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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 3,667 | $828.8K | 0.01% | +203+5.9% | Added |
| Marcum Wealth, LLC | 3,690 | $833.9K | 0.09% | −28−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,690 | $833.9K | 0.22% | +28+0.8% | Added |
| WBH Advisory Inc | 3,692 | $834.4K | 0.09% | −6−0.2% | Reduced |
| Chesley Taft & Associates LLC | 3,695 | $835.1K | 0.05% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 3,696 | $835.3K | 0.16% | +3,696 | New |
| Penserra Capital Management LLC | 3,706 | $836.0K | 0.02% | −3,359−47.5% | Reduced |
| Sentry LLC | 3,701 | $836.4K | 0.18% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,714 | $839.4K | 0.60% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,715 | $839.6K | 0.32% | −435−10.5% | Reduced |
| Harbour Capital Advisors, LLC | 3,709 | $839.8K | 0.23% | −400−9.7% | Reduced |
| Hamilton Capital Partners Inc. | 3,730 | $843.0K | 0.17% | −1,070−22.3% | Reduced |
| Sierra Summit Advisors LLC | 3,733 | $843.7K | 0.25% | +3,733 | New |
| IHT Wealth Management, LLC | 3,754 | $848.3K | 0.04% | +58+1.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,812 | $861.5K | 0.92% | +3,812 | New |
| Bank of Hawaii | 3,831 | $865.8K | 0.05% | −28−0.7% | Reduced |
| KRS Capital Management, LLC | 3,832 | $866.1K | 0.81% | +182+5.0% | Added |
| Entropy Technologies, LP | 3,846 | $869.2K | 0.16% | +3,846 | New |
| Fiduciary Group LLC | 3,859 | $872.1K | 0.10% | −340−8.1% | Reduced |
| WSFS Capital Management, LLC | 3,887 | $878.5K | 0.05% | +157+4.2% | Added |
| Mill Capital Management, LLC | 3,892 | $879.6K | 0.08% | −923−19.2% | Reduced |
| Wealthcare Advisory Partners LLC | 3,918 | $885.5K | 0.04% | +2,290+140.7% | Added |
| Apexium Financial, LP | 3,930 | $888.2K | 0.06% | +1,472+59.9% | Added |
| Millennium Management LLC | 3,936 | $889.5K | 0.00% | −406,580−99.0% | Reduced |
| Montag A & Associates Inc | 3,945 | $893.2K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 3,962 | $895.4K | 0.07% | +3,962 | New |
| FRG Family Wealth Advisors LLC | 3,963 | $895.6K | 0.18% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $895.9K | 0.35% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,968 | $896.8K | 0.14% | −1,764−30.8% | Reduced |
| Capstone Investment Advisors, LLC | 3,985 | $900.6K | 0.02% | +1,511+61.1% | Added |
| Chase Investment Counsel Corp | 3,995 | $902.0K | 0.40% | +55+1.4% | Added |
| Jefferies Financial Group Inc. | 4,016 | $907.6K | 0.01% | −21,384−84.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,023 | $909.3K | 0.88% | +4,023 | New |
| MGB Wealth Management, LLC | 4,048 | $914.3K | 0.46% | +4,048 | New |
| InTrack Investment Management Inc | 4,056 | $916.7K | 0.69% | +56+1.4% | Added |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.44% | +24+0.5% | Added |
| REDW Wealth LLC | 4,070 | $919.8K | 0.26% | −1,764−30.2% | Reduced |
| Sutton Place Investors LLC | 4,077 | $921.4K | 0.67% | +4,077 | New |
| Beach Investment Counsel Inc | 4,078 | $922.0K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 4,116 | $930.4K | 0.10% | +85+2.1% | Added |
| Invera Wealth Advisors, LLC | 4,129 | $933.2K | 0.58% | +4,129 | New |
| Applied Capital LLC | 4,149 | $937.7K | 0.86% | −100−2.4% | Reduced |
| Camden Capital, LLC | 4,164 | $941.1K | 0.10% | +423+11.3% | Added |
| Atlas Private Wealth Management | 4,176 | $943.7K | 0.44% | +93+2.3% | Added |
| Wade G W & Inc | 4,184 | $946.0K | 0.03% | +12+0.3% | Added |
| Westhampton Capital, LLC | 4,190 | $946.9K | 0.56% | +500+13.6% | Added |
| Morningstar Investment Services LLC | 4,224 | $948.0K | 0.01% | +4,224 | New |
| Transcend Wealth Collective, LLC | 4,199 | $948.9K | 0.08% | +87+2.1% | Added |
| Financial Security Advisor, Inc. | 4,188 | $950.1K | 0.37% | −60−1.4% | Reduced |
