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; 2,173 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 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 29,011 | $6.56M | 0.09% | +132+0.5% | Added |
| Synovus Financial Corp | 28,986 | $6.55M | 0.09% | +651+2.3% | Added |
| FIL Ltd | 28,925 | $6.54M | 0.01% | −99,875−77.5% | Reduced |
| Woodmont Investment Counsel LLC | 28,868 | $6.52M | 0.61% | +1,293+4.7% | Added |
| Evergreen Capital Management LLC | 28,703 | $6.51M | 0.27% | −918−3.1% | Reduced |
| Stoneridge Investment Partners LLC | 28,796 | $6.51M | 2.74% | +12,532+77.1% | Added |
| United Capital Financial Advisers, LLC | 28,470 | $6.43M | 0.05% | −29,970−51.3% | Reduced |
| JustInvest LLC | 28,401 | $6.42M | 0.16% | +2,355+9.0% | Added |
| Stokes Capital Advisors, LLC | 28,292 | $6.39M | 2.02% | −531−1.8% | Reduced |
| Harrell Investment Partners, LLC | 28,271 | $6.39M | 1.99% | +611+2.2% | Added |
| Hartford Investment Management Co | 27,892 | $6.30M | 0.24% | −532−1.9% | Reduced |
| ABN AMRO Bank N.V. | 27,724 | $6.30M | 0.10% | −167−0.6% | Reduced |
| Prudential PLC | 27,869 | $6.30M | 0.07% | −2,645−8.7% | Reduced |
| Woodstock Corp | 27,813 | $6.29M | 0.73% | +225+0.8% | Added |
| Advisory Services Network, LLC | 27,646 | $6.25M | 0.15% | −72−0.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 27,590 | $6.24M | 0.13% | −2,507−8.3% | Reduced |
| Phoenix Holdings Ltd. | 24,345 | $6.22M | 0.10% | +2,635+12.1% | Added |
| Janney Capital Management LLC | 27,023 | $6.11M | 0.41% | −430−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 26,722 | $6.04M | 0.13% | +861+3.3% | Added |
| Banco Santander, S.A. | 26,620 | $6.02M | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 26,461 | $5.98M | 0.03% | −2,550−8.8% | Reduced |
| Evexia Wealth LLC | 24,193 | $5.97M | 2.52% | +631+2.7% | Added |
| Verition Fund Management LLC | 26,392 | $5.96M | 0.06% | −289,738−91.7% | Reduced |
| First National Bank of Omaha | 26,389 | $5.96M | 0.38% | −8,698−24.8% | Reduced |
| Burney Co | 26,187 | $5.92M | 0.25% | +20,003+323.5% | Added |
| Securian Asset Management, Inc | 25,839 | $5.84M | 0.17% | −3,635−12.3% | Reduced |
| Rock Point Advisors, LLC | 25,760 | $5.82M | 1.77% | −1,601−5.9% | Reduced |
| Farmers Trust Co | 25,614 | $5.79M | 1.21% | −1,302−4.8% | Reduced |
| Cullen Investment Group, Ltd. | 25,567 | $5.78M | 1.01% | +25,567 | New |
| Empowered Funds, LLC | 25,381 | $5.74M | 0.14% | +21,693+588.2% | Added |
| Lowe Brockenbrough & Co Inc | 25,041 | $5.68M | 0.44% | −8,653−25.7% | Reduced |
| Oppenheimer & Co Inc | 25,076 | $5.67M | 0.10% | −5,018−16.7% | Reduced |
| American Assets Investment Management, LLC | 25,000 | $5.65M | 0.58% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 24,972 | $5.64M | 0.27% | +2,516+11.2% | Added |
| Gotham Asset Management, LLC | 24,959 | $5.64M | 0.10% | +2,331+10.3% | Added |
| Louisiana State Employees Retirement System | 24,700 | $5.58M | 0.12% | −700−2.8% | Reduced |
| Northwest Bancshares, Inc. | 24,584 | $5.56M | 1.01% | −769−3.0% | Reduced |
| Siemens Fonds Invest GmbH | 24,270 | $5.49M | 0.45% | +4,752+24.3% | Added |
| Van Cleef Asset Management,Inc | 23,750 | $5.37M | 0.75% | −20.0% | Reduced |
| Firetrail Investments Pty Ltd | 21,705 | $5.27M | 3.88% | +21,705 | New |
| Brady Family Wealth, LLC | 23,218 | $5.25M | 1.80% | +701+3.1% | Added |
| Benedict Financial Advisors Inc | 23,179 | $5.24M | 1.43% | +120+0.5% | Added |
| Bessemer Group Inc | 23,092 | $5.22M | 0.01% | +10,213+79.3% | Added |
| Stonegate Investment Group, LLC | 23,067 | $5.21M | 0.17% | −426−1.8% | Reduced |
| Lido Advisors, LLC | 22,638 | $5.13M | 0.05% | +666+3.0% | Added |
| Trust Co of Vermont | 22,593 | $5.11M | 0.34% | −706−3.0% | Reduced |
| Highland Capital Management, LLC | 22,515 | $5.09M | 0.32% | +200+0.9% | Added |
| Cornerstone Advisors, LLC | 22,500 | $5.08M | 0.22% | −1,800−7.4% | Reduced |
| SlateStone Wealth, LLC | 22,455 | $5.08M | 0.66% | +1,926+9.4% | Added |
