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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 10,329 | $2.33M | 0.12% | −756−6.8% | Reduced |
| Legacy Private Trust Co. | 10,314 | $2.33M | 0.19% | +3,072+42.4% | Added |
| Moors & Cabot, Inc. | 10,269 | $2.32M | 0.14% | +579+6.0% | Added |
| Confluence Wealth Services, Inc. | 10,220 | $2.31M | 0.25% | −234−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,210 | $2.31M | 0.01% | +10,210 | New |
| First Hawaiian Bank | 10,159 | $2.30M | 0.07% | +2,684+35.9% | Added |
| Ashton Thomas Private Wealth, LLC | 10,155 | $2.30M | 0.14% | +3,362+49.5% | Added |
| FJ Investments, LLC | 10,128 | $2.29M | 0.11% | +10,128 | New |
| Mission Wealth Management, LP | 10,076 | $2.28M | 0.08% | −76−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 10,006 | $2.26M | 0.20% | +1,502+17.7% | Added |
| LGT Fund Management Co Ltd. | 10,000 | $2.24M | 0.96% | 00.0% | Unchanged |
| Marathon Capital Management | 9,930 | $2.24M | 0.56% | +170+1.7% | Added |
| Nations Financial Group Inc, | 9,898 | $2.24M | 0.21% | −140−1.4% | Reduced |
| CWM, LLC | 9,872 | $2.23M | 0.01% | −1,093−10.0% | Reduced |
| Platform Technology Partners | 8,992 | $2.23M | 0.87% | +564+6.7% | Added |
| Griffin Asset Management, Inc. | 9,834 | $2.22M | 0.28% | +297+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 9,820 | $2.22M | 0.02% | +7,073+257.5% | Added |
| Lantz Financial LLC | 9,802 | $2.22M | 0.80% | −11,287−53.5% | Reduced |
| Private Trust Co NA | 9,787 | $2.21M | 0.26% | −38−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,767 | $2.21M | 0.03% | +1,859+23.5% | Added |
| Epoch Investment Partners, Inc. | 9,755 | $2.20M | 0.01% | −777−7.4% | Reduced |
| Wetherby Asset Management Inc | 9,754 | $2.20M | 0.12% | +11+0.1% | Added |
| Private Advisor Group, LLC | 9,710 | $2.19M | 0.02% | +445+4.8% | Added |
| Resources Investment Advisors, LLC. | 9,635 | $2.18M | 0.04% | +1,996+26.1% | Added |
| Investment Management Corp of Ontario | 9,629 | $2.18M | 0.05% | +9,629 | New |
| New Potomac Partners, LLC | 9,624 | $2.18M | 1.29% | −167−1.7% | Reduced |
| Lederer & Associates Investment Counsel | 9,620 | $2.17M | 1.61% | −18−0.2% | Reduced |
| Cornercap Investment Counsel Inc | 9,556 | $2.16M | 0.35% | +302+3.3% | Added |
| West Michigan Advisors, LLC | 9,547 | $2.16M | 0.82% | +1,977+26.1% | Added |
| Pictet North America Advisors SA | 9,492 | $2.15M | 0.28% | +7+0.1% | Added |
| GTS Securities LLC | 9,415 | $2.13M | 0.05% | +4,705+99.9% | Added |
| Wright Investors Service Inc | 9,406 | $2.13M | 0.60% | +3,768+66.8% | Added |
| Solidarilty Wealth, LLC | 9,398 | $2.12M | 0.77% | +9,398 | New |
| Dorsey & Whitney Trust CO LLC | 9,387 | $2.12M | 0.16% | +2,470+35.7% | Added |
| Nelson Capital Management, LLC | 9,386 | $2.12M | 0.47% | +74+0.8% | Added |
| NBT Bank N A | 9,365 | $2.12M | 0.17% | +618+7.1% | Added |
| Gladstone Institutional Advisory LLC | 9,361 | $2.12M | 0.12% | +5,753+159.5% | Added |
| Round Rock Advisors, LLC | 9,315 | $2.11M | 0.53% | +9,315 | New |
| Cary Street Partner Investment Advisory LLC | 9,278 | $2.10M | 0.10% | −160−1.7% | Reduced |
| Haverford Trust Co | 9,275 | $2.10M | 0.02% | +30.0% | Added |
| Summit Financial, LLC | 9,160 | $2.08M | 0.14% | −25−0.3% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $2.06M | 0.08% | 00.0% | Unchanged |
| Gabelli Funds LLC | 9,105 | $2.06M | 0.02% | −500−5.2% | Reduced |
| Argyle Capital Management Inc. | 9,084 | $2.05M | 0.85% | −1,337−12.8% | Reduced |
| Bayesian Capital Management, LP | 9,043 | $2.04M | 0.22% | −4,600−33.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.04M | 0.28% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,023 | $2.04M | 0.04% | +107+1.2% | Added |
| Bowman & Co S.C. | 8,984 | $2.03M | 1.41% | +538+6.4% | Added |
| Eagle Asset Management Inc | 8,961 | $2.03M | 0.01% | +8,961 | New |
