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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 2,351 | $489.4K | 0.01% | −87−3.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,349 | $489.0K | 0.10% | +428+22.3% | Added |
| FSM Wealth Advisors, LLC | 2,341 | $487.3K | 0.25% | −135−5.5% | Reduced |
| Sky Investment Group LLC | 2,310 | $480.9K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 2,297 | $478.2K | 0.04% | +426+22.8% | Added |
| Williams Jones Wealth Management, LLC. | 2,296 | $478.0K | 0.01% | −793−25.7% | Reduced |
| Boston Financial Mangement LLC | 2,289 | $476.5K | 0.02% | −477−17.2% | Reduced |
| E&G Advisors, LP | 2,286 | $475.9K | 0.17% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,272 | $473.0K | 0.16% | 00.0% | Unchanged |
| Colony Group LLC | 2,251 | $469.0K | 0.01% | −97−4.1% | Reduced |
| ASB Consultores, LLC | 2,232 | $464.7K | 0.18% | −1,059−32.2% | Reduced |
| Hemenway Trust Co LLC | 2,230 | $464.2K | 0.05% | −1,010−31.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,405 | $463.0K | 0.01% | +900+59.8% | Added |
| Fifth Third Wealth Advisors LLC | 2,211 | $460.3K | 0.19% | +196+9.7% | Added |
| Meridian Wealth Management, LLC | 2,207 | $459.5K | 0.03% | −26−1.2% | Reduced |
| Pitcairn Co | 2,177 | $453.2K | 0.04% | +183+9.2% | Added |
| Foundation Resource Management Inc | 2,154 | $448.4K | 0.07% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,144 | $446.3K | 0.06% | +40+1.9% | Added |
| Lindbrook Capital, LLC | 2,141 | $445.7K | 0.05% | −4−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $443.8K | 0.29% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,124 | $442.2K | 0.11% | +976+85.0% | Added |
| Baxter Bros Inc | 2,121 | $441.6K | 0.07% | −481−18.5% | Reduced |
| Western Wealth Management, LLC | 2,111 | $439.5K | 0.04% | +20+1.0% | Added |
| Evoke Wealth, LLC | 2,092 | $437.3K | 0.02% | +96+4.8% | Added |
| Edgestream Partners, L.P. | 2,075 | $432.0K | 0.03% | +2,075 | New |
| Adviser Investments LLC | 2,073 | $431.6K | 0.01% | +2,073 | New |
| Voya Financial Advisors, Inc. | 2,027 | $430.3K | 0.05% | −80−3.8% | Reduced |
| DFPG Investments, LLC | 1,953 | $427.4K | 0.04% | −268−12.1% | Reduced |
| M&R Capital Management Inc | 2,043 | $425.4K | 0.12% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,041 | $424.9K | 0.07% | +396+24.1% | Added |
| Linscomb & Williams, Inc. | 2,024 | $421.4K | 0.02% | +131+6.9% | Added |
| DCM Advisors, LLC | 2,024 | $421.4K | 0.19% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 2,014 | $419.3K | 0.12% | −71−3.4% | Reduced |
| First Citizens Bank & Trust Co | 2,008 | $418.0K | 0.01% | +175+9.5% | Added |
| Cyrus J. Lawrence, LLC | 2,006 | $417.0K | 0.11% | −33,275−94.3% | Reduced |
| RBA Wealth Management, LLC | 2,000 | $416.4K | 0.20% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $416.4K | 0.19% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,998 | $416.0K | 0.04% | +287+16.8% | Added |
| Angeles Investment Advisors, LLC | 1,985 | $414.9K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,979 | $412.0K | 0.01% | +1,979 | New |
| Earnest Partners LLC | 1,973 | $410.7K | 0.00% | −41−2.0% | Reduced |
| Alerus Financial NA | 1,962 | $408.4K | 0.04% | −139−6.6% | Reduced |
| Pallas Capital Advisors LLC | 1,893 | $404.5K | 0.02% | +1,893 | New |
| Appleton Partners Inc | 1,940 | $404.0K | 0.04% | −185−8.7% | Reduced |
| 9258 Wealth Management, LLC | 1,925 | $400.7K | 0.08% | −319−14.2% | Reduced |
| First County Bank | 1,911 | $397.8K | 0.21% | +602+46.0% | Added |
| Acadian Asset Management LLC | 1,897 | $394.0K | 0.00% | −9,634−83.5% | Reduced |
| Plancorp, LLC | 1,888 | $393.0K | 0.02% | +78+4.3% | Added |
| Sompo Asset Management Co., Ltd. | 1,880 | $391.4K | 0.09% | +1,880 | New |
