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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 3,187 | $679.1K | 0.33% | −110−3.3% | Reduced |
| Clarius Group, LLC | 3,249 | $676.4K | 0.06% | −609−15.8% | Reduced |
| LCNB Corp | 3,224 | $671.2K | 0.30% | +649+25.2% | Added |
| Resurgent Financial Advisors LLC | 3,220 | $670.3K | 0.46% | −117−3.5% | Reduced |
| Cito Capital Group, LLC | 3,200 | $669.0K | 0.32% | +200+6.7% | Added |
| Wealth Quarterback LLC | 3,196 | $665.4K | 0.58% | +14+0.4% | Added |
| Cookson Peirce & Co Inc | 3,190 | $664.0K | 0.04% | +787+32.8% | Added |
| Saturna Capital CORP | 3,170 | $659.9K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,129 | $651.5K | 0.17% | −123−3.8% | Reduced |
| Aptus Capital Advisors, LLC | 3,127 | $651.0K | 0.02% | +1,128+56.4% | Added |
| Allred Capital Management, LLC | 3,115 | $648.5K | 0.32% | +379+13.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,105 | $646.5K | 0.33% | −422−12.0% | Reduced |
| Encompass Wealth Advisors, LLC | 3,094 | $644.1K | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,090 | $643.3K | 0.01% | +1,063+52.4% | Added |
| Principle Wealth Partners LLC | 3,071 | $639.3K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,070 | $639.1K | 0.23% | +8+0.3% | Added |
| Conning Inc. | 3,054 | $635.8K | 0.02% | +50+1.7% | Added |
| Ameritas Advisory Services, LLC | 2,952 | $633.1K | 0.03% | +329+12.5% | Added |
| Bull Street Advisors, LLC | 3,035 | $632.0K | 0.33% | +75+2.5% | Added |
| Exchange Traded Concepts, LLC | 3,014 | $627.5K | 0.02% | −10,646−77.9% | Reduced |
| Baader Bank INC | 3,010 | $626.6K | 0.06% | +3,010 | New |
| Advisors Capital Management, LLC | 3,008 | $626.0K | 0.02% | +10+0.3% | Added |
| Advisory Resource Group | 3,007 | $626.0K | 0.17% | +92+3.2% | Added |
| Stock Yards Bank & Trust Co | 3,003 | $625.2K | 0.02% | −913−23.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,992 | $622.9K | 0.27% | 00.0% | Unchanged |
| Mairs & Power Inc | 2,985 | $621.4K | 0.01% | −85−2.8% | Reduced |
| G&S Capital LLC | 2,982 | $620.8K | 0.32% | −14−0.5% | Reduced |
| Parkside Financial Bank & Trust | 2,969 | $618.1K | 0.14% | −10.0% | Reduced |
| Proequities, Inc. | 2,936 | $613.6K | 0.05% | +277+10.4% | Added |
| Inceptionr LLC | 2,934 | $610.8K | 0.35% | +900+44.2% | Added |
| Cambridge Trust Co | 2,905 | $604.8K | 0.03% | −34−1.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,899 | $603.5K | 0.09% | −423−12.7% | Reduced |
| TD Waterhouse Canada Inc. | 2,900 | $603.4K | 0.01% | −247−7.8% | Reduced |
| Symmetry Partners, LLC | 2,895 | $603.0K | 0.03% | −3,717−56.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,892 | $602.1K | 0.01% | +8+0.3% | Added |
| Innovis Asset Management LLC | 2,889 | $601.4K | 0.23% | +47+1.7% | Added |
| Choate Investment Advisors | 2,889 | $601.4K | 0.02% | +961+49.8% | Added |
| Shelton Capital Management | 2,881 | $599.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,861 | $595.6K | 0.10% | +155+5.7% | Added |
| First American Bank | 2,856 | $594.6K | 0.05% | +41+1.5% | Added |
| Syon Capital LLC | 2,855 | $594.4K | 0.07% | +2,855 | New |
| TKG Advisors, LLC | 2,822 | $587.4K | 0.39% | +2+0.1% | Added |
| X-Square Capital, LLC | 3,018 | $581.0K | 0.39% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,778 | $580.7K | 0.03% | +121+4.6% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $579.3K | 0.50% | 00.0% | Unchanged |
| Headinvest, LLC | 2,792 | $576.3K | 0.13% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,753 | $573.0K | 0.06% | +2,738+18,253.3% | Added |
| Federation des caisses Desjardins du Quebec | 2,747 | $571.9K | 0.01% | −292−9.6% | Reduced |
| Dearborn Partners LLC | 2,740 | $570.4K | 0.02% | +355+14.9% | Added |
| First Affirmative Financial Network | 2,740 | $570.3K | 0.56% | +307+12.6% | Added |
