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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, Q4 2023

Institutional positions in Chubb Ltd as of Dec 31, 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
1,608
+141 vs. Q3 2023
Shares held
361.9M
+1.04M (+0.3%) vs. Q3 2023
Total value
$81.8B
+$6.61B (+8.8%) vs. Q3 2023
New holders
224
594 more added
Sold out
83
561 more reduced

20 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 1,608 institutions
Q1 2021: 1,215 institutionsQ2 2021: 1,220 institutionsQ3 2021: 1,216 institutionsQ4 2021: 1,330 institutionsQ1 2022: 1,405 institutionsQ2 2022: 1,411 institutionsQ3 2022: 1,363 institutionsQ4 2022: 1,490 institutionsQ1 2023: 1,472 institutionsQ2 2023: 1,489 institutionsQ3 2023: 1,487 institutionsQ4 2023: 1,608 institutionsQ1 2024: 1,705 institutionsQ2 2024: 1,716 institutionsQ3 2024: 1,812 institutionsQ4 2024: 1,910 institutionsQ1 2025: 1,927 institutionsQ2 2025: 1,962 institutionsQ3 2025: 1,931 institutionsQ4 2025: 2,060 institutionsQ1 2026: 2,126 institutionsQ2 2026: 2,172 institutions
Value heldQ4 2023: $81.8B
Q1 2021: $62.6BQ2 2021: $61.3BQ3 2021: $66.2BQ4 2021: $73.0BQ1 2022: $80.4BQ2 2022: $72.6BQ3 2022: $66.7BQ4 2022: $80.6BQ1 2023: $71.1BQ2 2023: $69.5BQ3 2023: $75.4BQ4 2023: $81.8BQ1 2024: $93.6BQ2 2024: $92.2BQ3 2024: $103.7BQ4 2024: $99.4BQ1 2025: $108.9BQ2 2025: $103.2BQ3 2025: $97.3BQ4 2025: $110.6BQ1 2026: $114.6BQ2 2026: $119.2B
Institutions holding CB and their total value by quarter
QuarterHoldersValue
Q2 20262,172$119.2B
Q1 20262,126$114.6B
Q4 20252,060$110.6B
Q3 20251,931$97.3B
Q2 20251,962$103.2B
Q1 20251,927$108.9B
Q4 20241,910$99.4B
Q3 20241,812$103.7B
Q2 20241,716$92.2B
Q1 20241,705$93.6B
Q4 20231,608$81.8B
Q3 20231,487$75.4B
Q2 20231,489$69.5B
Q1 20231,472$71.1B
Q4 20221,490$80.6B
Q3 20221,363$66.7B
Q2 20221,411$72.6B
Q1 20221,405$80.4B
Q4 20211,330$73.0B
Q3 20211,216$66.2B
Q2 20211,220$61.3B
Q1 20211,215$62.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2023.