| CSU Producer Resources, Inc. | 4,213 | $952.1K | 3.34% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,200 | $953.0K | 0.41% | +1,000+31.3% | Added |
| Saxon Interests, Inc. | 4,228 | $955.5K | 0.48% | +4,228 | New |
| Lakeside Advisors, INC. | 4,228 | $955.5K | 0.66% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,236 | $957.2K | 0.03% | −34−0.8% | Reduced |
| Quadrant Capital Group LLC | 4,262 | $963.2K | 0.08% | +527+14.1% | Added |
| Hancock Whitney Corp | 4,267 | $964.3K | 0.04% | +395+10.2% | Added |
| WCM Investment Management, LLC | 4,343 | $974.7K | 0.00% | −98−2.2% | Reduced |
| AMG National Trust Bank | 4,320 | $976.3K | 0.03% | −135−3.0% | Reduced |
| Mainstay Capital Management LLC | 4,324 | $977.2K | 0.19% | +723+20.1% | Added |
| Monetary Management Group Inc | 4,355 | $984.2K | 0.31% | −100−2.2% | Reduced |
| Summit Trail Advisors, LLC | 4,341 | $984.7K | 0.03% | +236+5.7% | Added |
| Cigna Investments Inc | 4,357 | $985.0K | 0.20% | −32−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,361 | $985.6K | 0.06% | −721−14.2% | Reduced |
| Wedmont Private Capital | 4,363 | $987.0K | 0.08% | +630+16.9% | Added |
| RMR Wealth Builders | 4,372 | $988.1K | 0.14% | +152+3.6% | Added |
| Perigon Wealth Management, LLC | 4,388 | $991.6K | 0.03% | +334+8.2% | Added |
| Silvant Capital Management LLC | 4,384 | $994.6K | 0.05% | −30−0.7% | Reduced |
| New Century Financial Group, LLC | 4,405 | $995.5K | 0.86% | +4,405 | New |
| Mirabella Financial Services LLP | 4,463 | $1.01M | 0.14% | +4,463 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $1.01M | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,494 | $1.02M | 0.06% | +4,494 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,500 | $1.02M | 0.56% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,537 | $1.03M | 0.02% | −604−11.7% | Reduced |
| Financial Insights, Inc. | 4,548 | $1.03M | 0.32% | +150+3.4% | Added |
| Stablepoint Partners, LLC | 4,556 | $1.03M | 0.26% | +4,556 | New |
| Meridian Wealth Advisors, LLC | 4,567 | $1.03M | 0.23% | +10.0% | Added |
| W.H. Cornerstone Investments Inc. | 4,570 | $1.03M | 0.82% | −49−1.1% | Reduced |
| Ballast, Inc. | 4,610 | $1.04M | 0.36% | −19−0.4% | Reduced |
| Field & Main Bank | 4,655 | $1.05M | 0.44% | +265+6.0% | Added |
| PFS Partners, LLC | 4,665 | $1.05M | 0.72% | +8+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 4,674 | $1.06M | 0.10% | +4,674 | New |
| Valeo Financial Advisors, LLC | 4,692 | $1.06M | 0.04% | +777+19.8% | Added |
| Rehmann Capital Advisory Group | 4,736 | $1.07M | 0.09% | −780−14.1% | Reduced |
| Webster Bank, N. A. | 4,765 | $1.08M | 0.13% | +193+4.2% | Added |
| Parsons Capital Management Inc | 4,779 | $1.08M | 0.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 4,780 | $1.08M | 0.01% | −10,729−69.2% | Reduced |
| Stratos Wealth Advisors, LLC | 4,792 | $1.08M | 0.06% | +25+0.5% | Added |
| Nichols & Pratt Advisers LLP | 4,807 | $1.09M | 0.08% | −8−0.2% | Reduced |
| Forum Financial Management, LP | 4,808 | $1.09M | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 4,812 | $1.09M | 0.04% | +841+21.2% | Added |
| McDonald Partners LLC | 4,814 | $1.09M | 0.32% | −9−0.2% | Reduced |
| Achmea Investment Management B.V. | 4,824 | $1.09M | 0.02% | +2,996+163.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,828 | $1.09M | 0.16% | +10.0% | Added |
| Trust Asset Management LLC | 4,830 | $1.09M | 0.11% | 00.0% | Unchanged |
| Summit Global Investments | 4,850 | $1.10M | 0.07% | −11,202−69.8% | Reduced |
| Merit Financial Group, LLC | 4,865 | $1.10M | 0.03% | −192−3.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,886 | $1.10M | 0.22% | +8+0.2% | Added |
| Asset Dedication, LLC | 4,912 | $1.11M | 0.09% | +9+0.2% | Added |
| Summitry LLC | 4,921 | $1.11M | 0.06% | −69−1.4% | Reduced |
| Parallel Advisors, LLC | 4,929 | $1.11M | 0.03% | +96+2.0% | Added |