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 |
|---|---|---|---|---|---|
| TKG Advisors, LLC | 2,663 | $601.9K | 0.36% | −159−5.6% | Reduced |
| Hilltop Holdings Inc. | 2,663 | $601.8K | 0.07% | −5−0.2% | Reduced |
| FineMark National Bank & Trust | 2,657 | $600.5K | 0.02% | +162+6.5% | Added |
| City State Bank | 2,654 | $600.0K | 0.30% | −28−1.0% | Reduced |
| Cross Staff Investments Inc | 2,649 | $598.7K | 0.53% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,644 | $597.5K | 0.02% | −96−3.5% | Reduced |
| GAMMA Investing LLC | 2,438 | $597.2K | 0.16% | +2,438 | New |
| Gryphon Financial Partners LLC | 2,685 | $596.9K | 0.11% | +2,685 | New |
| Buckingham Strategic Wealth, LLC | 2,641 | $596.9K | 0.01% | −251−8.7% | Reduced |
| CX Institutional | 2,634 | $595.3K | 0.03% | −19−0.7% | 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 |
| Spire Wealth Management | 2,507 | $594.9K | 0.02% | −90−3.5% | Reduced |
| HM Payson & Co | 2,608 | $589.4K | 0.01% | −37−1.4% | Reduced |
| Rossmore Private Capital | 2,600 | $587.6K | 0.08% | +41+1.6% | Added |
| Sound Financial Strategies Group, LLC | 2,590 | $585.3K | 0.49% | −1,523−37.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,586 | $584.4K | 0.04% | +207+8.7% | Added |
| Everett Harris & Co | 2,579 | $582.9K | 0.01% | −34−1.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,556 | $577.7K | 0.01% | +260+11.3% | Added |
| Focus Financial Network Inc | 2,541 | $576.5K | 0.02% | +2,541 | New |
| Baader Bank INC | 2,550 | $576.3K | 0.05% | −460−15.3% | Reduced |
| Center for Financial Planning, Inc. | 2,517 | $568.9K | 0.10% | +18+0.7% | Added |
| Zions Bancorporation, N.A. | 2,516 | $568.6K | 0.04% | +2,284+984.5% | Added |
| Lindbrook Capital, LLC | 2,487 | $562.1K | 0.06% | +346+16.2% | Added |
| Legacy Financial Advisors, Inc. | 2,477 | $559.8K | 0.11% | +128+5.4% | Added |
| Commerzbank Aktiengesellschaft | 2,468 | $558.0K | 0.02% | −1,811−42.3% | Reduced |
| Citizens Financial Group Inc | 2,465 | $557.2K | 0.02% | +876+55.1% | Added |
| BKD Wealth Advisors, LLC | 2,463 | $556.6K | 0.02% | −10.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,425 | $548.1K | 0.07% | −18,498−88.4% | Reduced |
| Joel Isaacson & Co., LLC | 2,425 | $548.0K | 0.03% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,407 | $544.0K | 0.09% | +35+1.5% | Added |
| Golden State Equity Partners | 2,404 | $543.3K | 0.13% | +562+30.5% | Added |
| Somerville Kurt F | 2,400 | $542.4K | 0.10% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 2,395 | $541.3K | 0.21% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 2,381 | $538.1K | 0.38% | +2,381 | New |
| FSM Wealth Advisors, LLC | 2,355 | $532.2K | 0.23% | +14+0.6% | Added |
| First City Capital Management, Inc. | 2,335 | $527.7K | 0.31% | −49−2.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,334 | $527.5K | 0.17% | +123+5.6% | Added |
| Websterrogers Financial Advisors, LLC | 2,328 | $526.1K | 0.22% | −664−22.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,326 | $526.0K | 0.01% | −132−5.4% | Reduced |
| Silvercrest Asset Management Group LLC | 2,309 | $521.8K | 0.00% | −19,154−89.2% | Reduced |
| Eudaimonia Advisors LLC | 2,307 | $521.3K | 0.34% | +430+22.9% | Added |
| Sky Investment Group LLC | 2,306 | $521.2K | 0.11% | −4−0.2% | Reduced |
| Canopy Partners, LLC | 2,293 | $520.2K | 0.32% | +2,293 | New |
| Colony Group, LLC | 2,290 | $518.0K | 0.01% | +2,290 | New |
| 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 |
| PDS Planning, Inc | 2,284 | $516.2K | 0.06% | +140+6.5% | Added |
| Concord Wealth Partners | 2,282 | $515.8K | 0.10% | +1,997+700.7% | Added |
