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 |
|---|---|---|---|---|---|
| Rede Wealth, LLC | 1,696 | $353.1K | 0.18% | −156−8.4% | Reduced |
| Essex Savings Bank | 1,700 | $353.9K | 0.12% | −4−0.2% | Reduced |
| EHP Funds Inc. | 1,700 | $353.9K | 0.17% | −5,900−77.6% | Reduced |
| Lavaca Capital LLC | 1,702 | $354.3K | 0.13% | +10+0.6% | Added |
| Broadleaf Partners, LLC | 1,706 | $355.2K | 0.12% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 1,709 | $355.8K | 0.01% | +12+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,710 | $356.0K | 0.01% | +103+6.4% | Added |
| West Oak Capital, LLC | 1,735 | $361.0K | 0.18% | −50−2.8% | Reduced |
| Fidelis Capital Partners, LLC | 1,742 | $362.6K | 0.12% | +27+1.6% | Added |
| Tower Bridge Advisors | 1,742 | $362.6K | 0.03% | +17+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,747 | $363.7K | 0.05% | +172+10.9% | Added |
| Atlas Capital Advisors LLC | 1,751 | $364.5K | 0.06% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 1,766 | $367.6K | 0.34% | +1,766 | New |
| Ellevest, Inc. | 1,771 | $368.7K | 0.03% | −123−6.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,784 | $371.3K | 0.17% | +17+1.0% | Added |
| Benjamin Edwards Inc | 1,785 | $372.0K | 0.09% | +67+3.9% | Added |
| Farmers National Bank | 1,787 | $372.0K | 0.13% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,804 | $372.4K | 0.14% | −56−3.0% | Reduced |
| Geller Advisors LLC | 1,784 | $372.9K | 0.04% | +12+0.7% | Added |
| Shore Point Advisors, LLC | 1,799 | $374.5K | 0.27% | +4+0.2% | Added |
| Two Sigma Securities, LLC | 1,800 | $374.7K | 0.02% | −2,933−62.0% | Reduced |
| Legal Advantage Investments, Inc. | 1,800 | $374.7K | 0.27% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,804 | $375.6K | 0.52% | +30+1.7% | Added |
| Good Life Advisors, LLC | 1,812 | $377.2K | 0.04% | +1,812 | New |
| Clearview Wealth Advisors LLC | 1,813 | $377.4K | 0.47% | +8+0.4% | Added |
| Congress Wealth Management LLC | 1,814 | $377.6K | 0.01% | +156+9.4% | Added |
| Manchester Capital Management LLC | 1,814 | $377.6K | 0.06% | +61+3.5% | Added |
| Moloney Securities Asset Management, LLC | 1,815 | $377.8K | 0.07% | −7−0.4% | Reduced |
| Achmea Investment Management B.V. | 1,828 | $380.0K | 0.01% | −1,325−42.0% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $380.0K | 0.21% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,842 | $383.5K | 0.11% | +357+24.0% | Added |
| XTX Topco Ltd | 1,844 | $383.9K | 0.07% | +1,844 | New |
| Capital Investment Advisors, LLC | 1,859 | $387.0K | 0.01% | −208−10.1% | Reduced |
| Sandy Cove Advisors, LLC | 1,862 | $387.7K | 0.22% | +8+0.4% | Added |
| Grimes & Company, Inc. | 1,864 | $388.1K | 0.02% | −67−3.5% | Reduced |
| Hamilton Wealth, LLC | 1,865 | $388.2K | 0.14% | −10−0.5% | Reduced |
| Harbour Investments, Inc. | 1,869 | $389.1K | 0.02% | +24+1.3% | Added |
| Eudaimonia Advisors LLC | 1,877 | $390.8K | 0.27% | −12−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,880 | $391.4K | 0.09% | +1,880 | New |
| Plancorp, LLC | 1,888 | $393.0K | 0.02% | +78+4.3% | Added |
| Acadian Asset Management LLC | 1,897 | $394.0K | 0.00% | −9,634−83.5% | Reduced |
| First County Bank | 1,911 | $397.8K | 0.21% | +602+46.0% | Added |
| 9258 Wealth Management, LLC | 1,925 | $400.7K | 0.08% | −319−14.2% | Reduced |
| Appleton Partners Inc | 1,940 | $404.0K | 0.04% | −185−8.7% | Reduced |
| Pallas Capital Advisors LLC | 1,893 | $404.5K | 0.02% | +1,893 | New |
| Alerus Financial NA | 1,962 | $408.4K | 0.04% | −139−6.6% | Reduced |
| Earnest Partners LLC | 1,973 | $410.7K | 0.00% | −41−2.0% | Reduced |
| Axxcess Wealth Management, LLC | 1,979 | $412.0K | 0.01% | +1,979 | New |
