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
- 1,607
- +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
- 593 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 | 2,172 | $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, 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 |
|---|---|---|---|---|---|
| New Vernon Investment Management LLC | 16,391 | $3.70M | 4.27% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,461 | $3.72M | 0.06% | −54−0.3% | Reduced |
| Citizens National Bank Trust Department | 16,516 | $3.73M | 0.95% | +360+2.2% | Added |
| Varma Mutual Pension Insurance Co | 16,600 | $3.75M | 0.04% | +16,600 | New |
| Metropolitan Life Insurance Co | 16,606 | $3.75M | 0.18% | −388−2.3% | Reduced |
| Plimoth Trust Co LLC | 16,659 | $3.76M | 1.09% | −87−0.5% | Reduced |
| Cox Capital Mgt LLC | 16,661 | $3.77M | 2.46% | +5,407+48.0% | Added |
| Westwood Holdings Group Inc. | 16,682 | $3.77M | 0.03% | −25,122−60.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,715 | $3.78M | 3.30% | −4,045−19.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,797 | $3.80M | 0.96% | +168+1.0% | Added |
| Westbourne Investment Advisors, Inc. | 16,971 | $3.83M | 1.54% | +612+3.7% | Added |
| Liberty Capital Management, Inc. | 17,031 | $3.85M | 1.01% | −526−3.0% | Reduced |
| Advisors Asset Management, Inc. | 17,098 | $3.86M | 0.08% | −5,384−23.9% | Reduced |
| Concorde Financial Corp | 17,053 | $3.87M | 2.65% | +14,353+531.6% | Added |
| Radnor Capital Management, LLC | 17,118 | $3.87M | 0.72% | −2,930−14.6% | Reduced |
| Berkshire Bank | 17,620 | $3.98M | 1.05% | −329−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,679 | $4.00M | 0.16% | +8,638+95.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 17,768 | $4.02M | 0.42% | −1,357−7.1% | Reduced |
| Financial Advisory Partners, LLC | 17,869 | $4.04M | 1.47% | −283−1.6% | Reduced |
| NovaPoint Capital, LLC | 18,171 | $4.11M | 1.52% | −1,165−6.0% | Reduced |
| Cetera Investment Advisers | 18,182 | $4.11M | 0.03% | +733+4.2% | Added |
| Simplex Trading, LLC | 18,348 | $4.15M | 0.13% | +18,348 | New |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $4.16M | 1.38% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 18,428 | $4.16M | 1.96% | −117−0.6% | Reduced |
| Horizon Investment Services, LLC | 18,649 | $4.21M | 2.28% | +92+0.5% | Added |
| Perkins Coie Trust Co | 18,654 | $4.22M | 1.06% | −484−2.5% | Reduced |
| Metis Global Partners, LLC | 18,736 | $4.23M | 0.17% | −1,466−7.3% | Reduced |
| Advocate Group LLC | 19,028 | $4.30M | 0.92% | +1,088+6.1% | Added |
| Princeton Global Asset Management LLC | 19,069 | $4.31M | 1.08% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,092 | $4.31M | 0.15% | +3,936+26.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 19,134 | $4.32M | 0.02% | +909+5.0% | Added |
| Demars Financial Group, LLC | 19,149 | $4.33M | 2.31% | −657−3.3% | Reduced |
| Ostrum Asset Management | 19,156 | $4.33M | 0.38% | −8,109−29.7% | Reduced |
| SYSTM Wealth Solutions LLC | 19,497 | $4.42M | 0.61% | −8,395−30.1% | Reduced |
| Berry Wealth Group, LP | 19,683 | $4.45M | 4.09% | +19,683 | New |
| Meiji Yasuda Life Insurance Co | 19,836 | $4.48M | 0.10% | +2,311+13.2% | Added |
| S&CO Inc | 19,854 | $4.49M | 0.34% | 00.0% | Unchanged |
| Taika Capital, LP | 19,900 | $4.50M | 2.61% | +19,900 | New |
| AE Wealth Management LLC | 18,712 | $4.51M | 0.02% | −2,654−12.4% | Reduced |
| NBC Securities, Inc. | 20,302 | $4.59M | 0.46% | +613+3.1% | Added |
| Greenleaf Trust | 20,316 | $4.59M | 0.05% | +558+2.8% | Added |
| River Wealth Advisors LLC | 20,334 | $4.60M | 0.73% | +791+4.0% | Added |
| Wolverine Trading, LLC | 20,488 | $4.63M | 0.04% | +14,573+246.4% | Added |
| Kinneret Advisory, LLC | 20,548 | $4.66M | 0.52% | −131−0.6% | Reduced |
| Hodges Capital Management Inc. | 20,769 | $4.69M | 0.25% | +9,673+87.2% | Added |
| Middleton & Co Inc | 20,965 | $4.74M | 0.59% | −354−1.7% | Reduced |
| Walleye Trading LLC | 21,077 | $4.76M | 0.07% | +21,077 | New |
| Selway Asset Management | 21,117 | $4.77M | 2.01% | +282+1.4% | Added |
