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 |
|---|---|---|---|---|---|
| Vestcor Inc | 7,779 | $2.02M | 0.07% | −917−10.5% | Reduced |
| Ambassador Advisors, LLC | 7,788 | $2.02M | 0.37% | +5,281+210.7% | Added |
| Dividend Assets Capital, LLC | 7,815 | $2.02M | 0.43% | −63−0.8% | Reduced |
| First Trust Investment Solutions L.P. | 7,849 | $2.03M | 0.36% | +6,872+703.4% | Added |
| Banque Cantonale Vaudoise | 7,850 | $2.03M | 0.08% | −3,960−33.5% | Reduced |
| Neville Rodie & Shaw Inc | 7,899 | $2.05M | 0.16% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 7,963 | $2.05M | 0.07% | +7,963 | New |
| Ghe, LLC | 7,930 | $2.06M | 0.95% | +14+0.2% | Added |
| Naples Global Advisors, LLC | 7,912 | $2.06M | 0.21% | +20+0.3% | Added |
| Van Leeuwen & Company, LLC | 7,990 | $2.07M | 1.05% | +49+0.6% | Added |
| Advent Capital Management | 8,000 | $2.07M | 0.05% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 8,082 | $2.09M | 0.01% | +111+1.4% | Added |
| Inceptionr LLC | 8,114 | $2.10M | 0.54% | +8,114 | New |
| Mirabella Financial Services LLP | 8,119 | $2.10M | 0.15% | +3,656+81.9% | Added |
| Pinnacle Financial Partners Inc | 8,127 | $2.11M | 0.05% | −234−2.8% | Reduced |
| Argent Trust Co | 8,268 | $2.14M | 0.10% | −16−0.2% | Reduced |
| Criterion Capital Advisors, LLC | 8,278 | $2.15M | 1.43% | −624−7.0% | Reduced |
| Nebula Research & Development LLC | 8,303 | $2.15M | 0.46% | +8,303 | New |
| Alpine Global Management, LLC | 8,319 | $2.16M | 0.42% | +8,319 | New |
| Douglass Winthrop Advisors, LLC | 8,375 | $2.17M | 0.04% | +200+2.4% | Added |
| Hyman Charles D | 8,400 | $2.18M | 0.12% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 8,414 | $2.18M | 0.04% | −39,855−82.6% | Reduced |
| Integrated Wealth Concepts LLC | 8,437 | $2.19M | 0.03% | +640+8.2% | Added |
| Fulton Bank, N.A. | 8,442 | $2.19M | 0.09% | −44−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,457 | $2.19M | 0.23% | +299+3.7% | Added |
| Simplicity Wealth,LLC | 8,461 | $2.19M | 0.05% | +8,461 | New |
| A. D. Beadell Investment Counsel, Inc. | 8,485 | $2.20M | 1.92% | −50−0.6% | Reduced |
| Bleakley Financial Group, LLC | 8,489 | $2.20M | 0.06% | +289+3.5% | Added |
| Exencial Wealth Advisors, LLC | 8,550 | $2.22M | 0.08% | +717+9.2% | Added |
| Avitas Wealth Management LLC | 8,565 | $2.22M | 0.34% | +102+1.2% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $2.23M | 0.74% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,608 | $2.23M | 0.04% | +474+5.8% | Added |
| Pictet North America Advisors SA | 8,665 | $2.25M | 0.25% | −827−8.7% | Reduced |
| Peterson Wealth Services | 8,703 | $2.26M | 0.82% | +428+5.2% | Added |
| Clearstead Advisors, LLC | 8,873 | $2.26M | 0.11% | +218+2.5% | Added |
| National Asset Management, Inc. | 10,873 | $2.27M | 0.06% | +297+2.8% | Added |
| Bowman & Co S.C. | 8,833 | $2.29M | 1.38% | −151−1.7% | Reduced |
| Epoch Investment Partners, Inc. | 8,843 | $2.29M | 0.01% | −912−9.3% | Reduced |
| Smith, Salley & Associates | 8,848 | $2.29M | 0.18% | −2,089−19.1% | Reduced |
| Allworth Financial LP | 8,872 | $2.30M | 0.02% | +1,223+16.0% | Added |
| Resources Investment Advisors, LLC. | 8,887 | $2.30M | 0.04% | −748−7.8% | Reduced |
| Summit Financial, LLC | 8,865 | $2.30M | 0.14% | −295−3.2% | Reduced |
| Round Rock Advisors, LLC | 8,895 | $2.30M | 0.55% | −420−4.5% | Reduced |
| NewEdge Wealth, LLC | 9,281 | $2.32M | 0.05% | +2,114+29.5% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.34M | 0.30% | 00.0% | Unchanged |
| KKM Financial LLC | 9,080 | $2.35M | 1.15% | +1,122+14.1% | Added |
| Argyle Capital Management Inc. | 9,084 | $2.35M | 0.91% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 9,093 | $2.36M | 0.32% | +369+4.2% | Added |
| Gabelli Funds LLC | 9,105 | $2.36M | 0.02% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 9,120 | $2.36M | 0.09% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 9,164 | $2.38M | 1.65% | −456−4.7% | Reduced |
