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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 1,428 | $322.7K | 0.03% | +6+0.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 1,032 | $322.1K | 0.00% | +1,032 | New |
| Legacy Advisors, LLC | 1,419 | $322.0K | 0.04% | −238−14.4% | Reduced |
| Everhart Financial Group, Inc. | 1,419 | $320.7K | 0.11% | +129+10.0% | Added |
| Peak Planning Group, LLC | 1,414 | $319.6K | 0.23% | +4+0.3% | Added |
| Ascent Group, LLC | 1,281 | $317.7K | 0.03% | −15−1.2% | Reduced |
| KPP Advisory Services LLC | 1,405 | $317.5K | 0.28% | −106−7.0% | Reduced |
| Phillips Wealth Planners LLC | 1,379 | $317.2K | 0.38% | −20−1.4% | Reduced |
| Letson Investment Management, Inc. | 1,391 | $314.3K | 0.15% | +1,391 | New |
| National Philanthropic Trust | 1,389 | $313.9K | 0.01% | +1,389 | New |
| Wynn Capital, LLC | 1,386 | $313.2K | 0.26% | +1,386 | New |
| First American Trust, FSB | 1,385 | $313.0K | 0.04% | +1,385 | New |
| Seelaus Asset Management LLC | 1,392 | $312.8K | 0.30% | +400+40.3% | Added |
| Strategic Advisors LLC | 1,378 | $311.4K | 0.06% | +22+1.6% | Added |
| Tandem Wealth Advisors LLC | 1,369 | $309.4K | 0.18% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $308.3K | 0.28% | – | – |
| Avestar Capital, LLC | 1,349 | $305.9K | 0.04% | +259+23.8% | Added |
| L2 Asset Management, LLC | 1,348 | $304.6K | 0.13% | +333+32.8% | Added |
| Wealth Effects LLC | 1,345 | $304.0K | 0.11% | −122−8.3% | Reduced |
| Stiles Financial Services Inc | 1,343 | $303.5K | 0.14% | +1,343 | New |
| Means Investment Co., Inc. | 1,342 | $303.4K | 0.04% | −81−5.7% | Reduced |
| MONECO Advisors, LLC | 1,331 | $300.8K | 0.06% | +19+1.4% | Added |
| Sapient Capital LLC | 1,326 | $300.7K | 0.01% | +1,326 | New |
| RMR Capital Management, LLC | 1,325 | $299.4K | 0.34% | +1,325 | New |
| HTLF Bank | 1,310 | $296.1K | 0.03% | +1,310 | New |
| Van Hulzen Asset Management, LLC | 1,308 | $296.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,306 | $295.1K | 0.19% | +199+18.0% | Added |
| Guerra Pan Advisors, LLC | 1,305 | $294.9K | 0.28% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,301 | $294.1K | 0.10% | −503−27.9% | Reduced |
| Renaissance Group LLC | 1,296 | $293.3K | 0.01% | +5+0.4% | Added |
| Bollard Group LLC | 1,290 | $292.0K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,291 | $291.8K | 0.07% | −9−0.7% | Reduced |
| DGS Capital Management, LLC | 1,291 | $291.8K | 0.11% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,290 | $291.5K | 0.19% | +83+6.9% | Added |
| Advisory Alpha, LLC | 1,281 | $289.5K | 0.01% | +1,281 | New |
| Sage Mountain Advisors LLC | 1,279 | $289.1K | 0.03% | +10+0.8% | Added |
| Regent Peak Wealth Advisors LLC | 1,274 | $287.9K | 0.08% | +30+2.4% | Added |
| Columbia Trust Co 01012016 | 1,273 | $287.7K | 0.13% | +40+3.2% | Added |
| Arete Wealth Advisors, LLC | 1,261 | $285.1K | 0.02% | +9+0.7% | Added |
| Empower Advisory Group, LLC | 1,257 | $284.1K | 0.00% | −8−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 1,254 | $283.0K | 0.12% | −127−9.2% | Reduced |
| Broadwater Capital Management LLC | 1,250 | $282.5K | 0.22% | +1,250 | New |
| Financial & Tax Architects, LLC | 1,244 | $281.2K | 0.08% | −93−7.0% | Reduced |
| Smithfield Trust Co | 1,244 | $281.0K | 0.02% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,237 | $279.9K | 0.09% | +1,237 | New |
| Goelzer Investment Management, Inc. | 1,232 | $278.4K | 0.02% | +1,232 | New |
| Quaker Wealth Management, LLC | 1,230 | $278.0K | 0.13% | +1+0.1% | Added |
| WMS Partners, LLC | 1,230 | $278.0K | 0.02% | −1,470−54.4% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $276.6K | 0.10% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,221 | $275.9K | 0.01% | +59+5.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $275.7K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 1,220 | $275.7K | 0.02% | +1+0.1% | Added |
