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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 10,454 | $2.18M | 0.43% | +182+1.8% | Added |
| Argyle Capital Management Inc. | 10,421 | $2.17M | 0.79% | −30−0.3% | Reduced |
| Mach-1 Financial Group, Inc. | 10,338 | $2.15M | 0.90% | −123−1.2% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 10,250 | $2.13M | 0.01% | +10,250 | New |
| Mission Wealth Management, LP | 10,152 | $2.11M | 0.08% | −113−1.1% | Reduced |
| Dynamic Advisor Solutions LLC | 10,053 | $2.09M | 0.10% | +295+3.0% | Added |
| Nations Financial Group Inc, | 10,038 | $2.09M | 0.21% | −87−0.9% | Reduced |
| LGT Fund Management Co Ltd. | 10,000 | $2.06M | 1.00% | +10,000 | New |
| Private Trust Co NA | 9,825 | $2.05M | 0.27% | −420−4.1% | Reduced |
| New Potomac Partners, LLC | 9,791 | $2.04M | 1.40% | +410+4.4% | Added |
| Marathon Capital Management | 9,760 | $2.03M | 0.51% | +9,760 | New |
| Buckhead Capital Management LLC | 9,755 | $2.03M | 0.84% | +743+8.2% | Added |
| Wetherby Asset Management Inc | 9,743 | $2.03M | 0.12% | +939+10.7% | Added |
| Armstrong Shaw Associates Inc | 9,693 | $2.02M | 2.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,690 | $2.02M | 0.14% | +423+4.6% | Added |
| Lederer & Associates Investment Counsel | 9,638 | $2.01M | 1.59% | −148−1.5% | Reduced |
| Gabelli Funds LLC | 9,605 | $2.00M | 0.02% | +2,550+36.1% | Added |
| Griffin Asset Management, Inc. | 9,537 | $1.99M | 0.28% | −760−7.4% | Reduced |
| First National Advisers, LLC | 9,498 | $1.98M | 0.88% | +3,837+67.8% | Added |
| Comerica Securities,inc. | 9,452 | $1.98M | 0.16% | −363−3.7% | Reduced |
| Pictet North America Advisors SA | 9,485 | $1.97M | 0.28% | −24−0.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,438 | $1.96M | 0.11% | +1,345+16.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 9,387 | $1.95M | 1.82% | −5,094−35.2% | Reduced |
| Nelson Capital Management, LLC | 9,312 | $1.94M | 0.48% | +9,312 | New |
| Haverford Trust Co | 9,272 | $1.93M | 0.02% | −937−9.2% | Reduced |
| Private Advisor Group, LLC | 9,265 | $1.93M | 0.02% | +752+8.8% | Added |
| Cornercap Investment Counsel Inc | 9,254 | $1.93M | 0.35% | +9,254 | New |
| Summit Financial, LLC | 9,185 | $1.92M | 0.14% | −55−0.6% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $1.90M | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 9,041 | $1.88M | 0.08% | +105+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $1.88M | 0.29% | 00.0% | Unchanged |
| Shay Capital LLC | 9,000 | $1.87M | 0.56% | −4,500−33.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,944 | $1.86M | 0.83% | +2,011+29.0% | Added |
| Moneta Group Investment Advisors LLC | 8,916 | $1.86M | 0.04% | +276+3.2% | Added |
| Everence Capital Management Inc | 8,860 | $1.84M | 0.14% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 8,818 | $1.84M | 0.22% | −10.0% | Reduced |
| Vestcor Inc | 8,790 | $1.83M | 0.07% | −1,053−10.7% | Reduced |
| Quantinno Capital Management LP | 8,750 | $1.82M | 0.08% | +720+9.0% | Added |
| NBT Bank N A | 8,747 | $1.82M | 0.17% | +8,747 | New |
| Fulton Bank, N.A. | 8,683 | $1.81M | 0.09% | +231+2.7% | Added |
| Clearstead Advisors, LLC | 8,623 | $1.80M | 0.11% | −689−7.4% | Reduced |
| Meridian Investment Counsel Inc. | 8,603 | $1.79M | 0.67% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 8,581 | $1.79M | 0.37% | +6,591+331.2% | Added |
| Schechter Investment Advisors, LLC | 8,504 | $1.77M | 0.17% | −3,076−26.6% | Reduced |
| Bowman & Co S.C. | 8,446 | $1.76M | 1.40% | +492+6.2% | Added |
| Platform Technology Partners | 8,428 | $1.75M | 0.82% | +830+10.9% | Added |
| Exencial Wealth Advisors, LLC | 8,404 | $1.75M | 0.09% | +2,286+37.4% | Added |
| Hyman Charles D | 8,400 | $1.75M | 0.11% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,395 | $1.75M | 0.28% | −153−1.8% | Reduced |
