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, Q1 2024
Institutional positions in Chubb Ltd as of Mar 31, 2024. 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
- 1,705
- +120 vs. Q4 2023
- Shares held
- 361.6M
- +160.3K (0.0%) vs. Q4 2023
- Total value
- $93.6B
- +$11.9B (+14.6%) vs. Q4 2023
- New holders
- 191
- 596 more added
- Sold out
- 71
- 650 more reduced
23 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 5,469 | $1.42M | 0.07% | −477−8.0% | Reduced |
| Valmark Advisers, Inc. | 5,526 | $1.43M | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 5,538 | $1.44M | 0.03% | +2,930+112.3% | Added |
| Jacobi Capital Management LLC | 5,557 | $1.44M | 0.13% | +480+9.5% | Added |
| Gs Investments, Inc. | 5,565 | $1.44M | 0.70% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,584 | $1.45M | 0.03% | +30+0.5% | Added |
| TownSquare Capital, LLC | 5,586 | $1.45M | 0.02% | +1,049+23.1% | Added |
| Summit Trail Advisors, LLC | 5,579 | $1.45M | 0.04% | +1,238+28.5% | Added |
| CTC Alternative Strategies, Ltd. | 5,600 | $1.45M | 0.90% | +5,600 | New |
| CAPROCK Group, Inc. | 5,602 | $1.46M | 0.08% | +107+1.9% | Added |
| Shayne & Co., LLC | 5,623 | $1.46M | 0.40% | −249−4.2% | Reduced |
| Buckingham Strategic Partners | 5,623 | $1.46M | 0.04% | +5,623 | New |
| Kingswood Wealth Advisors, LLC | 5,651 | $1.46M | 0.17% | +15+0.3% | Added |
| Stratos Wealth Partners, LTD. | 5,652 | $1.46M | 0.02% | −174−3.0% | Reduced |
| Exeter Financial, LLC | 5,873 | $1.48M | 0.68% | 00.0% | Unchanged |
| Arjuna Capital | 5,724 | $1.48M | 0.42% | +2,455+75.1% | Added |
| Trust Co of Oklahoma | 5,760 | $1.49M | 0.53% | +6+0.1% | Added |
| BKM Wealth Management, LLC | 5,830 | $1.51M | 0.65% | +343+6.3% | Added |
| Meeder Advisory Services, Inc. | 5,834 | $1.51M | 0.15% | +82+1.4% | Added |
| Scotia Capital Inc. | 5,898 | $1.53M | 0.01% | −117−1.9% | Reduced |
| Roundview Capital LLC | 5,919 | $1.53M | 0.13% | +715+13.7% | Added |
| Handelsinvest Investeringsforvaltning | 5,926 | $1.54M | 0.74% | −1,071−15.3% | Reduced |
| Legato Capital Management LLC | 5,958 | $1.54M | 0.19% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 5,963 | $1.55M | 0.38% | −270−4.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,997 | $1.55M | 1.43% | −327−5.2% | Reduced |
| Profund Advisors LLC | 6,034 | $1.56M | 0.06% | +144+2.4% | Added |
| Guyasuta Investment Advisors Inc | 6,921 | $1.56M | 0.11% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 6,058 | $1.57M | 0.76% | +176+3.0% | Added |
| Transatlantique Private Wealth LLC | 6,059 | $1.57M | 0.68% | −376−5.8% | Reduced |
| TD Private Client Wealth LLC | 6,115 | $1.58M | 0.05% | +181+3.1% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.59M | 0.90% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 6,165 | $1.60M | 1.08% | −246−3.8% | Reduced |
| Ascent Group, LLC | 6,182 | $1.60M | 0.14% | +4,901+382.6% | Added |
| Qsemble Capital Management, LP | 6,190 | $1.60M | 0.35% | +6,190 | New |
| Dorsey & Whitney Trust CO LLC | 6,216 | $1.61M | 0.11% | −3,171−33.8% | Reduced |
| Cunning Capital Partners, LP | 6,265 | $1.62M | 0.90% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,285 | $1.63M | 0.06% | +92+1.5% | Added |
| Resources Management Corp | 6,285 | $1.63M | 0.24% | −370−5.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,308 | $1.63M | 0.16% | −1,963−23.7% | Reduced |
| Delta Financial Advisors LLC | 6,377 | $1.65M | 0.65% | +559+9.6% | Added |
| Chase Investment Counsel Corp | 6,395 | $1.66M | 0.62% | +2,400+60.1% | Added |
| Portfolio Design Labs, LLC | 6,441 | $1.67M | 0.56% | +6,441 | New |
| Journey Advisory Group, LLC | 6,477 | $1.68M | 0.21% | −10−0.2% | Reduced |
| Cordatus Wealth Management LLC | 6,488 | $1.68M | 1.22% | −25−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 6,588 | $1.71M | 0.25% | −1,441−17.9% | Reduced |
| JT Stratford LLC | 6,605 | $1.71M | 0.34% | +686+11.6% | Added |
| Investment Management Corp of Ontario | 6,629 | $1.72M | 0.05% | −3,000−31.2% | Reduced |
