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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 28,470 | $6.43M | 0.05% | −29,970−51.3% | Reduced |
| Stoneridge Investment Partners LLC | 28,796 | $6.51M | 2.74% | +12,532+77.1% | Added |
| Evergreen Capital Management LLC | 28,703 | $6.51M | 0.27% | −918−3.1% | Reduced |
| Woodmont Investment Counsel LLC | 28,868 | $6.52M | 0.61% | +1,293+4.7% | Added |
| FIL Ltd | 28,925 | $6.54M | 0.01% | −99,875−77.5% | Reduced |
| Synovus Financial Corp | 28,986 | $6.55M | 0.09% | +651+2.3% | Added |
| HB Wealth Management, LLC | 29,011 | $6.56M | 0.09% | +132+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 29,289 | $6.62M | 0.01% | −794−2.6% | Reduced |
| Kesler, Norman & Wride, LLC | 29,498 | $6.67M | 1.53% | −412−1.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 30,001 | $6.78M | 0.59% | +332+1.1% | Added |
| Cetera Advisor Networks LLC | 30,042 | $6.79M | 0.04% | −3,160−9.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,236 | $6.83M | 0.63% | −2,216−6.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 30,303 | $6.85M | 0.23% | −922−3.0% | Reduced |
| LMR Partners LLP | 30,710 | $6.94M | 0.17% | −84,548−73.4% | Reduced |
| Quantitative Investment Management, LLC | 30,743 | $6.95M | 0.40% | +30,743 | New |
| Douglas Lane & Associates, LLC | 31,254 | $7.06M | 0.11% | −6,022−16.2% | Reduced |
| Ieq Capital, LLC | 31,285 | $7.07M | 0.12% | +493+1.6% | Added |
| Fiduciary Trust Co | 31,453 | $7.11M | 0.12% | −5,203−14.2% | Reduced |
| Graypoint LLC | 31,599 | $7.14M | 0.58% | +29,302+1,275.7% | Added |
| Oregon Public Employees Retirement Fund | 31,849 | $7.20M | 0.13% | +49+0.2% | Added |
| Alaska Permanent Fund Corp | 31,903 | $7.21M | 0.12% | +343+1.1% | Added |
| Kestra Private Wealth Services, LLC | 32,039 | $7.24M | 0.18% | +2,926+10.1% | Added |
| Channing Capital Management, LLC | 32,194 | $7.28M | 0.21% | −5,407−14.4% | Reduced |
| Kentucky Retirement Systems | 32,643 | $7.38M | 0.23% | +1,004+3.2% | Added |
| Transform Wealth, LLC | 33,378 | $7.57M | 0.74% | +7,835+30.7% | Added |
| American Trust | 33,734 | $7.62M | 0.56% | −1,029−3.0% | Reduced |
| Nicholas Company, Inc. | 34,590 | $7.82M | 0.14% | −10,720−23.7% | Reduced |
| Kestra Advisory Services, LLC | 34,838 | $7.87M | 0.06% | +363+1.1% | Added |
| Ethic Inc. | 35,127 | $7.94M | 0.23% | +114+0.3% | Added |
| Keybank National Association | 35,582 | $8.04M | 0.04% | −367−1.0% | Reduced |
| Scissortail Wealth Management, LLC | 33,204 | $8.06M | 2.55% | +33,204 | New |
| Tritonpoint Wealth, LLC | 35,649 | $8.09M | 0.79% | +35,649 | New |
| Elo Mutual Pension Insurance Co | 35,860 | $8.10M | 0.22% | +1,197+3.5% | Added |
| Blair William & Co | 36,314 | $8.21M | 0.03% | +1,319+3.8% | Added |
| Hi-Line Capital Management, LLC | 36,566 | $8.30M | 3.21% | −3,528−8.8% | Reduced |
| Rowland & Co Investment Counsel | 37,134 | $8.39M | 1.92% | −333−0.9% | Reduced |
| Ziegler Capital Management, LLC | 37,254 | $8.42M | 0.38% | −1,986−5.1% | Reduced |
| Intech Investment Management LLC | 37,555 | $8.49M | 0.12% | −21,581−36.5% | Reduced |
| Tufton Capital Management | 37,579 | $8.49M | 1.78% | −2,159−5.4% | Reduced |
| Verdence Capital Advisors LLC | 37,819 | $8.55M | 0.83% | +3,508+10.2% | Added |
| Atria Investments LLC | 38,538 | $8.71M | 0.13% | +10,152+35.8% | Added |
| Telemus Capital, LLC | 38,613 | $8.73M | 0.72% | +2,990+8.4% | Added |
| Wealthfront Advisers LLC | 38,760 | $8.76M | 0.03% | +5,455+16.4% | Added |
| Daiwa Securities Group Inc. | 38,849 | $8.78M | 0.05% | +2,076+5.6% | Added |
| MML Investors Services, LLC | 39,340 | $8.89M | 0.04% | +5,877+17.6% | Added |
| Core Alternative Capital | 39,380 | $8.90M | 1.53% | −7,210−15.5% | Reduced |
| Hamel Associates, Inc. | 39,428 | $8.91M | 3.14% | +340+0.9% | Added |
| Mattern Capital Management, LLC | 39,529 | $8.93M | 1.30% | −130.0% | Reduced |
| First Horizon Advisors, Inc. | 39,612 | $8.95M | 0.30% | −1,006−2.5% | Reduced |