| Portland Global Advisors LLC | 8,384 | $1.75M | 0.29% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 8,373 | $1.74M | 0.05% | +28+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 8,294 | $1.73M | 0.61% | +525+6.8% | Added |
| Thoroughbred Financial Services, LLC | 8,263 | $1.72M | 0.17% | +1,889+29.6% | Added |
| Dividend Assets Capital, LLC | 8,240 | $1.72M | 0.36% | −555−6.3% | Reduced |
| Avitas Wealth Management LLC | 8,207 | $1.71M | 0.33% | −55−0.7% | Reduced |
| Horiko Capital Management LLC | 8,197 | $1.71M | 0.94% | +507+6.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,147 | $1.70M | 0.07% | −542−6.2% | Reduced |
| Versor Investments LP | 8,083 | $1.68M | 0.34% | +3,059+60.9% | Added |
| Douglass Winthrop Advisors, LLC | 8,075 | $1.68M | 0.04% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 8,034 | $1.67M | 0.15% | −380−4.5% | Reduced |
| Stephens Inc | 7,968 | $1.66M | 0.03% | +1,270+19.0% | Added |
| King Luther Capital Management Corp | 7,963 | $1.66M | 0.01% | +1,013+14.6% | Added |
| Prime Capital Investment Advisors, LLC | 7,908 | $1.65M | 0.03% | −1,202−13.2% | Reduced |
| Ghe, LLC | 7,865 | $1.64M | 1.11% | +97+1.2% | Added |
| Alaethes Wealth LLC | 7,826 | $1.63M | 0.89% | +56+0.7% | Added |
| We Are One Seven, LLC | 7,792 | $1.62M | 0.13% | +367+4.9% | Added |
| Davidson Trust Co | 7,783 | $1.62M | 1.20% | −75−1.0% | Reduced |
| Naples Global Advisors, LLC | 7,667 | $1.60M | 0.19% | +194+2.6% | Added |
| Sawtooth Solutions, LLC | 7,686 | $1.60M | 0.05% | −1,762−18.6% | Reduced |
| Bleakley Financial Group, LLC | 7,686 | $1.60M | 0.06% | −447−5.5% | Reduced |
| Allworth Financial LP | 7,677 | $1.60M | 0.01% | +176+2.3% | Added |
| Resources Investment Advisors, LLC. | 7,639 | $1.59M | 0.03% | +1,854+32.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.59M | 0.02% | −141−1.9% | Reduced |
| West Michigan Advisors, LLC | 7,570 | $1.58M | 0.84% | +162+2.2% | Added |
| Aries Wealth Management | 7,349 | $1.57M | 0.62% | +132+1.8% | Added |
| Penobscot Investment Management Company, Inc. | 7,543 | $1.57M | 0.21% | +645+9.4% | Added |
| Bowen Hanes & Co Inc | 7,530 | $1.57M | 0.05% | +200+2.7% | Added |
| Lincoln National Corp | 7,529 | $1.57M | 0.03% | +1,466+24.2% | Added |
| Gamco Investors, Inc. Et Al | 7,494 | $1.56M | 0.02% | −2,635−26.0% | Reduced |
| First Hawaiian Bank | 7,475 | $1.56M | 0.05% | −17−0.2% | Reduced |
| Ballentine Partners, LLC | 7,447 | $1.55M | 0.04% | +369+5.2% | Added |
| Claro Advisors LLC | 7,423 | $1.55M | 0.39% | +417+6.0% | Added |
| Monarch Capital Management Inc | 7,402 | $1.54M | 0.50% | −19−0.3% | Reduced |
| Sumitomo Life Insurance Co | 7,418 | $1.54M | 0.04% | −95−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,413 | $1.54M | 0.05% | −76−1.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,401 | $1.54M | 0.01% | −284,993−97.5% | Reduced |
| Desjardins Global Asset Management Inc. | 7,389 | $1.54M | 0.17% | +678+10.1% | Added |
| Occidental Asset Management, LLC | 7,353 | $1.53M | 0.35% | +881+13.6% | Added |
| Granite Bay Wealth Management, LLC | 7,560 | $1.53M | 0.01% | +7,560 | New |
| Fort Washington Investment Advisors Inc | 7,307 | $1.52M | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 7,273 | $1.51M | 0.45% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 7,242 | $1.51M | 0.13% | −1,128−13.5% | Reduced |
| Argent Trust Co | 7,241 | $1.51M | 0.08% | +293+4.2% | Added |
| Family Legacy, Inc. | 7,207 | $1.50M | 0.63% | −6−0.1% | Reduced |
| Strategic Investment Solutions, Inc. | 7,371 | $1.49M | 0.02% | +7,254+6,200.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,127 | $1.48M | 0.75% | +877+14.0% | Added |
| Mount Yale Investment Advisors, LLC | 7,119 | $1.48M | 0.16% | +209+3.0% | Added |
| Altman Advisors, Inc. | 7,110 | $1.48M | 0.92% | +7,110 | New |
| Lincoln Capital LLC | 7,102 | $1.48M | 0.39% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,036 | $1.47M | 0.14% | −856−10.8% | Reduced |