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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 4,894 | $1.02M | 0.35% | +83+1.7% | Added |
| Asset Dedication, LLC | 4,903 | $1.02M | 0.09% | +520+11.9% | Added |
| Compass Wealth Management LLC | 4,909 | $1.02M | 0.32% | +897+22.4% | Added |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.03M | 0.01% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 4,973 | $1.04M | 0.52% | −12−0.2% | Reduced |
| FDx Advisors, Inc. | 4,983 | $1.04M | 0.09% | −5,192−51.0% | Reduced |
| Centaurus Financial, Inc. | 4,987 | $1.04M | 0.09% | +54+1.1% | Added |
| Summitry LLC | 4,990 | $1.04M | 0.07% | +24+0.5% | Added |
| Ally Financial Inc. | 5,000 | $1.04M | 0.15% | +5,000 | New |
| Teza Capital Management LLC | 5,057 | $1.05M | 0.17% | −21,924−81.3% | Reduced |
| Merit Financial Group, LLC | 5,057 | $1.05M | 0.03% | +739+17.1% | Added |
| Valley National Advisers Inc | 5,069 | $1.05M | 0.18% | +10+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,082 | $1.06M | 0.07% | +659+14.9% | Added |
| Great Valley Advisor Group, Inc. | 5,091 | $1.06M | 0.04% | +662+14.9% | Added |
| First Dallas Securities Inc. | 5,130 | $1.07M | 0.25% | +2,974+137.9% | Added |
| TownSquare Capital, LLC | 5,141 | $1.07M | 0.02% | +107+2.1% | Added |
| Inscription Capital, LLC | 5,154 | $1.07M | 0.35% | +245+5.0% | Added |
| CIBC World Markets Inc. | 5,161 | $1.07M | 0.00% | +423+8.9% | Added |
| Signaturefd, LLC | 5,189 | $1.08M | 0.03% | +927+21.8% | Added |
| Balentine LLC | 5,191 | $1.08M | 0.04% | +10.0% | Added |
| Central Trust Co | 5,215 | $1.09M | 0.03% | −292−5.3% | Reduced |
| Legacy Capital Group California, Inc. | 5,241 | $1.09M | 0.47% | +102+2.0% | Added |
| Viawealth, LLC | 5,317 | $1.11M | 0.81% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,335 | $1.11M | 0.22% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,361 | $1.12M | 0.08% | +3,533+193.3% | Added |
| Baldwin Investment Management, LLC | 5,367 | $1.12M | 0.19% | +615+12.9% | Added |
| Wedbush Securities Inc | 5,411 | $1.13M | 0.06% | −887−14.1% | Reduced |
| Old National Bancorp | 5,445 | $1.13M | 0.03% | −155−2.8% | Reduced |
| Nilsine Partners, LLC | 5,448 | $1.13M | 0.17% | +3+0.1% | Added |
| Jacobi Capital Management LLC | 5,471 | $1.14M | 0.13% | +1,064+24.1% | Added |
| Meeder Advisory Services, Inc. | 5,489 | $1.14M | 0.14% | −1,237−18.4% | Reduced |
| Simmons Bank | 5,499 | $1.14M | 0.10% | −369−6.3% | Reduced |
| Rehmann Capital Advisory Group | 5,516 | $1.15M | 0.11% | −1,722−23.8% | Reduced |
| Valmark Advisers, Inc. | 5,548 | $1.15M | 0.02% | +382+7.4% | Added |
| Gs Investments, Inc. | 5,565 | $1.16M | 0.66% | 00.0% | Unchanged |
| Wright Investors Service Inc | 5,638 | $1.17M | 0.34% | +3,644+182.7% | Added |
| Toroso Investments, LLC | 5,648 | $1.18M | 0.04% | +356+6.7% | Added |
| Credit Agricole S A | 5,649 | $1.18M | 0.04% | +3,865+216.6% | Added |
| Stratos Wealth Partners, LTD. | 5,692 | $1.19M | 0.03% | −292−4.9% | Reduced |
| Scotia Capital Inc. | 5,740 | $1.19M | 0.01% | +5,740 | New |
| Heritage Trust Co | 5,755 | $1.20M | 0.19% | −461−7.4% | Reduced |
| Paladin Advisory Group, LLC | 5,774 | $1.20M | 1.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,795 | $1.21M | 0.09% | −578−9.1% | Reduced |
| REDW Wealth LLC | 5,834 | $1.21M | 0.37% | −1,652−22.1% | Reduced |
| Lake Street Financial LLC | 5,732 | $1.22M | 0.22% | −860−13.0% | Reduced |
| Left Brain Wealth Management, LLC | 5,845 | $1.22M | 0.76% | +140+2.5% | Added |
| Shayne & Co., LLC | 5,872 | $1.22M | 0.41% | +5,872 | New |
| Exeter Financial, LLC | 5,873 | $1.22M | 0.65% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,875 | $1.22M | 0.19% | +482+8.9% | Added |
| Wolverine Trading, LLC | 5,915 | $1.23M | 0.01% | +4,220+249.0% | Added |