| Norway Savings Bank | 1,218 | $275.3K | 0.12% | 00.0% | Unchanged |
| Country Club Bank | 1,225 | $274.9K | 0.02% | +25+2.1% | Added |
| Financial Management Professionals, Inc. | 1,211 | $274.0K | 0.04% | +469+63.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,211 | $273.7K | 0.18% | +2+0.2% | Added |
| Summit Financial Group Inc | 1,208 | $273.0K | 0.10% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,205 | $272.3K | 0.03% | −50−4.0% | Reduced |
| Power Wealth Management LLC | 1,203 | $271.9K | 0.20% | +1,203 | New |
| Keel Point, LLC | 1,202 | $271.8K | 0.03% | +98+8.9% | Added |
| Resonant Capital Advisors, LLC | 1,192 | $270.4K | 0.03% | −9−0.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,193 | $269.6K | 0.01% | −393−24.8% | Reduced |
| Titleist Asset Management, LLC | 1,187 | $268.2K | 0.05% | +129+12.2% | Added |
| Symmetry Investments LP | 1,186 | $268.0K | 0.05% | +1,186 | New |
| Smith Shellnut Wilson LLC | 1,185 | $267.8K | 0.15% | 00.0% | Unchanged |
| Imprint Wealth LLC | 1,156 | $267.6K | 0.22% | −203−14.9% | Reduced |
| Echo45 Advisors LLC | 1,178 | $266.2K | 0.20% | +56+5.0% | Added |
| Carret Asset Management, LLC | 1,176 | $265.8K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,390 | $265.5K | 0.01% | +8+0.6% | Added |
| Sabal Trust CO | 1,174 | $265.3K | 0.02% | +179+18.0% | Added |
| Abacus Planning Group, Inc. | 1,166 | $263.5K | 0.06% | +36+3.2% | Added |
| Lakeview Capital Partners, LLC | 1,163 | $262.8K | 0.05% | +1,163 | New |
| Integrated Advisors Network LLC | 1,160 | $262.1K | 0.01% | −59−4.8% | Reduced |
| Quent Capital, LLC | 1,158 | $261.7K | 0.04% | +143+14.1% | Added |
| Cypress Capital Group | 1,156 | $261.3K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 1,364 | $259.4K | 0.02% | −243−15.1% | Reduced |
| Revisor Wealth Management LLC | 1,146 | $259.0K | 0.30% | −432−27.4% | Reduced |
| Drive Wealth Management, LLC | 1,141 | $258.9K | 0.08% | +54+5.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,141 | $258.8K | 0.03% | +1,141 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,137 | $257.0K | 0.01% | −573−33.5% | Reduced |
| Childress Capital Advisors, LLC | 1,136 | $256.7K | 0.08% | −313−21.6% | Reduced |
| Clarus Group, Inc. | 1,130 | $255.4K | 0.19% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 1,124 | $254.0K | 0.07% | +92+8.9% | Added |
| Continuum Advisory, LLC | 1,129 | $253.6K | 0.04% | −912−44.7% | Reduced |
| Elgethun Capital Management | 1,119 | $252.9K | 0.07% | 00.0% | Unchanged |
| David Loasby | 1,110 | $252.7K | 0.03% | +106+10.6% | Added |
| Rothschild Investment LLC | 1,117 | $252.4K | 0.02% | +1,117 | New |
| Girard Partners Ltd. | 1,110 | $250.9K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,109 | $250.5K | 0.01% | −44−3.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $249.0K | 0.13% | 00.0% | Unchanged |
| EHP Funds Inc. | 1,100 | $248.6K | 0.12% | −600−35.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,100 | $248.6K | 0.52% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $248.6K | 0.13% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $248.6K | 0.24% | +1,100 | New |
| Kidder Stephen W | 1,096 | $247.7K | 0.08% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,091 | $246.6K | 0.08% | −1,141−51.1% | Reduced |
| Bard Financial Services, Inc. | 1,090 | $246.3K | 0.03% | +1,090 | New |
| Edmond de Rothschild Holding S.A. | 1,089 | $246.1K | 0.00% | −42−3.7% | Reduced |
| Ameritas Advisory Services, LLC | 1,030 | $245.9K | 0.01% | −1,922−65.1% | Reduced |
| Gries Financial LLC | 1,087 | $245.7K | 0.05% | +27+2.5% | Added |