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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 3,464 | $721.2K | 0.09% | +386+12.5% | Added |
| NVWM, LLC | 3,479 | $727.3K | 0.24% | −30−0.9% | Reduced |
| Cim Investment Mangement Inc | 3,499 | $728.4K | 0.27% | −85−2.4% | Reduced |
| Northeast Investment Management | 3,522 | $733.2K | 0.04% | +3,522 | New |
| Highlander Capital Management, LLC | 3,550 | $739.0K | 0.29% | +675+23.5% | Added |
| Northstar Asset Management LLC | 3,550 | $739.0K | 0.21% | +75+2.2% | Added |
| Sippican Capital Advisors | 3,600 | $749.4K | 0.69% | −29−0.8% | Reduced |
| Mainstay Capital Management LLC | 3,601 | $749.7K | 0.16% | −806−18.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,608 | $751.2K | 0.05% | −2,843−44.1% | Reduced |
| Beech Hill Advisors, Inc. | 3,610 | $751.5K | 0.38% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,618 | $753.2K | 0.07% | −105−2.8% | Reduced |
| GoodHaven Capital Management, LLC | 3,625 | $754.7K | 0.40% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 3,650 | $759.8K | 0.81% | +216+6.3% | Added |
| Cidel Asset Management Inc | 3,656 | $761.1K | 0.04% | −1,435−28.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,662 | $762.4K | 0.22% | +529+16.9% | Added |
| Empowered Funds, LLC | 3,688 | $767.8K | 0.02% | +786+27.1% | Added |
| Westhampton Capital, LLC | 3,690 | $768.2K | 0.49% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 3,695 | $769.2K | 0.05% | −95−2.5% | Reduced |
| IHT Wealth Management, LLC | 3,696 | $769.4K | 0.04% | +612+19.8% | Added |
| WBH Advisory Inc | 3,698 | $769.9K | 0.09% | −84−2.2% | Reduced |
| Toews Corp | 3,700 | $770.3K | 0.47% | +3,700 | New |
| Sentry LLC | 3,701 | $770.5K | 0.16% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,714 | $773.2K | 0.58% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,718 | $774.0K | 0.09% | −131−3.4% | Reduced |
| WSFS Capital Management, LLC | 3,730 | $776.5K | 0.05% | +377+11.2% | Added |
| Quadrant Capital Group LLC | 3,735 | $777.6K | 0.08% | +50+1.4% | Added |
| Camden Capital, LLC | 3,741 | $778.8K | 0.09% | +751+25.1% | Added |
| NEOS Investment Management LLC | 3,759 | $782.5K | 0.10% | +3,759 | New |
| Wedmont Private Capital | 3,733 | $785.8K | 0.08% | +480+14.8% | Added |
| Connecticut Wealth Management, LLC | 3,780 | $786.9K | 0.05% | +580+18.1% | Added |
| Bank of Hawaii | 3,859 | $803.4K | 0.05% | −52−1.3% | Reduced |
| Hancock Whitney Corp | 3,872 | $806.1K | 0.03% | −162−4.0% | Reduced |
| Moody National Bank Trust Division | 3,902 | $812.3K | 0.05% | −123−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 3,915 | $814.9K | 0.04% | +331+9.2% | Added |
| Chase Investment Counsel Corp | 3,940 | $820.0K | 0.41% | +3,940 | New |
| Montag A & Associates Inc | 3,945 | $822.9K | 0.05% | −7−0.2% | Reduced |
| FRG Family Wealth Advisors LLC | 3,963 | $825.0K | 0.19% | −30−0.8% | Reduced |
| FC Advisory LLC | 3,964 | $825.2K | 0.35% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,971 | $826.7K | 0.04% | +2,327+141.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 4,000 | $832.0K | 0.87% | +585+17.1% | Added |
| InTrack Investment Management Inc | 4,000 | $832.7K | 0.73% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 4,004 | $833.6K | 0.61% | +96+2.5% | Added |
| Essex Financial Services, Inc. | 4,031 | $839.1K | 0.10% | −196−4.6% | Reduced |
| Financial Advocates Investment Management | 4,031 | $839.2K | 0.06% | +34+0.9% | Added |
| Perigon Wealth Management, LLC | 4,054 | $843.9K | 0.03% | −78−1.9% | Reduced |
| Beach Investment Counsel Inc | 4,078 | $849.0K | 0.11% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,083 | $849.9K | 0.46% | +37+0.9% | Added |
| Harbour Capital Advisors, LLC | 4,109 | $855.4K | 0.26% | −20−0.5% | Reduced |
| Paradigm Financial Partners, LLC | 4,177 | $855.9K | 0.24% | +575+16.0% | Added |