| USA Financial Portformulas Corp | 6,637 | $1.72M | 0.28% | +4,869+275.4% | Added |
| Insigneo Advisory Services, LLC | 6,622 | $1.72M | 0.20% | +6,622 | New |
| J. W. Coons Advisors, LLC | 6,658 | $1.73M | 0.39% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 6,662 | $1.73M | 0.15% | +297+4.7% | Added |
| Quadcap Wealth Management, LLC | 6,662 | $1.73M | 0.39% | −1,221−15.5% | Reduced |
| Horizon Investments, LLC | 6,679 | $1.73M | 0.05% | −235−3.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,708 | $1.74M | 0.61% | +476+7.6% | Added |
| Lincoln National Corp | 6,760 | $1.75M | 0.03% | −26−0.4% | Reduced |
| Panagora Asset Management Inc | 6,784 | $1.76M | 0.01% | +1,525+29.0% | Added |
| Sumitomo Life Insurance Co | 6,790 | $1.76M | 0.05% | −268−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 6,820 | $1.77M | 0.02% | −2,133−23.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,836 | $1.77M | 0.05% | +220+3.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,847 | $1.77M | 0.93% | +117+1.7% | Added |
| Delphi Management Inc | 6,863 | $1.78M | 1.38% | −210−3.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,839 | $1.78M | 0.14% | −300−4.2% | Reduced |
| CIBC World Markets Inc. | 6,869 | $1.78M | 0.00% | −57−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 6,932 | $1.80M | 0.05% | +3,634+110.2% | Added |
| TFG Advisers LLC | 6,938 | $1.80M | 0.70% | +124+1.8% | Added |
| Family Legacy, Inc. | 6,961 | $1.80M | 0.65% | −241−3.3% | Reduced |
| DoubleLine ETF Adviser LP | 7,002 | $1.81M | 0.46% | +220+3.2% | Added |
| Monarch Capital Management Inc | 6,999 | $1.82M | 0.51% | −121−1.7% | Reduced |
| Merit Financial Group, LLC | 7,320 | $1.82M | 0.04% | +2,455+50.5% | Added |
| Lester Murray Antman dba SimplyRich | 7,023 | $1.82M | 0.59% | +74+1.1% | Added |
| Snowden Capital Advisors LLC | 7,024 | $1.83M | 0.06% | +525+8.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,270 | $1.83M | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 7,142 | $1.85M | 0.06% | −1,225−14.6% | Reduced |
| King Luther Capital Management Corp | 7,145 | $1.85M | 0.01% | −50−0.7% | Reduced |
| Lincoln Capital LLC | 7,153 | $1.85M | 0.41% | +8+0.1% | Added |
| Inscription Capital, LLC | 7,208 | $1.87M | 0.31% | +911+14.5% | Added |
| Fruth Investment Management | 7,213 | $1.87M | 0.48% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,226 | $1.87M | 0.33% | +98+1.4% | Added |
| Aries Wealth Management | 7,247 | $1.88M | 0.61% | −91−1.2% | Reduced |
| Altman Advisors, Inc. | 7,301 | $1.88M | 0.91% | +165+2.3% | Added |
| Qtron Investments LLC | 7,266 | $1.88M | 0.27% | +1,447+24.9% | Added |
| Wedbush Securities Inc | 7,267 | $1.88M | 0.07% | +883+13.8% | Added |
| Security National Bank | 7,324 | $1.90M | 0.29% | +329+4.7% | Added |
| Bowen Hanes & Co Inc | 7,327 | $1.90M | 0.05% | −30.0% | Reduced |
| Central Valley Advisors, LLC | 7,338 | $1.90M | 0.98% | +415+6.0% | Added |
| Herold Advisors, Inc. | 7,367 | $1.91M | 0.46% | −3,792−34.0% | Reduced |
| Ritholtz Wealth Management | 7,383 | $1.91M | 0.07% | +2,174+41.7% | Added |
| HighPoint Advisor Group LLC | 7,601 | $1.94M | 0.14% | −111−1.4% | Reduced |
| We Are One Seven, LLC | 7,468 | $1.94M | 0.10% | −977−11.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,476 | $1.94M | 0.83% | +97+1.3% | Added |
| Gamco Investors, Inc. Et Al | 7,476 | $1.94M | 0.02% | −30.0% | Reduced |
| Parkside Financial Bank & Trust | 7,476 | $1.94M | 0.31% | +2,271+43.6% | Added |
| Sciencast Management LP | 7,478 | $1.94M | 1.18% | +7,478 | New |
| Davidson Trust Co | 7,541 | $1.95M | 1.14% | −98−1.3% | Reduced |
| Trexquant Investment LP | 7,542 | $1.95M | 0.04% | −5,950−44.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 7,663 | $1.99M | 0.06% | −5,134−40.1% | Reduced |
| ISAM Funds (UK) Ltd | 7,707 | $2.00M | 1.14% | +7,707 | New |
| Oak Harbor Wealth Partners, LLC | 7,709 | $2.00M | 0.62% | +30+0.4% | Added |
| Alaethes Wealth LLC | 7,708 | $2.00M | 0.88% | −193−2.4% | Reduced |
| Burney Co | 7,761 | $2.01M | 0.08% | −18,426−70.4% | Reduced |