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 |
|---|---|---|---|---|---|
| Wolf Group Capital Advisors | 4,749 | $988.6K | 0.47% | +6+0.1% | Added |
| Roundview Capital LLC | 4,718 | $982.2K | 0.10% | +61+1.3% | Added |
| GTS Securities LLC | 4,710 | $980.5K | 0.02% | +4,710 | New |
| Profund Advisors LLC | 4,695 | $977.4K | 0.05% | −255−5.2% | Reduced |
| PFS Partners, LLC | 4,657 | $969.4K | 0.85% | +10+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 4,653 | $968.7K | 0.17% | +4,653 | New |
| Ballast, Inc. | 4,629 | $963.7K | 0.38% | +69+1.5% | Added |
| W.H. Cornerstone Investments Inc. | 4,619 | $962.0K | 0.85% | −224−4.6% | Reduced |
| Webster Bank, N. A. | 4,572 | $951.8K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,566 | $950.5K | 0.24% | −28−0.6% | Reduced |
| Financial Insights, Inc. | 4,398 | $943.9K | 0.34% | +699+18.9% | Added |
| Sequoia Financial Advisors, LLC | 4,502 | $937.3K | 0.02% | −146−3.1% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,500 | $937.0K | 0.66% | +4,500 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $931.6K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 4,455 | $927.4K | 0.31% | −1,500−25.2% | Reduced |
| AMG National Trust Bank | 4,455 | $927.4K | 0.03% | −245−5.2% | Reduced |
| WCM Investment Management, LLC | 4,441 | $924.5K | 0.00% | −1,233−21.7% | Reduced |
| Silvant Capital Management LLC | 4,414 | $922.7K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,389 | $914.0K | 0.21% | −606−12.1% | Reduced |
| Field & Main Bank | 4,390 | $913.9K | 0.43% | +425+10.7% | Added |
| Commerzbank Aktiengesellschaft | 4,279 | $891.0K | 0.04% | −2,931−40.7% | Reduced |
| Kingsview Wealth Management, LLC | 4,270 | $889.0K | 0.03% | +298+7.5% | Added |
| Financial Security Advisor, Inc. | 4,248 | $888.1K | 0.41% | +4,248 | New |
| Applied Capital LLC | 4,249 | $884.6K | 0.88% | −24−0.6% | Reduced |
| Coldstream Capital Management Inc | 4,236 | $881.9K | 0.03% | +140+3.4% | Added |
| Lakeside Advisors, INC. | 4,228 | $880.2K | 0.68% | −300−6.6% | Reduced |
| RMR Wealth Builders | 4,220 | $878.6K | 0.14% | −71−1.7% | Reduced |
| CSU Producer Resources, Inc. | 4,213 | $877.1K | 3.35% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,199 | $874.1K | 0.11% | +284+7.3% | Added |
| Sigma Planning Corp | 4,179 | $870.0K | 0.03% | −336−7.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,174 | $868.9K | 0.03% | +4,174 | New |
| Wade G W & Inc | 4,172 | $868.0K | 0.03% | +2,350+129.0% | Added |
| JT Stratford LLC | 4,164 | $866.9K | 0.22% | +1,137+37.6% | Added |
| CWS Financial Advisors, LLC | 4,150 | $863.9K | 0.35% | −111−2.6% | Reduced |
| Mather Group, LLC. | 4,130 | $859.8K | 0.02% | +217+5.5% | Added |
| Summit Trail Advisors, LLC | 4,105 | $857.6K | 0.03% | +914+28.6% | Added |
| Sound Financial Strategies Group, LLC | 4,113 | $856.2K | 0.71% | +4,113 | New |
| Transcend Wealth Collective, LLC | 4,112 | $856.0K | 0.08% | −138−3.2% | Reduced |
| Paradigm Financial Partners, LLC | 4,177 | $855.9K | 0.24% | +575+16.0% | Added |
| Harbour Capital Advisors, LLC | 4,109 | $855.4K | 0.26% | −20−0.5% | Reduced |
| Atlas Private Wealth Management | 4,083 | $849.9K | 0.46% | +37+0.9% | Added |
| Beach Investment Counsel Inc | 4,078 | $849.0K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,054 | $843.9K | 0.03% | −78−1.9% | Reduced |
| Financial Advocates Investment Management | 4,031 | $839.2K | 0.06% | +34+0.9% | Added |
| Essex Financial Services, Inc. | 4,031 | $839.1K | 0.10% | −196−4.6% | Reduced |
| Blackhawk Capital Partners LLC. | 4,004 | $833.6K | 0.61% | +96+2.5% | Added |
| InTrack Investment Management Inc | 4,000 | $832.7K | 0.73% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 4,000 | $832.0K | 0.87% | +585+17.1% | Added |
| Dakota Wealth Management | 3,971 | $826.7K | 0.04% | +2,327+141.5% | Added |
