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 |
|---|---|---|---|---|---|
| Kavar Capital Partners Group, LLC | 1,882 | $425.3K | 0.05% | +1,882 | New |
| Sage Private Wealth Group, LLC | 1,887 | $426.5K | 0.38% | +83+4.6% | Added |
| Procyon Private Wealth Partners, LLC | 1,891 | $427.4K | 0.04% | +266+16.4% | Added |
| Alerus Financial NA | 1,900 | $429.4K | 0.04% | −62−3.2% | Reduced |
| Mutual Advisors, LLC | 1,900 | $429.5K | 0.01% | +191+11.2% | Added |
| Hara Capital LLC | 1,901 | $429.6K | 0.30% | +1,901 | New |
| Capital Investment Advisors, LLC | 1,902 | $429.9K | 0.01% | +43+2.3% | Added |
| First County Bank | 1,907 | $431.0K | 0.21% | −4−0.2% | Reduced |
| Appleton Partners Inc | 1,905 | $431.0K | 0.03% | −35−1.8% | Reduced |
| Sigma Planning Corp | 1,910 | $431.7K | 0.03% | −2,269−54.3% | Reduced |
| DCM Advisors, LLC | 1,949 | $440.5K | 0.16% | −75−3.7% | Reduced |
| Sandy Cove Advisors, LLC | 1,949 | $440.5K | 0.23% | +87+4.7% | Added |
| RBA Wealth Management, LLC | 1,949 | $440.5K | 0.19% | −51−2.6% | Reduced |
| Boston Financial Mangement LLC | 1,951 | $440.9K | 0.01% | −338−14.8% | Reduced |
| Benjamin Edwards Inc | 1,950 | $441.0K | 0.10% | +165+9.2% | Added |
| Advisor Resource Council | 1,967 | $444.5K | 0.05% | +1,967 | New |
| Earnest Partners LLC | 1,974 | $446.1K | 0.00% | +1+0.1% | Added |
| Congress Wealth Management LLC | 1,978 | $447.0K | 0.01% | +164+9.0% | Added |
| Pacitti Group Inc. | 1,991 | $451.2K | 0.28% | +1,991 | New |
| Fosun International Ltd | 2,000 | $452.0K | 0.09% | −1,380−40.8% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $452.0K | 0.20% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,870 | $454.8K | 0.02% | +1,870 | New |
| Belpointe Asset Management LLC | 2,025 | $457.7K | 0.04% | +27+1.4% | Added |
| Farther Finance Advisors, LLC | 2,028 | $458.3K | 0.03% | +433+27.1% | Added |
| Angeles Investment Advisors, LLC | 2,027 | $459.8K | 0.03% | +42+2.1% | Added |
| Ellevest, Inc. | 2,055 | $464.4K | 0.03% | +284+16.0% | Added |
| M&R Capital Management Inc | 2,068 | $467.3K | 0.12% | +25+1.2% | Added |
| RSM US Wealth Management LLC | 2,078 | $471.4K | 0.01% | +469+29.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,087 | $471.7K | 0.06% | +587+39.1% | Added |
| Concord Asset Management, LLC | 2,090 | $472.3K | 0.14% | +2,090 | New |
| Duality Advisers, LP | 2,092 | $472.8K | 0.05% | +2,092 | New |
| Essex Savings Bank | 2,094 | $473.2K | 0.14% | +394+23.2% | Added |
| Plancorp, LLC | 2,103 | $475.3K | 0.02% | +215+11.4% | Added |
| Linscomb & Williams, Inc. | 2,105 | $475.7K | 0.03% | +81+4.0% | Added |
| Baxter Bros Inc | 2,110 | $476.9K | 0.07% | −11−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,111 | $477.0K | 0.04% | −332−13.6% | Reduced |
| Western Wealth Management, LLC | 2,129 | $481.1K | 0.03% | +18+0.9% | Added |
| Foundation Resource Management Inc | 2,129 | $481.2K | 0.08% | −25−1.2% | Reduced |
| Cetera Trust Company, N.A | 2,130 | $481.4K | 0.30% | +2,130 | New |
| Vise Technologies, Inc. | 2,131 | $481.6K | 0.10% | +7+0.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $481.8K | 0.30% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,135 | $482.5K | 0.08% | −292−12.0% | Reduced |
| Pitcairn Co | 2,135 | $482.5K | 0.04% | −42−1.9% | Reduced |
| Sentry Investment Management LLC | 2,143 | $484.0K | 0.21% | −230−9.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,143 | $484.3K | 0.05% | +579+37.0% | Added |
| International Assets Investment Management, LLC | 2,148 | $485.3K | 0.06% | −334−13.5% | Reduced |
| Farrell Financial LLC | 2,290 | $486.1K | 0.49% | +2,290 | New |
| Independence Bank of Kentucky | 2,159 | $487.9K | 0.17% | −505−19.0% | Reduced |
| First Citizens Bank & Trust Co | 2,175 | $491.6K | 0.01% | +167+8.3% | Added |
| Skopos Labs, Inc. | 2,182 | $493.1K | 0.24% | +2,182 | New |
