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 |
|---|---|---|---|---|---|
| Onefund, LLC | 1,079 | $243.9K | 0.32% | +1,079 | New |
| Delta Financial Group, Inc. | 1,074 | $243.0K | 0.08% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 1,073 | $242.5K | 0.03% | −48−4.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,072 | $242.3K | 0.00% | −466−30.3% | Reduced |
| Provence Wealth Management Group | 1,070 | $241.8K | 0.13% | +1,048+4,763.6% | Added |
| Breakwater Capital Group | 1,010 | $241.4K | 0.07% | +1,010 | New |
| Kensington Investment Counsel, LLC | 1,067 | $241.1K | 0.13% | −151−12.4% | Reduced |
| InterOcean Capital Group, LLC | 1,067 | $241.1K | 0.01% | +1,067 | New |
| Reynders McVeigh Capital Management, LLC | 1,062 | $240.0K | 0.02% | −155−12.7% | Reduced |
| Morris Retirement Advisors, LLC | 1,060 | $239.6K | 0.16% | +1,060 | New |
| Convergence Investment Partners, LLC | 1,056 | $239.0K | 0.12% | −9−0.8% | Reduced |
| MCF Advisors LLC | 1,046 | $237.3K | 0.02% | +42+4.2% | Added |
| Excalibur Management Corp | 1,044 | $236.4K | 0.11% | +28+2.8% | Added |
| RFG Advisory, LLC | 1,043 | $235.8K | 0.01% | −113−9.8% | Reduced |
| VeraBank, N.A. | 1,039 | $234.8K | 0.08% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,037 | $234.4K | 0.05% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,024 | $233.3K | 0.09% | 00.0% | Unchanged |
| Parthenon LLC | 1,027 | $232.1K | 0.03% | −147−12.5% | Reduced |
| Mendel Money Management | 1,027 | $232.1K | 0.11% | −11−1.1% | Reduced |
| Copperwynd Financial, LLC | 1,026 | $231.9K | 0.09% | +19+1.9% | Added |
| Guardian Wealth Advisors, LLC | 1,026 | $231.8K | 0.16% | +36+3.6% | Added |
| V-Square Quantitative Management LLC | 1,024 | $231.4K | 0.06% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,024 | $231.4K | 0.02% | +1,024 | New |
| Trillium Asset Management, LLC | 1,021 | $231.0K | 0.01% | −23−2.2% | Reduced |
| Financial Advisors, LLC | 1,020 | $230.5K | 0.05% | 00.0% | Unchanged |
| Greenfield Savings Bank | 1,015 | $229.4K | 0.13% | +1,015 | New |
| First Bank & Trust | 1,013 | $228.9K | 0.06% | +1,013 | New |
| Atwater Malick LLC | 1,010 | $228.3K | 0.09% | +1,010 | New |
| Mill Creek Capital Advisors, LLC | 1,008 | $227.8K | 0.01% | −19−1.9% | Reduced |
| Grove Bank & Trust | 1,005 | $227.1K | 0.04% | −115−10.3% | Reduced |
| One Capital Management, LLC | 1,004 | $226.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,002 | $226.5K | 0.04% | +21+2.1% | Added |
| Nwam LLC | 1,001 | $226.2K | 0.02% | −191−16.0% | Reduced |
| Notis-McConarty Edward | 1,000 | $226.0K | 0.09% | −200−16.7% | Reduced |
| RBF Capital, LLC | 1,000 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,000 | $226.0K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,000 | $226.0K | 0.03% | +1,000 | New |
| Cohen & Steers, Inc. | 992 | $224.0K | 0.00% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 911 | $223.0K | 0.01% | +911 | New |
| Forte Capital LLC | 985 | $222.6K | 0.03% | +985 | New |
| Aspiriant, LLC | 977 | $220.8K | 0.01% | +977 | New |
| First Trust Investment Solutions L.P. | 977 | $220.8K | 0.05% | +977 | New |
| Truepoint, Inc. | 976 | $220.6K | 0.01% | +976 | New |
| CVA Family Office, LLC | 971 | $219.4K | 0.04% | −21−2.1% | Reduced |
| Altfest L J & Co Inc | 971 | $219.0K | 0.03% | −6−0.6% | Reduced |
| First Financial Bank - Trust Division | 969 | $219.0K | 0.02% | −9−0.9% | Reduced |
| LaFleur & Godfrey LLC | 968 | $218.8K | 0.03% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 966 | $218.3K | 0.01% | +966 | New |
| Chapin Davis, Inc. | 965 | $218.1K | 0.09% | +965 | New |
