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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monarch Capital Management Inc | 7,120 | $1.61M | 0.49% | −282−3.8% | Reduced |
| Lincoln Capital LLC | 7,145 | $1.61M | 0.39% | +43+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 7,139 | $1.62M | 0.14% | +103+1.5% | Added |
| NewEdge Wealth, LLC | 7,167 | $1.62M | 0.04% | +959+15.4% | Added |
| King Luther Capital Management Corp | 7,195 | $1.63M | 0.01% | −768−9.6% | Reduced |
| Family Legacy, Inc. | 7,202 | $1.63M | 0.62% | −5−0.1% | Reduced |
| Fruth Investment Management | 7,213 | $1.63M | 0.46% | −60−0.8% | Reduced |
| Meeder Asset Management Inc | 7,285 | $1.65M | 0.13% | −6,100−45.6% | Reduced |
| Bowen Hanes & Co Inc | 7,330 | $1.66M | 0.05% | −200−2.7% | Reduced |
| Aries Wealth Management | 7,338 | $1.66M | 0.59% | −11−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,379 | $1.67M | 0.77% | +252+3.5% | Added |
| Gamco Investors, Inc. Et Al | 7,479 | $1.69M | 0.02% | −15−0.2% | Reduced |
| Compass Wealth Management LLC | 9,067 | $1.72M | 0.48% | +4,158+84.7% | Added |
| Davidson Trust Co | 7,639 | $1.73M | 1.11% | −144−1.9% | Reduced |
| Vista Investment Partners LLC | 7,640 | $1.73M | 0.63% | +7,640 | New |
| Allworth Financial LP | 7,649 | $1.73M | 0.01% | −28−0.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 7,679 | $1.74M | 0.58% | −615−7.4% | Reduced |
| Integrated Wealth Concepts LLC | 7,797 | $1.76M | 0.03% | +848+12.2% | Added |
| Exencial Wealth Advisors, LLC | 7,833 | $1.77M | 0.07% | −571−6.8% | Reduced |
| Dividend Assets Capital, LLC | 7,878 | $1.78M | 0.35% | −362−4.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.78M | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 7,883 | $1.78M | 0.46% | +7,883 | New |
| Desjardins Global Asset Management Inc. | 7,887 | $1.78M | 0.19% | +498+6.7% | Added |
| Neville Rodie & Shaw Inc | 7,899 | $1.78M | 0.15% | −135−1.7% | Reduced |
| Alaethes Wealth LLC | 7,901 | $1.79M | 0.85% | +75+1.0% | Added |
| Ghe, LLC | 7,916 | $1.79M | 1.12% | +51+0.6% | Added |
| Naples Global Advisors, LLC | 7,892 | $1.79M | 0.20% | +225+2.9% | Added |
| Van Leeuwen & Company, LLC | 7,941 | $1.79M | 1.04% | +6,811+602.7% | Added |
| KKM Financial LLC | 7,958 | $1.80M | 1.13% | +7,958 | New |
| Fort Washington Investment Advisors Inc | 7,971 | $1.80M | 0.01% | +664+9.1% | Added |
| Advent Capital Management | 8,000 | $1.81M | 0.04% | +8,000 | New |
| Canandaigua National Bank & Trust Co | 8,029 | $1.81M | 0.28% | −366−4.4% | Reduced |
| Mitchell Sinkler & Starr | 8,101 | $1.83M | 0.33% | +6,418+381.3% | Added |
| Ballentine Partners, LLC | 8,134 | $1.84M | 0.04% | +687+9.2% | Added |
| Sawtooth Solutions, LLC | 8,151 | $1.84M | 0.05% | +465+6.0% | Added |
| Penobscot Investment Management Company, Inc. | 8,158 | $1.84M | 0.22% | +615+8.2% | Added |
| Douglass Winthrop Advisors, LLC | 8,175 | $1.85M | 0.04% | +100+1.2% | Added |
| Bleakley Financial Group, LLC | 8,200 | $1.85M | 0.06% | +514+6.7% | Added |
| Nomura Holdings Inc | 8,228 | $1.86M | 0.02% | +5,767+234.3% | Added |
| Thoroughbred Financial Services, LLC | 8,271 | $1.87M | 0.15% | +8+0.1% | Added |
| Peterson Wealth Services | 8,275 | $1.87M | 0.80% | +8,275 | New |
| Argent Trust Co | 8,284 | $1.87M | 0.09% | +1,043+14.4% | Added |
| Prelude Capital Management, LLC | 8,294 | $1.87M | 0.16% | +8,294 | New |
| Pinnacle Financial Partners Inc | 8,361 | $1.89M | 0.04% | −12−0.1% | Reduced |
| Chicago Capital, LLC | 8,367 | $1.89M | 0.07% | +8,367 | New |
| Hyman Charles D | 8,400 | $1.90M | 0.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,445 | $1.91M | 0.11% | +653+8.4% | Added |
| Avitas Wealth Management LLC | 8,463 | $1.91M | 0.32% | +256+3.1% | Added |
| Occidental Asset Management, LLC | 8,475 | $1.92M | 0.40% | +1,122+15.3% | Added |