| Daymark Wealth Partners, LLC | 21,308 | $4.82M | 0.30% | +711+3.5% | Added |
| Mizuho Markets Americas LLC | 21,392 | $4.83M | 0.15% | +5,414+33.9% | Added |
| Northwest & Ethical Investments L.P. | 21,399 | $4.84M | 0.15% | −127−0.6% | Reduced |
| Assenagon Asset Management S.A. | 21,450 | $4.85M | 0.01% | −240,227−91.8% | Reduced |
| New Mexico Educational Retirement Board | 21,537 | $4.87M | 0.19% | 00.0% | Unchanged |
| Park National Corp | 21,566 | $4.87M | 0.20% | −1,649−7.1% | Reduced |
| Coastline Trust Co | 21,632 | $4.89M | 0.65% | −280−1.3% | Reduced |
| Central Bank & Trust Co | 22,100 | $4.99M | 0.77% | +249+1.1% | Added |
| Charter Trust Co | 22,113 | $5.00M | 0.37% | +476+2.2% | Added |
| Alps Advisors Inc | 22,433 | $5.07M | 0.04% | +211+0.9% | Added |
| SlateStone Wealth, LLC | 22,455 | $5.08M | 0.66% | +1,926+9.4% | Added |
| Cornerstone Advisors, LLC | 22,500 | $5.08M | 0.22% | −1,800−7.4% | Reduced |
| Highland Capital Management, LLC | 22,515 | $5.09M | 0.32% | +200+0.9% | Added |
| Trust Co of Vermont | 22,593 | $5.11M | 0.34% | −706−3.0% | Reduced |
| Lido Advisors, LLC | 22,638 | $5.13M | 0.05% | +666+3.0% | Added |
| Stonegate Investment Group, LLC | 23,067 | $5.21M | 0.17% | −426−1.8% | Reduced |
| Bessemer Group Inc | 23,092 | $5.22M | 0.01% | +10,213+79.3% | Added |
| Benedict Financial Advisors Inc | 23,179 | $5.24M | 1.43% | +120+0.5% | Added |
| Brady Family Wealth, LLC | 23,218 | $5.25M | 1.80% | +701+3.1% | Added |
| Firetrail Investments Pty Ltd | 21,705 | $5.27M | 3.88% | +21,705 | New |
| Van Cleef Asset Management,Inc | 23,750 | $5.37M | 0.75% | −20.0% | Reduced |
| Siemens Fonds Invest GmbH | 24,270 | $5.49M | 0.45% | +4,752+24.3% | Added |
| Northwest Bancshares, Inc. | 24,584 | $5.56M | 1.01% | −769−3.0% | Reduced |
| Louisiana State Employees Retirement System | 24,700 | $5.58M | 0.12% | −700−2.8% | Reduced |
| Gotham Asset Management, LLC | 24,959 | $5.64M | 0.10% | +2,331+10.3% | Added |
| Dana Investment Advisors, Inc. | 24,972 | $5.64M | 0.27% | +2,516+11.2% | Added |
| American Assets Investment Management, LLC | 25,000 | $5.65M | 0.58% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 25,076 | $5.67M | 0.10% | −5,018−16.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,041 | $5.68M | 0.44% | −8,653−25.7% | Reduced |
| Empowered Funds, LLC | 25,381 | $5.74M | 0.14% | +21,693+588.2% | Added |
| Cullen Investment Group, Ltd. | 25,567 | $5.78M | 1.01% | +25,567 | New |
| Farmers Trust Co | 25,614 | $5.79M | 1.21% | −1,302−4.8% | Reduced |
| Rock Point Advisors, LLC | 25,760 | $5.82M | 1.77% | −1,601−5.9% | Reduced |
| Securian Asset Management, Inc | 25,839 | $5.84M | 0.17% | −3,635−12.3% | Reduced |
| Burney Co | 26,187 | $5.92M | 0.25% | +20,003+323.5% | Added |
| First National Bank of Omaha | 26,389 | $5.96M | 0.38% | −8,698−24.8% | Reduced |
| Verition Fund Management LLC | 26,392 | $5.96M | 0.06% | −289,738−91.7% | Reduced |
| Evexia Wealth LLC | 24,193 | $5.97M | 2.52% | +631+2.7% | Added |
| Ci Investments Inc. | 26,461 | $5.98M | 0.03% | −2,550−8.8% | Reduced |
| Banco Santander, S.A. | 26,620 | $6.02M | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 26,722 | $6.04M | 0.13% | +861+3.3% | Added |
| Janney Capital Management LLC | 27,023 | $6.11M | 0.41% | −430−1.6% | Reduced |
| Phoenix Holdings Ltd. | 24,345 | $6.22M | 0.10% | +2,635+12.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 27,590 | $6.24M | 0.13% | −2,507−8.3% | Reduced |
| Advisory Services Network, LLC | 27,646 | $6.25M | 0.15% | −72−0.3% | Reduced |
| Woodstock Corp | 27,813 | $6.29M | 0.73% | +225+0.8% | Added |
| Prudential PLC | 27,869 | $6.30M | 0.07% | −2,645−8.7% | Reduced |
| ABN AMRO Bank N.V. | 27,724 | $6.30M | 0.10% | −167−0.6% | Reduced |
| Hartford Investment Management Co | 27,892 | $6.30M | 0.24% | −532−1.9% | Reduced |
| Harrell Investment Partners, LLC | 28,271 | $6.39M | 1.99% | +611+2.2% | Added |
| Stokes Capital Advisors, LLC | 28,292 | $6.39M | 2.02% | −531−1.8% | Reduced |
| JustInvest LLC | 28,401 | $6.42M | 0.16% | +2,355+9.0% | Added |