| Alps Advisors Inc | 22,433 | $5.07M | 0.04% | +211+0.9% | Added |
| Charter Trust Co | 22,113 | $5.00M | 0.37% | +476+2.2% | Added |
| Central Bank & Trust Co | 22,100 | $4.99M | 0.77% | +249+1.1% | Added |
| Coastline Trust Co | 21,632 | $4.89M | 0.65% | −280−1.3% | Reduced |
| Park National Corp | 21,566 | $4.87M | 0.20% | −1,649−7.1% | Reduced |
| New Mexico Educational Retirement Board | 21,537 | $4.87M | 0.19% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,450 | $4.85M | 0.01% | −240,227−91.8% | Reduced |
| Northwest & Ethical Investments L.P. | 21,399 | $4.84M | 0.15% | −127−0.6% | Reduced |
| Mizuho Markets Americas LLC | 21,392 | $4.83M | 0.15% | +5,414+33.9% | Added |
| Daymark Wealth Partners, LLC | 21,308 | $4.82M | 0.30% | +711+3.5% | Added |
| Selway Asset Management | 21,117 | $4.77M | 2.01% | +282+1.4% | Added |
| Walleye Trading LLC | 21,077 | $4.76M | 0.07% | +21,077 | New |
| Middleton & Co Inc | 20,965 | $4.74M | 0.59% | −354−1.7% | Reduced |
| Hodges Capital Management Inc. | 20,769 | $4.69M | 0.25% | +9,673+87.2% | Added |
| Kinneret Advisory, LLC | 20,548 | $4.66M | 0.52% | −131−0.6% | Reduced |
| Wolverine Trading, LLC | 20,488 | $4.63M | 0.04% | +14,573+246.4% | Added |
| River Wealth Advisors LLC | 20,334 | $4.60M | 0.73% | +791+4.0% | Added |
| Greenleaf Trust | 20,316 | $4.59M | 0.05% | +558+2.8% | Added |
| NBC Securities, Inc. | 20,302 | $4.59M | 0.46% | +613+3.1% | Added |
| AE Wealth Management LLC | 18,712 | $4.51M | 0.02% | −2,654−12.4% | Reduced |
| Taika Capital, LP | 19,900 | $4.50M | 2.61% | +19,900 | New |
| S&CO Inc | 19,854 | $4.49M | 0.34% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 19,836 | $4.48M | 0.10% | +2,311+13.2% | Added |
| Berry Wealth Group, LP | 19,683 | $4.45M | 4.09% | +19,683 | New |
| SYSTM Wealth Solutions LLC | 19,497 | $4.42M | 0.61% | −8,395−30.1% | Reduced |
| Ostrum Asset Management | 19,156 | $4.33M | 0.38% | −8,109−29.7% | Reduced |
| Demars Financial Group, LLC | 19,149 | $4.33M | 2.31% | −657−3.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 19,134 | $4.32M | 0.02% | +909+5.0% | Added |
| Apollon Wealth Management, LLC | 19,092 | $4.31M | 0.15% | +3,936+26.0% | Added |
| Princeton Global Asset Management LLC | 19,069 | $4.31M | 1.08% | 00.0% | Unchanged |
| Advocate Group LLC | 19,028 | $4.30M | 0.92% | +1,088+6.1% | Added |
| Metis Global Partners, LLC | 18,736 | $4.23M | 0.17% | −1,466−7.3% | Reduced |
| Perkins Coie Trust Co | 18,654 | $4.22M | 1.06% | −484−2.5% | Reduced |
| Horizon Investment Services, LLC | 18,649 | $4.21M | 2.28% | +92+0.5% | Added |
| Corbyn Investment Management Inc | 18,428 | $4.16M | 1.96% | −117−0.6% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $4.16M | 1.38% | 00.0% | Unchanged |
| Simplex Trading, LLC | 18,348 | $4.15M | 0.13% | +18,348 | New |
| Cetera Investment Advisers | 18,182 | $4.11M | 0.03% | +733+4.2% | Added |
| NovaPoint Capital, LLC | 18,171 | $4.11M | 1.52% | −1,165−6.0% | Reduced |
| Financial Advisory Partners, LLC | 17,869 | $4.04M | 1.47% | −283−1.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 17,768 | $4.02M | 0.42% | −1,357−7.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,679 | $4.00M | 0.16% | +8,638+95.5% | Added |
| Berkshire Bank | 17,620 | $3.98M | 1.05% | −329−1.8% | Reduced |
| Radnor Capital Management, LLC | 17,118 | $3.87M | 0.72% | −2,930−14.6% | Reduced |
| Concorde Financial Corp | 17,053 | $3.87M | 2.65% | +14,353+531.6% | Added |
| Advisors Asset Management, Inc. | 17,098 | $3.86M | 0.08% | −5,384−23.9% | Reduced |
| Liberty Capital Management, Inc. | 17,031 | $3.85M | 1.01% | −526−3.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,971 | $3.83M | 1.54% | +612+3.7% | Added |
| Ipswich Investment Management Co., Inc. | 16,797 | $3.80M | 0.96% | +168+1.0% | Added |
| Virginia Wealth Management Group, Inc. | 16,715 | $3.78M | 3.30% | −4,045−19.5% | Reduced |
| Westwood Holdings Group Inc. | 16,682 | $3.77M | 0.03% | −25,122−60.1% | Reduced |