| Sivia Capital Partners, LLC | 963 | $217.7K | 0.17% | +963 | New |
| Harrington Investments, INC | 960 | $217.0K | 0.13% | +960 | New |
| Abel Hall, LLC | 958 | $216.6K | 0.18% | +958 | New |
| McIlrath & Eck, LLC | 956 | $216.1K | 0.04% | −4−0.4% | Reduced |
| Somerset Group LLC | 954 | $215.6K | 0.18% | +954 | New |
| Coastal Investment Advisors, Inc. | 944 | $213.4K | 0.05% | +944 | New |
| Kolinsky Wealth Management, LLC | 941 | $212.7K | 0.19% | +941 | New |
| Chilton Investment Co LLC | 935 | $211.3K | 0.01% | +935 | New |
| Donaldson Capital Management, LLC | 932 | $210.6K | 0.01% | −295−24.0% | Reduced |
| Diligent Investors, LLC | 931 | $210.4K | 0.06% | +931 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 930 | $210.2K | 0.01% | +930 | New |
| GHP Investment Advisors, Inc. | 923 | $208.6K | 0.01% | −68−6.9% | Reduced |
| Hartline Investment Corp | 922 | $208.4K | 0.03% | +922 | New |
| StoneX Group Inc. | 919 | $208.4K | 0.02% | +919 | New |
| Guardian Wealth Advisors, LLC | 921 | $208.1K | 0.03% | +921 | New |
| WoodTrust Financial Corp | 919 | $208.0K | 0.04% | +919 | New |
| Arlington Trust Co LLC | 918 | $207.5K | 0.06% | +908+9,080.0% | Added |
| Brookstone Capital Management | 914 | $206.5K | 0.00% | +914 | New |
| Fairfield, Bush & Co. | 912 | $206.1K | 0.12% | +912 | New |
| Seed Wealth Management, Inc. | 905 | $205.8K | 0.21% | +905 | New |
| Independent Financial Group, LLC | 910 | $205.7K | 0.01% | −128−12.3% | Reduced |
| Avidian Wealth Solutions, LLC | 908 | $205.3K | 0.01% | +908 | New |
| Simon Quick Advisors, LLC | 904 | $204.3K | 0.02% | +904 | New |
| Renasant Bank | 901 | $203.6K | 0.16% | +901 | New |
| Aua Capital Management, LLC | 900 | $203.4K | 0.13% | +900 | New |
| Turtle Creek Wealth Advisors, LLC | 900 | $203.4K | 0.06% | +900 | New |
| Affinity Wealth Management LLC | 900 | $203.4K | 0.04% | +900 | New |
| HFG Advisors, Inc. | 898 | $202.9K | 0.20% | +898 | New |
| Aaron Wealth Advisors | 891 | $201.4K | 0.03% | −9,856−91.7% | Reduced |
| Olistico Wealth, LLC | 889 | $200.9K | 0.16% | +889 | New |
| American National Bank | 887 | $200.5K | 0.03% | +12+1.4% | Added |
| Five Oceans Advisors | 887 | $200.5K | 0.11% | +887 | New |
| AdvisorNet Financial, Inc | 886 | $200.2K | 0.02% | +44+5.2% | Added |
| Gould Asset Management LLC | 886 | $200.2K | 0.05% | +886 | New |
| Oakworth Capital, Inc. | 881 | $199.1K | 0.02% | −53−5.7% | Reduced |
| Credential Qtrade Securities Inc. | 824 | $186.2K | 0.01% | +824 | New |
| GPS Wealth Strategies Group, LLC | 799 | $180.6K | 0.03% | 00.0% | Unchanged |
| Trust Co | 788 | $178.1K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 780 | $177.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 768 | $173.6K | 0.04% | −28−3.5% | Reduced |
| Glassman Wealth Services | 768 | $173.6K | 0.02% | +23+3.1% | Added |
| Caldwell Trust Co | 767 | $173.3K | 0.02% | −45−5.5% | Reduced |
| Provenance Wealth Advisors, LLC | 756 | $170.9K | 0.02% | +40+5.6% | Added |
| IFP Advisors, Inc | 749 | $169.4K | 0.01% | −337−31.0% | Reduced |
| Jones Financial Companies LLLP | 749 | $169.3K | 0.00% | +10+1.4% | Added |
| Ancora Advisors, LLC | 722 | $163.2K | 0.00% | −49−6.4% | Reduced |
| Bruce G. Allen Investments, LLC | 719 | $162.5K | 0.15% | +719 | New |
| CoreFirst Bank & Trust | 714 | $161.4K | 0.11% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 714 | $161.0K | 0.11% | +1+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 691 | $156.2K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 690 | $156.0K | 0.04% | +29+4.4% | Added |