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
- 1,486
- +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
- 568 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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 7,401 | $1.54M | 0.01% | −284,993−97.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,413 | $1.54M | 0.05% | −76−1.0% | Reduced |
| Sumitomo Life Insurance Co | 7,418 | $1.54M | 0.04% | −95−1.3% | Reduced |
| Monarch Capital Management Inc | 7,402 | $1.54M | 0.50% | −19−0.3% | Reduced |
| Claro Advisors LLC | 7,423 | $1.55M | 0.39% | +417+6.0% | Added |
| Ballentine Partners, LLC | 7,447 | $1.55M | 0.04% | +369+5.2% | Added |
| First Hawaiian Bank | 7,475 | $1.56M | 0.05% | −17−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 7,494 | $1.56M | 0.02% | −2,635−26.0% | Reduced |
| Lincoln National Corp | 7,529 | $1.57M | 0.03% | +1,466+24.2% | Added |
| Bowen Hanes & Co Inc | 7,530 | $1.57M | 0.05% | +200+2.7% | Added |
| Penobscot Investment Management Company, Inc. | 7,543 | $1.57M | 0.21% | +645+9.4% | Added |
| Aries Wealth Management | 7,349 | $1.57M | 0.62% | +132+1.8% | Added |
| West Michigan Advisors, LLC | 7,570 | $1.58M | 0.84% | +162+2.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.59M | 0.02% | −141−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,639 | $1.59M | 0.03% | +1,854+32.0% | Added |
| Allworth Financial LP | 7,677 | $1.60M | 0.01% | +176+2.3% | Added |
| Sawtooth Solutions, LLC | 7,686 | $1.60M | 0.05% | −1,762−18.6% | Reduced |
| Bleakley Financial Group, LLC | 7,686 | $1.60M | 0.06% | −447−5.5% | Reduced |
| Naples Global Advisors, LLC | 7,667 | $1.60M | 0.19% | +194+2.6% | Added |
| Davidson Trust Co | 7,783 | $1.62M | 1.20% | −75−1.0% | Reduced |
| We Are One Seven, LLC | 7,792 | $1.62M | 0.13% | +367+4.9% | Added |
| Alaethes Wealth LLC | 7,826 | $1.63M | 0.89% | +56+0.7% | Added |
| Ghe, LLC | 7,865 | $1.64M | 1.11% | +97+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 7,908 | $1.65M | 0.03% | −1,202−13.2% | Reduced |
| King Luther Capital Management Corp | 7,963 | $1.66M | 0.01% | +1,013+14.6% | Added |
| Stephens Inc | 7,968 | $1.66M | 0.03% | +1,270+19.0% | Added |
| Neville Rodie & Shaw Inc | 8,034 | $1.67M | 0.15% | −380−4.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.68M | 0.04% | 00.0% | Unchanged |
| Versor Investments LP | 8,083 | $1.68M | 0.34% | +3,059+60.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,147 | $1.70M | 0.07% | −542−6.2% | Reduced |
| Horiko Capital Management LLC | 8,197 | $1.71M | 0.94% | +507+6.6% | Added |
| Avitas Wealth Management LLC | 8,207 | $1.71M | 0.33% | −55−0.7% | Reduced |
| Dividend Assets Capital, LLC | 8,240 | $1.72M | 0.36% | −555−6.3% | Reduced |
| Thoroughbred Financial Services, LLC | 8,263 | $1.72M | 0.17% | +1,889+29.6% | Added |
| Oak Harbor Wealth Partners, LLC | 8,294 | $1.73M | 0.61% | +525+6.8% | Added |
| Pinnacle Financial Partners Inc | 8,373 | $1.74M | 0.05% | +28+0.3% | Added |
| Portland Global Advisors LLC | 8,384 | $1.75M | 0.29% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,395 | $1.75M | 0.28% | −153−1.8% | Reduced |
| Hyman Charles D | 8,400 | $1.75M | 0.11% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 8,404 | $1.75M | 0.09% | +2,286+37.4% | Added |
| Platform Technology Partners | 8,428 | $1.75M | 0.82% | +830+10.9% | Added |
| Bowman & Co S.C. | 8,446 | $1.76M | 1.40% | +492+6.2% | Added |
| Schechter Investment Advisors, LLC | 8,504 | $1.77M | 0.17% | −3,076−26.6% | Reduced |
| Hanson & Doremus Investment Management | 8,581 | $1.79M | 0.37% | +6,591+331.2% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $1.79M | 0.67% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,623 | $1.80M | 0.11% | −689−7.4% | Reduced |
| Fulton Bank, N.A. | 8,683 | $1.81M | 0.09% | +231+2.7% | Added |
| NBT Bank N A | 8,747 | $1.82M | 0.17% | +8,747 | New |
| Quantinno Capital Management LP | 8,750 | $1.82M | 0.08% | +720+9.0% | Added |
