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 |
|---|---|---|---|---|---|
| Second Half Financial Partners, LLC | 11,296 | $2.93M | 1.30% | +11,296 | New |
| LVW Advisors, LLC | 11,298 | $2.93M | 0.50% | −261−2.3% | Reduced |
| Colony Group, LLC | 11,392 | $2.95M | 0.02% | +9,102+397.5% | Added |
| Level Four Advisory Services, LLC | 13,069 | $2.95M | 0.16% | +102+0.8% | Added |
| Prio Wealth Limited Partnership | 11,423 | $2.96M | 0.09% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 11,509 | $2.98M | 0.73% | −42−0.4% | Reduced |
| Hanson & Doremus Investment Management | 11,516 | $2.98M | 0.51% | +1,039+9.9% | Added |
| Regency Capital Management Inc. | 11,619 | $3.01M | 1.92% | +8,955+336.1% | Added |
| Gunn & Co Investment Management, Inc. | 11,630 | $3.01M | 2.27% | −135,172−92.1% | Reduced |
| Leuthold Group, LLC | 11,703 | $3.03M | 0.34% | +11,703 | New |
| United Services Automobile Association | 11,846 | $3.07M | 0.08% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 11,975 | $3.10M | 1.07% | +4,335+56.7% | Added |
| Van Eck Associates Corp | 11,984 | $3.10M | 0.00% | −1,044−8.0% | Reduced |
| Texas Yale Capital Corp. | 11,992 | $3.11M | 0.14% | +66+0.6% | Added |
| Advisors Asset Management, Inc. | 12,109 | $3.14M | 0.06% | −4,989−29.2% | Reduced |
| First National Trust Co | 12,111 | $3.14M | 0.13% | −619−4.9% | Reduced |
| Confluence Wealth Services, Inc. | 12,121 | $3.14M | 0.28% | +1,901+18.6% | Added |
| Phoenix Wealth Advisors | 12,167 | $3.15M | 1.92% | −273−2.2% | Reduced |
| First National Advisers, LLC | 13,568 | $3.16M | 0.71% | +1,339+10.9% | Added |
| Bokf, NA | 12,334 | $3.17M | 0.06% | −431−3.4% | Reduced |
| Jackson Square Capital, LLC | 12,394 | $3.21M | 0.83% | −2,130−14.7% | Reduced |
| Slow Capital, Inc. | 12,519 | $3.25M | 0.52% | +213+1.7% | Added |
| apricus wealth, LLC | 12,559 | $3.25M | 2.29% | −673−5.1% | Reduced |
| Park Avenue Securities LLC | 12,605 | $3.27M | 0.04% | −1,258−9.1% | Reduced |
| Brown Miller Wealth Management, LLC | 12,610 | $3.27M | 1.44% | +482+4.0% | Added |
| MV Capital Management, Inc. | 12,633 | $3.27M | 0.37% | +393+3.2% | Added |
| Horiko Capital Management LLC | 12,660 | $3.28M | 1.00% | −393−3.0% | Reduced |
| Fisher Asset Management, LLC | 12,672 | $3.28M | 0.00% | +7,572+148.5% | Added |
| Northcape Wealth Management, LLC | 12,693 | $3.29M | 1.20% | −338−2.6% | Reduced |
| Wunderlich Capital Managemnt | 12,757 | $3.31M | 1.49% | −659−4.9% | Reduced |
| Vinva Investment Management Ltd | 12,890 | $3.34M | 0.19% | −455−3.4% | Reduced |
| Patten Group, Inc. | 12,893 | $3.34M | 0.82% | −9−0.1% | Reduced |
| Prospera Financial Services Inc | 12,956 | $3.36M | 0.10% | +551+4.4% | Added |
| Karpas Strategies, LLC | 13,015 | $3.37M | 1.05% | −41−0.3% | Reduced |
| McRae Capital Management Inc | 13,319 | $3.45M | 0.76% | +6,860+106.2% | Added |
| Vident Advisory, LLC | 13,342 | $3.46M | 0.07% | −181−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,374 | $3.47M | 0.24% | −1,161−8.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,381 | $3.47M | 0.40% | +100+0.8% | Added |
| Unison Advisors LLC | 13,370 | $3.48M | 0.34% | +74+0.6% | Added |
| Delta Capital Management LLC | 13,447 | $3.48M | 2.31% | 00.0% | Unchanged |
| Adviser Investments LLC | 13,484 | $3.49M | 0.05% | −139−1.0% | Reduced |
| Veriti Management LLC | 13,512 | $3.50M | 0.26% | +190+1.4% | Added |
| Investment Research & Advisory Group, Inc. | 13,572 | $3.52M | 1.63% | +169+1.3% | Added |
| Nicollet Investment Management, Inc. | 13,631 | $3.53M | 1.30% | −115−0.8% | Reduced |
| Toroso Investments, LLC | 13,650 | $3.53M | 0.06% | +773+6.0% | Added |
| Everence Capital Management Inc | 13,700 | $3.55M | 0.23% | +3,150+29.9% | Added |
| South Dakota Investment Council | 13,729 | $3.56M | 0.07% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 13,825 | $3.58M | 0.13% | +291+2.2% | Added |
| Atria Wealth Solutions, Inc. | 13,801 | $3.59M | 0.04% | +912+7.1% | Added |