| Eudaimonia Advisors LLC | 1,877 | $390.8K | 0.27% | −12−0.6% | Reduced |
| Harbour Investments, Inc. | 1,869 | $389.1K | 0.02% | +24+1.3% | Added |
| Hamilton Wealth, LLC | 1,865 | $388.2K | 0.14% | −10−0.5% | Reduced |
| Grimes & Company, Inc. | 1,864 | $388.1K | 0.02% | −67−3.5% | Reduced |
| Sandy Cove Advisors, LLC | 1,862 | $387.7K | 0.22% | +8+0.4% | Added |
| Capital Investment Advisors, LLC | 1,859 | $387.0K | 0.01% | −208−10.1% | Reduced |
| XTX Topco Ltd | 1,844 | $383.9K | 0.07% | +1,844 | New |
| Golden State Equity Partners | 1,842 | $383.5K | 0.11% | +357+24.0% | Added |
| Achmea Investment Management B.V. | 1,828 | $380.0K | 0.01% | −1,325−42.0% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $380.0K | 0.21% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,815 | $377.8K | 0.07% | −7−0.4% | Reduced |
| Manchester Capital Management LLC | 1,814 | $377.6K | 0.06% | +61+3.5% | Added |
| Congress Wealth Management LLC | 1,814 | $377.6K | 0.01% | +156+9.4% | Added |
| Clearview Wealth Advisors LLC | 1,813 | $377.4K | 0.47% | +8+0.4% | Added |
| Good Life Advisors, LLC | 1,812 | $377.2K | 0.04% | +1,812 | New |
| Sage Private Wealth Group, LLC | 1,804 | $375.6K | 0.52% | +30+1.7% | Added |
| Two Sigma Securities, LLC | 1,800 | $374.7K | 0.02% | −2,933−62.0% | Reduced |
| Legal Advantage Investments, Inc. | 1,800 | $374.7K | 0.27% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,799 | $374.5K | 0.27% | +4+0.2% | Added |
| Geller Advisors LLC | 1,784 | $372.9K | 0.04% | +12+0.7% | Added |
| Wambolt & Associates, LLC | 1,804 | $372.4K | 0.14% | −56−3.0% | Reduced |
| Farmers National Bank | 1,787 | $372.0K | 0.13% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,785 | $372.0K | 0.09% | +67+3.9% | Added |
| Argonautica Private Wealth Management, Inc | 1,784 | $371.3K | 0.17% | +17+1.0% | Added |
| Ellevest, Inc. | 1,771 | $368.7K | 0.03% | −123−6.5% | Reduced |
| BluePath Capital Management, LLC | 1,766 | $367.6K | 0.34% | +1,766 | New |
| Atlas Capital Advisors LLC | 1,751 | $364.5K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,747 | $363.7K | 0.05% | +172+10.9% | Added |
| Tower Bridge Advisors | 1,742 | $362.6K | 0.03% | +17+1.0% | Added |
| Fidelis Capital Partners, LLC | 1,742 | $362.6K | 0.12% | +27+1.6% | Added |
| West Oak Capital, LLC | 1,735 | $361.0K | 0.18% | −50−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,710 | $356.0K | 0.01% | +103+6.4% | Added |
| Mutual Advisors, LLC | 1,709 | $355.8K | 0.01% | +12+0.7% | Added |
| Broadleaf Partners, LLC | 1,706 | $355.2K | 0.12% | 00.0% | Unchanged |
| Lavaca Capital LLC | 1,702 | $354.3K | 0.13% | +10+0.6% | Added |
| EHP Funds Inc. | 1,700 | $353.9K | 0.17% | −5,900−77.6% | Reduced |
| Essex Savings Bank | 1,700 | $353.9K | 0.12% | −4−0.2% | Reduced |
| Rede Wealth, LLC | 1,696 | $353.1K | 0.18% | −156−8.4% | Reduced |
| Leavell Investment Management, Inc. | 1,677 | $351.0K | 0.02% | +43+2.6% | Added |
| Ironwood Investment Counsel, LLC | 1,686 | $351.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,685 | $350.8K | 0.05% | +256+17.9% | Added |
| Mitchell Sinkler & Starr | 1,683 | $350.4K | 0.11% | −416−19.8% | Reduced |
| Abbrea Capital, LLC | 1,675 | $350.0K | 0.06% | +375+28.8% | Added |
| Courier Capital LLC | 1,678 | $349.3K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,672 | $348.8K | 0.07% | +122+7.9% | Added |
| LMG Wealth Partners, LLC | 1,670 | $347.7K | 0.11% | +1,670 | New |
| Legacy Advisors, LLC | 1,657 | $346.3K | 0.06% | +190+13.0% | Added |
| Venturi Wealth Management, LLC | 1,662 | $346.1K | 0.03% | −373−18.3% | Reduced |
| Brighton Jones LLC | 1,646 | $342.6K | 0.02% | −525−24.2% | Reduced |
| Pointe Capital Management LLC | 1,642 | $341.8K | 0.27% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,638 | $341.0K | 0.03% | 00.0% | Unchanged |