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; 2,172 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
- 1,607
- +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
- 593 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Sentry LLC | 3,701 | $836.4K | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,706 | $836.0K | 0.02% | −3,359−47.5% | Reduced |
| Gratus Wealth Advisors, LLC | 3,696 | $835.3K | 0.16% | +3,696 | New |
| Chesley Taft & Associates LLC | 3,695 | $835.1K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,692 | $834.4K | 0.09% | −6−0.2% | Reduced |
| 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 |
| Wealthspire Advisors, LLC | 3,667 | $828.8K | 0.01% | +203+5.9% | Added |
| Financial Advocates Investment Management | 3,620 | $818.0K | 0.05% | −411−10.2% | Reduced |
| Checchi Capital Advisers, LLC | 3,618 | $817.7K | 0.07% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,610 | $815.9K | 0.39% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,580 | $809.1K | 0.19% | +3,580 | New |
| Connecticut Wealth Management, LLC | 3,558 | $804.1K | 0.05% | −222−5.9% | Reduced |
| Trueblood Wealth Management, LLC | 3,551 | $802.5K | 0.50% | +3,551 | New |
| 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 |
| Northeast Investment Management | 3,522 | $796.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,513 | $793.0K | 0.00% | +1,616+85.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,502 | $791.5K | 0.08% | −3,617−50.8% | Reduced |
| Cim Investment Mangement Inc | 3,499 | $790.8K | 0.25% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 3,478 | $786.0K | 0.08% | +105+3.1% | Added |
| NVWM, LLC | 3,454 | $783.6K | 0.23% | −25−0.7% | Reduced |
| SRN Advisors, LLC | 3,457 | $781.3K | 0.70% | +3,457 | New |
| Wealth Alliance | 3,454 | $780.6K | 0.11% | −9−0.3% | Reduced |
| Highlander Capital Management, LLC | 3,425 | $774.0K | 0.28% | −125−3.5% | Reduced |
| Lake Street Advisors Group, LLC | 3,406 | $772.8K | 0.04% | +3,406 | New |
| United Asset Strategies, Inc. | 3,403 | $769.2K | 0.09% | −61−1.8% | Reduced |
| Point72 Europe (London) LLP | 3,387 | $765.5K | 0.10% | −22,813−87.1% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $765.2K | 0.40% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,383 | $764.6K | 0.24% | +3+0.1% | Added |
| Spinnaker Trust | 3,363 | $760.0K | 0.05% | −100−2.9% | Reduced |
| LCNB Corp | 3,336 | $753.9K | 0.30% | +112+3.5% | Added |
| Columbia Asset Management | 3,320 | $750.0K | 0.15% | −66−1.9% | Reduced |
| CFO4Life Group, LLC | 3,318 | $749.9K | 0.14% | −39−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,298 | $745.3K | 0.02% | +1,319+66.6% | Added |
| Arjuna Capital | 3,269 | $738.8K | 0.23% | +3,269 | New |
| Cidel Asset Management Inc | 3,266 | $738.1K | 0.03% | −390−10.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,255 | $735.6K | 0.03% | +252+8.4% | Added |
| Blackhawk Capital Partners LLC. | 3,246 | $733.6K | 0.50% | −758−18.9% | Reduced |
| Aptus Capital Advisors, LLC | 3,232 | $730.4K | 0.02% | +105+3.4% | Added |
| Choate Investment Advisors | 3,227 | $729.3K | 0.02% | +338+11.7% | Added |
| Wealth Quarterback LLC | 3,209 | $725.3K | 0.44% | +13+0.4% | Added |
| Clarius Group, LLC | 3,193 | $721.6K | 0.06% | −56−1.7% | Reduced |
| Saturna Capital CORP | 3,170 | $716.4K | 0.01% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 3,158 | $713.7K | 0.43% | +474+17.7% | Added |
| Private Portfolio Partners LLC | 3,158 | $713.6K | 0.16% | +29+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 3,148 | $711.3K | 0.20% | −125−3.8% | Reduced |
| Encompass Wealth Advisors, LLC | 3,094 | $699.2K | 0.21% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 3,078 | $695.6K | 0.15% | +1,336+76.7% | Added |
