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 |
|---|---|---|---|---|---|
| Country Club Bank | 1,200 | $254.7K | 0.02% | −15−1.2% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $254.8K | 0.09% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 1,227 | $255.5K | 0.01% | −124−9.2% | Reduced |
| Quaker Wealth Management, LLC | 1,229 | $255.8K | 0.12% | +2+0.2% | Added |
| Columbia Trust Co 01012016 | 1,233 | $256.7K | 0.15% | +46+3.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,244 | $259.0K | 0.08% | +47+3.9% | Added |
| Smithfield Trust Co | 1,244 | $259.0K | 0.02% | −5−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 1,252 | $260.7K | 0.05% | +52+4.3% | Added |
| Atlantic Union Bankshares Corp | 1,255 | $261.3K | 0.03% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,265 | $263.3K | 0.00% | −9−0.7% | Reduced |
| Sage Mountain Advisors LLC | 1,269 | $264.2K | 0.04% | +17+1.4% | Added |
| Everhart Financial Group, Inc. | 1,290 | $268.6K | 0.11% | +171+15.3% | Added |
| Renaissance Group LLC | 1,291 | $268.8K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,291 | $268.8K | 0.13% | 00.0% | Unchanged |
| Bollard Group LLC | 1,290 | $269.0K | 0.01% | −25−1.9% | Reduced |
| Strategy Asset Managers LLC | 1,300 | $270.7K | 0.07% | −23−1.7% | Reduced |
| Guerra Pan Advisors, LLC | 1,305 | $271.7K | 0.31% | −21−1.6% | Reduced |
| Van Hulzen Asset Management, LLC | 1,308 | $272.0K | 0.02% | +141+12.1% | Added |
| MONECO Advisors, LLC | 1,312 | $273.1K | 0.07% | +20+1.5% | Added |
| Financial & Tax Architects, LLC | 1,337 | $278.4K | 0.09% | −3−0.2% | Reduced |
| Sawyer & Company, Inc | 1,351 | $281.0K | 0.13% | +204+17.8% | Added |
| Invesco, LLC | 1,351 | $281.3K | 0.14% | +9+0.7% | Added |
| Strategic Advisors LLC | 1,356 | $282.3K | 0.06% | −81−5.6% | Reduced |
| Imprint Wealth LLC | 1,359 | $283.6K | 0.24% | −689−33.6% | Reduced |
| Ascent Group, LLC | 1,296 | $283.6K | 0.03% | −3,216−71.3% | Reduced |
| Focus Financial Network, Inc. | 1,360 | $284.3K | 0.02% | +186+15.8% | Added |
| Petrus Trust Company, LTA | 1,367 | $284.6K | 0.03% | −938−40.7% | Reduced |
| Tandem Wealth Advisors LLC | 1,369 | $285.0K | 0.17% | −17−1.2% | Reduced |
| Live Oak Investment Partners | – | $286.0K | 0.25% | – | – |
| West Family Investments, Inc. | 1,374 | $286.0K | 0.10% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,381 | $287.0K | 0.14% | −619−31.0% | Reduced |
| Johnson Financial Group, Inc. | 1,382 | $288.9K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,403 | $292.1K | 0.03% | +1,403 | New |
| Peak Planning Group, LLC | 1,410 | $293.6K | 0.23% | −181−11.4% | Reduced |
| Warther Private Wealth, LLC | 1,412 | $293.9K | 0.20% | +1,412 | New |
| Mayflower Financial Advisors, LLC | 1,412 | $294.0K | 0.04% | +57+4.2% | Added |
| Phillips Wealth Planners LLC | 1,399 | $294.6K | 0.40% | +1+0.1% | Added |
| Tectonic Advisors LLC | 1,422 | $296.1K | 0.03% | +6+0.4% | Added |
| Means Investment Co., Inc. | 1,423 | $296.2K | 0.05% | +2+0.1% | Added |
| Pflug Koory, LLC | 1,424 | $296.4K | 0.17% | +23+1.6% | Added |
| Advisory Research Inc | 1,426 | $296.9K | 0.04% | −1−0.1% | Reduced |
| Engineers Gate Manager LP | 1,427 | $297.1K | 0.01% | −22,274−94.0% | Reduced |
| Weik Capital Management | 1,445 | $300.8K | 0.15% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,449 | $301.7K | 0.10% | +1,449 | New |
| Moreno Evelyn V | 1,450 | $301.9K | 0.07% | +1,450 | New |
| Modera Wealth Management, LLC | 1,456 | $303.1K | 0.01% | +92+6.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,461 | $304.2K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,467 | $305.4K | 0.15% | +38+2.7% | Added |
| SFMG, LLC | 1,488 | $309.7K | 0.03% | +39+2.7% | Added |
| Chicago Partners Investment Group LLC | 1,508 | $311.4K | 0.02% | −34−2.2% | Reduced |
