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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 1,067 | $241.1K | 0.01% | +1,067 | New |
| Breakwater Capital Group | 1,010 | $241.4K | 0.07% | +1,010 | New |
| Provence Wealth Management Group | 1,070 | $241.8K | 0.13% | +1,048+4,763.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,072 | $242.3K | 0.00% | −466−30.3% | Reduced |
| StrategIQ Financial Group, LLC | 1,073 | $242.5K | 0.03% | −48−4.3% | Reduced |
| Delta Financial Group, Inc. | 1,074 | $243.0K | 0.08% | 00.0% | Unchanged |
| Onefund, LLC | 1,079 | $243.9K | 0.32% | +1,079 | New |
| Gries Financial LLC | 1,087 | $245.7K | 0.05% | +27+2.5% | Added |
| Ameritas Advisory Services, LLC | 1,030 | $245.9K | 0.01% | −1,922−65.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,089 | $246.1K | 0.00% | −42−3.7% | Reduced |
| Bard Financial Services, Inc. | 1,090 | $246.3K | 0.03% | +1,090 | New |
| ASB Consultores, LLC | 1,091 | $246.6K | 0.08% | −1,141−51.1% | Reduced |
| Kidder Stephen W | 1,096 | $247.7K | 0.08% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,100 | $248.6K | 0.12% | −600−35.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,100 | $248.6K | 0.52% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $248.6K | 0.13% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $248.6K | 0.24% | +1,100 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $249.0K | 0.13% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,109 | $250.5K | 0.01% | −44−3.8% | Reduced |
| Girard Partners Ltd. | 1,110 | $250.9K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,117 | $252.4K | 0.02% | +1,117 | New |
| David Loasby | 1,110 | $252.7K | 0.03% | +106+10.6% | Added |
| Elgethun Capital Management | 1,119 | $252.9K | 0.07% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,129 | $253.6K | 0.04% | −912−44.7% | Reduced |
| Kickstand Ventures, LLC. | 1,124 | $254.0K | 0.07% | +92+8.9% | Added |
| Clarus Group, Inc. | 1,130 | $255.4K | 0.19% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,136 | $256.7K | 0.08% | −313−21.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,137 | $257.0K | 0.01% | −573−33.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,141 | $258.8K | 0.03% | +1,141 | New |
| Drive Wealth Management, LLC | 1,141 | $258.9K | 0.08% | +54+5.0% | Added |
| Revisor Wealth Management LLC | 1,146 | $259.0K | 0.30% | −432−27.4% | Reduced |
| BLB&B Advisors, LLC | 1,364 | $259.4K | 0.02% | −243−15.1% | Reduced |
| Cypress Capital Group | 1,156 | $261.3K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,158 | $261.7K | 0.04% | +143+14.1% | Added |
| Integrated Advisors Network LLC | 1,160 | $262.1K | 0.01% | −59−4.8% | Reduced |
| Lakeview Capital Partners, LLC | 1,163 | $262.8K | 0.05% | +1,163 | New |
| Abacus Planning Group, Inc. | 1,166 | $263.5K | 0.06% | +36+3.2% | Added |
| Sabal Trust CO | 1,174 | $265.3K | 0.02% | +179+18.0% | Added |
| Johnson Financial Group, Inc. | 1,390 | $265.5K | 0.01% | +8+0.6% | Added |
| Carret Asset Management, LLC | 1,176 | $265.8K | 0.03% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,178 | $266.2K | 0.20% | +56+5.0% | Added |
| Imprint Wealth LLC | 1,156 | $267.6K | 0.22% | −203−14.9% | Reduced |
| Smith Shellnut Wilson LLC | 1,185 | $267.8K | 0.15% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,185 | $267.9K | 0.09% | +39+3.4% | Added |
| Symmetry Investments LP | 1,186 | $268.0K | 0.05% | +1,186 | New |
| Titleist Asset Management, LLC | 1,187 | $268.2K | 0.05% | +129+12.2% | Added |
| Baker Avenue Asset Management, LP | 1,193 | $269.6K | 0.01% | −393−24.8% | Reduced |
| Resonant Capital Advisors, LLC | 1,192 | $270.4K | 0.03% | −9−0.7% | Reduced |
| Keel Point, LLC | 1,202 | $271.8K | 0.03% | +98+8.9% | Added |
