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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 7,285 | $1.65M | 0.13% | −6,100−45.6% | Reduced |
| Fruth Investment Management | 7,213 | $1.63M | 0.46% | −60−0.8% | Reduced |
| Family Legacy, Inc. | 7,202 | $1.63M | 0.62% | −5−0.1% | Reduced |
| King Luther Capital Management Corp | 7,195 | $1.63M | 0.01% | −768−9.6% | Reduced |
| NewEdge Wealth, LLC | 7,167 | $1.62M | 0.04% | +959+15.4% | Added |
| Pine Valley Investments Ltd Liability Co | 7,139 | $1.62M | 0.14% | +103+1.5% | Added |
| Lincoln Capital LLC | 7,145 | $1.61M | 0.39% | +43+0.6% | Added |
| Monarch Capital Management Inc | 7,120 | $1.61M | 0.49% | −282−3.8% | Reduced |
| Altman Advisors, Inc. | 7,136 | $1.61M | 0.85% | +26+0.4% | Added |
| Claro Advisors LLC | 7,128 | $1.61M | 0.35% | −295−4.0% | Reduced |
| Delphi Management Inc | 7,073 | $1.60M | 1.47% | +243+3.6% | Added |
| DRW Securities, LLC | 7,063 | $1.60M | 0.05% | +5,490+349.0% | Added |
| Sumitomo Life Insurance Co | 7,058 | $1.60M | 0.05% | −360−4.9% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,997 | $1.58M | 0.65% | +6,997 | New |
| Security National Bank | 6,995 | $1.58M | 0.36% | +6,995 | New |
| Granite Bay Wealth Management, LLC | 7,200 | $1.57M | 0.01% | −360−4.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,949 | $1.57M | 0.54% | +116+1.7% | Added |
| CIBC World Markets Inc. | 6,926 | $1.56M | 0.00% | +1,765+34.2% | Added |
| Central Valley Advisors, LLC | 6,923 | $1.56M | 0.92% | +6,923 | New |
| Guyasuta Investment Advisors Inc | 6,921 | $1.56M | 0.11% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,914 | $1.56M | 0.04% | +4,329+167.5% | Added |
| TFG Advisers LLC | 6,814 | $1.54M | 0.65% | +151+2.3% | Added |
| Lincoln National Corp | 6,786 | $1.53M | 0.03% | −743−9.9% | Reduced |
| DoubleLine ETF Adviser LP | 6,782 | $1.53M | 0.44% | +456+7.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,730 | $1.52M | 0.86% | −208−3.0% | Reduced |
| VisionPoint Advisory Group, LLC | 6,660 | $1.51M | 0.56% | +127+1.9% | Added |
| J. W. Coons Advisors, LLC | 6,658 | $1.50M | 0.41% | 00.0% | Unchanged |
| Resources Management Corp | 6,655 | $1.50M | 0.22% | −111−1.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,616 | $1.50M | 0.05% | −797−10.8% | Reduced |
| Cordatus Wealth Management LLC | 6,513 | $1.47M | 1.22% | −88−1.3% | Reduced |
| Snowden Capital Advisors LLC | 6,499 | $1.47M | 0.06% | +416+6.8% | Added |
| Journey Advisory Group, LLC | 6,487 | $1.47M | 0.20% | −90−1.4% | Reduced |
| McRae Capital Management Inc | 6,459 | $1.46M | 0.37% | +20+0.3% | Added |
| Transatlantique Private Wealth LLC | 6,435 | $1.45M | 0.68% | +35+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 6,415 | $1.45M | 0.00% | −139,073−95.6% | Reduced |
| Thompson Davis & Co., Inc. | 6,411 | $1.45M | 1.23% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,387 | $1.44M | 0.02% | +6,387 | New |
| Wedbush Securities Inc | 6,384 | $1.44M | 0.06% | +973+18.0% | Added |
| Clear Harbor Asset Management, LLC | 6,365 | $1.44M | 0.14% | −72−1.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 6,324 | $1.43M | 1.37% | −40−0.6% | Reduced |
| Inscription Capital, LLC | 6,297 | $1.42M | 0.39% | +1,143+22.2% | Added |
| Cunning Capital Partners, LP | 6,265 | $1.42M | 0.88% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,193 | $1.41M | 0.06% | +84+1.4% | Added |
| Shorepoint Capital Partners LLC | 6,233 | $1.41M | 0.38% | −237−3.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,232 | $1.41M | 0.58% | +6,232 | New |
| Mather Group, LLC. | 6,224 | $1.41M | 0.02% | +2,094+50.7% | Added |
| Great Valley Advisor Group, Inc. | 6,183 | $1.40M | 0.05% | +1,092+21.4% | Added |
| Foster & Motley Inc | 6,178 | $1.40M | 0.10% | −191−3.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.39M | 0.85% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,015 | $1.36M | 0.01% | +275+4.8% | Added |