| Fulton Bank, N.A. | 8,486 | $1.92M | 0.09% | −197−2.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 8,535 | $1.93M | 1.84% | +4,535+113.4% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $1.94M | 0.67% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8,655 | $1.96M | 0.10% | +32+0.4% | Added |
| Stephens Inc | 8,691 | $1.96M | 0.03% | +723+9.1% | Added |
| Vestcor Inc | 8,696 | $1.97M | 0.07% | −94−1.1% | Reduced |
| HighPoint Advisor Group LLC | 7,712 | $1.97M | 0.14% | +7,712 | New |
| Portland Global Advisors LLC | 8,724 | $1.97M | 0.30% | +340+4.1% | Added |
| Criterion Capital Advisors, LLC | 8,902 | $2.01M | 1.46% | +8,902 | New |
| Sequoia Financial Advisors, LLC | 8,953 | $2.02M | 0.03% | +4,451+98.9% | Added |
| Eagle Asset Management Inc | 8,961 | $2.03M | 0.01% | +8,961 | New |
| Bowman & Co S.C. | 8,984 | $2.03M | 1.41% | +538+6.4% | Added |
| Moneta Group Investment Advisors LLC | 9,023 | $2.04M | 0.04% | +107+1.2% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.04M | 0.28% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,043 | $2.04M | 0.22% | −4,600−33.7% | Reduced |
| Argyle Capital Management Inc. | 9,084 | $2.05M | 0.85% | −1,337−12.8% | Reduced |
| Gabelli Funds LLC | 9,105 | $2.06M | 0.02% | −500−5.2% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $2.06M | 0.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,160 | $2.08M | 0.14% | −25−0.3% | Reduced |
| Haverford Trust Co | 9,275 | $2.10M | 0.02% | +30.0% | Added |
| Cary Street Partner Investment Advisory LLC | 9,278 | $2.10M | 0.10% | −160−1.7% | Reduced |
| Round Rock Advisors, LLC | 9,315 | $2.11M | 0.53% | +9,315 | New |
| Gladstone Institutional Advisory LLC | 9,361 | $2.12M | 0.12% | +5,753+159.5% | Added |
| NBT Bank N A | 9,365 | $2.12M | 0.17% | +618+7.1% | Added |
| Nelson Capital Management, LLC | 9,386 | $2.12M | 0.47% | +74+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 9,387 | $2.12M | 0.16% | +2,470+35.7% | Added |
| Solidarilty Wealth, LLC | 9,398 | $2.12M | 0.77% | +9,398 | New |
| Wright Investors Service Inc | 9,406 | $2.13M | 0.60% | +3,768+66.8% | Added |
| GTS Securities LLC | 9,415 | $2.13M | 0.05% | +4,705+99.9% | Added |
| Pictet North America Advisors SA | 9,492 | $2.15M | 0.28% | +7+0.1% | Added |
| West Michigan Advisors, LLC | 9,547 | $2.16M | 0.82% | +1,977+26.1% | Added |
| Cornercap Investment Counsel Inc | 9,556 | $2.16M | 0.35% | +302+3.3% | Added |
| Lederer & Associates Investment Counsel | 9,620 | $2.17M | 1.61% | −18−0.2% | Reduced |
| New Potomac Partners, LLC | 9,624 | $2.18M | 1.29% | −167−1.7% | Reduced |
| Investment Management Corp of Ontario | 9,629 | $2.18M | 0.05% | +9,629 | New |
| Resources Investment Advisors, LLC. | 9,635 | $2.18M | 0.04% | +1,996+26.1% | Added |
| Private Advisor Group, LLC | 9,710 | $2.19M | 0.02% | +445+4.8% | Added |
| Wetherby Asset Management Inc | 9,754 | $2.20M | 0.12% | +11+0.1% | Added |
| Epoch Investment Partners, Inc. | 9,755 | $2.20M | 0.01% | −777−7.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,767 | $2.21M | 0.03% | +1,859+23.5% | Added |
| Private Trust Co NA | 9,787 | $2.21M | 0.26% | −38−0.4% | Reduced |
| Lantz Financial LLC | 9,802 | $2.22M | 0.80% | −11,287−53.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,820 | $2.22M | 0.02% | +7,073+257.5% | Added |
| Griffin Asset Management, Inc. | 9,834 | $2.22M | 0.28% | +297+3.1% | Added |
| Platform Technology Partners | 8,992 | $2.23M | 0.87% | +564+6.7% | Added |
| CWM, LLC | 9,872 | $2.23M | 0.01% | −1,093−10.0% | Reduced |
| Nations Financial Group Inc, | 9,898 | $2.24M | 0.21% | −140−1.4% | Reduced |
| Marathon Capital Management | 9,930 | $2.24M | 0.56% | +170+1.7% | Added |
| LGT Fund Management Co Ltd. | 10,000 | $2.24M | 0.96% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 10,006 | $2.26M | 0.20% | +1,502+17.7% | Added |
| Mission Wealth Management, LP | 10,076 | $2.28M | 0.08% | −76−0.7% | Reduced |