| Haverford Trust Co | 9,170 | $2.38M | 0.02% | −105−1.1% | Reduced |
| NEOS Investment Management LLC | 9,196 | $2.38M | 0.15% | +3,660+66.1% | Added |
| Nilsine Partners, LLC | 9,238 | $2.39M | 0.33% | +3,261+54.6% | Added |
| American Trust | 9,311 | $2.41M | 0.22% | −24,423−72.4% | Reduced |
| Ostrum Asset Management | 9,327 | $2.42M | 0.19% | −9,829−51.3% | Reduced |
| Wright Investors Service Inc | 9,337 | $2.42M | 0.61% | −69−0.7% | Reduced |
| Stephens Inc | 9,345 | $2.42M | 0.04% | +654+7.5% | Added |
| NBT Bank N A | 9,359 | $2.43M | 0.18% | −6−0.1% | Reduced |
| Buckhead Capital Management LLC | 9,365 | $2.43M | 0.82% | −1,390−12.9% | Reduced |
| Mission Wealth Management, LP | 9,453 | $2.45M | 0.07% | −623−6.2% | Reduced |
| New Potomac Partners, LLC | 9,492 | $2.46M | 1.37% | −132−1.4% | Reduced |
| Schechter Investment Advisors, LLC | 9,509 | $2.46M | 0.18% | −497−5.0% | Reduced |
| Ibex Wealth Advisors | 11,235 | $2.48M | 0.67% | +11,235 | New |
| West Michigan Advisors, LLC | 9,598 | $2.49M | 0.81% | +51+0.5% | Added |
| First Hawaiian Bank | 9,636 | $2.50M | 0.08% | −523−5.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,641 | $2.50M | 0.03% | −126−1.3% | Reduced |
| Moneta Group Investment Advisors LLC | 9,646 | $2.50M | 0.04% | +623+6.9% | Added |
| Nelson Capital Management, LLC | 9,666 | $2.50M | 0.48% | +280+3.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 9,670 | $2.51M | 0.15% | +5,195+116.1% | Added |
| HMS Capital Management, LLC | 9,719 | $2.52M | 1.40% | −828−7.9% | Reduced |
| Wetherby Asset Management Inc | 9,732 | $2.52M | 0.12% | −22−0.2% | Reduced |
| Lantz Financial LLC | 9,751 | $2.53M | 0.81% | −51−0.5% | Reduced |
| Bayesian Capital Management, LP | 9,786 | $2.54M | 0.24% | +743+8.2% | Added |
| Nations Financial Group Inc, | 9,835 | $2.55M | 0.21% | −63−0.6% | Reduced |
| Compass Wealth Management LLC | 9,856 | $2.55M | 0.64% | +789+8.7% | Added |
| IFG Advisory, LLC | 9,894 | $2.56M | 0.19% | −2,598−20.8% | Reduced |
| Marathon Capital Management | 9,965 | $2.58M | 0.62% | +35+0.4% | Added |
| Griffin Asset Management, Inc. | 9,988 | $2.59M | 0.31% | +154+1.6% | Added |
| Cary Street Partner Investment Advisory LLC | 9,996 | $2.59M | 0.11% | +718+7.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,051 | $2.60M | 0.20% | +10,051 | New |
| Occidental Asset Management, LLC | 10,136 | $2.63M | 0.49% | +1,661+19.6% | Added |
| Geneos Wealth Management Inc. | 10,179 | $2.64M | 0.12% | −150−1.5% | Reduced |
| Private Trust Co NA | 10,271 | $2.66M | 0.29% | +484+4.9% | Added |
| Accurate Wealth Management, LLC | 10,660 | $2.67M | 0.78% | −115−1.1% | Reduced |
| Centiva Capital, LP | 10,297 | $2.67M | 0.15% | +5,803+129.1% | Added |
| CFS Investment Advisory Services, LLC | 10,481 | $2.72M | 0.46% | −249−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 10,598 | $2.75M | 0.09% | −170−1.6% | Reduced |
| Moors & Cabot, Inc. | 10,602 | $2.75M | 0.15% | +333+3.2% | Added |
| Private Advisor Group, LLC | 10,603 | $2.75M | 0.02% | +893+9.2% | Added |
| Dynamic Advisor Solutions LLC | 10,634 | $2.76M | 0.09% | +203+1.9% | Added |
| Legacy Private Trust Co. | 10,702 | $2.77M | 0.20% | +388+3.8% | Added |
| Hamilton Capital Partners Inc. | 10,782 | $2.79M | 0.34% | +7,052+189.1% | Added |
| Principal Securities, Inc. | 10,783 | $2.79M | 0.09% | −546−4.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 10,585 | $2.81M | 1.42% | −50.0% | Reduced |
| Main Street Financial Solutions, LLC | 11,017 | $2.85M | 0.30% | +58+0.5% | Added |
| CWM, LLC | 11,060 | $2.87M | 0.01% | +1,188+12.0% | Added |
| Intech Investment Management LLC | 11,142 | $2.89M | 0.04% | −26,413−70.3% | Reduced |
| Boston Private Wealth LLC | 11,205 | $2.90M | 0.06% | −181−1.6% | Reduced |
| Tiaa Trust, National Association | 11,242 | $2.91M | 0.01% | −1,474−11.6% | Reduced |