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 |
|---|---|---|---|---|---|
| First County Bank | 1,907 | $431.0K | 0.21% | −4−0.2% | Reduced |
| Capital Investment Advisors, LLC | 1,902 | $429.9K | 0.01% | +43+2.3% | Added |
| Hara Capital LLC | 1,901 | $429.6K | 0.30% | +1,901 | New |
| Mutual Advisors, LLC | 1,900 | $429.5K | 0.01% | +191+11.2% | Added |
| Alerus Financial NA | 1,900 | $429.4K | 0.04% | −62−3.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,891 | $427.4K | 0.04% | +266+16.4% | Added |
| Sage Private Wealth Group, LLC | 1,887 | $426.5K | 0.38% | +83+4.6% | Added |
| Kavar Capital Partners Group, LLC | 1,882 | $425.3K | 0.05% | +1,882 | New |
| Equitable Holdings, Inc. | 1,880 | $424.9K | 0.01% | +327+21.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,875 | $424.0K | 0.16% | +1,875 | New |
| Grimes & Company, Inc. | 1,873 | $423.3K | 0.01% | +9+0.5% | Added |
| Ronald Blue Trust, Inc. | 2,031 | $422.0K | 0.01% | −374−15.6% | Reduced |
| Hamilton Wealth, LLC | 1,865 | $421.6K | 0.13% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,863 | $421.1K | 0.06% | +451+31.9% | Added |
| DFPG Investments, LLC | 1,856 | $420.2K | 0.03% | −97−5.0% | Reduced |
| Global Financial Private Client, LLC | 1,835 | $414.7K | 0.19% | +1,779+3,176.8% | Added |
| Stonebridge Capital Management Inc | 1,826 | $413.0K | 0.20% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 1,823 | $412.0K | 0.11% | +153+9.2% | Added |
| Good Life Advisors, LLC | 1,812 | $409.5K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,810 | $409.1K | 0.36% | −601−24.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,805 | $408.0K | 0.25% | +1,805 | New |
| Shore Point Advisors, LLC | 1,802 | $407.3K | 0.25% | +3+0.2% | Added |
| Harfst & Associates, Inc. | 1,799 | $406.6K | 0.11% | −215−10.7% | Reduced |
| Okabena Investment Services Inc | 1,788 | $404.1K | 0.16% | +1,788 | New |
| Farmers National Bank | 1,785 | $403.4K | 0.13% | −2−0.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,782 | $402.7K | 0.17% | −2−0.1% | Reduced |
| Pallas Capital Advisors LLC | 1,781 | $402.5K | 0.02% | −112−5.9% | Reduced |
| USA Financial Portformulas Corp | 1,768 | $399.6K | 0.07% | +1,747+8,319.0% | Added |
| Geller Advisors LLC | 1,751 | $397.2K | 0.04% | −33−1.8% | Reduced |
| Voya Financial Advisors, Inc. | 1,764 | $395.9K | 0.05% | −263−13.0% | Reduced |
| Legal Advantage Investments, Inc. | 1,750 | $395.5K | 0.24% | −50−2.8% | Reduced |
| West Oak Capital, LLC | 1,735 | $395.0K | 0.18% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,742 | $393.7K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $392.6K | 0.06% | −14−0.8% | Reduced |
| BSW Wealth Partners | 1,734 | $391.9K | 0.08% | +149+9.4% | Added |
| Sound View Wealth Advisors Group, LLC | 1,728 | $390.6K | 0.04% | −19−1.1% | Reduced |
| Moloney Securities Asset Management, LLC | 1,722 | $389.2K | 0.06% | −93−5.1% | Reduced |
| Modern Wealth Management, LLC | 1,717 | $388.0K | 0.05% | +1,717 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,714 | $387.4K | 0.05% | +29+1.7% | Added |
| Anchor Investment Management, LLC | 1,712 | $386.9K | 0.04% | +185+12.1% | Added |
| Eqis Capital Management, Inc. | 1,706 | $385.6K | 0.03% | +582+51.8% | Added |
| Broadleaf Partners, LLC | 1,706 | $385.6K | 0.11% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,703 | $385.0K | 0.20% | −3,427−66.8% | Reduced |
| Rede Wealth, LLC | 1,696 | $383.3K | 0.18% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,689 | $382.0K | 0.17% | +338+25.0% | Added |
| Ironwood Investment Counsel, LLC | 1,686 | $381.0K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,682 | $380.9K | 0.07% | +10+0.6% | Added |
| Laffer Tengler Investments | 1,684 | $380.6K | 0.10% | −14,181−89.4% | Reduced |