| Angeles Investment Advisors, LLC | 1,985 | $414.9K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,998 | $416.0K | 0.04% | +287+16.8% | Added |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $416.4K | 0.19% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,000 | $416.4K | 0.20% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,006 | $417.0K | 0.11% | −33,275−94.3% | Reduced |
| First Citizens Bank & Trust Co | 2,008 | $418.0K | 0.01% | +175+9.5% | Added |
| Harfst & Associates, Inc. | 2,014 | $419.3K | 0.12% | −71−3.4% | Reduced |
| DCM Advisors, LLC | 2,024 | $421.4K | 0.19% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 2,024 | $421.4K | 0.02% | +131+6.9% | Added |
| Continuum Advisory, LLC | 2,041 | $424.9K | 0.07% | +396+24.1% | Added |
| M&R Capital Management Inc | 2,043 | $425.4K | 0.12% | 00.0% | Unchanged |
| DFPG Investments, LLC | 1,953 | $427.4K | 0.04% | −268−12.1% | Reduced |
| Voya Financial Advisors, Inc. | 2,027 | $430.3K | 0.05% | −80−3.8% | Reduced |
| Adviser Investments LLC | 2,073 | $431.6K | 0.01% | +2,073 | New |
| Edgestream Partners, L.P. | 2,075 | $432.0K | 0.03% | +2,075 | New |
| Evoke Wealth, LLC | 2,092 | $437.3K | 0.02% | +96+4.8% | Added |
| Western Wealth Management, LLC | 2,111 | $439.5K | 0.04% | +20+1.0% | Added |
| Baxter Bros Inc | 2,121 | $441.6K | 0.07% | −481−18.5% | Reduced |
| Vise Technologies, Inc. | 2,124 | $442.2K | 0.11% | +976+85.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $443.8K | 0.29% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,141 | $445.7K | 0.05% | −4−0.2% | Reduced |
| PDS Planning, Inc | 2,144 | $446.3K | 0.06% | +40+1.9% | Added |
| Foundation Resource Management Inc | 2,154 | $448.4K | 0.07% | 00.0% | Unchanged |
| Pitcairn Co | 2,177 | $453.2K | 0.04% | +183+9.2% | Added |
| Meridian Wealth Management, LLC | 2,207 | $459.5K | 0.03% | −26−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,211 | $460.3K | 0.19% | +196+9.7% | Added |
| Ronald Blue Trust, Inc. | 2,405 | $463.0K | 0.01% | +900+59.8% | Added |
| Hemenway Trust Co LLC | 2,230 | $464.2K | 0.05% | −1,010−31.2% | Reduced |
| ASB Consultores, LLC | 2,232 | $464.7K | 0.18% | −1,059−32.2% | Reduced |
| Colony Group LLC | 2,251 | $469.0K | 0.01% | −97−4.1% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $473.0K | 0.16% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,286 | $475.9K | 0.17% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,289 | $476.5K | 0.02% | −477−17.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,296 | $478.0K | 0.01% | −793−25.7% | Reduced |
| Graypoint LLC | 2,297 | $478.2K | 0.04% | +426+22.8% | Added |
| Sky Investment Group LLC | 2,310 | $480.9K | 0.11% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,341 | $487.3K | 0.25% | −135−5.5% | Reduced |
| Legacy Financial Advisors, Inc. | 2,349 | $489.0K | 0.10% | +428+22.3% | Added |
| Gateway Investment Advisers LLC | 2,351 | $489.4K | 0.01% | −87−3.6% | Reduced |
| SRB Corp | 2,358 | $490.9K | 0.03% | +143+6.5% | Added |
| Goldstein Advisors, LLC | 2,372 | $493.8K | 0.10% | +43+1.8% | Added |
| Sentry Investment Management LLC | 2,373 | $494.0K | 0.24% | −575−19.5% | Reduced |
| Flagship Harbor Advisors, LLC | 2,379 | $495.3K | 0.04% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,384 | $496.3K | 0.31% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,236 | $496.4K | 0.12% | +293+15.1% | Added |
| Empire Financial Management Company, LLC | 2,395 | $498.7K | 0.22% | +175+7.9% | Added |
| Somerville Kurt F | 2,400 | $499.6K | 0.10% | −200−7.7% | Reduced |
| Valley Brook Capital Group | 2,411 | $501.9K | 0.50% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,425 | $504.8K | 0.03% | −25−1.0% | Reduced |
| Trust Co of Toledo NA | 2,427 | $505.3K | 0.10% | +1,126+86.5% | Added |
| Stokes Family Office, LLC | 2,439 | $507.8K | 0.06% | +102+4.4% | Added |
| EverSource Wealth Advisors, LLC | 2,443 | $508.6K | 0.05% | −247−9.2% | Reduced |