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 |
|---|---|---|---|---|---|
| FJ Investments, LLC | 10,128 | $2.29M | 0.11% | +10,128 | New |
| Ashton Thomas Private Wealth, LLC | 10,155 | $2.30M | 0.14% | +3,362+49.5% | Added |
| First Hawaiian Bank | 10,159 | $2.30M | 0.07% | +2,684+35.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 10,210 | $2.31M | 0.01% | +10,210 | New |
| Confluence Wealth Services, Inc. | 10,220 | $2.31M | 0.25% | −234−2.2% | Reduced |
| Moors & Cabot, Inc. | 10,269 | $2.32M | 0.14% | +579+6.0% | Added |
| Legacy Private Trust Co. | 10,314 | $2.33M | 0.19% | +3,072+42.4% | Added |
| Geneos Wealth Management Inc. | 10,329 | $2.33M | 0.12% | −756−6.8% | Reduced |
| Hanson & Doremus Investment Management | 10,477 | $2.37M | 0.45% | +1,896+22.1% | Added |
| Dynamic Advisor Solutions LLC | 10,431 | $2.38M | 0.09% | +378+3.8% | Added |
| HMS Capital Management, LLC | 10,547 | $2.38M | 1.47% | −60−0.6% | Reduced |
| Everence Capital Management Inc | 10,550 | $2.38M | 0.17% | +1,690+19.1% | Added |
| Maxwell Wealth Strategies Inc. | 10,590 | $2.39M | 1.56% | +10,590 | New |
| National Asset Management, Inc. | 10,576 | $2.40M | 0.06% | −297−2.7% | Reduced |
| CFS Investment Advisory Services, LLC | 10,730 | $2.42M | 0.44% | −103−1.0% | Reduced |
| Buckhead Capital Management LLC | 10,755 | $2.43M | 0.90% | +1,000+10.3% | Added |
| Ameritas Investment Partners, Inc. | 10,768 | $2.43M | 0.09% | −1,649−13.3% | Reduced |
| Accurate Wealth Management, LLC | 10,775 | $2.45M | 0.76% | −431−3.8% | Reduced |
| Smith, Salley & Associates | 10,937 | $2.47M | 0.16% | −343−3.0% | Reduced |
| Main Street Financial Solutions, LLC | 10,959 | $2.48M | 0.32% | −78−0.7% | Reduced |
| Herold Advisors, Inc. | 11,159 | $2.52M | 0.70% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,265 | $2.55M | 0.02% | −665−5.6% | Reduced |
| Principal Securities, Inc. | 11,329 | $2.56M | 0.10% | +11,329 | New |
| Boston Private Wealth LLC | 11,386 | $2.57M | 0.06% | −1,105−8.8% | Reduced |
| Prio Wealth Limited Partnership | 11,423 | $2.58M | 0.09% | +41+0.4% | Added |
| Mattern Wealth Management LLC | 11,551 | $2.61M | 0.67% | +403+3.6% | Added |
| LVW Advisors, LLC | 11,559 | $2.61M | 0.49% | −2,341−16.8% | Reduced |
| Quantinno Capital Management LP | 11,584 | $2.62M | 0.09% | +2,834+32.4% | Added |
| Banque Cantonale Vaudoise | 11,810 | $2.67M | 0.12% | −2,866−19.5% | Reduced |
| United Services Automobile Association | 11,846 | $2.68M | 0.06% | +864+7.9% | Added |
| Texas Yale Capital Corp. | 11,926 | $2.70M | 0.13% | +14+0.1% | Added |
| Mach-1 Financial Group, Inc. | 11,968 | $2.70M | 1.03% | +1,630+15.8% | Added |
| Brown Miller Wealth Management, LLC | 12,128 | $2.74M | 1.37% | +168+1.4% | Added |
| First National Advisers, LLC | 12,229 | $2.76M | 0.80% | +2,731+28.8% | Added |
| MV Capital Management, Inc. | 12,240 | $2.77M | 0.35% | +99+0.8% | Added |
| Slow Capital, Inc. | 12,306 | $2.79M | 0.48% | +93+0.8% | Added |
| Prospera Financial Services Inc | 12,405 | $2.80M | 0.09% | −850−6.4% | Reduced |
| IFG Advisory, LLC | 12,492 | $2.82M | 0.21% | +301+2.5% | Added |
| Phoenix Wealth Advisors | 12,440 | $2.83M | 1.97% | −722−5.5% | Reduced |
| Tiaa Trust, National Association | 12,716 | $2.87M | 0.01% | −33,099−72.2% | Reduced |
| First National Trust Co | 12,730 | $2.88M | 0.13% | −69−0.5% | Reduced |
| Bokf, NA | 12,765 | $2.88M | 0.06% | +147+1.2% | Added |
| Parallax Volatility Advisers, L.P. | 12,797 | $2.89M | 0.08% | +8,623+206.6% | Added |
| Alpha DNA Investment Management LLC | 12,833 | $2.90M | 1.72% | +1,997+18.4% | Added |
| Toroso Investments, LLC | 12,877 | $2.91M | 0.07% | +7,229+128.0% | Added |
| Patten Group, Inc. | 12,902 | $2.92M | 0.79% | +21+0.2% | Added |
| Atria Wealth Solutions, Inc. | 12,889 | $2.92M | 0.04% | +160+1.3% | Added |
| Level Four Advisory Services, LLC | 12,967 | $2.93M | 0.16% | +371+2.9% | Added |
