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 |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 1,185 | $246.7K | 0.15% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,015 | $246.5K | 0.12% | −49−4.6% | Reduced |
| Carret Asset Management, LLC | 1,176 | $244.8K | 0.03% | 00.0% | Unchanged |
| Parthenon LLC | 1,174 | $244.4K | 0.04% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,167 | $243.9K | 0.04% | −7,521−86.6% | Reduced |
| Crestwood Advisors Group LLC | 1,162 | $241.9K | 0.01% | +1,162 | New |
| Warren Averett Asset Management, LLC | 1,160 | $241.5K | 0.01% | +1,160 | New |
| RFG Advisory, LLC | 1,156 | $240.7K | 0.01% | −196−14.5% | Reduced |
| Cypress Capital Group | 1,156 | $240.7K | 0.03% | −26−2.2% | Reduced |
| HBK Sorce Advisory LLC | 1,153 | $239.9K | 0.01% | −19−1.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,141 | $238.0K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 1,142 | $237.7K | 0.02% | +11+1.0% | Added |
| Northern Oak Wealth Management Inc | 1,141 | $237.5K | 0.03% | −889−43.8% | Reduced |
| BancorpSouth Bank | 1,135 | $236.3K | 0.02% | −40−3.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,131 | $235.5K | 0.00% | −55−4.6% | Reduced |
| Abacus Planning Group, Inc. | 1,130 | $235.2K | 0.06% | −26−2.2% | Reduced |
| Van Leeuwen & Company, LLC | 1,130 | $235.2K | 0.15% | +1,130 | New |
| Clarus Group, Inc. | 1,130 | $235.2K | 0.17% | −46−3.9% | Reduced |
| Eqis Capital Management, Inc. | 1,124 | $234.0K | 0.03% | −1,663−59.7% | Reduced |
| Echo45 Advisors LLC | 1,122 | $233.6K | 0.20% | −66−5.6% | Reduced |
| StrategIQ Financial Group, LLC | 1,121 | $233.4K | 0.03% | +32+2.9% | Added |
| Grove Bank & Trust | 1,120 | $233.2K | 0.05% | +205+22.4% | Added |
| Girard Partners Ltd. | 1,110 | $231.1K | 0.03% | +1,110 | New |
| Elgethun Capital Management | 1,119 | $230.7K | 0.07% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,107 | $230.4K | 0.18% | +1,107 | New |
| Keel Point, LLC | 1,104 | $229.9K | 0.03% | −182−14.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $229.0K | 0.15% | +64+6.2% | Added |
| New Jersey Better Educational Savings Trust | 1,100 | $229.0K | 0.56% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $229.0K | 0.13% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,100 | $229.0K | 0.05% | +1,100 | New |
| Kidder Stephen W | 1,096 | $228.2K | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,090 | $227.8K | 0.03% | +1,090 | New |
| Drive Wealth Management, LLC | 1,087 | $227.2K | 0.08% | +1,087 | New |
| IFP Advisors, Inc | 1,086 | $226.0K | 0.01% | +280+34.7% | Added |
| Alpha Cubed Investments, LLC | 1,084 | $225.7K | 0.02% | +10+0.9% | Added |
| StrongBox Wealth, LLC | 1,077 | $224.2K | 0.14% | −115−9.6% | Reduced |
| Delta Financial Group, Inc. | 1,074 | $223.0K | 0.08% | −6−0.6% | Reduced |
| Mark Stevens | 1,070 | $222.8K | 0.03% | +1,070 | New |
| Arbor Trust Wealth Advisors, LLC | 1,065 | $222.6K | 0.15% | −27−2.5% | Reduced |
| Convergence Investment Partners, LLC | 1,065 | $222.0K | 0.13% | +2+0.2% | Added |
| Gries Financial LLC | 1,060 | $220.7K | 0.06% | +1,060 | New |
| Titleist Asset Management, LLC | 1,058 | $220.2K | 0.05% | +2+0.2% | Added |
| Trillium Asset Management, LLC | 1,044 | $217.0K | 0.01% | −48−4.4% | Reduced |
| Fox Run Management, L.L.C. | 1,039 | $216.3K | 0.06% | −3,808−78.6% | Reduced |
| VeraBank, N.A. | 1,039 | $216.3K | 0.08% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,038 | $216.1K | 0.01% | +1,038 | New |
| Mendel Money Management | 1,038 | $216.1K | 0.12% | +1,038 | New |
| Northstar Group, Inc. | 1,037 | $215.9K | 0.05% | −10−1.0% | Reduced |
| Kickstand Ventures, LLC. | 1,032 | $214.8K | 0.07% | +1,032 | New |