| FC Advisory LLC | 3,964 | $825.2K | 0.35% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,963 | $825.0K | 0.19% | −30−0.8% | Reduced |
| Montag A & Associates Inc | 3,945 | $822.9K | 0.05% | −7−0.2% | Reduced |
| Chase Investment Counsel Corp | 3,940 | $820.0K | 0.41% | +3,940 | New |
| Valeo Financial Advisors, LLC | 3,915 | $814.9K | 0.04% | +331+9.2% | Added |
| Moody National Bank Trust Division | 3,902 | $812.3K | 0.05% | −123−3.1% | Reduced |
| Hancock Whitney Corp | 3,872 | $806.1K | 0.03% | −162−4.0% | Reduced |
| Bank of Hawaii | 3,859 | $803.4K | 0.05% | −52−1.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,780 | $786.9K | 0.05% | +580+18.1% | Added |
| Wedmont Private Capital | 3,733 | $785.8K | 0.08% | +480+14.8% | Added |
| NEOS Investment Management LLC | 3,759 | $782.5K | 0.10% | +3,759 | New |
| Camden Capital, LLC | 3,741 | $778.8K | 0.09% | +751+25.1% | Added |
| Quadrant Capital Group LLC | 3,735 | $777.6K | 0.08% | +50+1.4% | Added |
| WSFS Capital Management, LLC | 3,730 | $776.5K | 0.05% | +377+11.2% | Added |
| Marcum Wealth, LLC | 3,718 | $774.0K | 0.09% | −131−3.4% | Reduced |
| Epiq Partners, LLC | 3,714 | $773.2K | 0.58% | 00.0% | Unchanged |
| Sentry LLC | 3,701 | $770.5K | 0.16% | 00.0% | Unchanged |
| Toews Corp | 3,700 | $770.3K | 0.47% | +3,700 | New |
| WBH Advisory Inc | 3,698 | $769.9K | 0.09% | −84−2.2% | Reduced |
| IHT Wealth Management, LLC | 3,696 | $769.4K | 0.04% | +612+19.8% | Added |
| Chesley Taft & Associates LLC | 3,695 | $769.2K | 0.05% | −95−2.5% | Reduced |
| Westhampton Capital, LLC | 3,690 | $768.2K | 0.49% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,688 | $767.8K | 0.02% | +786+27.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,662 | $762.4K | 0.22% | +529+16.9% | Added |
| Cidel Asset Management Inc | 3,656 | $761.1K | 0.04% | −1,435−28.2% | Reduced |
| KRS Capital Management, LLC | 3,650 | $759.8K | 0.81% | +216+6.3% | Added |
| GoodHaven Capital Management, LLC | 3,625 | $754.7K | 0.40% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,618 | $753.2K | 0.07% | −105−2.8% | Reduced |
| Beech Hill Advisors, Inc. | 3,610 | $751.5K | 0.38% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,608 | $751.2K | 0.05% | −2,843−44.1% | Reduced |
| Mainstay Capital Management LLC | 3,601 | $749.7K | 0.16% | −806−18.3% | Reduced |
| Sippican Capital Advisors | 3,600 | $749.4K | 0.69% | −29−0.8% | Reduced |
| Northstar Asset Management LLC | 3,550 | $739.0K | 0.21% | +75+2.2% | Added |
| Highlander Capital Management, LLC | 3,550 | $739.0K | 0.29% | +675+23.5% | Added |
| Northeast Investment Management | 3,522 | $733.2K | 0.04% | +3,522 | New |
| Cim Investment Mangement Inc | 3,499 | $728.4K | 0.27% | −85−2.4% | Reduced |
| NVWM, LLC | 3,479 | $727.3K | 0.24% | −30−0.9% | Reduced |
| United Asset Strategies, Inc. | 3,464 | $721.2K | 0.09% | +386+12.5% | Added |
| Wealthspire Advisors, LLC | 3,464 | $721.0K | 0.01% | +1,212+53.8% | Added |
| Wealth Alliance | 3,463 | $720.9K | 0.11% | −94−2.6% | Reduced |
| Spinnaker Trust | 3,463 | $720.9K | 0.05% | 00.0% | Unchanged |
| Columbia Asset Management | 3,386 | $705.0K | 0.16% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,386 | $704.9K | 0.39% | 00.0% | Unchanged |
| Fosun International Ltd | 3,380 | $703.6K | 0.11% | +3,380 | New |
| GSB Wealth Management, LLC | 3,380 | $703.5K | 0.24% | +119+3.6% | Added |
| Optimum Investment Advisors | 3,377 | $703.0K | 0.36% | +250+8.0% | Added |
| Jaffetilchin Investment Partners, LLC | 3,373 | $702.2K | 0.08% | +3,373 | New |
| CFO4Life Group, LLC | 3,357 | $698.8K | 0.16% | −5−0.1% | Reduced |
| Tributary Capital Management, LLC | 3,350 | $697.4K | 0.07% | −30−0.9% | Reduced |
| DF Dent & Co Inc | 3,308 | $688.7K | 0.01% | −318−8.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 3,273 | $681.3K | 0.19% | +3,273 | New |