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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 7,065 | $1.47M | 0.03% | +2,333+49.3% | Added |
| Integrated Wealth Concepts LLC | 6,949 | $1.45M | 0.03% | +97+1.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,938 | $1.44M | 0.86% | +537+8.4% | Added |
| Guyasuta Investment Advisors Inc | 6,921 | $1.44M | 0.11% | +3,233+87.7% | Added |
| Dorsey & Whitney Trust CO LLC | 6,917 | $1.44M | 0.13% | +35+0.5% | Added |
| Lester Murray Antman dba SimplyRich | 6,833 | $1.42M | 0.69% | +609+9.8% | Added |
| Delphi Management Inc | 6,830 | $1.42M | 1.46% | +818+13.6% | Added |
| Ashton Thomas Private Wealth, LLC | 6,793 | $1.41M | 0.10% | +2,627+63.1% | Added |
| Resources Management Corp | 6,766 | $1.41M | 0.23% | +235+3.6% | Added |
| TFG Advisers LLC | 6,663 | $1.39M | 0.65% | +543+8.9% | Added |
| J. W. Coons Advisors, LLC | 6,658 | $1.39M | 0.40% | −1,042−13.5% | Reduced |
| Cordatus Wealth Management LLC | 6,601 | $1.37M | 1.26% | −173−2.6% | Reduced |
| Journey Advisory Group, LLC | 6,577 | $1.37M | 0.20% | +394+6.4% | Added |
| VisionPoint Advisory Group, LLC | 6,533 | $1.36M | 0.58% | +6,533 | New |
| Shorepoint Capital Partners LLC | 6,470 | $1.35M | 0.40% | −245−3.6% | Reduced |
| McRae Capital Management Inc | 6,439 | $1.34M | 0.40% | +175+2.8% | Added |
| Clear Harbor Asset Management, LLC | 6,437 | $1.34M | 0.14% | +50+0.8% | Added |
| Thompson Davis & Co., Inc. | 6,411 | $1.33M | 1.65% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 6,400 | $1.33M | 0.71% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,395 | $1.33M | 0.25% | −368−5.4% | Reduced |
| TD Private Client Wealth LLC | 6,395 | $1.33M | 0.06% | +880+16.0% | Added |
| Foster & Motley Inc | 6,369 | $1.33M | 0.11% | +23+0.4% | Added |
| DB Fitzpatrick & Co, Inc | 6,364 | $1.32M | 1.42% | +118+1.9% | Added |
| DoubleLine ETF Adviser LP | 6,326 | $1.32M | 0.47% | +285+4.7% | Added |
| Perpetual Ltd | 6,267 | $1.30M | 0.01% | +492+8.5% | Added |
| Cunning Capital Partners, LP | 6,265 | $1.30M | 0.86% | +6,265 | Added |
| Creative Financial Designs Inc | 6,232 | $1.30M | 0.15% | −219−3.4% | Reduced |
| NewEdge Wealth, LLC | 6,208 | $1.29M | 0.04% | −1,203−16.2% | Reduced |
| Burney Co | 6,184 | $1.29M | 0.06% | −60−1.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.28M | 0.87% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,121 | $1.27M | 0.09% | +930+17.9% | Added |
| Venture Visionary Partners LLC | 6,119 | $1.27M | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,109 | $1.27M | 0.06% | +38+0.6% | Added |
| Snowden Capital Advisors LLC | 6,083 | $1.27M | 0.05% | −1,800−22.8% | Reduced |
| Legato Capital Management LLC | 5,958 | $1.24M | 0.18% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 5,938 | $1.24M | 0.56% | +172+3.0% | Added |
| Trust Co of Oklahoma | 5,919 | $1.23M | 0.49% | −1,440−19.6% | Reduced |
| Wolverine Trading, LLC | 5,915 | $1.23M | 0.01% | +4,220+249.0% | Added |
| Fund Management at Engine No. 1 LLC | 5,875 | $1.22M | 0.19% | +482+8.9% | Added |
| Exeter Financial, LLC | 5,873 | $1.22M | 0.65% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,872 | $1.22M | 0.41% | +5,872 | New |
| Left Brain Wealth Management, LLC | 5,845 | $1.22M | 0.76% | +140+2.5% | Added |
| Lake Street Financial LLC | 5,732 | $1.22M | 0.22% | −860−13.0% | Reduced |
| REDW Wealth LLC | 5,834 | $1.21M | 0.37% | −1,652−22.1% | Reduced |
| CAPROCK Group, Inc. | 5,795 | $1.21M | 0.09% | −578−9.1% | Reduced |
| Paladin Advisory Group, LLC | 5,774 | $1.20M | 1.01% | 00.0% | Unchanged |
| Heritage Trust Co | 5,755 | $1.20M | 0.19% | −461−7.4% | Reduced |
| Scotia Capital Inc. | 5,740 | $1.19M | 0.01% | +5,740 | New |
| Stratos Wealth Partners, LTD. | 5,692 | $1.19M | 0.03% | −292−4.9% | Reduced |