| Vestcor Inc | 8,790 | $1.83M | 0.07% | −1,053−10.7% | Reduced |
| Jag Capital Management, LLC | 8,818 | $1.84M | 0.22% | −10.0% | Reduced |
| Everence Capital Management Inc | 8,860 | $1.84M | 0.14% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,916 | $1.86M | 0.04% | +276+3.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,944 | $1.86M | 0.83% | +2,011+29.0% | Added |
| Shay Capital LLC | 9,000 | $1.87M | 0.56% | −4,500−33.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.88M | 0.29% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 9,041 | $1.88M | 0.08% | +105+1.2% | Added |
| Cohen Klingenstein LLC | 9,120 | $1.90M | 0.09% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,185 | $1.92M | 0.14% | −55−0.6% | Reduced |
| Cornercap Investment Counsel Inc | 9,254 | $1.93M | 0.35% | +9,254 | New |
| Private Advisor Group, LLC | 9,265 | $1.93M | 0.02% | +752+8.8% | Added |
| Haverford Trust Co | 9,272 | $1.93M | 0.02% | −937−9.2% | Reduced |
| Nelson Capital Management, LLC | 9,312 | $1.94M | 0.48% | +9,312 | New |
| AAFMAA Wealth Management & Trust LLC | 9,387 | $1.95M | 1.82% | −5,094−35.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,438 | $1.96M | 0.11% | +1,345+16.6% | Added |
| Pictet North America Advisors SA | 9,485 | $1.97M | 0.28% | −24−0.3% | Reduced |
| Comerica Securities,inc. | 9,452 | $1.98M | 0.16% | −363−3.7% | Reduced |
| First National Advisers, LLC | 9,498 | $1.98M | 0.88% | +3,837+67.8% | Added |
| Griffin Asset Management, Inc. | 9,537 | $1.99M | 0.28% | −760−7.4% | Reduced |
| Gabelli Funds LLC | 9,605 | $2.00M | 0.02% | +2,550+36.1% | Added |
| Lederer & Associates Investment Counsel | 9,638 | $2.01M | 1.59% | −148−1.5% | Reduced |
| Moors & Cabot, Inc. | 9,690 | $2.02M | 0.14% | +423+4.6% | Added |
| Armstrong Shaw Associates Inc | 9,693 | $2.02M | 2.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,743 | $2.03M | 0.12% | +939+10.7% | Added |
| Buckhead Capital Management LLC | 9,755 | $2.03M | 0.84% | +743+8.2% | Added |
| Marathon Capital Management | 9,760 | $2.03M | 0.51% | +9,760 | New |
| New Potomac Partners, LLC | 9,791 | $2.04M | 1.40% | +410+4.4% | Added |
| Private Trust Co NA | 9,825 | $2.05M | 0.27% | −420−4.1% | Reduced |
| LGT Fund Management Co Ltd. | 10,000 | $2.06M | 1.00% | +10,000 | New |
| Nations Financial Group Inc, | 10,038 | $2.09M | 0.21% | −87−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 10,053 | $2.09M | 0.10% | +295+3.0% | Added |
| Mission Wealth Management, LP | 10,152 | $2.11M | 0.08% | −113−1.1% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 10,250 | $2.13M | 0.01% | +10,250 | New |
| Mach-1 Financial Group, Inc. | 10,338 | $2.15M | 0.90% | −123−1.2% | Reduced |
| Argyle Capital Management Inc. | 10,421 | $2.17M | 0.79% | −30−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 10,454 | $2.18M | 0.43% | +182+1.8% | Added |
| Epoch Investment Partners, Inc. | 10,532 | $2.19M | 0.01% | +893+9.3% | Added |
| HMS Capital Management, LLC | 10,607 | $2.21M | 1.46% | −550−4.9% | Reduced |
| Aaron Wealth Advisors | 10,747 | $2.24M | 0.29% | +11+0.1% | Added |
| CFS Investment Advisory Services, LLC | 10,833 | $2.25M | 0.36% | −40.0% | Reduced |
| Alpha DNA Investment Management LLC | 10,836 | $2.26M | 1.45% | −21−0.2% | Reduced |
| National Asset Management, Inc. | 10,873 | $2.27M | 0.06% | −595−5.2% | Reduced |
| Balyasny Asset Management LLC | 10,963 | $2.28M | 0.01% | −2,568−19.0% | Reduced |
| CWM, LLC | 10,965 | $2.28M | 0.01% | +2,349+27.3% | Added |
| United Services Automobile Association | 10,982 | $2.29M | 0.06% | +10,982 | New |
| Main Street Financial Solutions, LLC | 11,037 | $2.30M | 0.33% | +564+5.4% | Added |
| Geneos Wealth Management Inc. | 11,085 | $2.31M | 0.12% | −254−2.2% | Reduced |
| SG Americas Securities, LLC | 11,086 | $2.31M | 0.03% | −36,280−76.6% | Reduced |
| Hodges Capital Management Inc. | 11,096 | $2.31M | 0.28% | −3,057−21.6% | Reduced |
| Mattern Wealth Management LLC | 11,148 | $2.32M | 0.68% | +835+8.1% | Added |