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 |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 120 | $31.1K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 125 | $32.4K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 130 | $33.7K | 0.00% | −100−43.5% | Reduced |
| Providence Capital Advisors, LLC | 131 | $33.9K | 0.01% | −50−27.6% | Reduced |
| Tfo-TDC, LLC | 131 | $33.9K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 132 | $34.3K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 133 | $34.6K | 0.02% | +60+82.2% | Added |
| Fortitude Family Office, LLC | 134 | $34.7K | 0.02% | −129−49.0% | Reduced |
| SOA Wealth Advisors, LLC. | 134 | $34.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 135 | $35.0K | 0.00% | −90−40.0% | Reduced |
| RFP Financial Group LLC | 137 | $35.5K | 0.01% | +20+17.1% | Added |
| ZRC Wealth Management, LLC | 140 | $36.3K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 143 | $37.1K | 0.00% | +39+37.5% | Added |
| Scarborough Advisors, LLC | 149 | $38.6K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 150 | $38.9K | 0.01% | +51+51.5% | Added |
| Main Street Group, LTD | 152 | $39.2K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 152 | $39.5K | 0.00% | +52+52.0% | Added |
| Legend Financial Advisors, Inc. | 154 | $39.9K | 0.03% | +50+48.1% | Added |
| Sachetta, LLC | 178 | $40.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 156 | $40.4K | 0.02% | +93+147.6% | Added |
| Colonial Trust Co | 159 | $41.2K | 0.01% | −609−79.3% | Reduced |
| Bangor Savings Bank | 162 | $42.0K | 0.00% | −2−1.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 164 | $42.5K | 0.01% | +164 | New |
| Rosenberg Matthew Hamilton | 167 | $43.0K | 0.01% | −31−15.7% | Reduced |
| Armstrong Advisory Group, Inc | 194 | $43.8K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 170 | $44.1K | 0.03% | +170 | New |
| Annapolis Financial Services, LLC | 173 | $44.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 175 | $45.3K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $46.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 180 | $46.6K | 0.01% | +180 | New |
| Park Place Capital Corp | 183 | $47.4K | 0.02% | −112−38.0% | Reduced |
| First United Bank Trust | 183 | $47.4K | 0.02% | −9−4.7% | Reduced |
| Tompkins Financial Corp | 189 | $49.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 193 | $50.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 204 | $52.9K | 0.01% | +2+1.0% | Added |
| Planning Capital Management Corp | 209 | $54.2K | 0.04% | −2−0.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 213 | $55.2K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 215 | $55.7K | 0.01% | −12−5.3% | Reduced |
| Addison Advisors LLC | 215 | $55.7K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 217 | $56.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 224 | $58.0K | 0.01% | +153+215.5% | Added |
| Boyd Watterson Asset Management LLC | 226 | $58.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 228 | $59.1K | 0.02% | +219+2,433.3% | Added |
| Sound Income Strategies, LLC | 232 | $60.1K | 0.00% | +205+759.3% | Added |
| Transamerica Financial Advisors, Inc. | 235 | $61.0K | 0.01% | −427−64.5% | Reduced |
| Larson Financial Group LLC | 235 | $61.0K | 0.00% | −26−10.0% | Reduced |
| Oakmont Corp | 240 | $62.2K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 242 | $62.7K | 0.05% | +242 | New |
| Horizons Wealth Management | 282 | $63.7K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 247 | $64.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 261 | $67.6K | 0.02% | +261 | New |
| Acima Private Wealth, LLC | 264 | $68.4K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 264 | $68.4K | 0.01% | +264 | New |
| Fernwood Investment Management, LLC | 266 | $68.9K | 0.02% | +266 | New |
| Salomon & Ludwin, LLC | 268 | $69.4K | 0.01% | +91+51.4% | Added |
| Gables Capital Management Inc. | 275 | $71.3K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 276 | $71.5K | 0.04% | +1+0.4% | Added |
| Granite FO LLC | 260 | $72.5K | 0.04% | −60−18.8% | Reduced |
| Private Wealth Management Group, LLC | 284 | $73.6K | 0.03% | −1−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 287 | $74.4K | 0.00% | −6−2.0% | Reduced |
| Front Row Advisors LLC | 291 | $75.7K | 0.03% | +291 | New |
| Hantz Financial Services, Inc. | 299 | $77.0K | 0.00% | −18−5.7% | Reduced |
| HHM Wealth Advisors, LLC | 300 | $77.7K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 313 | $81.1K | 0.03% | −55−14.9% | Reduced |
| Castleview Partners, LLC | 331 | $85.8K | 0.05% | −4−1.2% | Reduced |
| BFSG, LLC | 335 | $86.8K | 0.01% | +49+17.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 335 | $86.9K | 0.02% | +335 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 337 | $87.3K | 0.17% | +337 | New |
| Cassady Schiller Wealth Management, LLC | 347 | $89.9K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 361 | $93.5K | 0.05% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 361 | $93.5K | 0.03% | +361 | New |
| Westpac Banking Corp | 365 | $94.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 374 | $96.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 377 | $97.7K | 0.01% | −17−4.3% | Reduced |
| Sandy Spring Bank | 379 | $98.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 381 | $98.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 382 | $99.0K | 0.07% | −3−0.8% | Reduced |
| Hexagon Capital Partners LLC | 406 | $105.2K | 0.02% | +18+4.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 410 | $106.2K | 0.05% | +180+78.3% | Added |
| Kathleen S. Wright Associates Inc. | 420 | $108.8K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 422 | $109.4K | 0.05% | +42+11.1% | Added |
| Carolinas Wealth Consulting LLC | 422 | $109.8K | 0.02% | +7+1.7% | Added |
| Pinnacle Bancorp, Inc. | 424 | $109.9K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 425 | $110.1K | 0.07% | +425 | New |
| Operose Advisors LLC | 429 | $111.2K | 0.04% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 432 | $111.9K | 0.61% | −19−4.2% | Reduced |
| Cedar Wealth Management, LLC | 443 | $114.8K | 0.04% | +443 | New |
| Bray Capital Advisors | 446 | $115.6K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 463 | $120.0K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 466 | $120.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 470 | $121.8K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 475 | $123.1K | 0.03% | 00.0% | Unchanged |
| Logan Capital Management Inc | 477 | $123.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 497 | $126.2K | 0.00% | −7−1.4% | Reduced |
| CNB Bank | 492 | $127.5K | 0.06% | +49+11.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 495 | $128.7K | 0.05% | +58+13.3% | Added |
| Norwood Financial Corp | 500 | $129.6K | 0.19% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 500 | $129.6K | 0.03% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 500 | $129.6K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 502 | $130.1K | 0.15% | −72−12.5% | Reduced |