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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 1,635 | $340.4K | 0.01% | −50−3.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,631 | $339.5K | 0.27% | −39−2.3% | Reduced |
| Family Management Corp | 1,629 | $339.1K | 0.08% | −966−37.2% | Reduced |
| Wealthcare Advisory Partners LLC | 1,628 | $338.9K | 0.02% | −144−8.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,625 | $338.3K | 0.03% | +286+21.4% | Added |
| RSM US Wealth Management LLC | 1,609 | $336.4K | 0.01% | +110+7.3% | Added |
| BLB&B Advisors, LLC | 1,607 | $334.5K | 0.02% | −245−13.2% | Reduced |
| Congress Park Capital LLC | 1,600 | $333.1K | 0.19% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,600 | $333.1K | 0.10% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,596 | $332.3K | 0.08% | +1,596 | New |
| Farther Finance Advisors, LLC | 1,595 | $332.0K | 0.05% | −73−4.4% | Reduced |
| Berkeley Capital Partners, LLC | 1,594 | $331.9K | 0.12% | −135−7.8% | Reduced |
| Arkadios Wealth Advisors | 1,592 | $331.4K | 0.03% | +217+15.8% | Added |
| Roberts Glore & Co Inc | 1,591 | $331.2K | 0.11% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,589 | $330.8K | 0.11% | +242+18.0% | Added |
| Citizens Financial Group Inc | 1,589 | $330.7K | 0.01% | −1,401−46.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,586 | $330.2K | 0.02% | −8−0.5% | Reduced |
| QP Wealth Management, LLC | 1,585 | $330.0K | 0.58% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,585 | $330.0K | 0.07% | +337+27.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,584 | $329.8K | 0.25% | −417−20.8% | Reduced |
| Revisor Wealth Management LLC | 1,578 | $328.5K | 0.28% | +282+21.8% | Added |
| Baron Wealth Management LLC | 1,573 | $327.5K | 0.21% | +28+1.8% | Added |
| DRW Securities, LLC | 1,573 | $327.0K | 0.03% | −20,560−92.9% | Reduced |
| First Foundation Advisors | 1,568 | $326.4K | 0.02% | +388+32.9% | Added |
| SRS Capital Advisors, Inc. | 1,564 | $325.5K | 0.04% | −36−2.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,558 | $324.4K | 0.34% | +221+16.5% | Added |
| Equitable Holdings, Inc. | 1,553 | $323.3K | 0.00% | +350+29.1% | Added |
| Carson Advisory Inc. | 1,547 | $322.1K | 0.28% | +294+23.5% | Added |
| Heron Bay Capital Management | 1,545 | $321.6K | 0.09% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,538 | $320.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,527 | $317.9K | 0.04% | −67−4.2% | Reduced |
| Partners Capital Investment Group, LLP | 1,525 | $317.5K | 0.01% | −4,643−75.3% | Reduced |
| Sicart Associates LLC | 1,510 | $315.6K | 0.12% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 1,511 | $314.6K | 0.10% | +1,511 | New |
| Steinberg Asset Management LLC | 1,500 | $313.6K | 0.28% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,500 | $312.3K | 0.05% | +1,500 | New |
| Northern Financial Advisors Inc | 1,496 | $311.4K | 0.29% | +325+27.8% | Added |
| Chicago Partners Investment Group LLC | 1,508 | $311.4K | 0.02% | −34−2.2% | Reduced |
| SFMG, LLC | 1,488 | $309.7K | 0.03% | +39+2.7% | Added |
| Wealth Effects LLC | 1,467 | $305.4K | 0.15% | +38+2.7% | Added |
| Moody Lynn & Lieberson, LLC | 1,461 | $304.2K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,456 | $303.1K | 0.01% | +92+6.7% | Added |
| Moreno Evelyn V | 1,450 | $301.9K | 0.07% | +1,450 | New |
| Childress Capital Advisors, LLC | 1,449 | $301.7K | 0.10% | +1,449 | New |
| Weik Capital Management | 1,445 | $300.8K | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,427 | $297.1K | 0.01% | −22,274−94.0% | Reduced |
| Advisory Research Inc | 1,426 | $296.9K | 0.04% | −1−0.1% | Reduced |
| Pflug Koory, LLC | 1,424 | $296.4K | 0.17% | +23+1.6% | Added |
| Means Investment Co., Inc. | 1,423 | $296.2K | 0.05% | +2+0.1% | Added |
