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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 639 | $144.4K | 0.01% | +6+0.9% | Added |
| Heritage Wealth Advisors | 645 | $145.9K | 0.01% | +39+6.4% | Added |
| Rise Advisors, LLC | 647 | $146.3K | 0.10% | +296+84.3% | Added |
| Deseret Mutual Benefit Administrators | 651 | $147.1K | 0.08% | −160−19.7% | Reduced |
| J.Safra Asset Management Corp | 660 | $149.2K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 662 | $150.0K | 0.02% | −204−23.6% | Reduced |
| First Financial Corp | 681 | $153.9K | 0.08% | +220+47.7% | Added |
| JJJ Advisors Inc. | 690 | $156.0K | 0.04% | +29+4.4% | Added |
| Carmichael Hill & Associates, Inc. | 691 | $156.2K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 714 | $161.0K | 0.11% | +1+0.1% | Added |
| CoreFirst Bank & Trust | 714 | $161.4K | 0.11% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 719 | $162.5K | 0.15% | +719 | New |
| Ancora Advisors, LLC | 722 | $163.2K | 0.00% | −49−6.4% | Reduced |
| Jones Financial Companies LLLP | 749 | $169.3K | 0.00% | +10+1.4% | Added |
| IFP Advisors, Inc | 749 | $169.4K | 0.01% | −337−31.0% | Reduced |
| Provenance Wealth Advisors, LLC | 756 | $170.9K | 0.02% | +40+5.6% | Added |
| Caldwell Trust Co | 767 | $173.3K | 0.02% | −45−5.5% | Reduced |
| Colonial Trust Co | 768 | $173.6K | 0.04% | −28−3.5% | Reduced |
| Glassman Wealth Services | 768 | $173.6K | 0.02% | +23+3.1% | Added |
| Pacifica Partners Inc. | 780 | $177.0K | 0.09% | 00.0% | Unchanged |
| Trust Co | 788 | $178.1K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 799 | $180.6K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 824 | $186.2K | 0.01% | +824 | New |
| Oakworth Capital, Inc. | 881 | $199.1K | 0.02% | −53−5.7% | Reduced |
| AdvisorNet Financial, Inc | 886 | $200.2K | 0.02% | +44+5.2% | Added |
| Gould Asset Management LLC | 886 | $200.2K | 0.05% | +886 | New |
| American National Bank | 887 | $200.5K | 0.03% | +12+1.4% | Added |
| Five Oceans Advisors | 887 | $200.5K | 0.11% | +887 | New |
| Olistico Wealth, LLC | 889 | $200.9K | 0.16% | +889 | New |
| Aaron Wealth Advisors | 891 | $201.4K | 0.03% | −9,856−91.7% | Reduced |
| HFG Advisors, Inc. | 898 | $202.9K | 0.20% | +898 | New |
| Affinity Wealth Management LLC | 900 | $203.4K | 0.04% | +900 | New |
| Aua Capital Management, LLC | 900 | $203.4K | 0.13% | +900 | New |
| Turtle Creek Wealth Advisors, LLC | 900 | $203.4K | 0.06% | +900 | New |
| Renasant Bank | 901 | $203.6K | 0.16% | +901 | New |
| Simon Quick Advisors, LLC | 904 | $204.3K | 0.02% | +904 | New |
| Avidian Wealth Solutions, LLC | 908 | $205.3K | 0.01% | +908 | New |
| Independent Financial Group, LLC | 910 | $205.7K | 0.01% | −128−12.3% | Reduced |
| Seed Wealth Management, Inc. | 905 | $205.8K | 0.21% | +905 | New |
| Fairfield, Bush & Co. | 912 | $206.1K | 0.12% | +912 | New |
| Brookstone Capital Management | 914 | $206.5K | 0.00% | +914 | New |
| Arlington Trust Co LLC | 918 | $207.5K | 0.06% | +908+9,080.0% | Added |
| WoodTrust Financial Corp | 919 | $208.0K | 0.04% | +919 | New |
| Guardian Wealth Advisors, LLC | 921 | $208.1K | 0.03% | +921 | New |
| StoneX Group Inc. | 919 | $208.4K | 0.02% | +919 | New |
| Hartline Investment Corp | 922 | $208.4K | 0.03% | +922 | New |
| GHP Investment Advisors, Inc. | 923 | $208.6K | 0.01% | −68−6.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 930 | $210.2K | 0.01% | +930 | New |
| Diligent Investors, LLC | 931 | $210.4K | 0.06% | +931 | New |
| Donaldson Capital Management, LLC | 932 | $210.6K | 0.01% | −295−24.0% | Reduced |
