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 |
|---|---|---|---|---|---|
| Castlekeep Investment Advisors LLC | 5,091 | $1.15M | 0.82% | +5,091 | New |
| Jacobi Capital Management LLC | 5,077 | $1.15M | 0.12% | −394−7.2% | Reduced |
| Monte Financial Group, LLC | 5,044 | $1.14M | 0.53% | +71+1.4% | Added |
| Steward Partners Investment Solutions, LLC | 5,017 | $1.13M | 0.47% | +5,017 | New |
| Ally Financial Inc. | 5,000 | $1.13M | 0.15% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 5,000 | $1.13M | 0.64% | +5,000 | New |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.12M | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,941 | $1.12M | 0.08% | −46−0.9% | Reduced |
| Parallel Advisors, LLC | 4,929 | $1.11M | 0.03% | +96+2.0% | Added |
| Summitry LLC | 4,921 | $1.11M | 0.06% | −69−1.4% | Reduced |
| Asset Dedication, LLC | 4,912 | $1.11M | 0.09% | +9+0.2% | Added |
| Relyea Zuckerberg Hanson LLC | 4,886 | $1.10M | 0.22% | +8+0.2% | Added |
| Merit Financial Group, LLC | 4,865 | $1.10M | 0.03% | −192−3.8% | Reduced |
| Summit Global Investments | 4,850 | $1.10M | 0.07% | −11,202−69.8% | Reduced |
| Trust Asset Management LLC | 4,830 | $1.09M | 0.11% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,828 | $1.09M | 0.16% | +10.0% | Added |
| Achmea Investment Management B.V. | 4,824 | $1.09M | 0.02% | +2,996+163.9% | Added |
| McDonald Partners LLC | 4,814 | $1.09M | 0.32% | −9−0.2% | Reduced |
| Dakota Wealth Management | 4,812 | $1.09M | 0.04% | +841+21.2% | Added |
| Forum Financial Management, LP | 4,808 | $1.09M | 0.02% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 4,807 | $1.09M | 0.08% | −8−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 4,792 | $1.08M | 0.06% | +25+0.5% | Added |
| Banque Pictet & Cie SA | 4,780 | $1.08M | 0.01% | −10,729−69.2% | Reduced |
| Parsons Capital Management Inc | 4,779 | $1.08M | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,765 | $1.08M | 0.13% | +193+4.2% | Added |
| Rehmann Capital Advisory Group | 4,736 | $1.07M | 0.09% | −780−14.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,692 | $1.06M | 0.04% | +777+19.8% | Added |
| Campbell & CO Investment Adviser LLC | 4,674 | $1.06M | 0.10% | +4,674 | New |
| PFS Partners, LLC | 4,665 | $1.05M | 0.72% | +8+0.2% | Added |
| Field & Main Bank | 4,655 | $1.05M | 0.44% | +265+6.0% | Added |
| Ballast, Inc. | 4,610 | $1.04M | 0.36% | −19−0.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,570 | $1.03M | 0.82% | −49−1.1% | Reduced |
| Meridian Wealth Advisors, LLC | 4,567 | $1.03M | 0.23% | +10.0% | Added |
| Stablepoint Partners, LLC | 4,556 | $1.03M | 0.26% | +4,556 | New |
| Financial Insights, Inc. | 4,548 | $1.03M | 0.32% | +150+3.4% | Added |
| TownSquare Capital, LLC | 4,537 | $1.03M | 0.02% | −604−11.7% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,500 | $1.02M | 0.56% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,494 | $1.02M | 0.06% | +4,494 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,475 | $1.01M | 0.07% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,463 | $1.01M | 0.14% | +4,463 | New |
| New Century Financial Group, LLC | 4,405 | $995.5K | 0.86% | +4,405 | New |
| Silvant Capital Management LLC | 4,384 | $994.6K | 0.05% | −30−0.7% | Reduced |
| Perigon Wealth Management, LLC | 4,388 | $991.6K | 0.03% | +334+8.2% | Added |
| RMR Wealth Builders | 4,372 | $988.1K | 0.14% | +152+3.6% | Added |
| Wedmont Private Capital | 4,363 | $987.0K | 0.08% | +630+16.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,361 | $985.6K | 0.06% | −721−14.2% | Reduced |
| Cigna Investments Inc | 4,357 | $985.0K | 0.20% | −32−0.7% | Reduced |
| Summit Trail Advisors, LLC | 4,341 | $984.7K | 0.03% | +236+5.7% | Added |
| Monetary Management Group Inc | 4,355 | $984.2K | 0.31% | −100−2.2% | Reduced |
| Mainstay Capital Management LLC | 4,324 | $977.2K | 0.19% | +723+20.1% | Added |