| McLean Asset Management Corp | 1,024 | $214.8K | 0.09% | +1,024 | New |
| Mill Creek Capital Advisors, LLC | 1,027 | $213.8K | 0.01% | −268−20.7% | Reduced |
| Leisure Capital Management | 1,024 | $213.2K | 0.12% | −28−2.7% | Reduced |
| V-Square Quantitative Management LLC | 1,024 | $213.2K | 0.09% | +1,024 | New |
| Financial Advisors, LLC | 1,020 | $212.3K | 0.05% | −30−2.9% | Reduced |
| Excalibur Management Corp | 1,016 | $211.5K | 0.11% | +1,016 | New |
| Quent Capital, LLC | 1,015 | $211.3K | 0.03% | +28+2.8% | Added |
| MCF Advisors LLC | 1,004 | $210.0K | 0.02% | −37−3.6% | Reduced |
| Copperwynd Financial, LLC | 1,007 | $209.6K | 0.10% | +1,007 | New |
| GHP Investment Advisors, Inc. | 991 | $209.0K | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,004 | $209.0K | 0.01% | +1,004 | New |
| Palisade Asset Management, LLC | 1,003 | $208.8K | 0.03% | +1,003 | New |
| David Loasby | 1,004 | $208.5K | 0.02% | +1,004 | New |
| RBF Capital, LLC | 1,000 | $208.2K | 0.01% | +1,000 | New |
| Cullinan Associates Inc | 1,000 | $208.2K | 0.01% | +1,000 | New |
| Sabal Trust CO | 995 | $207.1K | 0.01% | −73−6.8% | Reduced |
| Cohen & Steers, Inc. | 992 | $207.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 992 | $206.5K | 0.05% | +70+7.6% | Added |
| Guardian Wealth Advisors, LLC | 990 | $206.2K | 0.16% | +990 | New |
| Cornerstone Advisory, LLC | 981 | $204.2K | 0.04% | +981 | New |
| Rothschild Investment Corp | 981 | $204.0K | 0.02% | +981 | New |
| First Financial Bank - Trust Division | 978 | $203.6K | 0.02% | −250−20.4% | Reduced |
| Altfest L J & Co Inc | 977 | $203.0K | 0.03% | +977 | New |
| Seelaus Asset Management LLC | 992 | $203.0K | 0.23% | −1,564−61.2% | Reduced |
| LaFleur & Godfrey LLC | 968 | $201.5K | 0.03% | +968 | New |
| McIlrath & Eck, LLC | 960 | $199.9K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 934 | $194.4K | 0.02% | 00.0% | Unchanged |
| American National Bank | 875 | $182.2K | 0.03% | +295+50.9% | Added |
| Transamerica Financial Advisors, Inc. | 866 | $181.0K | 0.02% | −101−10.4% | Reduced |
| Park Place Capital Corp | 863 | $179.7K | 0.05% | −33−3.7% | Reduced |
| AdvisorNet Financial, Inc | 842 | $175.3K | 0.02% | −138−14.1% | Reduced |
| Caldwell Trust Co | 812 | $169.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 811 | $168.8K | 0.08% | −45−5.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 799 | $166.3K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 796 | $165.7K | 0.04% | −86−9.8% | Reduced |
| Pacifica Partners Inc. | 780 | $164.4K | 0.09% | 00.0% | Unchanged |
| Trust Co | 788 | $164.0K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 779 | $162.0K | 0.05% | +44+6.0% | Added |
| Ancora Advisors, LLC | 771 | $160.5K | 0.00% | +261+51.2% | Added |
| State of Wyoming | 745 | $155.1K | 0.03% | −154−17.1% | Reduced |
| Glassman Wealth Services | 745 | $155.1K | 0.03% | +8+1.1% | Added |
| Financial Management Professionals, Inc. | 742 | $154.0K | 0.03% | +19+2.6% | Added |
| Jones Financial Companies LLLP | 739 | $153.8K | 0.00% | +288+63.9% | Added |
| Tucker Asset Management LLC | 724 | $150.7K | 0.04% | +200+38.2% | Added |
| Provenance Wealth Advisors, LLC | 716 | $149.1K | 0.02% | +716 | New |
| Hazlett, Burt & Watson, Inc. | 713 | $149.0K | 0.11% | +281+65.0% | Added |
| CoreFirst Bank & Trust | 714 | $148.6K | 0.11% | 00.0% | Unchanged |
| Operose Advisors LLC | 694 | $144.5K | 0.06% | +535+336.5% | Added |
| Carmichael Hill & Associates, Inc. | 691 | $143.9K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 661 | $137.7K | 0.04% | +14+2.2% | Added |
| J.Safra Asset Management Corp | 660 | $137.4K | 0.02% | 00.0% | Unchanged |