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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 4,941 | $1.12M | 0.08% | −46−0.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.12M | 0.01% | 00.0% | Unchanged |
| Ally Financial Inc. | 5,000 | $1.13M | 0.15% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 5,000 | $1.13M | 0.64% | +5,000 | New |
| Steward Partners Investment Solutions, LLC | 5,017 | $1.13M | 0.47% | +5,017 | New |
| Monte Financial Group, LLC | 5,044 | $1.14M | 0.53% | +71+1.4% | Added |
| Jacobi Capital Management LLC | 5,077 | $1.15M | 0.12% | −394−7.2% | Reduced |
| Castlekeep Investment Advisors LLC | 5,091 | $1.15M | 0.82% | +5,091 | New |
| Fisher Asset Management, LLC | 5,100 | $1.15M | 0.00% | +346+7.3% | Added |
| DF Dent & Co Inc | 5,103 | $1.15M | 0.02% | +1,795+54.3% | Added |
| Valley National Advisers Inc | 5,113 | $1.16M | 0.18% | +44+0.9% | Added |
| Perpetual Ltd | 5,120 | $1.16M | 0.01% | −1,147−18.3% | Reduced |
| Simmons Bank | 5,179 | $1.17M | 0.10% | −320−5.8% | Reduced |
| Heritage Trust Co | 5,187 | $1.17M | 0.16% | −568−9.9% | Reduced |
| Legacy Capital Group California, Inc. | 5,191 | $1.17M | 0.45% | −50−1.0% | Reduced |
| Central Trust Co | 5,193 | $1.17M | 0.03% | −22−0.4% | Reduced |
| Csenge Advisory Group | 5,197 | $1.17M | 0.07% | −924−15.1% | Reduced |
| Roundview Capital LLC | 5,204 | $1.18M | 0.11% | +486+10.3% | Added |
| Parkside Financial Bank & Trust | 5,205 | $1.18M | 0.21% | +2,236+75.3% | Added |
| Ritholtz Wealth Management | 5,209 | $1.18M | 0.05% | +420+8.8% | Added |
| Panagora Asset Management Inc | 5,259 | $1.19M | 0.01% | −10,672−67.0% | Reduced |
| Viawealth, LLC | 5,305 | $1.20M | 0.82% | −12−0.2% | Reduced |
| Paladin Advisory Group, LLC | 5,319 | $1.20M | 0.99% | −455−7.9% | Reduced |
| Coldstream Capital Management Inc | 5,329 | $1.20M | 0.03% | +1,093+25.8% | Added |
| FDx Advisors, Inc. | 5,380 | $1.22M | 0.09% | +397+8.0% | Added |
| Sippican Capital Advisors | 5,428 | $1.23M | 0.96% | +1,828+50.8% | Added |
| SG Americas Securities, LLC | 5,428 | $1.23M | 0.01% | −5,658−51.0% | Reduced |
| Baldwin Investment Management, LLC | 5,442 | $1.23M | 0.19% | +75+1.4% | Added |
| Cookson Peirce & Co Inc | 5,464 | $1.24M | 0.07% | +2,274+71.3% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,468 | $1.24M | 0.57% | −3,476−38.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,475 | $1.24M | 0.22% | +140+2.6% | Added |
| BKM Wealth Management, LLC | 5,487 | $1.24M | 0.53% | +5,487 | New |
| CAPROCK Group, Inc. | 5,495 | $1.25M | 0.08% | −300−5.2% | Reduced |
| Valmark Advisers, Inc. | 5,526 | $1.25M | 0.02% | −22−0.4% | Reduced |
| NEOS Investment Management LLC | 5,536 | $1.25M | 0.12% | +1,777+47.3% | Added |
| Providence First Trust Co | 5,540 | $1.25M | 0.62% | +5,540 | New |
| Signaturefd, LLC | 5,554 | $1.26M | 0.03% | +365+7.0% | Added |
| Retireful, LLC | 5,560 | $1.26M | 0.55% | +5,560 | New |
| Gs Investments, Inc. | 5,565 | $1.26M | 0.66% | 00.0% | Unchanged |
| Balentine LLC | 5,614 | $1.27M | 0.04% | +423+8.1% | Added |
| Kingswood Wealth Advisors, LLC | 5,636 | $1.27M | 0.14% | +983+21.1% | Added |
| Old National Bancorp | 5,691 | $1.29M | 0.03% | +246+4.5% | Added |
| Meeder Advisory Services, Inc. | 5,752 | $1.30M | 0.15% | +263+4.8% | Added |
| Trust Co of Oklahoma | 5,754 | $1.30M | 0.49% | −165−2.8% | Reduced |
| Delta Financial Advisors LLC | 5,818 | $1.31M | 0.57% | −120−2.0% | Reduced |
| Qtron Investments LLC | 5,819 | $1.32M | 0.22% | −576−9.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,826 | $1.32M | 0.02% | +134+2.4% | Added |
| Exeter Financial, LLC | 5,873 | $1.32M | 0.64% | 00.0% | Unchanged |
| Shayne & Co., LLC | 5,872 | $1.33M | 0.41% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 5,882 | $1.33M | 0.77% | +37+0.6% | Added |