| Northern Financial Advisors Inc | 1,496 | $311.4K | 0.29% | +325+27.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,500 | $312.3K | 0.05% | +1,500 | New |
| Steinberg Asset Management LLC | 1,500 | $313.6K | 0.28% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,511 | $314.6K | 0.10% | +1,511 | New |
| Sicart Associates LLC | 1,510 | $315.6K | 0.12% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,525 | $317.5K | 0.01% | −4,643−75.3% | Reduced |
| Anchor Investment Management, LLC | 1,527 | $317.9K | 0.04% | −67−4.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,538 | $320.2K | 0.00% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,545 | $321.6K | 0.09% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,547 | $322.1K | 0.28% | +294+23.5% | Added |
| Equitable Holdings, Inc. | 1,553 | $323.3K | 0.00% | +350+29.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,558 | $324.4K | 0.34% | +221+16.5% | Added |
| SRS Capital Advisors, Inc. | 1,564 | $325.5K | 0.04% | −36−2.3% | Reduced |
| First Foundation Advisors | 1,568 | $326.4K | 0.02% | +388+32.9% | Added |
| DRW Securities, LLC | 1,573 | $327.0K | 0.03% | −20,560−92.9% | Reduced |
| Baron Wealth Management LLC | 1,573 | $327.5K | 0.21% | +28+1.8% | Added |
| Revisor Wealth Management LLC | 1,578 | $328.5K | 0.28% | +282+21.8% | Added |
| Eagle Bluffs Wealth Management LLC | 1,584 | $329.8K | 0.25% | −417−20.8% | Reduced |
| BSW Wealth Partners | 1,585 | $330.0K | 0.07% | +337+27.0% | Added |
| QP Wealth Management, LLC | 1,585 | $330.0K | 0.58% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,586 | $330.2K | 0.02% | −8−0.5% | Reduced |
| Citizens Financial Group Inc | 1,589 | $330.7K | 0.01% | −1,401−46.9% | Reduced |
| Catalyst Financial Partners LLC | 1,589 | $330.8K | 0.11% | +242+18.0% | Added |
| Roberts Glore & Co Inc | 1,591 | $331.2K | 0.11% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,592 | $331.4K | 0.03% | +217+15.8% | Added |
| Berkeley Capital Partners, LLC | 1,594 | $331.9K | 0.12% | −135−7.8% | Reduced |
| Farther Finance Advisors, LLC | 1,595 | $332.0K | 0.05% | −73−4.4% | Reduced |
| Sargent Investment Group, LLC | 1,596 | $332.3K | 0.08% | +1,596 | New |
| Congress Park Capital LLC | 1,600 | $333.1K | 0.19% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,600 | $333.1K | 0.10% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,607 | $334.5K | 0.02% | −245−13.2% | Reduced |
| RSM US Wealth Management LLC | 1,609 | $336.4K | 0.01% | +110+7.3% | Added |
| Procyon Private Wealth Partners, LLC | 1,625 | $338.3K | 0.03% | +286+21.4% | Added |
| Wealthcare Advisory Partners LLC | 1,628 | $338.9K | 0.02% | −144−8.1% | Reduced |
| Family Management Corp | 1,629 | $339.1K | 0.08% | −966−37.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,631 | $339.5K | 0.27% | −39−2.3% | Reduced |
| Associated Banc-Corp | 1,635 | $340.4K | 0.01% | −50−3.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,638 | $341.0K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,642 | $341.8K | 0.27% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,646 | $342.6K | 0.02% | −525−24.2% | Reduced |
| Venturi Wealth Management, LLC | 1,662 | $346.1K | 0.03% | −373−18.3% | Reduced |
| Legacy Advisors, LLC | 1,657 | $346.3K | 0.06% | +190+13.0% | Added |
| LMG Wealth Partners, LLC | 1,670 | $347.7K | 0.11% | +1,670 | New |
| Evermay Wealth Management LLC | 1,672 | $348.8K | 0.07% | +122+7.9% | Added |
| Courier Capital LLC | 1,678 | $349.3K | 0.03% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,675 | $350.0K | 0.06% | +375+28.8% | Added |
| Mitchell Sinkler & Starr | 1,683 | $350.4K | 0.11% | −416−19.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,685 | $350.8K | 0.05% | +256+17.9% | Added |
| Ironwood Investment Counsel, LLC | 1,686 | $351.0K | 0.08% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 1,677 | $351.0K | 0.02% | +43+2.6% | Added |