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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 1,379 | $317.2K | 0.38% | −20−1.4% | Reduced |
| KPP Advisory Services LLC | 1,405 | $317.5K | 0.28% | −106−7.0% | Reduced |
| Ascent Group, LLC | 1,281 | $317.7K | 0.03% | −15−1.2% | Reduced |
| Peak Planning Group, LLC | 1,414 | $319.6K | 0.23% | +4+0.3% | Added |
| Everhart Financial Group, Inc. | 1,419 | $320.7K | 0.11% | +129+10.0% | Added |
| Legacy Advisors, LLC | 1,419 | $322.0K | 0.04% | −238−14.4% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 1,032 | $322.1K | 0.00% | +1,032 | New |
| Tectonic Advisors LLC | 1,428 | $322.7K | 0.03% | +6+0.4% | Added |
| Toth Financial Advisory Corp | 1,434 | $324.1K | 0.04% | +1,350+1,607.1% | Added |
| Arkadios Wealth Advisors | 1,437 | $324.8K | 0.03% | −155−9.7% | Reduced |
| Partners Capital Investment Group, LLP | 1,439 | $325.2K | 0.01% | −86−5.6% | Reduced |
| Weik Capital Management | 1,445 | $326.6K | 0.15% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,450 | $327.7K | 0.15% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,461 | $330.2K | 0.03% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 1,463 | $330.6K | 0.26% | +1,463 | New |
| Palisade Asset Management, LLC | 1,466 | $331.3K | 0.04% | +463+46.2% | Added |
| Northern Financial Advisors Inc | 1,486 | $335.8K | 0.28% | −10−0.7% | Reduced |
| Vicus Capital | 1,506 | $340.2K | 0.03% | −966−39.1% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $340.3K | 0.30% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,510 | $342.6K | 0.13% | 00.0% | Unchanged |
| Invesco, LLC | 1,524 | $344.4K | 0.16% | +173+12.8% | Added |
| Pflug Koory, LLC | 1,530 | $345.8K | 0.18% | +106+7.4% | Added |
| SFMG, LLC | 1,533 | $346.4K | 0.03% | +45+3.0% | Added |
| Sompo Asset Management Co., Ltd. | 1,540 | $348.0K | 0.06% | −340−18.1% | Reduced |
| Bennett Associates Wealth Management | 1,540 | $348.0K | 0.34% | +1,540 | New |
| PFG Advisors | 1,544 | $348.8K | 0.03% | +1,544 | New |
| Heron Bay Capital Management | 1,545 | $349.2K | 0.08% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,552 | $350.8K | 0.01% | +392+33.8% | Added |
| Old Point Trust & Financial Services N A | 1,553 | $351.0K | 0.14% | +1,553 | New |
| Modera Wealth Management, LLC | 1,556 | $351.7K | 0.01% | +100+6.9% | Added |
| Sawgrass Asset Management LLC | 1,559 | $352.3K | 0.04% | +1,559 | New |
| Carson Advisory Inc. | 1,561 | $352.7K | 0.27% | +14+0.9% | Added |
| Brighton Jones LLC | 1,579 | $356.9K | 0.02% | −67−4.1% | Reduced |
| Associated Banc-Corp | 1,580 | $357.1K | 0.01% | −55−3.4% | Reduced |
| Global X Japan Co., Ltd. | 1,586 | $358.4K | 0.20% | +1,586 | New |
| Eagle Bluffs Wealth Management LLC | 1,584 | $359.3K | 0.24% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,591 | $359.6K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,591 | $359.6K | 0.10% | +1,591 | New |
| Baron Wealth Management LLC | 1,595 | $360.5K | 0.20% | +22+1.4% | Added |
| Redhawk Wealth Advisors, Inc. | 1,596 | $360.7K | 0.07% | +1,596 | New |
| Courier Capital LLC | 1,598 | $361.1K | 0.03% | −80−4.8% | Reduced |
| Bank of New Hampshire | 1,600 | $361.6K | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,603 | $362.3K | 0.02% | +1,603 | New |
| Sargent Investment Group, LLC | 1,611 | $364.1K | 0.08% | +15+0.9% | Added |
| Catalyst Financial Partners LLC | 1,622 | $366.6K | 0.10% | +33+2.1% | Added |
| Family Management Corp | 1,629 | $368.2K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,630 | $368.4K | 0.06% | −295−15.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,630 | $368.5K | 0.12% | +36+2.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,631 | $368.6K | 0.26% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,638 | $370.2K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,642 | $371.1K | 0.26% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,656 | $374.3K | 0.13% | +282+20.5% | Added |