| Concurrent Investment Advisors, LLC | 13,893 | $3.60M | 0.15% | −1,893−12.0% | Reduced |
| Wintrust Investments LLC | 13,958 | $3.62M | 0.32% | +834+6.4% | Added |
| Community Bank, N.A. | 14,025 | $3.63M | 0.48% | −160−1.1% | Reduced |
| Weil Company, Inc. | 14,186 | $3.68M | 1.46% | +41+0.3% | Added |
| Norinchukin Bank, The | 14,188 | $3.68M | 0.11% | −285−2.0% | Reduced |
| Soltis Investment Advisors LLC | 14,205 | $3.68M | 0.41% | +14,205 | New |
| New Hampshire Trust | 14,264 | $3.70M | 0.86% | −146−1.0% | Reduced |
| Somerset Trust Co | 14,283 | $3.70M | 1.51% | +247+1.8% | Added |
| Johnson Investment Counsel Inc | 14,382 | $3.73M | 0.04% | −516−3.5% | Reduced |
| Stonebrook Private Inc. | 14,631 | $3.79M | 1.11% | +1,552+11.9% | Added |
| Thomasville National Bank | 14,636 | $3.79M | 0.31% | +40.0% | Added |
| Bristlecone Advisors, LLC | 14,752 | $3.82M | 0.34% | −14−0.1% | Reduced |
| Boit C F David | 15,365 | $3.84M | 2.10% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,898 | $3.86M | 0.08% | +3,314+28.6% | Added |
| Ar Asset Management Inc | 14,906 | $3.86M | 0.94% | 00.0% | Unchanged |
| Savant Capital, LLC | 14,967 | $3.88M | 0.04% | +572+4.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,975 | $3.88M | 1.61% | +67+0.4% | Added |
| Callodine Capital Management, LP | 15,000 | $3.89M | 0.94% | −30,500−67.0% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $3.90M | 9.25% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 15,118 | $3.92M | 0.03% | −1,564−9.4% | Reduced |
| Brendel Financial Advisors LLC | 15,229 | $3.95M | 4.52% | +12+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,364 | $3.98M | 0.15% | −2,315−13.1% | Reduced |
| 1832 Asset Management L.P. | 15,393 | $3.99M | 0.01% | +1,270+9.0% | Added |
| Financial Advisory Partners, LLC | 15,414 | $3.99M | 1.54% | −2,455−13.7% | Reduced |
| Twin Capital Management Inc | 15,452 | $4.00M | 0.50% | −732−4.5% | Reduced |
| SYSTM Wealth Solutions LLC | 15,462 | $4.01M | 0.51% | −4,035−20.7% | Reduced |
| Walleye Trading LLC | 15,608 | $4.04M | 0.07% | −5,469−25.9% | Reduced |
| Chicago Trust Co NA | 15,754 | $4.08M | 0.84% | −234−1.5% | Reduced |
| Legacy Wealth Management, LLC | 15,828 | $4.10M | 1.85% | 00.0% | Unchanged |
| Coastline Trust Co | 15,987 | $4.14M | 0.50% | −5,645−26.1% | Reduced |
| Cox Capital Mgt LLC | 16,034 | $4.15M | 2.56% | −627−3.8% | Reduced |
| Virginia Wealth Management Group, Inc. | 16,141 | $4.18M | 3.42% | −574−3.4% | Reduced |
| SPC Financial, Inc. | 16,156 | $4.19M | 0.39% | +163+1.0% | Added |
| Romano Brothers and Company | 16,192 | $4.20M | 0.57% | −80.0% | Reduced |
| Citizens National Bank Trust Department | 16,283 | $4.22M | 0.98% | −233−1.4% | Reduced |
| Metropolitan Life Insurance Co | 16,345 | $4.24M | 0.18% | −261−1.6% | Reduced |
| Corbyn Investment Management Inc | 16,502 | $4.28M | 1.89% | −1,926−10.5% | Reduced |
| Plimoth Trust Co LLC | 16,516 | $4.28M | 1.14% | −143−0.9% | Reduced |
| Alpha DNA Investment Management LLC | 16,554 | $4.29M | 2.35% | +3,721+29.0% | Added |
| Prelude Capital Management, LLC | 16,559 | $4.29M | 0.29% | +8,265+99.7% | Added |
| NovaPoint Capital, LLC | 16,636 | $4.31M | 1.51% | −1,535−8.4% | Reduced |
| Central Bank & Trust Co | 16,682 | $4.32M | 0.62% | −5,418−24.5% | Reduced |
| Liberty Capital Management, Inc. | 16,686 | $4.32M | 1.07% | −345−2.0% | Reduced |
| Berkshire Bank | 16,771 | $4.35M | 1.08% | −849−4.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,797 | $4.35M | 1.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,927 | $4.39M | 0.07% | +466+2.8% | Added |
| Radnor Capital Management, LLC | 17,118 | $4.44M | 0.76% | 00.0% | Unchanged |
| Magnetar Financial LLC | 17,154 | $4.45M | 0.10% | +17,154 | New |
| Concorde Financial Corp | 17,168 | $4.46M | 4.06% | +115+0.7% | Added |
| Whittier Trust Co | 17,256 | $4.47M | 0.07% | +885+5.4% | Added |
| Westbourne Investment Advisors, Inc. | 17,335 | $4.49M | 1.65% | +364+2.1% | Added |