| Harbour Investments, Inc. | 2,272 | $513.5K | 0.02% | +403+21.6% | Added |
| Peddock Capital Advisors, LLC | 2,272 | $513.5K | 0.16% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,250 | $508.6K | 0.02% | +2,250 | New |
| MQS Management LLC | 2,240 | $506.2K | 0.28% | +2,240 | New |
| CWA Asset Management Group, LLC | 2,229 | $503.8K | 0.03% | +2,229 | New |
| Hemenway Trust Co LLC | 2,220 | $501.7K | 0.05% | −10−0.4% | Reduced |
| Atomi Financial Group, Inc. | 2,217 | $501.0K | 0.07% | +2,217 | New |
| Gateway Investment Advisers LLC | 2,216 | $500.8K | 0.01% | −135−5.7% | Reduced |
| BluePath Capital Management, LLC | 2,218 | $499.7K | 0.44% | +452+25.6% | Added |
| Skopos Labs, Inc. | 2,182 | $493.1K | 0.24% | +2,182 | New |
| First Citizens Bank & Trust Co | 2,175 | $491.6K | 0.01% | +167+8.3% | Added |
| Independence Bank of Kentucky | 2,159 | $487.9K | 0.17% | −505−19.0% | Reduced |
| Farrell Financial LLC | 2,290 | $486.1K | 0.49% | +2,290 | New |
| International Assets Investment Management, LLC | 2,148 | $485.3K | 0.06% | −334−13.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,143 | $484.3K | 0.05% | +579+37.0% | Added |
| Sentry Investment Management LLC | 2,143 | $484.0K | 0.21% | −230−9.7% | Reduced |
| 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 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $481.8K | 0.30% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,131 | $481.6K | 0.10% | +7+0.3% | Added |
| Cetera Trust Company, N.A | 2,130 | $481.4K | 0.30% | +2,130 | New |
| Foundation Resource Management Inc | 2,129 | $481.2K | 0.08% | −25−1.2% | Reduced |
| Western Wealth Management, LLC | 2,129 | $481.1K | 0.03% | +18+0.9% | Added |
| EverSource Wealth Advisors, LLC | 2,111 | $477.0K | 0.04% | −332−13.6% | Reduced |
| Baxter Bros Inc | 2,110 | $476.9K | 0.07% | −11−0.5% | Reduced |
| Linscomb & Williams, Inc. | 2,105 | $475.7K | 0.03% | +81+4.0% | Added |
| Plancorp, LLC | 2,103 | $475.3K | 0.02% | +215+11.4% | Added |
| Essex Savings Bank | 2,094 | $473.2K | 0.14% | +394+23.2% | Added |
| Duality Advisers, LP | 2,092 | $472.8K | 0.05% | +2,092 | New |
| Concord Asset Management, LLC | 2,090 | $472.3K | 0.14% | +2,090 | New |
| Steigerwald, Gordon & Koch Inc. | 2,087 | $471.7K | 0.06% | +587+39.1% | Added |
| RSM US Wealth Management LLC | 2,078 | $471.4K | 0.01% | +469+29.1% | Added |
| M&R Capital Management Inc | 2,068 | $467.3K | 0.12% | +25+1.2% | Added |
| Ellevest, Inc. | 2,055 | $464.4K | 0.03% | +284+16.0% | Added |
| Angeles Investment Advisors, LLC | 2,027 | $459.8K | 0.03% | +42+2.1% | Added |
| Farther Finance Advisors, LLC | 2,028 | $458.3K | 0.03% | +433+27.1% | Added |
| Belpointe Asset Management LLC | 2,025 | $457.7K | 0.04% | +27+1.4% | Added |
| SageView Advisory Group, LLC | 1,870 | $454.8K | 0.02% | +1,870 | 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 |
| Pacitti Group Inc. | 1,991 | $451.2K | 0.28% | +1,991 | New |
| Congress Wealth Management LLC | 1,978 | $447.0K | 0.01% | +164+9.0% | Added |
| Earnest Partners LLC | 1,974 | $446.1K | 0.00% | +1+0.1% | Added |
| Advisor Resource Council | 1,967 | $444.5K | 0.05% | +1,967 | New |
| Benjamin Edwards Inc | 1,950 | $441.0K | 0.10% | +165+9.2% | Added |
| Boston Financial Mangement LLC | 1,951 | $440.9K | 0.01% | −338−14.8% | Reduced |
| RBA Wealth Management, LLC | 1,949 | $440.5K | 0.19% | −51−2.6% | Reduced |
| Sandy Cove Advisors, LLC | 1,949 | $440.5K | 0.23% | +87+4.7% | Added |
| DCM Advisors, LLC | 1,949 | $440.5K | 0.16% | −75−3.7% | Reduced |
| Sigma Planning Corp | 1,910 | $431.7K | 0.03% | −2,269−54.3% | Reduced |
| Appleton Partners Inc | 1,905 | $431.0K | 0.03% | −35−1.8% | Reduced |