| Cornerstone Wealth Management, LLC | 2,738 | $570.1K | 0.05% | +140+5.4% | Added |
| Tyler-Stone Wealth Management | 2,740 | $570.0K | 0.33% | +100+3.8% | Added |
| J.W. Cole Advisors, Inc. | 2,720 | $566.3K | 0.04% | −188−6.5% | Reduced |
| Concorde Financial Corp | 2,700 | $564.4K | 0.96% | −14,348−84.2% | Reduced |
| Montecito Bank & Trust | 2,709 | $564.0K | 0.13% | −24−0.9% | Reduced |
| 1st Source Bank | 2,708 | $563.8K | 0.04% | +76+2.9% | Added |
| WMS Partners, LLC | 2,700 | $562.1K | 0.04% | −99−3.5% | Reduced |
| Prestige Wealth Management Group LLC | 2,687 | $561.7K | 0.14% | +1,073+66.5% | Added |
| Boyar Asset Management Inc. | 2,689 | $559.8K | 0.44% | +141+5.5% | Added |
| Abbot Financial Management, Inc. | 2,684 | $558.8K | 0.38% | −400−13.0% | Reduced |
| City State Bank | 2,682 | $558.0K | 0.31% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,679 | $557.8K | 0.07% | +130+5.1% | Added |
| Pearl River Capital, LLC | 2,677 | $557.3K | 0.09% | −8,954−77.0% | Reduced |
| Hilltop Holdings Inc. | 2,668 | $555.4K | 0.07% | −42−1.5% | Reduced |
| Henry James International Management, Inc. | 2,667 | $555.2K | 0.24% | −201−7.0% | Reduced |
| Independence Bank of Kentucky | 2,664 | $554.6K | 0.23% | +233+9.6% | Added |
| CX Institutional | 2,653 | $552.3K | 0.03% | +82+3.2% | Added |
| Cross Staff Investments Inc | 2,649 | $551.5K | 0.54% | 00.0% | Unchanged |
| HM Payson & Co | 2,645 | $550.6K | 0.01% | −140−5.0% | Reduced |
| Everett Harris & Co | 2,613 | $544.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,597 | $540.6K | 0.02% | −406−13.5% | Reduced |
| Horizon Investments, LLC | 2,585 | $538.1K | 0.02% | +11+0.4% | Added |
| Rossmore Private Capital | 2,559 | $532.7K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,555 | $531.9K | 0.07% | −19−0.7% | Reduced |
| Edge Capital Group, LLC | 2,525 | $525.7K | 0.03% | −6−0.2% | Reduced |
| International Assets Investment Management, LLC | 2,482 | $525.3K | 0.07% | +3+0.1% | Added |
| Machina Capital S.A.S. | 2,503 | $521.1K | 0.29% | −847−25.3% | Reduced |
| Wealthsource Partners, LLC | 2,501 | $520.7K | 0.04% | −140−5.3% | Reduced |
| Center for Financial Planning, Inc. | 2,499 | $520.3K | 0.11% | +71+2.9% | Added |
| FineMark National Bank & Trust | 2,495 | $519.4K | 0.02% | −141−5.3% | Reduced |
| Capstone Investment Advisors, LLC | 2,474 | $515.0K | 0.01% | −5,732−69.9% | Reduced |
| Vicus Capital | 2,472 | $514.6K | 0.05% | +653+35.9% | Added |
| Apexium Financial, LP | 2,458 | $513.7K | 0.05% | −13−0.5% | Reduced |
| BKD Wealth Advisors, LLC | 2,464 | $513.0K | 0.02% | −91−3.6% | Reduced |
| Nomura Holdings Inc | 2,461 | $512.3K | 0.01% | −3,612−59.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,458 | $512.0K | 0.01% | +20+0.8% | Added |
| Welch Group, LLC | 2,455 | $511.1K | 0.03% | −110−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,443 | $508.6K | 0.05% | −247−9.2% | Reduced |
| Stokes Family Office, LLC | 2,439 | $507.8K | 0.06% | +102+4.4% | Added |
| Trust Co of Toledo NA | 2,427 | $505.3K | 0.10% | +1,126+86.5% | Added |
| Joel Isaacson & Co., LLC | 2,425 | $504.8K | 0.03% | −25−1.0% | Reduced |
| Valley Brook Capital Group | 2,411 | $501.9K | 0.50% | 00.0% | Unchanged |
| Somerville Kurt F | 2,400 | $499.6K | 0.10% | −200−7.7% | Reduced |
| Empire Financial Management Company, LLC | 2,395 | $498.7K | 0.22% | +175+7.9% | Added |
| Ambassador Advisors, LLC | 2,236 | $496.4K | 0.12% | +293+15.1% | Added |
| First City Capital Management, Inc. | 2,384 | $496.3K | 0.31% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,379 | $495.3K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,373 | $494.0K | 0.24% | −575−19.5% | Reduced |
| Goldstein Advisors, LLC | 2,372 | $493.8K | 0.10% | +43+1.8% | Added |
| SRB Corp | 2,358 | $490.9K | 0.03% | +143+6.5% | Added |