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 |
|---|---|---|---|---|---|
| Gryphon Financial Partners LLC | 2,685 | $596.9K | 0.11% | +2,685 | New |
| GAMMA Investing LLC | 2,438 | $597.2K | 0.16% | +2,438 | New |
| Dearborn Partners LLC | 2,644 | $597.5K | 0.02% | −96−3.5% | Reduced |
| Cross Staff Investments Inc | 2,649 | $598.7K | 0.53% | 00.0% | Unchanged |
| City State Bank | 2,654 | $600.0K | 0.30% | −28−1.0% | Reduced |
| FineMark National Bank & Trust | 2,657 | $600.5K | 0.02% | +162+6.5% | Added |
| Hilltop Holdings Inc. | 2,663 | $601.8K | 0.07% | −5−0.2% | Reduced |
| TKG Advisors, LLC | 2,663 | $601.9K | 0.36% | −159−5.6% | Reduced |
| Regency Capital Management Inc. | 2,664 | $602.1K | 0.40% | −8,850−76.9% | Reduced |
| Henry James International Management, Inc. | 2,666 | $602.5K | 0.23% | −10.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,671 | $604.2K | 0.08% | −228−7.9% | Reduced |
| NorthRock Partners, LLC | 2,669 | $605.4K | 0.03% | +1,527+133.7% | Added |
| SeaCrest Wealth Management, LLC | 2,671 | $608.2K | 0.08% | +116+4.5% | Added |
| Boyar Asset Management Inc. | 2,692 | $608.4K | 0.46% | +3+0.1% | Added |
| Edge Capital Group, LLC | 2,694 | $608.8K | 0.03% | +169+6.7% | Added |
| Shelton Capital Management | 2,714 | $613.4K | 0.02% | −167−5.8% | Reduced |
| Proficio Capital Partners LLC | 2,722 | $615.3K | 0.08% | +43+1.6% | Added |
| Great Lakes Retirement, Inc. | 2,734 | $617.9K | 0.10% | +2,734 | New |
| Cornerstone Wealth Management, LLC | 2,735 | $618.2K | 0.05% | −3−0.1% | Reduced |
| 1st Source Bank | 2,754 | $622.4K | 0.04% | +46+1.7% | Added |
| Wealthsource Partners, LLC | 2,758 | $623.3K | 0.04% | +257+10.3% | Added |
| Premier Path Wealth Partners, LLC | 2,785 | $623.3K | 0.14% | +2,785 | New |
| Ambassador Advisors, LLC | 2,507 | $624.9K | 0.14% | +271+12.1% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $626.2K | 0.49% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,762 | $626.6K | 0.03% | −16−0.6% | Reduced |
| Montecito Bank & Trust | 2,779 | $628.1K | 0.14% | +70+2.6% | Added |
| Tyler-Stone Wealth Management | 2,787 | $629.9K | 0.32% | +47+1.7% | Added |
| Smartleaf Asset Management LLC | 2,893 | $630.3K | 0.17% | +2,893 | New |
| Headinvest, LLC | 2,792 | $631.0K | 0.13% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,800 | $632.8K | 0.05% | −550−16.4% | Reduced |
| EP Wealth Advisors, LLC | 2,807 | $634.4K | 0.01% | −283−9.2% | Reduced |
| GeoWealth Management, LLC | 2,835 | $640.0K | 0.05% | +82+3.0% | Added |
| G&S Capital LLC | 2,845 | $643.0K | 0.31% | −137−4.6% | Reduced |
| First American Bank | 2,856 | $645.5K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,837 | $650.1K | 0.01% | −63−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,883 | $651.6K | 0.04% | +163+6.0% | Added |
| Citadel Advisors LLC | 2,912 | $658.1K | 0.00% | −249,582−98.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 2,929 | $661.8K | 0.27% | −176−5.7% | Reduced |
| Catalytic Wealth RIA, LLC | 2,934 | $663.1K | 0.30% | +2,934 | New |
| First Affirmative Financial Network | 2,941 | $664.7K | 0.53% | +201+7.3% | Added |
| Equitable Trust Co | 2,945 | $665.6K | 0.05% | +1,749+146.2% | Added |
| Advisory Resource Group | 2,962 | $669.4K | 0.17% | −45−1.5% | Reduced |
| Cambridge Trust Co | 2,962 | $669.4K | 0.03% | +57+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,968 | $670.8K | 0.11% | +107+3.7% | Added |
| Advisors Capital Management, LLC | 2,967 | $671.0K | 0.01% | −41−1.4% | Reduced |
| Finivi Inc. | 3,000 | $678.0K | 0.66% | +3,000 | New |
| Mairs & Power Inc | 3,002 | $678.5K | 0.01% | +17+0.6% | Added |
| Exchange Traded Concepts, LLC | 3,012 | $680.7K | 0.02% | −2−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 3,017 | $681.8K | 0.42% | −203−6.3% | Reduced |