| Leavell Investment Management, Inc. | 1,677 | $380.0K | 0.02% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 1,675 | $380.0K | 0.05% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,678 | $379.3K | 0.35% | +1,678 | New |
| Clearview Wealth Advisors LLC | 1,671 | $377.7K | 0.44% | −142−7.8% | Reduced |
| Tilt Investment Management Holdings, PBC | 1,666 | $376.5K | 0.41% | +1,666 | New |
| Tilia Fiduciary Partners, Inc. | 1,664 | $376.1K | 0.35% | +106+6.8% | Added |
| Chicago Partners Investment Group LLC | 1,557 | $376.0K | 0.02% | +49+3.2% | Added |
| Manchester Capital Management LLC | 1,658 | $374.7K | 0.05% | −156−8.6% | Reduced |
| West Family Investments, Inc. | 1,656 | $374.3K | 0.13% | +282+20.5% | Added |
| Pointe Capital Management LLC | 1,642 | $371.1K | 0.26% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,638 | $370.2K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,631 | $368.6K | 0.26% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,630 | $368.5K | 0.12% | +36+2.3% | Added |
| 9258 Wealth Management, LLC | 1,630 | $368.4K | 0.06% | −295−15.3% | Reduced |
| Family Management Corp | 1,629 | $368.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,622 | $366.6K | 0.10% | +33+2.1% | Added |
| Sargent Investment Group, LLC | 1,611 | $364.1K | 0.08% | +15+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 1,603 | $362.3K | 0.02% | +1,603 | New |
| Bank of New Hampshire | 1,600 | $361.6K | 0.10% | 00.0% | Unchanged |
| Courier Capital LLC | 1,598 | $361.1K | 0.03% | −80−4.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,596 | $360.7K | 0.07% | +1,596 | New |
| Baron Wealth Management LLC | 1,595 | $360.5K | 0.20% | +22+1.4% | Added |
| Roberts Glore & Co Inc | 1,591 | $359.6K | 0.11% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,591 | $359.6K | 0.10% | +1,591 | New |
| Eagle Bluffs Wealth Management LLC | 1,584 | $359.3K | 0.24% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 1,586 | $358.4K | 0.20% | +1,586 | New |
| Associated Banc-Corp | 1,580 | $357.1K | 0.01% | −55−3.4% | Reduced |
| Brighton Jones LLC | 1,579 | $356.9K | 0.02% | −67−4.1% | Reduced |
| Carson Advisory Inc. | 1,561 | $352.7K | 0.27% | +14+0.9% | Added |
| Sawgrass Asset Management LLC | 1,559 | $352.3K | 0.04% | +1,559 | New |
| Modera Wealth Management, LLC | 1,556 | $351.7K | 0.01% | +100+6.9% | Added |
| Old Point Trust & Financial Services N A | 1,553 | $351.0K | 0.14% | +1,553 | New |
| Warren Averett Asset Management, LLC | 1,552 | $350.8K | 0.01% | +392+33.8% | Added |
| Heron Bay Capital Management | 1,545 | $349.2K | 0.08% | 00.0% | Unchanged |
| PFG Advisors | 1,544 | $348.8K | 0.03% | +1,544 | New |
| Sompo Asset Management Co., Ltd. | 1,540 | $348.0K | 0.06% | −340−18.1% | Reduced |
| Bennett Associates Wealth Management | 1,540 | $348.0K | 0.34% | +1,540 | New |
| SFMG, LLC | 1,533 | $346.4K | 0.03% | +45+3.0% | Added |
| Pflug Koory, LLC | 1,530 | $345.8K | 0.18% | +106+7.4% | Added |
| Invesco, LLC | 1,524 | $344.4K | 0.16% | +173+12.8% | Added |
| Sicart Associates LLC | 1,510 | $342.6K | 0.13% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,500 | $340.3K | 0.30% | 00.0% | Unchanged |
| Vicus Capital | 1,506 | $340.2K | 0.03% | −966−39.1% | Reduced |
| Northern Financial Advisors Inc | 1,486 | $335.8K | 0.28% | −10−0.7% | Reduced |
| Palisade Asset Management, LLC | 1,466 | $331.3K | 0.04% | +463+46.2% | Added |
| Philip James Wealth Mangement, LLC | 1,463 | $330.6K | 0.26% | +1,463 | New |
| Moody Lynn & Lieberson, LLC | 1,461 | $330.2K | 0.03% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,450 | $327.7K | 0.15% | 00.0% | Unchanged |
| Weik Capital Management | 1,445 | $326.6K | 0.15% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,439 | $325.2K | 0.01% | −86−5.6% | Reduced |
| Arkadios Wealth Advisors | 1,437 | $324.8K | 0.03% | −155−9.7% | Reduced |
| Toth Financial Advisory Corp | 1,434 | $324.1K | 0.04% | +1,350+1,607.1% | Added |