| Credit Agricole S A | 5,649 | $1.18M | 0.04% | +3,865+216.6% | Added |
| Toroso Investments, LLC | 5,648 | $1.18M | 0.04% | +356+6.7% | Added |
| Wright Investors Service Inc | 5,638 | $1.17M | 0.34% | +3,644+182.7% | Added |
| Gs Investments, Inc. | 5,565 | $1.16M | 0.66% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,548 | $1.15M | 0.02% | +382+7.4% | Added |
| Rehmann Capital Advisory Group | 5,516 | $1.15M | 0.11% | −1,722−23.8% | Reduced |
| Simmons Bank | 5,499 | $1.14M | 0.10% | −369−6.3% | Reduced |
| Meeder Advisory Services, Inc. | 5,489 | $1.14M | 0.14% | −1,237−18.4% | Reduced |
| Jacobi Capital Management LLC | 5,471 | $1.14M | 0.13% | +1,064+24.1% | Added |
| Nilsine Partners, LLC | 5,448 | $1.13M | 0.17% | +3+0.1% | Added |
| Old National Bancorp | 5,445 | $1.13M | 0.03% | −155−2.8% | Reduced |
| Wedbush Securities Inc | 5,411 | $1.13M | 0.06% | −887−14.1% | Reduced |
| Baldwin Investment Management, LLC | 5,367 | $1.12M | 0.19% | +615+12.9% | Added |
| Quantbot Technologies LP | 5,361 | $1.12M | 0.08% | +3,533+193.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,335 | $1.11M | 0.22% | 00.0% | Unchanged |
| Viawealth, LLC | 5,317 | $1.11M | 0.81% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,241 | $1.09M | 0.47% | +102+2.0% | Added |
| Central Trust Co | 5,215 | $1.09M | 0.03% | −292−5.3% | Reduced |
| Balentine LLC | 5,191 | $1.08M | 0.04% | +10.0% | Added |
| Signaturefd, LLC | 5,189 | $1.08M | 0.03% | +927+21.8% | Added |
| CIBC World Markets Inc. | 5,161 | $1.07M | 0.00% | +423+8.9% | Added |
| Inscription Capital, LLC | 5,154 | $1.07M | 0.35% | +245+5.0% | Added |
| TownSquare Capital, LLC | 5,141 | $1.07M | 0.02% | +107+2.1% | Added |
| First Dallas Securities Inc. | 5,130 | $1.07M | 0.25% | +2,974+137.9% | Added |
| Great Valley Advisor Group, Inc. | 5,091 | $1.06M | 0.04% | +662+14.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,082 | $1.06M | 0.07% | +659+14.9% | Added |
| Valley National Advisers Inc | 5,069 | $1.05M | 0.18% | +10+0.2% | Added |
| Merit Financial Group, LLC | 5,057 | $1.05M | 0.03% | +739+17.1% | Added |
| Teza Capital Management LLC | 5,057 | $1.05M | 0.17% | −21,924−81.3% | Reduced |
| Ally Financial Inc. | 5,000 | $1.04M | 0.15% | +5,000 | New |
| Summitry LLC | 4,990 | $1.04M | 0.07% | +24+0.5% | Added |
| Centaurus Financial, Inc. | 4,987 | $1.04M | 0.09% | +54+1.1% | Added |
| FDx Advisors, Inc. | 4,983 | $1.04M | 0.09% | −5,192−51.0% | Reduced |
| Monte Financial Group, LLC | 4,973 | $1.04M | 0.52% | −12−0.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.03M | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 4,909 | $1.02M | 0.32% | +897+22.4% | Added |
| Asset Dedication, LLC | 4,903 | $1.02M | 0.09% | +520+11.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,894 | $1.02M | 0.35% | +83+1.7% | Added |
| Relyea Zuckerberg Hanson LLC | 4,878 | $1.02M | 0.23% | +82+1.7% | Added |
| Parallel Advisors, LLC | 4,833 | $1.01M | 0.03% | +843+21.1% | Added |
| Trust Asset Management LLC | 4,830 | $1.01M | 0.11% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,827 | $1.00M | 0.16% | +20.0% | Added |
| McDonald Partners LLC | 4,823 | $1.00M | 0.33% | +60+1.3% | Added |
| Mill Capital Management, LLC | 4,815 | $1.00M | 0.10% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 4,815 | $1.00M | 0.08% | +173+3.7% | Added |
| Forum Financial Management, LP | 4,808 | $1.00M | 0.02% | −50−1.0% | Reduced |
| Hamilton Capital Partners Inc. | 4,800 | $999.3K | 0.36% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,789 | $996.9K | 0.04% | +987+26.0% | Added |
| Parsons Capital Management Inc | 4,779 | $995.0K | 0.08% | +145+3.1% | Added |
| Stratos Wealth Advisors, LLC | 4,767 | $992.4K | 0.07% | +99+2.1% | Added |
| Fisher Asset Management, LLC | 4,754 | $989.8K | 0.00% | +308+6.9% | Added |