| Creative Financial Designs Inc | 6,014 | $1.36M | 0.14% | −218−3.5% | Reduced |
| Nilsine Partners, LLC | 5,977 | $1.35M | 0.21% | +529+9.7% | Added |
| Legato Capital Management LLC | 5,958 | $1.35M | 0.18% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,946 | $1.34M | 0.07% | −173−2.8% | Reduced |
| TD Private Client Wealth LLC | 5,934 | $1.34M | 0.05% | −461−7.2% | Reduced |
| JT Stratford LLC | 5,919 | $1.34M | 0.31% | +1,755+42.1% | Added |
| Lockheed Martin Investment Management Co | 5,900 | $1.33M | 0.10% | −5,620−48.8% | Reduced |
| Profund Advisors LLC | 5,890 | $1.33M | 0.06% | +1,195+25.5% | Added |
| Left Brain Wealth Management, LLC | 5,882 | $1.33M | 0.77% | +37+0.6% | Added |
| Shayne & Co., LLC | 5,872 | $1.33M | 0.41% | 00.0% | Unchanged |
| Exeter Financial, LLC | 5,873 | $1.32M | 0.64% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,826 | $1.32M | 0.02% | +134+2.4% | Added |
| Qtron Investments LLC | 5,819 | $1.32M | 0.22% | −576−9.0% | Reduced |
| Delta Financial Advisors LLC | 5,818 | $1.31M | 0.57% | −120−2.0% | Reduced |
| Trust Co of Oklahoma | 5,754 | $1.30M | 0.49% | −165−2.8% | Reduced |
| Meeder Advisory Services, Inc. | 5,752 | $1.30M | 0.15% | +263+4.8% | Added |
| Old National Bancorp | 5,691 | $1.29M | 0.03% | +246+4.5% | Added |
| Kingswood Wealth Advisors, LLC | 5,636 | $1.27M | 0.14% | +983+21.1% | Added |
| Balentine LLC | 5,614 | $1.27M | 0.04% | +423+8.1% | Added |
| Gs Investments, Inc. | 5,565 | $1.26M | 0.66% | 00.0% | Unchanged |
| Retireful, LLC | 5,560 | $1.26M | 0.55% | +5,560 | New |
| Signaturefd, LLC | 5,554 | $1.26M | 0.03% | +365+7.0% | Added |
| Providence First Trust Co | 5,540 | $1.25M | 0.62% | +5,540 | New |
| NEOS Investment Management LLC | 5,536 | $1.25M | 0.12% | +1,777+47.3% | Added |
| Valmark Advisers, Inc. | 5,526 | $1.25M | 0.02% | −22−0.4% | Reduced |
| CAPROCK Group, Inc. | 5,495 | $1.25M | 0.08% | −300−5.2% | Reduced |
| BKM Wealth Management, LLC | 5,487 | $1.24M | 0.53% | +5,487 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,475 | $1.24M | 0.22% | +140+2.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,468 | $1.24M | 0.57% | −3,476−38.9% | Reduced |
| Cookson Peirce & Co Inc | 5,464 | $1.24M | 0.07% | +2,274+71.3% | Added |
| Baldwin Investment Management, LLC | 5,442 | $1.23M | 0.19% | +75+1.4% | Added |
| SG Americas Securities, LLC | 5,428 | $1.23M | 0.01% | −5,658−51.0% | Reduced |
| Sippican Capital Advisors | 5,428 | $1.23M | 0.96% | +1,828+50.8% | Added |
| FDx Advisors, Inc. | 5,380 | $1.22M | 0.09% | +397+8.0% | Added |
| Coldstream Capital Management Inc | 5,329 | $1.20M | 0.03% | +1,093+25.8% | Added |
| Paladin Advisory Group, LLC | 5,319 | $1.20M | 0.99% | −455−7.9% | Reduced |
| Viawealth, LLC | 5,305 | $1.20M | 0.82% | −12−0.2% | Reduced |
| Panagora Asset Management Inc | 5,259 | $1.19M | 0.01% | −10,672−67.0% | Reduced |
| Ritholtz Wealth Management | 5,209 | $1.18M | 0.05% | +420+8.8% | Added |
| Parkside Financial Bank & Trust | 5,205 | $1.18M | 0.21% | +2,236+75.3% | Added |
| Roundview Capital LLC | 5,204 | $1.18M | 0.11% | +486+10.3% | Added |
| Csenge Advisory Group | 5,197 | $1.17M | 0.07% | −924−15.1% | Reduced |
| Central Trust Co | 5,193 | $1.17M | 0.03% | −22−0.4% | Reduced |
| Legacy Capital Group California, Inc. | 5,191 | $1.17M | 0.45% | −50−1.0% | Reduced |
| Heritage Trust Co | 5,187 | $1.17M | 0.16% | −568−9.9% | Reduced |
| Simmons Bank | 5,179 | $1.17M | 0.10% | −320−5.8% | Reduced |
| Perpetual Ltd | 5,120 | $1.16M | 0.01% | −1,147−18.3% | Reduced |
| Valley National Advisers Inc | 5,113 | $1.16M | 0.18% | +44+0.9% | Added |
| DF Dent & Co Inc | 5,103 | $1.15M | 0.02% | +1,795+54.3% | Added |
| Fisher Asset Management, LLC | 5,100 | $1.15M | 0.00% | +346+7.3% | Added |