| Trust Co of Oklahoma | 5,919 | $1.23M | 0.49% | −1,440−19.6% | Reduced |
| Delta Financial Advisors LLC | 5,938 | $1.24M | 0.56% | +172+3.0% | Added |
| Legato Capital Management LLC | 5,958 | $1.24M | 0.18% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 6,083 | $1.27M | 0.05% | −1,800−22.8% | Reduced |
| Global Retirement Partners, LLC | 6,109 | $1.27M | 0.06% | +38+0.6% | Added |
| Venture Visionary Partners LLC | 6,119 | $1.27M | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,121 | $1.27M | 0.09% | +930+17.9% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.28M | 0.87% | 00.0% | Unchanged |
| Burney Co | 6,184 | $1.29M | 0.06% | −60−1.0% | Reduced |
| NewEdge Wealth, LLC | 6,208 | $1.29M | 0.04% | −1,203−16.2% | Reduced |
| Creative Financial Designs Inc | 6,232 | $1.30M | 0.15% | −219−3.4% | Reduced |
| Cunning Capital Partners, LP | 6,265 | $1.30M | 0.86% | +6,265 | Added |
| Perpetual Ltd | 6,267 | $1.30M | 0.01% | +492+8.5% | Added |
| DoubleLine ETF Adviser LP | 6,326 | $1.32M | 0.47% | +285+4.7% | Added |
| DB Fitzpatrick & Co, Inc | 6,364 | $1.32M | 1.42% | +118+1.9% | Added |
| Foster & Motley Inc | 6,369 | $1.33M | 0.11% | +23+0.4% | Added |
| Qtron Investments LLC | 6,395 | $1.33M | 0.25% | −368−5.4% | Reduced |
| TD Private Client Wealth LLC | 6,395 | $1.33M | 0.06% | +880+16.0% | Added |
| Transatlantique Private Wealth LLC | 6,400 | $1.33M | 0.71% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 6,411 | $1.33M | 1.65% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,437 | $1.34M | 0.14% | +50+0.8% | Added |
| McRae Capital Management Inc | 6,439 | $1.34M | 0.40% | +175+2.8% | Added |
| Shorepoint Capital Partners LLC | 6,470 | $1.35M | 0.40% | −245−3.6% | Reduced |
| VisionPoint Advisory Group, LLC | 6,533 | $1.36M | 0.58% | +6,533 | New |
| Journey Advisory Group, LLC | 6,577 | $1.37M | 0.20% | +394+6.4% | Added |
| Cordatus Wealth Management LLC | 6,601 | $1.37M | 1.26% | −173−2.6% | Reduced |
| J. W. Coons Advisors, LLC | 6,658 | $1.39M | 0.40% | −1,042−13.5% | Reduced |
| TFG Advisers LLC | 6,663 | $1.39M | 0.65% | +543+8.9% | Added |
| Resources Management Corp | 6,766 | $1.41M | 0.23% | +235+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 6,793 | $1.41M | 0.10% | +2,627+63.1% | Added |
| Lester Murray Antman dba SimplyRich | 6,833 | $1.42M | 0.69% | +609+9.8% | Added |
| Delphi Management Inc | 6,830 | $1.42M | 1.46% | +818+13.6% | Added |
| Dorsey & Whitney Trust CO LLC | 6,917 | $1.44M | 0.13% | +35+0.5% | Added |
| Guyasuta Investment Advisors Inc | 6,921 | $1.44M | 0.11% | +3,233+87.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,938 | $1.44M | 0.86% | +537+8.4% | Added |
| Integrated Wealth Concepts LLC | 6,949 | $1.45M | 0.03% | +97+1.4% | Added |
| Penserra Capital Management LLC | 7,065 | $1.47M | 0.03% | +2,333+49.3% | Added |
| Pine Valley Investments Ltd Liability Co | 7,036 | $1.47M | 0.14% | −856−10.8% | Reduced |
| Lincoln Capital LLC | 7,102 | $1.48M | 0.39% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 7,110 | $1.48M | 0.92% | +7,110 | New |
| Mount Yale Investment Advisors, LLC | 7,119 | $1.48M | 0.16% | +209+3.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,127 | $1.48M | 0.75% | +877+14.0% | Added |
| Strategic Investment Solutions, Inc. | 7,371 | $1.49M | 0.02% | +7,254+6,200.0% | Added |
| Family Legacy, Inc. | 7,207 | $1.50M | 0.63% | −6−0.1% | Reduced |
| Argent Trust Co | 7,241 | $1.51M | 0.08% | +293+4.2% | Added |
| Legacy Private Trust Co. | 7,242 | $1.51M | 0.13% | −1,128−13.5% | Reduced |
| Fruth Investment Management | 7,273 | $1.51M | 0.45% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,307 | $1.52M | 0.01% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 7,560 | $1.53M | 0.01% | +7,560 | New |
| Occidental Asset Management, LLC | 7,353 | $1.53M | 0.35% | +881+13.6% | Added |