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 |
|---|---|---|---|---|---|
| Emfo, LLC | 125 | $28.3K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 140 | $29.1K | 0.02% | +140 | New |
| Ables, Iannone, Moore & Associates, Inc. | 129 | $29.2K | 0.02% | +129 | New |
| Tfo-TDC, LLC | 131 | $29.6K | 0.01% | −4−3.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 132 | $29.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 134 | $30.3K | 0.01% | −60−30.9% | Reduced |
| Tennessee Valley Asset Management Partners | 142 | $32.1K | 0.01% | +142 | New |
| Northwest Financial Advisors | 147 | $33.2K | 0.03% | +147 | New |
| Scarborough Advisors, LLC | 149 | $33.7K | 0.01% | +149 | New |
| Naples Money Management LLC | 150 | $33.9K | 0.03% | +150 | New |
| Main Street Group, LTD | 152 | $34.4K | 0.01% | +152 | New |
| EdgeRock Capital LLC | 140 | $34.5K | 0.03% | +140 | New |
| Salomon & Ludwin, LLC | 177 | $36.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 164 | $37.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 173 | $39.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 175 | $39.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 178 | $40.3K | 0.02% | +178 | New |
| Old Second National Bank of Aurora | 180 | $40.7K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 181 | $40.9K | 0.01% | +149+465.6% | Added |
| Tompkins Financial Corp | 189 | $42.7K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 192 | $43.4K | 0.02% | +192 | New |
| Global Trust Asset Management, LLC | 193 | $43.6K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 194 | $43.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 198 | $44.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 202 | $45.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 203 | $45.9K | 0.01% | +203 | New |
| Group One Trading, L.P. | 204 | $46.1K | 0.00% | +204 | New |
| Planning Capital Management Corp | 211 | $47.7K | 0.04% | +211 | New |
| Caldwell Sutter Capital, Inc. | 213 | $48.1K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 215 | $48.6K | 0.02% | +100+87.0% | Added |
| Key Financial Inc | 217 | $49.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 225 | $50.9K | 0.00% | +90+66.7% | Added |
| Boyd Watterson Asset Management LLC | 226 | $51.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 227 | $51.3K | 0.01% | +19+9.1% | Added |
| Atwood & Palmer Inc | 230 | $52.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 230 | $52.0K | 0.02% | +230 | New |
| Oakmont Corp | 240 | $54.2K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 242 | $54.9K | 0.00% | +4+1.7% | Added |
| Investors Research Corp | 247 | $55.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 261 | $59.1K | 0.01% | +3+1.2% | Added |
| Fortitude Family Office, LLC | 263 | $59.4K | 0.04% | +263 | New |
| Acima Private Wealth, LLC | 264 | $59.7K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 275 | $62.1K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 275 | $62.2K | 0.04% | +1+0.4% | Added |
| Horizons Wealth Management | 282 | $63.7K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 284 | $64.2K | 0.03% | +164+136.7% | Added |
| Private Wealth Management Group, LLC | 285 | $64.4K | 0.03% | +285 | New |
| BFSG, LLC | 286 | $64.6K | 0.01% | +286 | New |
| Farmers & Merchants Investments Inc | 293 | $66.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 295 | $66.7K | 0.03% | −568−65.8% | Reduced |
| HHM Wealth Advisors, LLC | 300 | $67.8K | 0.01% | +140+87.5% | Added |
| Proequities, Inc. | 302 | $68.4K | 0.00% | −2,634−89.7% | Reduced |
| Hantz Financial Services, Inc. | 317 | $72.0K | 0.00% | −27−7.8% | Reduced |
| Granite FO LLC | 320 | $72.3K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 323 | $73.0K | 0.00% | −1,245−79.4% | Reduced |
| Castleview Partners, LLC | 335 | $75.7K | 0.05% | +10+3.1% | Added |
| Cassady Schiller Wealth Management, LLC | 347 | $78.4K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 361 | $81.6K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 363 | $82.0K | 0.00% | −4,998−93.2% | Reduced |
| Westpac Banking Corp | 365 | $82.5K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 368 | $83.2K | 0.04% | +40+12.2% | Added |
| Hobbs Group Advisors, LLC | 371 | $83.8K | 0.04% | +371 | New |
| JNBA Financial Advisors | 374 | $84.5K | 0.01% | −17−4.3% | Reduced |
| Sandy Spring Bank | 379 | $85.7K | 0.00% | −58−13.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 380 | $85.9K | 0.04% | +10+2.7% | Added |
| City Holding Co | 381 | $86.1K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 385 | $87.0K | 0.08% | +385 | New |
| Hexagon Capital Partners LLC | 388 | $87.7K | 0.02% | +100+34.7% | Added |
| State of Wyoming | 391 | $88.4K | 0.02% | −354−47.5% | Reduced |
| JFS Wealth Advisors, LLC | 394 | $89.0K | 0.01% | +21+5.6% | Added |
| Carolinas Wealth Consulting LLC | 415 | $94.1K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $94.9K | 0.05% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 424 | $95.8K | 0.03% | −59−12.2% | Reduced |
| Operose Advisors LLC | 429 | $97.0K | 0.04% | −265−38.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 437 | $99.1K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 443 | $100.1K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 446 | $100.8K | 0.03% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 451 | $101.9K | 0.57% | +26+6.1% | Added |
| American State Bank (Iowa) | 455 | $102.8K | 0.07% | 00.0% | Unchanged |
| Birchbrook, Inc. | 463 | $104.6K | 0.07% | +463 | New |
| Avalon Trust Co | 466 | $105.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 470 | $106.2K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 475 | $107.3K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 477 | $107.8K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 500 | $113.0K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $113.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 500 | $113.0K | 0.17% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 504 | $113.9K | 0.00% | +19+3.9% | Added |
| Capital Analysts, LLC | 514 | $116.0K | 0.01% | +415+419.2% | Added |
| Salem Investment Counselors Inc | 518 | $117.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 523 | $118.1K | 0.06% | +2+0.4% | Added |
| GW&K Investment Management, LLC | 528 | $119.0K | 0.00% | +12+2.3% | Added |
| Tradition Wealth Management, LLC | 535 | $121.0K | 0.01% | −13−2.4% | Reduced |
| Union Savings Bank | 536 | $121.1K | 0.07% | 00.0% | Unchanged |
| Cutler Group LP | 570 | $128.0K | 0.02% | +570 | New |
| LGT Financial Advisors LLC | 574 | $129.7K | 0.16% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 587 | $132.7K | 0.01% | +587 | New |
| Harbor Investment Advisory, LLC | 589 | $133.1K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 599 | $135.4K | 0.27% | +529+755.7% | Added |
| Planned Solutions, Inc. | 623 | $140.8K | 0.07% | +623 | New |