| Transcend Wealth Collective, LLC | 4,112 | $856.0K | 0.08% | −138−3.2% | Reduced |
| Sound Financial Strategies Group, LLC | 4,113 | $856.2K | 0.71% | +4,113 | New |
| Summit Trail Advisors, LLC | 4,105 | $857.6K | 0.03% | +914+28.6% | Added |
| Mather Group, LLC. | 4,130 | $859.8K | 0.02% | +217+5.5% | Added |
| CWS Financial Advisors, LLC | 4,150 | $863.9K | 0.35% | −111−2.6% | Reduced |
| JT Stratford LLC | 4,164 | $866.9K | 0.22% | +1,137+37.6% | Added |
| Wade G W & Inc | 4,172 | $868.0K | 0.03% | +2,350+129.0% | Added |
| Parallax Volatility Advisers, L.P. | 4,174 | $868.9K | 0.03% | +4,174 | New |
| Sigma Planning Corp | 4,179 | $870.0K | 0.03% | −336−7.4% | Reduced |
| Fiduciary Group LLC | 4,199 | $874.1K | 0.11% | +284+7.3% | Added |
| CSU Producer Resources, Inc. | 4,213 | $877.1K | 3.35% | 00.0% | Unchanged |
| RMR Wealth Builders | 4,220 | $878.6K | 0.14% | −71−1.7% | Reduced |
| Lakeside Advisors, INC. | 4,228 | $880.2K | 0.68% | −300−6.6% | Reduced |
| Coldstream Capital Management Inc | 4,236 | $881.9K | 0.03% | +140+3.4% | Added |
| Applied Capital LLC | 4,249 | $884.6K | 0.88% | −24−0.6% | Reduced |
| Financial Security Advisor, Inc. | 4,248 | $888.1K | 0.41% | +4,248 | New |
| Kingsview Wealth Management, LLC | 4,270 | $889.0K | 0.03% | +298+7.5% | Added |
| Commerzbank Aktiengesellschaft | 4,279 | $891.0K | 0.04% | −2,931−40.7% | Reduced |
| Field & Main Bank | 4,390 | $913.9K | 0.43% | +425+10.7% | Added |
| Cigna Investments Inc | 4,389 | $914.0K | 0.21% | −606−12.1% | Reduced |
| Silvant Capital Management LLC | 4,414 | $922.7K | 0.06% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 4,441 | $924.5K | 0.00% | −1,233−21.7% | Reduced |
| Monetary Management Group Inc | 4,455 | $927.4K | 0.31% | −1,500−25.2% | Reduced |
| AMG National Trust Bank | 4,455 | $927.4K | 0.03% | −245−5.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $931.6K | 0.07% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,500 | $937.0K | 0.66% | +4,500 | New |
| Sequoia Financial Advisors, LLC | 4,502 | $937.3K | 0.02% | −146−3.1% | Reduced |
| Financial Insights, Inc. | 4,398 | $943.9K | 0.34% | +699+18.9% | Added |
| Meridian Wealth Advisors, LLC | 4,566 | $950.5K | 0.24% | −28−0.6% | Reduced |
| Webster Bank, N. A. | 4,572 | $951.8K | 0.13% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 4,619 | $962.0K | 0.85% | −224−4.6% | Reduced |
| Ballast, Inc. | 4,629 | $963.7K | 0.38% | +69+1.5% | Added |
| Kingswood Wealth Advisors, LLC | 4,653 | $968.7K | 0.17% | +4,653 | New |
| PFS Partners, LLC | 4,657 | $969.4K | 0.85% | +10+0.2% | Added |
| Profund Advisors LLC | 4,695 | $977.4K | 0.05% | −255−5.2% | Reduced |
| GTS Securities LLC | 4,710 | $980.5K | 0.02% | +4,710 | New |
| Roundview Capital LLC | 4,718 | $982.2K | 0.10% | +61+1.3% | Added |
| Wolf Group Capital Advisors | 4,749 | $988.6K | 0.47% | +6+0.1% | Added |
| Fisher Asset Management, LLC | 4,754 | $989.8K | 0.00% | +308+6.9% | Added |
| Stratos Wealth Advisors, LLC | 4,767 | $992.4K | 0.07% | +99+2.1% | Added |
| Parsons Capital Management Inc | 4,779 | $995.0K | 0.08% | +145+3.1% | Added |
| Ritholtz Wealth Management | 4,789 | $996.9K | 0.04% | +987+26.0% | Added |
| Hamilton Capital Partners Inc. | 4,800 | $999.3K | 0.36% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,808 | $1.00M | 0.02% | −50−1.0% | Reduced |
| Mill Capital Management, LLC | 4,815 | $1.00M | 0.10% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 4,815 | $1.00M | 0.08% | +173+3.7% | Added |
| McDonald Partners LLC | 4,823 | $1.00M | 0.33% | +60+1.3% | Added |
| Pekin Hardy Strauss, Inc. | 4,827 | $1.00M | 0.16% | +20.0% | Added |
| Trust Asset Management LLC | 4,830 | $1.01M | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,833 | $1.01M | 0.03% | +843+21.1% | Added |
| Relyea Zuckerberg Hanson LLC | 4,878 | $1.02M | 0.23% | +82+1.7% | Added |