| Power Wealth Management LLC | 1,203 | $271.9K | 0.20% | +1,203 | New |
| Atlantic Union Bankshares Corp | 1,205 | $272.3K | 0.03% | −50−4.0% | Reduced |
| Summit Financial Group Inc | 1,208 | $273.0K | 0.10% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,211 | $273.7K | 0.18% | +2+0.2% | Added |
| Financial Management Professionals, Inc. | 1,211 | $274.0K | 0.04% | +469+63.2% | Added |
| Country Club Bank | 1,225 | $274.9K | 0.02% | +25+2.1% | Added |
| Norway Savings Bank | 1,218 | $275.3K | 0.12% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $275.7K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 1,220 | $275.7K | 0.02% | +1+0.1% | Added |
| Crestwood Advisors Group LLC | 1,221 | $275.9K | 0.01% | +59+5.1% | Added |
| Park Edge Advisors, LLC | 1,224 | $276.6K | 0.10% | 00.0% | Unchanged |
| WMS Partners, LLC | 1,230 | $278.0K | 0.02% | −1,470−54.4% | Reduced |
| Quaker Wealth Management, LLC | 1,230 | $278.0K | 0.13% | +1+0.1% | Added |
| Goelzer Investment Management, Inc. | 1,232 | $278.4K | 0.02% | +1,232 | New |
| Werba Rubin Papier Wealth Management | 1,237 | $279.9K | 0.09% | +1,237 | New |
| Smithfield Trust Co | 1,244 | $281.0K | 0.02% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 1,244 | $281.2K | 0.08% | −93−7.0% | Reduced |
| Broadwater Capital Management LLC | 1,250 | $282.5K | 0.22% | +1,250 | New |
| San Luis Wealth Advisors LLC | 1,254 | $283.0K | 0.12% | −127−9.2% | Reduced |
| Empower Advisory Group, LLC | 1,257 | $284.1K | 0.00% | −8−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 1,261 | $285.1K | 0.02% | +9+0.7% | Added |
| Columbia Trust Co 01012016 | 1,273 | $287.7K | 0.13% | +40+3.2% | Added |
| Regent Peak Wealth Advisors LLC | 1,274 | $287.9K | 0.08% | +30+2.4% | Added |
| Sage Mountain Advisors LLC | 1,279 | $289.1K | 0.03% | +10+0.8% | Added |
| Advisory Alpha, LLC | 1,281 | $289.5K | 0.01% | +1,281 | New |
| Patron Partners Advisors, LLC | 1,290 | $291.5K | 0.19% | +83+6.9% | Added |
| DGS Capital Management, LLC | 1,291 | $291.8K | 0.11% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,291 | $291.8K | 0.07% | −9−0.7% | Reduced |
| Bollard Group LLC | 1,290 | $292.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 1,296 | $293.3K | 0.01% | +5+0.4% | Added |
| Wambolt & Associates, LLC | 1,301 | $294.1K | 0.10% | −503−27.9% | Reduced |
| Guerra Pan Advisors, LLC | 1,305 | $294.9K | 0.28% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,306 | $295.1K | 0.19% | +199+18.0% | Added |
| Van Hulzen Asset Management, LLC | 1,308 | $296.0K | 0.02% | 00.0% | Unchanged |
| HTLF Bank | 1,310 | $296.1K | 0.03% | +1,310 | New |
| RMR Capital Management, LLC | 1,325 | $299.4K | 0.34% | +1,325 | New |
| Sapient Capital LLC | 1,326 | $300.7K | 0.01% | +1,326 | New |
| MONECO Advisors, LLC | 1,331 | $300.8K | 0.06% | +19+1.4% | Added |
| Means Investment Co., Inc. | 1,342 | $303.4K | 0.04% | −81−5.7% | Reduced |
| Stiles Financial Services Inc | 1,343 | $303.5K | 0.14% | +1,343 | New |
| Wealth Effects LLC | 1,345 | $304.0K | 0.11% | −122−8.3% | Reduced |
| L2 Asset Management, LLC | 1,348 | $304.6K | 0.13% | +333+32.8% | Added |
| Avestar Capital, LLC | 1,349 | $305.9K | 0.04% | +259+23.8% | Added |
| Live Oak Investment Partners | – | $308.3K | 0.28% | – | – |
| Tandem Wealth Advisors LLC | 1,369 | $309.4K | 0.18% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,378 | $311.4K | 0.06% | +22+1.6% | Added |
| Seelaus Asset Management LLC | 1,392 | $312.8K | 0.30% | +400+40.3% | Added |
| First American Trust, FSB | 1,385 | $313.0K | 0.04% | +1,385 | New |
| Wynn Capital, LLC | 1,386 | $313.2K | 0.26% | +1,386 | New |
| National Philanthropic Trust | 1,389 | $313.9K | 0.01% | +1,389 | New |
| Letson Investment Management, Inc. | 1,391 | $314.3K | 0.15% | +1,391 | New |