| X-Square Capital, LLC | 3,018 | $682.0K | 0.38% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3,019 | $684.8K | 0.16% | +332+12.4% | Added |
| Syon Capital LLC | 3,034 | $685.6K | 0.07% | +179+6.3% | Added |
| Bull Street Advisors, LLC | 3,035 | $686.0K | 0.35% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,051 | $689.5K | 0.30% | −64−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,058 | $691.1K | 0.23% | −12−0.4% | Reduced |
| Conning Inc. | 3,059 | $691.3K | 0.02% | +5+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 2,797 | $692.8K | 0.28% | −390−12.2% | Reduced |
| Principle Wealth Partners LLC | 3,071 | $694.0K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,077 | $695.4K | 0.35% | −300−8.9% | Reduced |
| Fidelis Capital Partners, LLC | 3,078 | $695.6K | 0.15% | +1,336+76.7% | Added |
| Encompass Wealth Advisors, LLC | 3,094 | $699.2K | 0.21% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,148 | $711.3K | 0.20% | −125−3.8% | Reduced |
| Private Portfolio Partners LLC | 3,158 | $713.6K | 0.16% | +29+0.9% | Added |
| Abbot Financial Management, Inc. | 3,158 | $713.7K | 0.43% | +474+17.7% | Added |
| Saturna Capital CORP | 3,170 | $716.4K | 0.01% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,193 | $721.6K | 0.06% | −56−1.7% | Reduced |
| Wealth Quarterback LLC | 3,209 | $725.3K | 0.44% | +13+0.4% | Added |
| Choate Investment Advisors | 3,227 | $729.3K | 0.02% | +338+11.7% | Added |
| Aptus Capital Advisors, LLC | 3,232 | $730.4K | 0.02% | +105+3.4% | Added |
| Blackhawk Capital Partners LLC. | 3,246 | $733.6K | 0.50% | −758−18.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,255 | $735.6K | 0.03% | +252+8.4% | Added |
| Cidel Asset Management Inc | 3,266 | $738.1K | 0.03% | −390−10.7% | Reduced |
| Arjuna Capital | 3,269 | $738.8K | 0.23% | +3,269 | New |
| Axxcess Wealth Management, LLC | 3,298 | $745.3K | 0.02% | +1,319+66.6% | Added |
| CFO4Life Group, LLC | 3,318 | $749.9K | 0.14% | −39−1.2% | Reduced |
| Columbia Asset Management | 3,320 | $750.0K | 0.15% | −66−1.9% | Reduced |
| LCNB Corp | 3,336 | $753.9K | 0.30% | +112+3.5% | Added |
| Spinnaker Trust | 3,363 | $760.0K | 0.05% | −100−2.9% | Reduced |
| GSB Wealth Management, LLC | 3,383 | $764.6K | 0.24% | +3+0.1% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $765.2K | 0.40% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 3,387 | $765.5K | 0.10% | −22,813−87.1% | Reduced |
| United Asset Strategies, Inc. | 3,403 | $769.2K | 0.09% | −61−1.8% | Reduced |
| Lake Street Advisors Group, LLC | 3,406 | $772.8K | 0.04% | +3,406 | New |
| Highlander Capital Management, LLC | 3,425 | $774.0K | 0.28% | −125−3.5% | Reduced |
| Wealth Alliance | 3,454 | $780.6K | 0.11% | −9−0.3% | Reduced |
| SRN Advisors, LLC | 3,457 | $781.3K | 0.70% | +3,457 | New |
| NVWM, LLC | 3,454 | $783.6K | 0.23% | −25−0.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,478 | $786.0K | 0.08% | +105+3.1% | Added |
| Cim Investment Mangement Inc | 3,499 | $790.8K | 0.25% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,502 | $791.5K | 0.08% | −3,617−50.8% | Reduced |
| Acadian Asset Management LLC | 3,513 | $793.0K | 0.00% | +1,616+85.2% | Added |
| Northeast Investment Management | 3,522 | $796.0K | 0.04% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 3,550 | $802.3K | 0.35% | −75−2.1% | Reduced |
| Northstar Asset Management LLC | 3,550 | $802.3K | 0.21% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,551 | $802.5K | 0.50% | +3,551 | New |
| Connecticut Wealth Management, LLC | 3,558 | $804.1K | 0.05% | −222−5.9% | Reduced |
| Tyche Wealth Partners LLC | 3,580 | $809.1K | 0.19% | +3,580 | New |
| Beech Hill Advisors, Inc. | 3,610 | $815.9K | 0.39% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,618 | $817.7K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,620 | $818.0K | 0.05% | −411−10.2% | Reduced |