| Horiko Capital Management LLC | 13,053 | $2.94M | 1.06% | +4,856+59.2% | Added |
| Van Eck Associates Corp | 13,028 | $2.94M | 0.01% | +417+3.3% | Added |
| Northcape Wealth Management, LLC | 13,031 | $2.95M | 1.07% | −95−0.7% | Reduced |
| Karpas Strategies, LLC | 13,056 | $2.95M | 0.98% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 13,079 | $2.96M | 0.99% | +13,079 | New |
| Wintrust Investments LLC | 13,124 | $2.97M | 0.29% | +1,684+14.7% | Added |
| apricus wealth, LLC | 13,232 | $2.99M | 2.28% | +73+0.6% | Added |
| Vinva Investment Management Ltd | 13,345 | $3.00M | 0.21% | +1,153+9.5% | Added |
| Marble Harbor Investment Counsel, LLC | 13,281 | $3.00M | 0.37% | +50+0.4% | Added |
| Veriti Management LLC | 13,322 | $3.01M | 0.27% | +760+6.0% | Added |
| Unison Advisors LLC | 13,296 | $3.02M | 0.32% | +53+0.4% | Added |
| Investment Research & Advisory Group, Inc. | 13,403 | $3.03M | 1.56% | +343+2.6% | Added |
| Wunderlich Capital Managemnt | 13,416 | $3.03M | 1.36% | −527−3.8% | Reduced |
| Delta Capital Management LLC | 13,447 | $3.04M | 2.12% | −20−0.1% | Reduced |
| Credit Agricole S A | 13,447 | $3.04M | 0.06% | +7,798+138.0% | Added |
| Ossiam | 13,469 | $3.04M | 0.05% | +533+4.1% | Added |
| Trexquant Investment LP | 13,492 | $3.05M | 0.07% | −25,704−65.6% | Reduced |
| Vident Advisory, LLC | 13,523 | $3.06M | 0.08% | +8+0.1% | Added |
| KCM Investment Advisors LLC | 13,534 | $3.06M | 0.12% | −1,410−9.4% | Reduced |
| Adviser Investments LLC | 13,623 | $3.08M | 0.04% | +11,550+557.2% | Added |
| South Dakota Investment Council | 13,729 | $3.10M | 0.07% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 13,746 | $3.11M | 1.27% | −227−1.6% | Reduced |
| Park Avenue Securities LLC | 13,863 | $3.13M | 0.04% | −1,575−10.2% | Reduced |
| Somerset Trust Co | 14,036 | $3.17M | 1.39% | −610−4.2% | Reduced |
| Putnam Investments LLC | 14,040 | $3.17M | 0.00% | −3,120−18.2% | Reduced |
| LSV Asset Management | 14,099 | $3.19M | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 14,123 | $3.19M | 0.01% | +61+0.4% | Added |
| Weil Company, Inc. | 14,145 | $3.20M | 1.40% | +30.0% | Added |
| Community Bank, N.A. | 14,185 | $3.21M | 0.42% | +191+1.4% | Added |
| Savant Capital, LLC | 14,395 | $3.25M | 0.04% | +179+1.3% | Added |
| New Hampshire Trust | 14,410 | $3.26M | 0.78% | −84−0.6% | Reduced |
| Norinchukin Bank, The | 14,473 | $3.27M | 0.08% | −1,720−10.6% | Reduced |
| Jackson Square Capital, LLC | 14,524 | $3.28M | 1.06% | −14,746−50.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 14,535 | $3.28M | 0.23% | +409+2.9% | Added |
| Thomasville National Bank | 14,632 | $3.31M | 0.29% | +11+0.1% | Added |
| Bristlecone Advisors, LLC | 14,766 | $3.34M | 0.34% | −190−1.3% | Reduced |
| Cetera Advisors LLC | 14,833 | $3.35M | 0.05% | +423+2.9% | Added |
| Johnson Investment Counsel Inc | 14,898 | $3.37M | 0.04% | −146−1.0% | Reduced |
| Ar Asset Management Inc | 14,906 | $3.37M | 0.88% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 14,908 | $3.37M | 1.57% | +392+2.7% | Added |
| Cincinnati Indemnity Co | 15,047 | $3.40M | 8.51% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 15,217 | $3.44M | 2.25% | −375−2.4% | Reduced |
| HRT Financial LP | 15,340 | $3.47M | 0.03% | +15,340 | New |
| Boit C F David | 15,365 | $3.48M | 1.97% | +1,167+8.2% | Added |
| Concurrent Investment Advisors, LLC | 15,786 | $3.57M | 0.17% | +15,786 | New |
| Legacy Wealth Management, LLC | 15,828 | $3.58M | 1.72% | −140−0.9% | Reduced |
| Umb Bank N A | 15,853 | $3.58M | 0.05% | −3,820−19.4% | Reduced |
| Chicago Trust Co NA | 15,988 | $3.61M | 0.80% | −799−4.8% | Reduced |
| SPC Financial, Inc. | 15,993 | $3.61M | 0.37% | +1,024+6.8% | Added |
| Wesbanco Bank Inc | 16,042 | $3.63M | 0.21% | −2,729−14.5% | Reduced |
| Twin Capital Management Inc | 16,184 | $3.66M | 0.48% | −366−2.2% | Reduced |
| Romano Brothers and Company | 16,200 | $3.66M | 0.55% | −30−0.2% | Reduced |