| Sequoia Financial Advisors, LLC | 8,953 | $2.02M | 0.03% | +4,451+98.9% | Added |
| Criterion Capital Advisors, LLC | 8,902 | $2.01M | 1.46% | +8,902 | New |
| Portland Global Advisors LLC | 8,724 | $1.97M | 0.30% | +340+4.1% | Added |
| HighPoint Advisor Group LLC | 7,712 | $1.97M | 0.14% | +7,712 | New |
| Vestcor Inc | 8,696 | $1.97M | 0.07% | −94−1.1% | Reduced |
| Stephens Inc | 8,691 | $1.96M | 0.03% | +723+9.1% | Added |
| Clearstead Advisors, LLC | 8,655 | $1.96M | 0.10% | +32+0.4% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $1.94M | 0.67% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 8,535 | $1.93M | 1.84% | +4,535+113.4% | Added |
| Fulton Bank, N.A. | 8,486 | $1.92M | 0.09% | −197−2.3% | Reduced |
| Occidental Asset Management, LLC | 8,475 | $1.92M | 0.40% | +1,122+15.3% | Added |
| Avitas Wealth Management LLC | 8,463 | $1.91M | 0.32% | +256+3.1% | Added |
| We Are One Seven, LLC | 8,445 | $1.91M | 0.11% | +653+8.4% | Added |
| Hyman Charles D | 8,400 | $1.90M | 0.11% | 00.0% | Unchanged |
| Chicago Capital, LLC | 8,367 | $1.89M | 0.07% | +8,367 | New |
| Pinnacle Financial Partners Inc | 8,361 | $1.89M | 0.04% | −12−0.1% | Reduced |
| Prelude Capital Management, LLC | 8,294 | $1.87M | 0.16% | +8,294 | New |
| Argent Trust Co | 8,284 | $1.87M | 0.09% | +1,043+14.4% | Added |
| Peterson Wealth Services | 8,275 | $1.87M | 0.80% | +8,275 | New |
| Thoroughbred Financial Services, LLC | 8,271 | $1.87M | 0.15% | +8+0.1% | Added |
| Nomura Holdings Inc | 8,228 | $1.86M | 0.02% | +5,767+234.3% | Added |
| Bleakley Financial Group, LLC | 8,200 | $1.85M | 0.06% | +514+6.7% | Added |
| Douglass Winthrop Advisors, LLC | 8,175 | $1.85M | 0.04% | +100+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 8,158 | $1.84M | 0.22% | +615+8.2% | Added |
| Sawtooth Solutions, LLC | 8,151 | $1.84M | 0.05% | +465+6.0% | Added |
| Ballentine Partners, LLC | 8,134 | $1.84M | 0.04% | +687+9.2% | Added |
| Mitchell Sinkler & Starr | 8,101 | $1.83M | 0.33% | +6,418+381.3% | Added |
| Canandaigua National Bank & Trust Co | 8,029 | $1.81M | 0.28% | −366−4.4% | Reduced |
| Advent Capital Management | 8,000 | $1.81M | 0.04% | +8,000 | New |
| Fort Washington Investment Advisors Inc | 7,971 | $1.80M | 0.01% | +664+9.1% | Added |
| KKM Financial LLC | 7,958 | $1.80M | 1.13% | +7,958 | New |
| Van Leeuwen & Company, LLC | 7,941 | $1.79M | 1.04% | +6,811+602.7% | Added |
| Naples Global Advisors, LLC | 7,892 | $1.79M | 0.20% | +225+2.9% | Added |
| Ghe, LLC | 7,916 | $1.79M | 1.12% | +51+0.6% | Added |
| Alaethes Wealth LLC | 7,901 | $1.79M | 0.85% | +75+1.0% | Added |
| Neville Rodie & Shaw Inc | 7,899 | $1.78M | 0.15% | −135−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 7,887 | $1.78M | 0.19% | +498+6.7% | Added |
| Quadcap Wealth Management, LLC | 7,883 | $1.78M | 0.46% | +7,883 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.78M | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 7,878 | $1.78M | 0.35% | −362−4.4% | Reduced |
| Exencial Wealth Advisors, LLC | 7,833 | $1.77M | 0.07% | −571−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 7,797 | $1.76M | 0.03% | +848+12.2% | Added |
| Oak Harbor Wealth Partners, LLC | 7,679 | $1.74M | 0.58% | −615−7.4% | Reduced |
| Allworth Financial LP | 7,649 | $1.73M | 0.01% | −28−0.4% | Reduced |
| Vista Investment Partners LLC | 7,640 | $1.73M | 0.63% | +7,640 | New |
| Davidson Trust Co | 7,639 | $1.73M | 1.11% | −144−1.9% | Reduced |
| Compass Wealth Management LLC | 9,067 | $1.72M | 0.48% | +4,158+84.7% | Added |
| Gamco Investors, Inc. Et Al | 7,479 | $1.69M | 0.02% | −15−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,379 | $1.67M | 0.77% | +252+3.5% | Added |
| Aries Wealth Management | 7,338 | $1.66M | 0.59% | −11−0.1% | Reduced |
| Bowen Hanes & Co Inc | 7,330 | $1.66M | 0.05% | −200−2.7% | Reduced |