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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 633 | $131.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 606 | $126.1K | 0.01% | +1+0.2% | Added |
| Harbor Investment Advisory, LLC | 589 | $122.6K | 0.02% | −499−45.9% | Reduced |
| Column Capital Advisors, LLC | 582 | $121.2K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 574 | $119.5K | 0.15% | +574 | New |
| Tradition Wealth Management, LLC | 548 | $114.0K | 0.01% | +3+0.6% | Added |
| Union Savings Bank | 536 | $111.6K | 0.07% | +250+87.4% | Added |
| West Branch Capital LLC | 521 | $108.4K | 0.06% | +2+0.4% | Added |
| Salem Investment Counselors Inc | 518 | $108.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 516 | $107.0K | 0.00% | +429+493.1% | Added |
| Blume Capital Management, Inc. | 500 | $104.1K | 0.03% | +225+81.8% | Added |
| Ramirez Asset Management, Inc. | 500 | $104.1K | 0.02% | +500 | New |
| Norwood Financial Corp | 500 | $104.1K | 0.17% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 485 | $101.0K | 0.00% | +485 | New |
| Legacy Financial Group LLC | 484 | $100.8K | 0.02% | +484 | New |
| Pinnacle Bancorp, Inc. | 483 | $100.6K | 0.04% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 482 | $100.3K | 0.04% | +482 | New |
| Logan Capital Management Inc | 477 | $99.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 475 | $98.9K | 0.03% | +12+2.6% | Added |
| Brown, Lisle/Cummings, Inc. | 470 | $97.8K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 466 | $97.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 461 | $96.0K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 455 | $94.7K | 0.07% | 00.0% | Unchanged |
| Bray Capital Advisors | 446 | $92.8K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 443 | $92.2K | 0.05% | +35+8.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 437 | $91.3K | 0.05% | +437 | New |
| Sandy Spring Bank | 437 | $91.0K | 0.01% | −354−44.8% | Reduced |
| Carolinas Wealth Consulting LLC | 415 | $89.0K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 425 | $88.5K | 0.56% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $87.4K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 415 | $86.4K | 0.10% | 00.0% | Unchanged |
| ORG Partners LLC | 405 | $84.3K | 0.02% | −1,616−80.0% | Reduced |
| JNBA Financial Advisors | 391 | $81.4K | 0.01% | +17+4.5% | Added |
| City Holding Co | 381 | $79.3K | 0.01% | −13−3.3% | Reduced |
| JFS Wealth Advisors, LLC | 373 | $77.7K | 0.01% | +14+3.9% | Added |
| Newbridge Financial Services Group, Inc. | 370 | $77.0K | 0.04% | 00.0% | Unchanged |
| Westpac Banking Corp | 365 | $76.0K | 0.01% | +365 | New |
| Mark Sheptoff Financial Planning, LLC | 361 | $75.2K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 351 | $73.0K | 0.06% | +2+0.6% | Added |
| Cassady Schiller Wealth Management, LLC | 347 | $72.2K | 0.04% | +47+15.7% | Added |
| Hantz Financial Services, Inc. | 344 | $72.0K | 0.00% | +52+17.8% | Added |
| Stonebridge Capital Advisors LLC | 338 | $70.4K | 0.01% | −16−4.5% | Reduced |
| Indiana Trust & Investment Management CO | 328 | $68.3K | 0.03% | +328 | New |
| Castleview Partners, LLC | 325 | $67.7K | 0.06% | +7+2.2% | Added |
| Granite FO LLC | 320 | $66.6K | 0.05% | −435−57.6% | Reduced |
| Carmel Capital Partners, LLC | 318 | $66.2K | 0.03% | +218+218.0% | Added |
| Farmers & Merchants Investments Inc | 293 | $61.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 288 | $60.0K | 0.02% | +47+19.5% | Added |
| Concord Wealth Partners | 285 | $59.3K | 0.01% | −20−6.6% | Reduced |
| Horizons Wealth Management | 282 | $58.7K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $57.3K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 274 | $57.1K | 0.04% | +1+0.4% | Added |
| Acima Private Wealth, LLC | 264 | $55.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 258 | $53.6K | 0.01% | −1,465−85.0% | Reduced |
| Investors Research Corp | 247 | $51.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $50.4K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 240 | $50.0K | 0.02% | −142−37.2% | Reduced |
| Oakmont Corp | 240 | $50.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 238 | $49.7K | 0.00% | +2+0.8% | Added |
| Zions Bancorporation, N.A. | 232 | $48.3K | 0.00% | −44−15.9% | Reduced |
| Atwood & Palmer Inc | 230 | $47.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 226 | $47.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 220 | $46.0K | 0.01% | +27+14.0% | Added |
| Key Financial Inc | 217 | $45.2K | 0.02% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 213 | $44.3K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 208 | $43.3K | 0.01% | +59+39.6% | Added |
| TFC Financial Management | 202 | $42.1K | 0.01% | +34+20.2% | Added |
| Rosenberg Matthew Hamilton | 198 | $41.2K | 0.01% | −39−16.5% | Reduced |
| SOA Wealth Advisors, LLC. | 194 | $40.4K | 0.01% | −60−23.6% | Reduced |
| Armstrong Advisory Group, Inc | 194 | $40.4K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 193 | $40.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 189 | $39.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $37.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 177 | $36.8K | 0.00% | +177 | New |
| Baldwin Brothers Inc | 175 | $36.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 173 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 164 | $34.1K | 0.00% | +24+17.1% | Added |
| HHM Wealth Advisors, LLC | 160 | $33.3K | 0.01% | −123−43.5% | Reduced |
| PEAK6 Investments LLC | 155 | $32.3K | 0.00% | +152+5,066.7% | Added |
| Covestor Ltd | 137 | $29.0K | 0.02% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 139 | $28.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 135 | $28.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 132 | $27.6K | 0.00% | +132 | New |
| Emfo, LLC | 125 | $26.0K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 135 | $26.0K | 0.01% | +4+3.1% | Added |
| Clean Yield Group | 120 | $25.2K | 0.01% | −13−9.8% | Reduced |
| C M Bidwell & Associates Ltd | 120 | $25.0K | 0.02% | −1,119−90.3% | Reduced |
| United Community Bank | 120 | $25.0K | 0.01% | −60−33.3% | Reduced |
| Tradewinds Capital Management, LLC | 120 | $25.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $24.8K | 0.01% | +13+12.3% | Added |
| RFP Financial Group LLC | 117 | $24.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 116 | $24.1K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 116 | $24.1K | 0.02% | +1+0.9% | Added |
| Sunbelt Securities, Inc. | 115 | $24.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 115 | $23.9K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 113 | $23.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 113 | $23.5K | 0.00% | +1+0.9% | Added |
| Byrne Asset Management LLC | 110 | $23.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 109 | $22.7K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 108 | $22.5K | 0.00% | 00.0% | Unchanged |