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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 2,455 | $511.1K | 0.03% | −110−4.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,458 | $512.0K | 0.01% | +20+0.8% | Added |
| Nomura Holdings Inc | 2,461 | $512.3K | 0.01% | −3,612−59.5% | Reduced |
| BKD Wealth Advisors, LLC | 2,464 | $513.0K | 0.02% | −91−3.6% | Reduced |
| Apexium Financial, LP | 2,458 | $513.7K | 0.05% | −13−0.5% | Reduced |
| Vicus Capital | 2,472 | $514.6K | 0.05% | +653+35.9% | Added |
| Capstone Investment Advisors, LLC | 2,474 | $515.0K | 0.01% | −5,732−69.9% | Reduced |
| FineMark National Bank & Trust | 2,495 | $519.4K | 0.02% | −141−5.3% | Reduced |
| Center for Financial Planning, Inc. | 2,499 | $520.3K | 0.11% | +71+2.9% | Added |
| Wealthsource Partners, LLC | 2,501 | $520.7K | 0.04% | −140−5.3% | Reduced |
| Machina Capital S.A.S. | 2,503 | $521.1K | 0.29% | −847−25.3% | Reduced |
| International Assets Investment Management, LLC | 2,482 | $525.3K | 0.07% | +3+0.1% | Added |
| Edge Capital Group, LLC | 2,525 | $525.7K | 0.03% | −6−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,555 | $531.9K | 0.07% | −19−0.7% | Reduced |
| Rossmore Private Capital | 2,559 | $532.7K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,585 | $538.1K | 0.02% | +11+0.4% | Added |
| Spire Wealth Management | 2,597 | $540.6K | 0.02% | −406−13.5% | Reduced |
| Everett Harris & Co | 2,613 | $544.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,645 | $550.6K | 0.01% | −140−5.0% | Reduced |
| Cross Staff Investments Inc | 2,649 | $551.5K | 0.54% | 00.0% | Unchanged |
| CX Institutional | 2,653 | $552.3K | 0.03% | +82+3.2% | Added |
| Independence Bank of Kentucky | 2,664 | $554.6K | 0.23% | +233+9.6% | Added |
| Henry James International Management, Inc. | 2,667 | $555.2K | 0.24% | −201−7.0% | Reduced |
| Hilltop Holdings Inc. | 2,668 | $555.4K | 0.07% | −42−1.5% | Reduced |
| Pearl River Capital, LLC | 2,677 | $557.3K | 0.09% | −8,954−77.0% | Reduced |
| Proficio Capital Partners LLC | 2,679 | $557.8K | 0.07% | +130+5.1% | Added |
| City State Bank | 2,682 | $558.0K | 0.31% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 2,684 | $558.8K | 0.38% | −400−13.0% | Reduced |
| Boyar Asset Management Inc. | 2,689 | $559.8K | 0.44% | +141+5.5% | Added |
| Prestige Wealth Management Group LLC | 2,687 | $561.7K | 0.14% | +1,073+66.5% | Added |
| WMS Partners, LLC | 2,700 | $562.1K | 0.04% | −99−3.5% | Reduced |
| 1st Source Bank | 2,708 | $563.8K | 0.04% | +76+2.9% | Added |
| Montecito Bank & Trust | 2,709 | $564.0K | 0.13% | −24−0.9% | Reduced |
| Concorde Financial Corp | 2,700 | $564.4K | 0.96% | −14,348−84.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,720 | $566.3K | 0.04% | −188−6.5% | Reduced |
| Tyler-Stone Wealth Management | 2,740 | $570.0K | 0.33% | +100+3.8% | Added |
| Cornerstone Wealth Management, LLC | 2,738 | $570.1K | 0.05% | +140+5.4% | Added |
| First Affirmative Financial Network | 2,740 | $570.3K | 0.56% | +307+12.6% | Added |
| Dearborn Partners LLC | 2,740 | $570.4K | 0.02% | +355+14.9% | Added |
| Federation des caisses Desjardins du Quebec | 2,747 | $571.9K | 0.01% | −292−9.6% | Reduced |
| GeoWealth Management, LLC | 2,753 | $573.0K | 0.06% | +2,738+18,253.3% | Added |
| Headinvest, LLC | 2,792 | $576.3K | 0.13% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,771 | $579.3K | 0.50% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,778 | $580.7K | 0.03% | +121+4.6% | Added |
| X-Square Capital, LLC | 3,018 | $581.0K | 0.39% | 00.0% | Unchanged |
| TKG Advisors, LLC | 2,822 | $587.4K | 0.39% | +2+0.1% | Added |
| Syon Capital LLC | 2,855 | $594.4K | 0.07% | +2,855 | New |
| First American Bank | 2,856 | $594.6K | 0.05% | +41+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,861 | $595.6K | 0.10% | +155+5.7% | Added |