| Tectonic Advisors LLC | 1,422 | $296.1K | 0.03% | +6+0.4% | Added |
| Phillips Wealth Planners LLC | 1,399 | $294.6K | 0.40% | +1+0.1% | Added |
| Mayflower Financial Advisors, LLC | 1,412 | $294.0K | 0.04% | +57+4.2% | Added |
| Warther Private Wealth, LLC | 1,412 | $293.9K | 0.20% | +1,412 | New |
| Peak Planning Group, LLC | 1,410 | $293.6K | 0.23% | −181−11.4% | Reduced |
| Americana Partners, LLC | 1,403 | $292.1K | 0.03% | +1,403 | New |
| Johnson Financial Group, Inc. | 1,382 | $288.9K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,381 | $287.0K | 0.14% | −619−31.0% | Reduced |
| Live Oak Investment Partners | – | $286.0K | 0.25% | – | – |
| West Family Investments, Inc. | 1,374 | $286.0K | 0.10% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 1,369 | $285.0K | 0.17% | −17−1.2% | Reduced |
| Petrus Trust Company, LTA | 1,367 | $284.6K | 0.03% | −938−40.7% | Reduced |
| Focus Financial Network, Inc. | 1,360 | $284.3K | 0.02% | +186+15.8% | Added |
| Ascent Group, LLC | 1,296 | $283.6K | 0.03% | −3,216−71.3% | Reduced |
| Imprint Wealth LLC | 1,359 | $283.6K | 0.24% | −689−33.6% | Reduced |
| Strategic Advisors LLC | 1,356 | $282.3K | 0.06% | −81−5.6% | Reduced |
| Invesco, LLC | 1,351 | $281.3K | 0.14% | +9+0.7% | Added |
| Sawyer & Company, Inc | 1,351 | $281.0K | 0.13% | +204+17.8% | Added |
| Financial & Tax Architects, LLC | 1,337 | $278.4K | 0.09% | −3−0.2% | Reduced |
| MONECO Advisors, LLC | 1,312 | $273.1K | 0.07% | +20+1.5% | Added |
| Van Hulzen Asset Management, LLC | 1,308 | $272.0K | 0.02% | +141+12.1% | Added |
| Guerra Pan Advisors, LLC | 1,305 | $271.7K | 0.31% | −21−1.6% | Reduced |
| Strategy Asset Managers LLC | 1,300 | $270.7K | 0.07% | −23−1.7% | Reduced |
| Bollard Group LLC | 1,290 | $269.0K | 0.01% | −25−1.9% | Reduced |
| Renaissance Group LLC | 1,291 | $268.8K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,291 | $268.8K | 0.13% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,290 | $268.6K | 0.11% | +171+15.3% | Added |
| Sage Mountain Advisors LLC | 1,269 | $264.2K | 0.04% | +17+1.4% | Added |
| Empower Advisory Group, LLC | 1,265 | $263.3K | 0.00% | −9−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 1,255 | $261.3K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,252 | $260.7K | 0.05% | +52+4.3% | Added |
| Smithfield Trust Co | 1,244 | $259.0K | 0.02% | −5−0.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,244 | $259.0K | 0.08% | +47+3.9% | Added |
| Columbia Trust Co 01012016 | 1,233 | $256.7K | 0.15% | +46+3.9% | Added |
| Quaker Wealth Management, LLC | 1,229 | $255.8K | 0.12% | +2+0.2% | Added |
| Donaldson Capital Management, LLC | 1,227 | $255.5K | 0.01% | −124−9.2% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $254.8K | 0.09% | 00.0% | Unchanged |
| Country Club Bank | 1,200 | $254.7K | 0.02% | −15−1.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $254.0K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 1,219 | $253.8K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,219 | $253.7K | 0.02% | +6+0.5% | Added |
| Norway Savings Bank | 1,218 | $253.6K | 0.13% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,218 | $253.6K | 0.16% | +28+2.4% | Added |
| Reynders McVeigh Capital Management, LLC | 1,217 | $253.0K | 0.02% | −50−3.9% | Reduced |
| Summit Financial Group Inc | 1,208 | $251.5K | 0.11% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,207 | $251.3K | 0.19% | −26−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 1,201 | $251.1K | 0.03% | +23+2.0% | Added |
| LaSalle St. Investment Advisors, LLC | 1,209 | $251.0K | 0.12% | +2+0.2% | Added |
| Notis-McConarty Edward | 1,200 | $249.8K | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 1,196 | $249.0K | 0.02% | +1,196 | New |
| Nwam LLC | 1,192 | $248.4K | 0.03% | +2+0.2% | Added |