| Chilton Investment Co LLC | 935 | $211.3K | 0.01% | +935 | New |
| Kolinsky Wealth Management, LLC | 941 | $212.7K | 0.19% | +941 | New |
| Coastal Investment Advisors, Inc. | 944 | $213.4K | 0.05% | +944 | New |
| Somerset Group LLC | 954 | $215.6K | 0.18% | +954 | New |
| McIlrath & Eck, LLC | 956 | $216.1K | 0.04% | −4−0.4% | Reduced |
| Abel Hall, LLC | 958 | $216.6K | 0.18% | +958 | New |
| Harrington Investments, INC | 960 | $217.0K | 0.13% | +960 | New |
| Sivia Capital Partners, LLC | 963 | $217.7K | 0.17% | +963 | New |
| Chapin Davis, Inc. | 965 | $218.1K | 0.09% | +965 | New |
| Quotient Wealth Partners, LLC | 966 | $218.3K | 0.01% | +966 | New |
| LaFleur & Godfrey LLC | 968 | $218.8K | 0.03% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 969 | $219.0K | 0.02% | −9−0.9% | Reduced |
| Altfest L J & Co Inc | 971 | $219.0K | 0.03% | −6−0.6% | Reduced |
| CVA Family Office, LLC | 971 | $219.4K | 0.04% | −21−2.1% | Reduced |
| Truepoint, Inc. | 976 | $220.6K | 0.01% | +976 | New |
| Aspiriant, LLC | 977 | $220.8K | 0.01% | +977 | New |
| First Trust Investment Solutions L.P. | 977 | $220.8K | 0.05% | +977 | New |
| Forte Capital LLC | 985 | $222.6K | 0.03% | +985 | New |
| Foundations Investment Advisors, LLC | 911 | $223.0K | 0.01% | +911 | New |
| Cohen & Steers, Inc. | 992 | $224.0K | 0.00% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,000 | $226.0K | 0.09% | −200−16.7% | Reduced |
| RBF Capital, LLC | 1,000 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,000 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,000 | $226.0K | 0.03% | +1,000 | New |
| Nwam LLC | 1,001 | $226.2K | 0.02% | −191−16.0% | Reduced |
| Cornerstone Advisory, LLC | 1,002 | $226.5K | 0.04% | +21+2.1% | Added |
| One Capital Management, LLC | 1,004 | $226.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,005 | $227.1K | 0.04% | −115−10.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,008 | $227.8K | 0.01% | −19−1.9% | Reduced |
| Atwater Malick LLC | 1,010 | $228.3K | 0.09% | +1,010 | New |
| First Bank & Trust | 1,013 | $228.9K | 0.06% | +1,013 | New |
| Greenfield Savings Bank | 1,015 | $229.4K | 0.13% | +1,015 | New |
| Financial Advisors, LLC | 1,020 | $230.5K | 0.05% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,021 | $231.0K | 0.01% | −23−2.2% | Reduced |
| V-Square Quantitative Management LLC | 1,024 | $231.4K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,024 | $231.4K | 0.02% | +1,024 | New |
| Guardian Wealth Advisors, LLC | 1,026 | $231.8K | 0.16% | +36+3.6% | Added |
| Copperwynd Financial, LLC | 1,026 | $231.9K | 0.09% | +19+1.9% | Added |
| Parthenon LLC | 1,027 | $232.1K | 0.03% | −147−12.5% | Reduced |
| Mendel Money Management | 1,027 | $232.1K | 0.11% | −11−1.1% | Reduced |
| McLean Asset Management Corp | 1,024 | $233.3K | 0.09% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,037 | $234.4K | 0.05% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,039 | $234.8K | 0.08% | 00.0% | Unchanged |
| RFG Advisory, LLC | 1,043 | $235.8K | 0.01% | −113−9.8% | Reduced |
| Excalibur Management Corp | 1,044 | $236.4K | 0.11% | +28+2.8% | Added |
| MCF Advisors LLC | 1,046 | $237.3K | 0.02% | +42+4.2% | Added |
| Convergence Investment Partners, LLC | 1,056 | $239.0K | 0.12% | −9−0.8% | Reduced |
| Morris Retirement Advisors, LLC | 1,060 | $239.6K | 0.16% | +1,060 | New |
| Reynders McVeigh Capital Management, LLC | 1,062 | $240.0K | 0.02% | −155−12.7% | Reduced |
| Kensington Investment Counsel, LLC | 1,067 | $241.1K | 0.13% | −151−12.4% | Reduced |