| Diversified Trust Co | 39,670 | $8.97M | 0.30% | +7,810+24.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 39,916 | $9.02M | 0.41% | +9,126+29.6% | Added |
| Shikiar Asset Management Inc | 40,156 | $9.07M | 2.81% | +2,320+6.1% | Added |
| QRG Capital Management, Inc. | 40,187 | $9.08M | 0.13% | +3,665+10.0% | Added |
| Gulf International Bank (UK) Ltd | 40,337 | $9.12M | 0.26% | −3,938−8.9% | Reduced |
| FourThought Financial Partners, LLC | 40,379 | $9.13M | 1.14% | −390−1.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 40,415 | $9.13M | 0.18% | +32,268+396.1% | Added |
| Pacer Advisors, Inc. | 40,715 | $9.20M | 0.03% | +14,588+55.8% | Added |
| Andra AP-fonden | 40,800 | $9.22M | 0.49% | +3,600+9.7% | Added |
| Mercer Global Advisors Inc | 42,037 | $9.50M | 0.03% | +1,049+2.6% | Added |
| D. E. Shaw & Co., Inc. | 42,108 | $9.52M | 0.01% | −87,733−67.6% | Reduced |
| Groupama Asset Managment | 85,962 | $9.71M | 0.25% | +85,962 | New |
| Employees Retirement System of Texas | 43,149 | $9.75M | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 43,281 | $9.78M | 0.10% | +651+1.5% | Added |
| CSM Advisors, LLC | 43,464 | $9.82M | 0.71% | +1,090+2.6% | Added |
| Camden National Bank | 43,738 | $9.88M | 1.84% | −369−0.8% | Reduced |
| Railway Pension Investments Ltd | 43,800 | $9.90M | 0.10% | +15,800+56.4% | Added |
| AMF Pensionsforsakring AB | 44,252 | $10.0M | 0.09% | +700+1.6% | Added |
| Brinker Capital Investments, LLC | 44,799 | $10.1M | 0.12% | +6,330+16.5% | Added |
| Orion Portfolio Solutions, LLC | 44,799 | $10.1M | 0.12% | +6,330+16.5% | Added |
| Waycross Partners, LLC | 45,044 | $10.2M | 1.91% | +2,653+6.3% | Added |
| Bailard, Inc. | 45,104 | $10.2M | 0.30% | +1,722+4.0% | Added |
| Artemis Investment Management LLP | 45,339 | $10.2M | 0.15% | −2,040−4.3% | Reduced |
| Callodine Capital Management, LP | 45,500 | $10.3M | 2.71% | −7,000−13.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 45,713 | $10.3M | 0.14% | +121+0.3% | Added |
| Worldquant Millennium Advisors LLC | 46,168 | $10.4M | 0.15% | −124,882−73.0% | Reduced |
| Renaissance Technologies LLC | 46,199 | $10.4M | 0.02% | +46,199 | New |
| O'Shaughnessy Asset Management, LLC | 46,759 | $10.6M | 0.14% | +3,344+7.7% | Added |
| Raymond James Trust N.A. | 46,894 | $10.6M | 0.28% | +1,336+2.9% | Added |
| Estabrook Capital Management | 47,131 | $10.7M | 1.74% | −772−1.6% | Reduced |
| British Columbia Investment Management Corp | 47,283 | $10.7M | 0.09% | +9,621+25.5% | Added |
| Zevin Asset Management LLC | 47,658 | $10.8M | 1.93% | +679+1.4% | Added |
| Nissay Asset Management Corp | 48,023 | $10.9M | 0.09% | +1,661+3.6% | Added |
| Terry L. Blaker | 48,231 | $10.9M | 0.89% | +921+1.9% | Added |
| iA Global Asset Management Inc. | 48,269 | $10.9M | 0.25% | −3,000−5.9% | Reduced |
| CIBC Asset Management Inc | 48,577 | $11.0M | 0.04% | −1,469−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,737 | $11.0M | 0.05% | −3,852−7.3% | Reduced |
| Calamos Wealth Management LLC | 49,007 | $11.1M | 0.70% | +274+0.6% | Added |
| South State Corp. | 49,058 | $11.1M | 0.95% | +200.0% | Added |
| Beacon Pointe Advisors, LLC | 49,230 | $11.1M | 0.13% | +8,411+20.6% | Added |
| Hunter Perkins Capital Management, LLC | 49,361 | $11.2M | 2.34% | +245+0.5% | Added |
| Fogel Capital Management, Inc. | 46,837 | $11.4M | 8.74% | +46,837 | New |
| PGGM Investments | 51,481 | $11.6M | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 51,496 | $11.6M | 0.42% | −1,032−2.0% | Reduced |
| Asset Advisors Investment Management, LLC | 52,084 | $11.8M | 1.44% | +6,171+13.4% | Added |
| Tower Research Capital LLC (TRC) | 52,300 | $11.8M | 0.15% | +37,399+251.0% | Added |
| Xponance, Inc. | 52,861 | $11.9M | 0.14% | −3,872−6.8% | Reduced |
| Torray LLC | 53,427 | $12.1M | 1.95% | +70+0.1% | Added |
| Kanawha Capital Management LLC | 53,770 | $12.2M | 1.12% | −621−1.1% | Reduced |
| Nemes Rush Group LLC | 54,035 | $12.2M | 1.97% | +946+1.8% | Added |
| Mutual of America Capital Management LLC | 54,611 | $12.3M | 0.14% | −2,878−5.0% | Reduced |