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
- 1,487
- +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
- 569 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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 29,910 | $6.23M | 1.56% | −455−1.5% | Reduced |
| Evergreen Capital Management LLC | 29,621 | $6.19M | 0.27% | −173−0.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 29,669 | $6.18M | 0.59% | +29,669 | New |
| Securian Asset Management, Inc | 29,474 | $6.14M | 0.18% | −4,859−14.2% | Reduced |
| Jackson Square Capital, LLC | 29,270 | $6.09M | 2.45% | +5,151+21.4% | Added |
| Kestra Private Wealth Services, LLC | 29,113 | $6.06M | 0.19% | +2,325+8.7% | Added |
| Ci Investments Inc. | 29,011 | $6.04M | 0.03% | −32,041−52.5% | Reduced |
| HB Wealth Management, LLC | 28,879 | $6.01M | 0.10% | +1,144+4.1% | Added |
| Stokes Capital Advisors, LLC | 28,823 | $6.00M | 2.09% | −46−0.2% | Reduced |
| Hartford Investment Management Co | 28,424 | $5.92M | 0.24% | −932−3.2% | Reduced |
| Atria Investments LLC | 28,386 | $5.91M | 0.11% | +3,057+12.1% | Added |
| Synovus Financial Corp | 28,335 | $5.90M | 0.07% | −1,351−4.6% | Reduced |
| Railway Pension Investments Ltd | 28,000 | $5.83M | 0.06% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 27,892 | $5.81M | 0.89% | −2,209−7.3% | Reduced |
| ABN AMRO Bank N.V. | 27,891 | $5.80M | 0.10% | −149−0.5% | Reduced |
| Advisory Services Network, LLC | 27,718 | $5.77M | 0.15% | −118,823−81.1% | Reduced |
| Woodstock Corp | 27,588 | $5.74M | 0.72% | −237−0.9% | Reduced |
| Woodmont Investment Counsel LLC | 27,575 | $5.74M | 0.61% | +11,253+68.9% | Added |
| Janney Capital Management LLC | 27,453 | $5.71M | 0.44% | +120.0% | Added |
| Harrell Investment Partners, LLC | 27,660 | $5.71M | 1.94% | +1,421+5.4% | Added |
| Rock Point Advisors, LLC | 27,361 | $5.70M | 1.97% | −125−0.5% | Reduced |
| Ostrum Asset Management | 27,265 | $5.68M | 0.53% | +4,079+17.6% | Added |
| Farmers Trust Co | 26,916 | $5.60M | 1.29% | −727−2.6% | Reduced |
| Lighthouse Investment Partners, LLC | 26,876 | $5.60M | 0.33% | −9,344−25.8% | Reduced |
| Banco Santander, S.A. | 26,620 | $5.54M | 0.08% | +6,606+33.0% | Added |
| Point72 Europe (London) LLP | 26,200 | $5.45M | 0.74% | −34,524−56.9% | Reduced |
| Pacer Advisors, Inc. | 26,127 | $5.44M | 0.02% | +639+2.5% | Added |
| JustInvest LLC | 26,046 | $5.42M | 0.16% | −145−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 25,861 | $5.42M | 0.12% | −793−3.0% | Reduced |
| Transform Wealth, LLC | 25,543 | $5.34M | 0.56% | −10,108−28.4% | Reduced |
| Louisiana State Employees Retirement System | 25,400 | $5.29M | 0.12% | −200−0.8% | Reduced |
| Jefferies Financial Group Inc. | 25,400 | $5.29M | 0.13% | +18,541+270.3% | Added |
| Northwest Bancshares, Inc. | 25,353 | $5.28M | 1.01% | −445−1.7% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $5.20M | 0.58% | 00.0% | Unchanged |
| Portolan Capital Management, LLC | 24,441 | $5.09M | 0.48% | +24,441 | New |
| Evexia Wealth LLC | 23,562 | $5.08M | 2.57% | +34+0.1% | Added |
| Cornerstone Advisors, LLC | 24,300 | $5.06M | 0.24% | +19,500+406.3% | Added |
| Van Cleef Asset Management,Inc | 23,752 | $4.94M | 0.78% | −80.0% | Reduced |
| Stonegate Investment Group, LLC | 23,493 | $4.89M | 0.18% | −6,387−21.4% | Reduced |
| Trust Co of Vermont | 23,299 | $4.85M | 0.33% | +358+1.6% | Added |
| Park National Corp | 23,215 | $4.83M | 0.22% | −495−2.1% | Reduced |
| Benedict Financial Advisors Inc | 23,059 | $4.80M | 1.39% | +274+1.2% | Added |
| Gotham Asset Management, LLC | 22,628 | $4.71M | 0.10% | −3,635−13.8% | Reduced |
| Genus Capital Management Inc. | 22,520 | $4.69M | 0.74% | +22,520 | New |
| Brady Family Wealth, LLC | 22,517 | $4.69M | 1.81% | +307+1.4% | Added |
| Advisors Asset Management, Inc. | 22,482 | $4.68M | 0.10% | −5,085−18.4% | Reduced |
| Dana Investment Advisors, Inc. | 22,456 | $4.67M | 0.24% | +5,350+31.3% | Added |
| Two Sigma Advisers, LP | 22,413 | $4.67M | 0.01% | −31,600−58.5% | Reduced |