| Manchester Capital Management LLC | 1,658 | $374.7K | 0.05% | −156−8.6% | Reduced |
| Chicago Partners Investment Group LLC | 1,557 | $376.0K | 0.02% | +49+3.2% | Added |
| Tilia Fiduciary Partners, Inc. | 1,664 | $376.1K | 0.35% | +106+6.8% | Added |
| Tilt Investment Management Holdings, PBC | 1,666 | $376.5K | 0.41% | +1,666 | New |
| Clearview Wealth Advisors LLC | 1,671 | $377.7K | 0.44% | −142−7.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,678 | $379.3K | 0.35% | +1,678 | New |
| Leavell Investment Management, Inc. | 1,677 | $380.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,675 | $380.0K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,684 | $380.6K | 0.10% | −14,181−89.4% | Reduced |
| Evermay Wealth Management LLC | 1,682 | $380.9K | 0.07% | +10+0.6% | Added |
| Ironwood Investment Counsel, LLC | 1,686 | $381.0K | 0.07% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,689 | $382.0K | 0.17% | +338+25.0% | Added |
| Rede Wealth, LLC | 1,696 | $383.3K | 0.18% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,703 | $385.0K | 0.20% | −3,427−66.8% | Reduced |
| Broadleaf Partners, LLC | 1,706 | $385.6K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,706 | $385.6K | 0.03% | +582+51.8% | Added |
| Anchor Investment Management, LLC | 1,712 | $386.9K | 0.04% | +185+12.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,714 | $387.4K | 0.05% | +29+1.7% | Added |
| Modern Wealth Management, LLC | 1,717 | $388.0K | 0.05% | +1,717 | New |
| Moloney Securities Asset Management, LLC | 1,722 | $389.2K | 0.06% | −93−5.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,728 | $390.6K | 0.04% | −19−1.1% | Reduced |
| BSW Wealth Partners | 1,734 | $391.9K | 0.08% | +149+9.4% | Added |
| Atlas Capital Advisors LLC | 1,737 | $392.6K | 0.06% | −14−0.8% | Reduced |
| Tower Bridge Advisors | 1,742 | $393.7K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $395.0K | 0.18% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,750 | $395.5K | 0.24% | −50−2.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,764 | $395.9K | 0.05% | −263−13.0% | Reduced |
| Geller Advisors LLC | 1,751 | $397.2K | 0.04% | −33−1.8% | Reduced |
| USA Financial Portformulas Corp | 1,768 | $399.6K | 0.07% | +1,747+8,319.0% | Added |
| Pallas Capital Advisors LLC | 1,781 | $402.5K | 0.02% | −112−5.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,782 | $402.7K | 0.17% | −2−0.1% | Reduced |
| Farmers National Bank | 1,785 | $403.4K | 0.13% | −2−0.1% | Reduced |
| Okabena Investment Services Inc | 1,788 | $404.1K | 0.16% | +1,788 | New |
| Harfst & Associates, Inc. | 1,799 | $406.6K | 0.11% | −215−10.7% | Reduced |
| Shore Point Advisors, LLC | 1,802 | $407.3K | 0.25% | +3+0.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,805 | $408.0K | 0.25% | +1,805 | New |
| Valley Brook Capital Group | 1,810 | $409.1K | 0.36% | −601−24.9% | Reduced |
| Good Life Advisors, LLC | 1,812 | $409.5K | 0.04% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,823 | $412.0K | 0.11% | +153+9.2% | Added |
| Stonebridge Capital Management Inc | 1,826 | $413.0K | 0.20% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,835 | $414.7K | 0.19% | +1,779+3,176.8% | Added |
| DFPG Investments, LLC | 1,856 | $420.2K | 0.03% | −97−5.0% | Reduced |
| Mayflower Financial Advisors, LLC | 1,863 | $421.1K | 0.06% | +451+31.9% | Added |
| Hamilton Wealth, LLC | 1,865 | $421.6K | 0.13% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,031 | $422.0K | 0.01% | −374−15.6% | Reduced |
| Grimes & Company, Inc. | 1,873 | $423.3K | 0.01% | +9+0.5% | Added |
| Jackson Creek Investment Advisors LLC | 1,875 | $424.0K | 0.16% | +1,875 | New |
| Equitable Holdings, Inc. | 1,880 | $424.9K | 0.01% | +327+21.1% | Added |