| BluePath Capital Management, LLC | 2,218 | $499.7K | 0.44% | +452+25.6% | Added |
| Gateway Investment Advisers LLC | 2,216 | $500.8K | 0.01% | −135−5.7% | Reduced |
| Atomi Financial Group, Inc. | 2,217 | $501.0K | 0.07% | +2,217 | New |
| Hemenway Trust Co LLC | 2,220 | $501.7K | 0.05% | −10−0.4% | Reduced |
| CWA Asset Management Group, LLC | 2,229 | $503.8K | 0.03% | +2,229 | New |
| MQS Management LLC | 2,240 | $506.2K | 0.28% | +2,240 | New |
| Mesirow Financial Investment Management, Inc. | 2,250 | $508.6K | 0.02% | +2,250 | New |
| Peddock Capital Advisors, LLC | 2,272 | $513.5K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,272 | $513.5K | 0.02% | +403+21.6% | Added |
| Concord Wealth Partners | 2,282 | $515.8K | 0.10% | +1,997+700.7% | Added |
| PDS Planning, Inc | 2,284 | $516.2K | 0.06% | +140+6.5% | Added |
| SRB Corp | 2,286 | $516.6K | 0.03% | −72−3.1% | Reduced |
| E&G Advisors, LP | 2,286 | $516.6K | 0.18% | 00.0% | Unchanged |
| Colony Group, LLC | 2,290 | $518.0K | 0.01% | +2,290 | New |
| Canopy Partners, LLC | 2,293 | $520.2K | 0.32% | +2,293 | New |
| Sky Investment Group LLC | 2,306 | $521.2K | 0.11% | −4−0.2% | Reduced |
| Eudaimonia Advisors LLC | 2,307 | $521.3K | 0.34% | +430+22.9% | Added |
| Silvercrest Asset Management Group LLC | 2,309 | $521.8K | 0.00% | −19,154−89.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,326 | $526.0K | 0.01% | −132−5.4% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,328 | $526.1K | 0.22% | −664−22.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,334 | $527.5K | 0.17% | +123+5.6% | Added |
| First City Capital Management, Inc. | 2,335 | $527.7K | 0.31% | −49−2.1% | Reduced |
| FSM Wealth Advisors, LLC | 2,355 | $532.2K | 0.23% | +14+0.6% | Added |
| Burford Brothers, Inc. | 2,381 | $538.1K | 0.38% | +2,381 | New |
| Empire Financial Management Company, LLC | 2,395 | $541.3K | 0.21% | 00.0% | Unchanged |
| Somerville Kurt F | 2,400 | $542.4K | 0.10% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,404 | $543.3K | 0.13% | +562+30.5% | Added |
| Goldstein Advisors, LLC | 2,407 | $544.0K | 0.09% | +35+1.5% | Added |
| Joel Isaacson & Co., LLC | 2,425 | $548.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,425 | $548.1K | 0.07% | −18,498−88.4% | Reduced |
| BKD Wealth Advisors, LLC | 2,463 | $556.6K | 0.02% | −10.0% | Reduced |
| Citizens Financial Group Inc | 2,465 | $557.2K | 0.02% | +876+55.1% | Added |
| Commerzbank Aktiengesellschaft | 2,468 | $558.0K | 0.02% | −1,811−42.3% | Reduced |
| Legacy Financial Advisors, Inc. | 2,477 | $559.8K | 0.11% | +128+5.4% | Added |
| Lindbrook Capital, LLC | 2,487 | $562.1K | 0.06% | +346+16.2% | Added |
| Zions Bancorporation, N.A. | 2,516 | $568.6K | 0.04% | +2,284+984.5% | Added |
| Center for Financial Planning, Inc. | 2,517 | $568.9K | 0.10% | +18+0.7% | Added |
| Baader Bank INC | 2,550 | $576.3K | 0.05% | −460−15.3% | Reduced |
| Focus Financial Network Inc | 2,541 | $576.5K | 0.02% | +2,541 | New |
| Williams Jones Wealth Management, LLC. | 2,556 | $577.7K | 0.01% | +260+11.3% | Added |
| Everett Harris & Co | 2,579 | $582.9K | 0.01% | −34−1.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,586 | $584.4K | 0.04% | +207+8.7% | Added |
| Sound Financial Strategies Group, LLC | 2,590 | $585.3K | 0.49% | −1,523−37.0% | Reduced |
| Rossmore Private Capital | 2,600 | $587.6K | 0.08% | +41+1.6% | Added |
| HM Payson & Co | 2,608 | $589.4K | 0.01% | −37−1.4% | Reduced |
| Spire Wealth Management | 2,507 | $594.9K | 0.02% | −90−3.5% | Reduced |
| Welch Group, LLC | 2,634 | $595.3K | 0.03% | +179+7.3% | Added |
| Meridian Wealth Management, LLC | 2,634 | $595.3K | 0.04% | +427+19.3% | Added |
| CX Institutional | 2,634 | $595.3K | 0.03% | −19−0.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,641 | $596.9K | 0.01% | −251−8.7% | Reduced |