| Optimum Investment Advisors | 3,077 | $695.4K | 0.35% | −300−8.9% | Reduced |
| Principle Wealth Partners LLC | 3,071 | $694.0K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,797 | $692.8K | 0.28% | −390−12.2% | Reduced |
| Conning Inc. | 3,059 | $691.3K | 0.02% | +5+0.2% | Added |
| Legacy Wealth Asset Management, LLC | 3,058 | $691.1K | 0.23% | −12−0.4% | Reduced |
| Allred Capital Management, LLC | 3,051 | $689.5K | 0.30% | −64−2.1% | Reduced |
| Bull Street Advisors, LLC | 3,035 | $686.0K | 0.35% | 00.0% | Unchanged |
| Syon Capital LLC | 3,034 | $685.6K | 0.07% | +179+6.3% | Added |
| Prestige Wealth Management Group LLC | 3,019 | $684.8K | 0.16% | +332+12.4% | Added |
| X-Square Capital, LLC | 3,018 | $682.0K | 0.38% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,017 | $681.8K | 0.42% | −203−6.3% | Reduced |
| Exchange Traded Concepts, LLC | 3,012 | $680.7K | 0.02% | −2−0.1% | Reduced |
| Mairs & Power Inc | 3,002 | $678.5K | 0.01% | +17+0.6% | Added |
| Finivi Inc. | 3,000 | $678.0K | 0.66% | +3,000 | New |
| Advisors Capital Management, LLC | 2,967 | $671.0K | 0.01% | −41−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,968 | $670.8K | 0.11% | +107+3.7% | 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 |
| Equitable Trust Co | 2,945 | $665.6K | 0.05% | +1,749+146.2% | Added |
| First Affirmative Financial Network | 2,941 | $664.7K | 0.53% | +201+7.3% | Added |
| Catalytic Wealth RIA, LLC | 2,934 | $663.1K | 0.30% | +2,934 | New |
| McElhenny Sheffield Capital Management, LLC | 2,929 | $661.8K | 0.27% | −176−5.7% | Reduced |
| Citadel Advisors LLC | 2,912 | $658.1K | 0.00% | −249,582−98.8% | Reduced |
| J.W. Cole Advisors, Inc. | 2,883 | $651.6K | 0.04% | +163+6.0% | Added |
| TD Waterhouse Canada Inc. | 2,837 | $650.1K | 0.01% | −63−2.2% | Reduced |
| First American Bank | 2,856 | $645.5K | 0.05% | 00.0% | Unchanged |
| G&S Capital LLC | 2,845 | $643.0K | 0.31% | −137−4.6% | Reduced |
| GeoWealth Management, LLC | 2,835 | $640.0K | 0.05% | +82+3.0% | Added |
| EP Wealth Advisors, LLC | 2,807 | $634.4K | 0.01% | −283−9.2% | Reduced |
| Tributary Capital Management, LLC | 2,800 | $632.8K | 0.05% | −550−16.4% | Reduced |
| Headinvest, LLC | 2,792 | $631.0K | 0.13% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,893 | $630.3K | 0.17% | +2,893 | New |
| Tyler-Stone Wealth Management | 2,787 | $629.9K | 0.32% | +47+1.7% | Added |
| Montecito Bank & Trust | 2,779 | $628.1K | 0.14% | +70+2.6% | Added |
| Waldron Private Wealth LLC | 2,762 | $626.6K | 0.03% | −16−0.6% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $626.2K | 0.49% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,507 | $624.9K | 0.14% | +271+12.1% | Added |
| Premier Path Wealth Partners, LLC | 2,785 | $623.3K | 0.14% | +2,785 | New |
| Wealthsource Partners, LLC | 2,758 | $623.3K | 0.04% | +257+10.3% | Added |
| 1st Source Bank | 2,754 | $622.4K | 0.04% | +46+1.7% | Added |
| Cornerstone Wealth Management, LLC | 2,735 | $618.2K | 0.05% | −3−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 2,734 | $617.9K | 0.10% | +2,734 | New |
| Proficio Capital Partners LLC | 2,722 | $615.3K | 0.08% | +43+1.6% | Added |
| Shelton Capital Management | 2,714 | $613.4K | 0.02% | −167−5.8% | Reduced |
| Edge Capital Group, LLC | 2,694 | $608.8K | 0.03% | +169+6.7% | Added |
| Boyar Asset Management Inc. | 2,692 | $608.4K | 0.46% | +3+0.1% | Added |
| SeaCrest Wealth Management, LLC | 2,671 | $608.2K | 0.08% | +116+4.5% | Added |
| NorthRock Partners, LLC | 2,669 | $605.4K | 0.03% | +1,527+133.7% | Added |
| Hudson Valley Investment Advisors Inc | 2,671 | $604.2K | 0.08% | −228−7.9% | Reduced |
| Henry James International Management, Inc. | 2,666 | $602.5K | 0.23% | −10.0% | Reduced |
| Regency Capital Management Inc. | 2,664 | $602.1K | 0.40% | −8,850−76.9% | Reduced |