| Shelton Capital Management | 2,881 | $599.8K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,889 | $601.4K | 0.02% | +961+49.8% | Added |
| Innovis Asset Management LLC | 2,889 | $601.4K | 0.23% | +47+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 2,892 | $602.1K | 0.01% | +8+0.3% | Added |
| Symmetry Partners, LLC | 2,895 | $603.0K | 0.03% | −3,717−56.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,900 | $603.4K | 0.01% | −247−7.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,899 | $603.5K | 0.09% | −423−12.7% | Reduced |
| Cambridge Trust Co | 2,905 | $604.8K | 0.03% | −34−1.2% | Reduced |
| Inceptionr LLC | 2,934 | $610.8K | 0.35% | +900+44.2% | Added |
| Proequities, Inc. | 2,936 | $613.6K | 0.05% | +277+10.4% | Added |
| Parkside Financial Bank & Trust | 2,969 | $618.1K | 0.14% | −10.0% | Reduced |
| G&S Capital LLC | 2,982 | $620.8K | 0.32% | −14−0.5% | Reduced |
| Mairs & Power Inc | 2,985 | $621.4K | 0.01% | −85−2.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,992 | $622.9K | 0.27% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 3,003 | $625.2K | 0.02% | −913−23.3% | Reduced |
| Advisory Resource Group | 3,007 | $626.0K | 0.17% | +92+3.2% | Added |
| Advisors Capital Management, LLC | 3,008 | $626.0K | 0.02% | +10+0.3% | Added |
| Baader Bank INC | 3,010 | $626.6K | 0.06% | +3,010 | New |
| Exchange Traded Concepts, LLC | 3,014 | $627.5K | 0.02% | −10,646−77.9% | Reduced |
| Bull Street Advisors, LLC | 3,035 | $632.0K | 0.33% | +75+2.5% | Added |
| Ameritas Advisory Services, LLC | 2,952 | $633.1K | 0.03% | +329+12.5% | Added |
| Conning Inc. | 3,054 | $635.8K | 0.02% | +50+1.7% | Added |
| Legacy Wealth Asset Management, LLC | 3,070 | $639.1K | 0.23% | +8+0.3% | Added |
| Principle Wealth Partners LLC | 3,071 | $639.3K | 0.06% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,090 | $643.3K | 0.01% | +1,063+52.4% | Added |
| Encompass Wealth Advisors, LLC | 3,094 | $644.1K | 0.21% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 3,105 | $646.5K | 0.33% | −422−12.0% | Reduced |
| Allred Capital Management, LLC | 3,115 | $648.5K | 0.32% | +379+13.9% | Added |
| Aptus Capital Advisors, LLC | 3,127 | $651.0K | 0.02% | +1,128+56.4% | Added |
| Private Portfolio Partners LLC | 3,129 | $651.5K | 0.17% | −123−3.8% | Reduced |
| Saturna Capital CORP | 3,170 | $659.9K | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,190 | $664.0K | 0.04% | +787+32.8% | Added |
| Wealth Quarterback LLC | 3,196 | $665.4K | 0.58% | +14+0.4% | Added |
| Cito Capital Group, LLC | 3,200 | $669.0K | 0.32% | +200+6.7% | Added |
| Resurgent Financial Advisors LLC | 3,220 | $670.3K | 0.46% | −117−3.5% | Reduced |
| LCNB Corp | 3,224 | $671.2K | 0.30% | +649+25.2% | Added |
| Clarius Group, LLC | 3,249 | $676.4K | 0.06% | −609−15.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,187 | $679.1K | 0.33% | −110−3.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,273 | $681.3K | 0.19% | +3,273 | New |
| DF Dent & Co Inc | 3,308 | $688.7K | 0.01% | −318−8.8% | Reduced |
| Tributary Capital Management, LLC | 3,350 | $697.4K | 0.07% | −30−0.9% | Reduced |
| CFO4Life Group, LLC | 3,357 | $698.8K | 0.16% | −5−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,373 | $702.2K | 0.08% | +3,373 | New |
| Optimum Investment Advisors | 3,377 | $703.0K | 0.36% | +250+8.0% | Added |
| GSB Wealth Management, LLC | 3,380 | $703.5K | 0.24% | +119+3.6% | Added |
| Fosun International Ltd | 3,380 | $703.6K | 0.11% | +3,380 | New |
| American Trust Investment Advisors, LLC | 3,386 | $704.9K | 0.39% | 00.0% | Unchanged |
| Columbia Asset Management | 3,386 | $705.0K | 0.16% | 00.0% | Unchanged |
| Spinnaker Trust | 3,463 | $720.9K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 3,463 | $720.9K | 0.11% | −94−2.6% | Reduced |
| Wealthspire Advisors, LLC | 3,464 | $721.0K | 0.01% | +1,212+53.8% | Added |