| Highland Capital Management, LLC | 22,315 | $4.65M | 0.32% | −1,571−6.6% | Reduced |
| Alps Advisors Inc | 22,222 | $4.63M | 0.04% | +3,748+20.3% | Added |
| Lido Advisors, LLC | 21,972 | $4.57M | 0.05% | −12,889−37.0% | Reduced |
| Coastline Trust Co | 21,912 | $4.56M | 0.67% | −2,520−10.3% | Reduced |
| Phoenix Holdings Ltd. | 21,710 | $4.56M | 0.09% | +3,834+21.4% | Added |
| Central Bank & Trust Co | 21,851 | $4.55M | 0.79% | +20+0.1% | Added |
| Charter Trust Co | 21,637 | $4.50M | 0.36% | −421−1.9% | Reduced |
| New Mexico Educational Retirement Board | 21,537 | $4.48M | 0.19% | +1,400+7.0% | Added |
| Northwest & Ethical Investments L.P. | 21,526 | $4.48M | 0.15% | −30,695−58.8% | Reduced |
| Silvercrest Asset Management Group LLC | 21,463 | $4.47M | 0.03% | +21,463 | New |
| AE Wealth Management LLC | 21,366 | $4.45M | 0.03% | +553+2.7% | Added |
| Middleton & Co Inc | 21,319 | $4.44M | 0.61% | −683−3.1% | Reduced |
| Lantz Financial LLC | 21,089 | $4.39M | 1.75% | −328−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,923 | $4.36M | 0.57% | +34+0.2% | Added |
| Selway Asset Management | 20,835 | $4.34M | 2.00% | −115−0.5% | Reduced |
| Kinneret Advisory, LLC | 20,679 | $4.32M | 0.53% | −12−0.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 20,760 | $4.32M | 2.92% | +226+1.1% | Added |
| Daymark Wealth Partners, LLC | 20,597 | $4.29M | 0.30% | +11,493+126.2% | Added |
| SlateStone Wealth, LLC | 20,529 | $4.27M | 0.62% | +16,945+472.8% | Added |
| Metis Global Partners, LLC | 20,202 | $4.21M | 0.20% | +1,909+10.4% | Added |
| Radnor Capital Management, LLC | 20,048 | $4.17M | 0.83% | −561−2.7% | Reduced |
| S&CO Inc | 19,854 | $4.13M | 0.34% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 19,806 | $4.12M | 2.36% | +19,806 | New |
| Greenleaf Trust | 19,758 | $4.11M | 0.05% | −639−3.1% | Reduced |
| NBC Securities, Inc. | 19,689 | $4.10M | 0.45% | +19,689 | New |
| Umb Bank N A | 19,673 | $4.10M | 0.07% | −5,699−22.5% | Reduced |
| River Wealth Advisors LLC | 19,543 | $4.07M | 0.73% | +1,188+6.5% | Added |
| Siemens Fonds Invest GmbH | 19,518 | $4.06M | 0.41% | +2,047+11.7% | Added |
| NovaPoint Capital, LLC | 19,336 | $4.03M | 1.60% | +439+2.3% | Added |
| Perkins Coie Trust Co | 19,138 | $3.98M | 1.12% | −41−0.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 19,125 | $3.98M | 0.26% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 19,069 | $3.97M | 1.13% | +1,700+9.8% | Added |
| Wesbanco Bank Inc | 18,771 | $3.91M | 0.17% | +1,986+11.8% | Added |
| Advisor Partners II, LLC | 18,757 | $3.90M | 0.16% | +2,467+15.1% | Added |
| Horizon Investment Services, LLC | 18,557 | $3.86M | 2.32% | +62+0.3% | Added |
| Corbyn Investment Management Inc | 18,545 | $3.86M | 1.97% | −2,415−11.5% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $3.84M | 1.46% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 18,225 | $3.79M | 0.02% | +18,225 | New |
| Financial Advisory Partners, LLC | 18,152 | $3.78M | 1.52% | −202−1.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 18,051 | $3.76M | 0.09% | +6,051+50.4% | Added |
| Berkshire Bank | 17,949 | $3.74M | 1.08% | −187−1.0% | Reduced |
| Advocate Group LLC | 17,940 | $3.73M | 0.87% | +1,731+10.7% | Added |
| Liberty Capital Management, Inc. | 17,557 | $3.66M | 1.08% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 17,525 | $3.65M | 0.10% | +11,025+169.6% | Added |
| Resolute Capital Asset Partners LLC | 17,500 | $3.64M | 2.57% | +17,500 | New |
| Cetera Investment Advisers | 17,449 | $3.63M | 0.03% | +42+0.2% | Added |
| Putnam Investments LLC | 17,160 | $3.57M | 0.01% | +1,300+8.2% | Added |
| Quadrature Capital Ltd | 17,145 | $3.57M | 0.07% | +7,552+78.7% | Added |
| Metropolitan Life Insurance Co | 16,994 | $3.54M | 0.18% | −1,055−5.8% | Reduced |
| Chicago Trust Co NA | 16,787 | $3.49M | 0.88% | −309−1.8% | Reduced |
| Plimoth Trust Co LLC | 16,746 | $3.49M | 1.09% | +201+1.2% | Added |
| Alta Fox Capital Management, LLC | 16,700 | $3.48M | 3.81% | +16,700 | New |