Institutions holding CB in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC4$00.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.1$2260.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.4$8830.00%−2−33.3%Reduced
Kelly Financial Services LLC4$9040.00%+4New
ClariVest Asset Management LLC5$1.12K0.00%00.0%Unchanged
PSI Advisors, LLC5$1.13K0.00%00.0%Unchanged
Sofos Investments, Inc.6$1.21K0.00%−1−14.3%Reduced
Delos Wealth Advisors, LLC6$1.36K0.00%−83−93.3%Reduced
Highline Wealth Partners LLC6$1.36K0.00%00.0%Unchanged
Missouri Trust & Investment Co7$1.58K0.00%00.0%Unchanged
WealthCollab, LLC7$1.58K0.00%+7New
Motco8$1.81K0.00%00.0%Unchanged
TSFG, LLC10$2.00K0.00%−17−63.0%Reduced
Global Wealth Strategies & Associates9$2.03K0.00%00.0%Unchanged
Quarry LP9$2.03K0.00%+9New
MeadowBrook Investment Advisors LLC13$2.94K0.00%+13New
First Community Trust NA15$3.39K0.00%−400−96.4%Reduced
New Millennium Group LLC16$3.72K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC17$3.84K0.00%00.0%Unchanged
North Star Investment Management Corp.17$3.84K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC17$3.84K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc19$4.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.19$4.29K0.00%+19New
Aspect Partners, LLC19$4.29K0.00%+19New
True Wealth Design, LLC21$4.75K0.00%+21New
Oliver Lagore Vanvalin Investment Group25$5.65K0.00%00.0%Unchanged
First PREMIER Bank25$6.00K0.00%+25New
Sound Income Strategies, LLC27$6.10K0.00%00.0%Unchanged
Centennial Bank27$6.10K0.00%00.0%Unchanged
Dunhill Financial, LLC27$6.19K0.01%+27New
Valued Wealth Advisors LLC30$6.30K0.01%+30New
Westside Investment Management, Inc.28$6.33K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC28$6.33K0.00%+10+55.6%Added
Duncker Streett & Co Inc29$6.55K0.00%−23−44.2%Reduced
Mascoma Wealth Management LLC29$6.55K0.00%00.0%Unchanged
Albion Financial Group29$6.63K0.00%+23+383.3%Added
VitalStone Financial, LLC32$7.00K0.01%+32New
Institutional & Family Asset Management, LLC31$7.01K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC35$7.91K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC35$7.91K0.00%+35New
Harvest Fund Management Co., Ltd34$8.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC35$8.00K0.01%00.0%Unchanged
Cornerstone Planning Group LLC36$8.14K0.00%−9−20.0%Reduced
Cedar Mountain Advisors, LLC36$8.14K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC37$8.44K0.00%−21−36.2%Reduced
DT Investment Partners, LLC35$8.51K0.00%00.0%Unchanged
Tucker Asset Management LLC38$8.59K0.00%−686−94.8%Reduced
Red Tortoise LLC39$8.81K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$9.37K0.00%00.0%Unchanged
Wiser Advisor Group LLC43$9.80K0.02%+43New
Clear Point Advisors Inc.44$9.94K0.01%+44New
Ogorek Anthony Joseph48$10.0K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC47$10.6K0.00%00.0%Unchanged
Raffa Wealth Management, LLC48$10.8K0.00%00.0%Unchanged
Avion Wealth47$11.0K0.00%+9+23.7%Added
Level Financial Advisors, Inc.51$11.6K0.01%00.0%Unchanged
Macroview Investment Management LLC52$11.7K0.01%+11+26.8%Added
Frazier Financial Advisors, LLC52$11.8K0.01%+52New
PFG Private Wealth Management, LLC53$12.0K0.01%+53New
MidAtlantic Capital Management, Inc.56$12.7K0.01%+56New
Creekmur Asset Management LLC58$13.1K0.00%+58New
Lee Financial Co58$13.1K0.00%+58New
Northwest Capital Management Inc59$13.3K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna60$13.6K0.01%+20+50.0%Added
Chesapeake Asset Management LLC60$13.6K0.01%+60New
Abound Wealth Management60$13.6K0.01%+7+13.2%Added
Capital Advisors, Ltd. LLC61$14.0K0.00%+6+10.9%Added
Raleigh Capital Management Inc.63$14.2K0.01%+53+530.0%Added
Mendota Financial Group, LLC65$14.7K0.01%00.0%Unchanged
ICA Group Wealth Management, LLC71$16.0K0.00%+71New
Northwest Bank & Trust Co72$16.3K0.01%+72New
Eagle Bay Advisors LLC73$16.5K0.01%+18+32.7%Added
Atlantic Trust, LLC80$18.1K0.00%00.0%Unchanged
Barrett & Company, Inc.84$19.0K0.01%−2−2.3%Reduced
Rockbridge Investment Management, LCC86$19.4K0.00%+86New
GoalVest Advisory LLC90$20.3K0.01%−5−5.3%Reduced
FinTrust Capital Advisors, LLC95$21.5K0.00%+1+1.1%Added
Financial Perspectives, Inc96$21.7K0.01%+2+2.1%Added
Archer Investment Corp96$21.7K0.01%+43+81.1%Added
Pathway Financial Advisers, LLC98$22.2K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC99$22.4K0.00%00.0%Unchanged
West Paces Advisors Inc.99$22.4K0.01%+37+59.7%Added
Venturi Wealth Management, LLC100$22.7K0.00%−1,562−94.0%Reduced
Copeland Capital Management, LLC104$23.5K0.00%+16+18.2%Added
Legend Financial Advisors, Inc.104$23.5K0.02%+26+33.3%Added
Tortoise Investment Management, LLC105$23.7K0.00%−8−7.1%Reduced
Veritas Investment Partners (UK) Ltd.108$24.4K0.00%00.0%Unchanged
Byrne Asset Management LLC110$24.5K0.02%00.0%Unchanged
Sugarloaf Wealth Management, LLC109$24.6K0.01%00.0%Unchanged
Covestor Ltd112$25.0K0.02%−25−18.2%Reduced
Versant Capital Management, Inc113$25.5K0.01%−6−5.0%Reduced
Atticus Wealth Management, LLC113$25.5K0.01%00.0%Unchanged
Sunbelt Securities, Inc.116$26.1K0.00%+1+0.9%Added
Colonial Trust Advisors116$26.2K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.116$26.3K0.02%00.0%Unchanged
Strategic Investment Solutions, Inc.117$26.4K0.00%−7,254−98.4%Reduced
RFP Financial Group LLC117$26.4K0.01%00.0%Unchanged
Clean Yield Group120$27.1K0.01%00.0%Unchanged
C M Bidwell & Associates Ltd120$27.1K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC120$27.1K0.01%00.0%Unchanged