | 0.12% | +1,038 | New |
| Fox Run Management, L.L.C. | 1,039 | $216.3K | 0.06% | −3,808−78.6% | Reduced |
| VeraBank, N.A. | 1,039 | $216.3K | 0.08% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,044 | $217.0K | 0.01% | −48−4.4% | Reduced |
| Titleist Asset Management, LLC | 1,058 | $220.2K | 0.05% | +2+0.2% | Added |
| Gries Financial LLC | 1,060 | $220.7K | 0.06% | +1,060 | New |
| Convergence Investment Partners, LLC | 1,065 | $222.0K | 0.13% | +2+0.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $222.6K | 0.15% | −27−2.5% | Reduced |
| Mark Stevens | 1,070 | $222.8K | 0.03% | +1,070 | New |
| Delta Financial Group, Inc. | 1,074 | $223.0K | 0.08% | −6−0.6% | Reduced |
| StrongBox Wealth, LLC | 1,077 | $224.2K | 0.14% | −115−9.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,084 | $225.7K | 0.02% | +10+0.9% | Added |
| IFP Advisors, Inc | 1,086 | $226.0K | 0.01% | +280+34.7% | Added |
| Drive Wealth Management, LLC | 1,087 | $227.2K | 0.08% | +1,087 | New |
| Avestar Capital, LLC | 1,090 | $227.8K | 0.03% | +1,090 | New |
| Kidder Stephen W | 1,096 | $228.2K | 0.08% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,100 | $229.0K | 0.56% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $229.0K | 0.13% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,100 | $229.0K | 0.05% | +1,100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $229.0K | 0.15% | +64+6.2% | Added |
| Keel Point, LLC | 1,104 | $229.9K | 0.03% | −182−14.2% | Reduced |
| Firethorn Wealth Partners, LLC | 1,107 | $230.4K | 0.18% | +1,107 | New |
| Elgethun Capital Management | 1,119 | $230.7K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,110 | $231.1K | 0.03% | +1,110 | New |
| Grove Bank & Trust | 1,120 | $233.2K | 0.05% | +205+22.4% | Added |
| StrategIQ Financial Group, LLC | 1,121 | $233.4K | 0.03% | +32+2.9% | Added |
| Echo45 Advisors LLC | 1,122 | $233.6K | 0.20% | −66−5.6% | Reduced |
| Eqis Capital Management, Inc. | 1,124 | $234.0K | 0.03% | −1,663−59.7% | Reduced |
| Clarus Group, Inc. | 1,130 | $235.2K | 0.17% | −46−3.9% | Reduced |
| Abacus Planning Group, Inc. | 1,130 | $235.2K | 0.06% | −26−2.2% | Reduced |
| Van Leeuwen & Company, LLC | 1,130 | $235.2K | 0.15% | +1,130 | New |
| Edmond de Rothschild Holding S.A. | 1,131 | $235.5K | 0.00% | −55−4.6% | Reduced |
| BancorpSouth Bank | 1,135 | $236.3K | 0.02% | −40−3.4% | Reduced |
| Northern Oak Wealth Management Inc | 1,141 | $237.5K | 0.03% | −889−43.8% | Reduced |
| NorthRock Partners, LLC | 1,142 | $237.7K | 0.02% | +11+1.0% | Added |
| Foster Dykema Cabot & Co Inc | 1,141 | $238.0K | 0.03% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,146 | $238.5K | 0.09% | +86+8.1% | Added |
| HBK Sorce Advisory LLC | 1,153 | $239.9K | 0.01% | −19−1.6% | Reduced |
| Cypress Capital Group | 1,156 | $240.7K | 0.03% | −26−2.2% | Reduced |
| RFG Advisory, LLC | 1,156 | $240.7K | 0.01% | −196−14.5% | Reduced |
| Warren Averett Asset Management, LLC | 1,160 | $241.5K | 0.01% | +1,160 | New |
| Crestwood Advisors Group LLC | 1,162 | $241.9K | 0.01% | +1,162 | New |
| WealthShield Partners, LLC | 1,167 | $243.9K | 0.04% | −7,521−86.6% | Reduced |
| Parthenon LLC | 1,174 | $244.4K | 0.04% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,176 | $244.8K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,015 | $246.5K | 0.12% | −49−4.6% | Reduced |
| Smith Shellnut Wilson LLC | 1,185 | $246.7K | 0.15% | 00.0% | Unchanged |
| Nwam LLC | 1,192 | $248.4K | 0.03% | +2+0.2% | Added |
| Equitable Trust Co | 1,196 | $249.0K | 0.02% | +1,196 | New |
| Notis-McConarty Edward | 1,200 | $249.8K | 0.10% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,209 | $251.0K | 0.12% | +2+0.2% | Added |
| Resonant Capital Advisors, LLC | 1,201 | $251.1K | 0.03% | +23+2.0% | Added |
| Patron Partners Advisors, LLC | 1,207 | $251.3K | 0.19% | −26−2.1% | Reduced |
| Summit Financial Group Inc | 1,208 | $251.5K | 0.11% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,217 | $253.0K | 0.02% | −50−3.9% | Reduced |
| Norway Savings Bank | 1,218 | $253.6K | 0.13% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,218 | $253.6K | 0.16% | +28+2.4% | Added |
| Integrated Advisors Network LLC | 1,219 | $253.7K | 0.02% | +6+0.5% | Added |
| Allstate Corp | 1,219 | $253.8K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $254.0K | 0.07% | 00.0% | Unchanged |