| AMG National Trust Bank | 4,320 | $976.3K | 0.03% | −135−3.0% | Reduced |
| WCM Investment Management, LLC | 4,343 | $974.7K | 0.00% | −98−2.2% | Reduced |
| Hancock Whitney Corp | 4,267 | $964.3K | 0.04% | +395+10.2% | Added |
| Quadrant Capital Group LLC | 4,262 | $963.2K | 0.08% | +527+14.1% | Added |
| Kingsview Wealth Management, LLC | 4,236 | $957.2K | 0.03% | −34−0.8% | Reduced |
| Lakeside Advisors, INC. | 4,228 | $955.5K | 0.66% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,228 | $955.5K | 0.48% | +4,228 | New |
| Cito Capital Group, LLC | 4,200 | $953.0K | 0.41% | +1,000+31.3% | Added |
| CSU Producer Resources, Inc. | 4,213 | $952.1K | 3.34% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,188 | $950.1K | 0.37% | −60−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 4,199 | $948.9K | 0.08% | +87+2.1% | Added |
| Morningstar Investment Services LLC | 4,224 | $948.0K | 0.01% | +4,224 | New |
| Westhampton Capital, LLC | 4,190 | $946.9K | 0.56% | +500+13.6% | Added |
| Wade G W & Inc | 4,184 | $946.0K | 0.03% | +12+0.3% | Added |
| Atlas Private Wealth Management | 4,176 | $943.7K | 0.44% | +93+2.3% | Added |
| Camden Capital, LLC | 4,164 | $941.1K | 0.10% | +423+11.3% | Added |
| Applied Capital LLC | 4,149 | $937.7K | 0.86% | −100−2.4% | Reduced |
| Invera Wealth Advisors, LLC | 4,129 | $933.2K | 0.58% | +4,129 | New |
| Essex Financial Services, Inc. | 4,116 | $930.4K | 0.10% | +85+2.1% | Added |
| Beach Investment Counsel Inc | 4,078 | $922.0K | 0.11% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,077 | $921.4K | 0.67% | +4,077 | New |
| REDW Wealth LLC | 4,070 | $919.8K | 0.26% | −1,764−30.2% | Reduced |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.44% | +24+0.5% | Added |
| InTrack Investment Management Inc | 4,056 | $916.7K | 0.69% | +56+1.4% | Added |
| MGB Wealth Management, LLC | 4,048 | $914.3K | 0.46% | +4,048 | New |
| Meadow Creek Wealth Advisors LLC | 4,023 | $909.3K | 0.88% | +4,023 | New |
| Jefferies Financial Group Inc. | 4,016 | $907.6K | 0.01% | −21,384−84.2% | Reduced |
| Chase Investment Counsel Corp | 3,995 | $902.0K | 0.40% | +55+1.4% | Added |
| Capstone Investment Advisors, LLC | 3,985 | $900.6K | 0.02% | +1,511+61.1% | Added |
| Lake Street Financial LLC | 3,968 | $896.8K | 0.14% | −1,764−30.8% | Reduced |
| FC Advisory LLC | 3,964 | $895.9K | 0.35% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,963 | $895.6K | 0.18% | 00.0% | Unchanged |
| Trust Point Inc. | 3,962 | $895.4K | 0.07% | +3,962 | New |
| Montag A & Associates Inc | 3,945 | $893.2K | 0.05% | 00.0% | Unchanged |
| Millennium Management LLC | 3,936 | $889.5K | 0.00% | −406,580−99.0% | Reduced |
| Apexium Financial, LP | 3,930 | $888.2K | 0.06% | +1,472+59.9% | Added |
| Wealthcare Advisory Partners LLC | 3,918 | $885.5K | 0.04% | +2,290+140.7% | Added |
| Mill Capital Management, LLC | 3,892 | $879.6K | 0.08% | −923−19.2% | Reduced |
| WSFS Capital Management, LLC | 3,887 | $878.5K | 0.05% | +157+4.2% | Added |
| Fiduciary Group LLC | 3,859 | $872.1K | 0.10% | −340−8.1% | Reduced |
| Entropy Technologies, LP | 3,846 | $869.2K | 0.16% | +3,846 | New |
| KRS Capital Management, LLC | 3,832 | $866.1K | 0.81% | +182+5.0% | Added |
| Bank of Hawaii | 3,831 | $865.8K | 0.05% | −28−0.7% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,812 | $861.5K | 0.92% | +3,812 | New |
| IHT Wealth Management, LLC | 3,754 | $848.3K | 0.04% | +58+1.6% | Added |
| Sierra Summit Advisors LLC | 3,733 | $843.7K | 0.25% | +3,733 | New |
| Hamilton Capital Partners Inc. | 3,730 | $843.0K | 0.17% | −1,070−22.3% | Reduced |
| Harbour Capital Advisors, LLC | 3,709 | $839.8K | 0.23% | −400−9.7% | Reduced |
| CWS Financial Advisors, LLC | 3,715 | $839.6K | 0.32% | −435−10.5% | Reduced |
| Epiq Partners, LLC | 3,714 | $839.4K | 0.60% | 00.0% | Unchanged |