| Profund Advisors LLC | 5,890 | $1.33M | 0.06% | +1,195+25.5% | Added |
| Lockheed Martin Investment Management Co | 5,900 | $1.33M | 0.10% | −5,620−48.8% | Reduced |
| JT Stratford LLC | 5,919 | $1.34M | 0.31% | +1,755+42.1% | Added |
| TD Private Client Wealth LLC | 5,934 | $1.34M | 0.05% | −461−7.2% | Reduced |
| Venture Visionary Partners LLC | 5,946 | $1.34M | 0.07% | −173−2.8% | Reduced |
| Legato Capital Management LLC | 5,958 | $1.35M | 0.18% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,977 | $1.35M | 0.21% | +529+9.7% | Added |
| Creative Financial Designs Inc | 6,014 | $1.36M | 0.14% | −218−3.5% | Reduced |
| Scotia Capital Inc. | 6,015 | $1.36M | 0.01% | +275+4.8% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.39M | 0.85% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,178 | $1.40M | 0.10% | −191−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 6,183 | $1.40M | 0.05% | +1,092+21.4% | Added |
| Mather Group, LLC. | 6,224 | $1.41M | 0.02% | +2,094+50.7% | Added |
| Gilliland Jeter Wealth Management LLC | 6,232 | $1.41M | 0.58% | +6,232 | New |
| Shorepoint Capital Partners LLC | 6,233 | $1.41M | 0.38% | −237−3.7% | Reduced |
| Global Retirement Partners, LLC | 6,193 | $1.41M | 0.06% | +84+1.4% | Added |
| Cunning Capital Partners, LP | 6,265 | $1.42M | 0.88% | 00.0% | Unchanged |
| Inscription Capital, LLC | 6,297 | $1.42M | 0.39% | +1,143+22.2% | Added |
| DB Fitzpatrick & Co, Inc | 6,324 | $1.43M | 1.37% | −40−0.6% | Reduced |
| Clear Harbor Asset Management, LLC | 6,365 | $1.44M | 0.14% | −72−1.1% | Reduced |
| Wedbush Securities Inc | 6,384 | $1.44M | 0.06% | +973+18.0% | Added |
| Cubist Systematic Strategies, LLC | 6,387 | $1.44M | 0.02% | +6,387 | New |
| Thompson Davis & Co., Inc. | 6,411 | $1.45M | 1.23% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 6,415 | $1.45M | 0.00% | −139,073−95.6% | Reduced |
| Transatlantique Private Wealth LLC | 6,435 | $1.45M | 0.68% | +35+0.5% | Added |
| McRae Capital Management Inc | 6,459 | $1.46M | 0.37% | +20+0.3% | Added |
| Journey Advisory Group, LLC | 6,487 | $1.47M | 0.20% | −90−1.4% | Reduced |
| Snowden Capital Advisors LLC | 6,499 | $1.47M | 0.06% | +416+6.8% | Added |
| Cordatus Wealth Management LLC | 6,513 | $1.47M | 1.22% | −88−1.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,616 | $1.50M | 0.05% | −797−10.8% | Reduced |
| Resources Management Corp | 6,655 | $1.50M | 0.22% | −111−1.6% | Reduced |
| J. W. Coons Advisors, LLC | 6,658 | $1.50M | 0.41% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6,660 | $1.51M | 0.56% | +127+1.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,730 | $1.52M | 0.86% | −208−3.0% | Reduced |
| DoubleLine ETF Adviser LP | 6,782 | $1.53M | 0.44% | +456+7.2% | Added |
| Lincoln National Corp | 6,786 | $1.53M | 0.03% | −743−9.9% | Reduced |
| TFG Advisers LLC | 6,814 | $1.54M | 0.65% | +151+2.3% | Added |
| Horizon Investments, LLC | 6,914 | $1.56M | 0.04% | +4,329+167.5% | Added |
| Guyasuta Investment Advisors Inc | 6,921 | $1.56M | 0.11% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 6,923 | $1.56M | 0.92% | +6,923 | New |
| CIBC World Markets Inc. | 6,926 | $1.56M | 0.00% | +1,765+34.2% | Added |
| Lester Murray Antman dba SimplyRich | 6,949 | $1.57M | 0.54% | +116+1.7% | Added |
| Granite Bay Wealth Management, LLC | 7,200 | $1.57M | 0.01% | −360−4.8% | Reduced |
| Security National Bank | 6,995 | $1.58M | 0.36% | +6,995 | New |
| Handelsinvest Investeringsforvaltning | 6,997 | $1.58M | 0.65% | +6,997 | New |
| Sumitomo Life Insurance Co | 7,058 | $1.60M | 0.05% | −360−4.9% | Reduced |
| DRW Securities, LLC | 7,063 | $1.60M | 0.05% | +5,490+349.0% | Added |
| Delphi Management Inc | 7,073 | $1.60M | 1.47% | +243+3.6% | Added |
| Claro Advisors LLC | 7,128 | $1.61M | 0.35% | −295−4.0% | Reduced |
| Altman Advisors, Inc. | 7,136 | $1.61M | 0.85% | +26+0.4% | Added |