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 |
|---|---|---|---|---|---|
| New Covenant Trust Company, N.A. | 515 | $133.5K | 0.13% | +515 | New |
| First Financial Corp | 520 | $134.7K | 0.07% | −161−23.6% | Reduced |
| West Branch Capital LLC | 525 | $135.9K | 0.05% | +2+0.4% | Added |
| GW&K Investment Management, LLC | 533 | $138.0K | 0.00% | +5+0.9% | Added |
| Salem Investment Counselors Inc | 533 | $138.6K | 0.00% | +15+2.9% | Added |
| Union Savings Bank | 536 | $138.9K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 552 | $143.0K | 0.09% | −162−22.7% | Reduced |
| First Foundation Advisors | 552 | $143.0K | 0.01% | +229+70.9% | Added |
| Central Pacific Bank - Trust Division | 570 | $146.7K | 0.02% | +570 | New |
| Harbor Investment Advisory, LLC | 579 | $150.0K | 0.02% | −10−1.7% | Reduced |
| Ancora Advisors, LLC | 599 | $155.2K | 0.00% | −123−17.0% | Reduced |
| Citadel Advisors LLC | 614 | $159.1K | 0.00% | −2,298−78.9% | Reduced |
| Delta Asset Management LLC | 639 | $165.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 640 | $166.4K | 0.01% | +338+111.9% | Added |
| Heritage Wealth Advisors | 646 | $167.4K | 0.01% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 651 | $168.7K | 0.08% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 660 | $171.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 679 | $175.9K | 0.07% | −12−1.7% | Reduced |
| Bruce G. Allen Investments, LLC | 682 | $176.7K | 0.15% | −37−5.1% | Reduced |
| JJJ Advisors Inc. | 690 | $178.9K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 714 | $185.0K | 0.12% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 718 | $186.1K | 0.01% | −106−12.9% | Reduced |
| Capital Analysts, LLC | 737 | $191.0K | 0.01% | +223+43.4% | Added |
| Provenance Wealth Advisors, LLC | 756 | $195.9K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 758 | $196.6K | 0.01% | +9+1.2% | Added |
| Pacifica Partners Inc. | 780 | $199.1K | 0.09% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 777 | $201.3K | 0.06% | +777 | New |
| TrinityPoint Wealth, LLC | 781 | $202.4K | 0.03% | +781 | New |
| Caldwell Trust Co | 782 | $202.6K | 0.02% | +15+2.0% | Added |
| Leelyn Smith, LLC | 784 | $203.2K | 0.04% | +784 | New |
| Godshalk Welsh Capital Management, Inc. | 785 | $203.4K | 0.14% | +785 | New |
| Wedge Capital Management L L P | 786 | $203.7K | 0.00% | +786 | New |
| Southeast Asset Advisors Inc. | 786 | $203.7K | 0.02% | +786 | New |
| Midland Wealth Advisors LLC | 786 | $203.7K | 0.01% | +786 | New |
| Trust Co | 788 | $204.2K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 809 | $204.2K | 0.08% | +525+184.9% | Added |
| Fermata Advisors, LLC | 791 | $205.0K | 0.05% | +791 | New |
| Kornitzer Capital Management Inc | 794 | $205.7K | 0.00% | +794 | New |
| Wealth Management Associates, Inc. | 810 | $206.6K | 0.10% | +810 | New |
| Royal Capital Wealth Management, LLC | 798 | $206.7K | 0.16% | +798 | New |
| GPS Wealth Strategies Group, LLC | 799 | $207.0K | 0.03% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 800 | $207.3K | 0.05% | +800 | New |
| Clark Estates Inc | 800 | $207.3K | 0.03% | +800 | New |
| Rodgers Brothers Inc. | 800 | $207.3K | 0.03% | +800 | New |
| Northeast Financial Consultants Inc | 800 | $207.3K | 0.01% | +800 | New |
| Congress Park Capital LLC | 800 | $207.3K | 0.09% | +800 | New |
| Catalyst Funds Management Pty Ltd | 800 | $207.3K | 0.06% | +800 | New |
| BlueChip Wealth Advisors LLC | 802 | $207.8K | 0.13% | +802 | New |
| Turtle Creek Wealth Advisors, LLC | 808 | $209.4K | 0.05% | −92−10.2% | Reduced |
| Barlow Wealth Partners, Inc. | 855 | $210.2K | 0.03% | +855 | New |
| Barry Investment Advisors, LLC | 810 | $210.6K | 0.07% | +810 | New |
| CoreCap Advisors, LLC | 815 | $211.1K | 0.01% | +815 | New |
| Investment Partners Asset Management, Inc. | 817 | $211.7K | 0.19% | +817 | New |
| Thrive Wealth Management, LLC | 817 | $211.7K | 0.04% | +817 | New |
| Childress Capital Advisors, LLC | 819 | $212.2K | 0.06% | −317−27.9% | Reduced |
| Charter Research & Investment Group, Inc. | 820 | $212.5K | 0.17% | +820 | New |
| Trust Investment Advisors | 822 | $213.0K | 0.15% | +822 | New |
| Salzhauer Michael | 824 | $213.5K | 0.17% | +824 | New |
| US Asset Management LLC | 825 | $214.0K | 0.19% | +825 | New |
| GTS Securities LLC | 829 | $214.8K | 0.01% | −8,586−91.2% | Reduced |
| Maven Securities LTD | 829 | $214.8K | 0.01% | +829 | New |
| AdvisorNet Financial, Inc | 830 | $215.1K | 0.02% | −56−6.3% | Reduced |
| Donaldson Capital Management, LLC | 831 | $215.3K | 0.01% | −101−10.8% | Reduced |
| Wayfinding Financial, LLC | 862 | $217.0K | 0.13% | +862 | New |
| Sunflower Bank, N.A. | 839 | $217.4K | 0.05% | +839 | New |
| Verum Partners LLC | 839 | $217.5K | 0.08% | +839 | New |
| Rise Advisors, LLC | 840 | $217.6K | 0.12% | +193+29.8% | Added |
| Mosaic Financial Group, LLC | 843 | $218.0K | 0.17% | +843 | New |
| Zullo Investment Group, Inc. | 843 | $218.4K | 0.10% | +843 | New |
| Wambolt & Associates, LLC | 849 | $218.5K | 0.07% | −452−34.7% | Reduced |
| Oakworth Capital, Inc. | 845 | $219.0K | 0.02% | −36−4.1% | Reduced |
| Alpha Cubed Investments, LLC | 851 | $220.5K | 0.01% | +851 | New |
| Brookstone Capital Management | 857 | $222.0K | 0.00% | −57−6.2% | Reduced |
| CVA Family Office, LLC | 858 | $222.3K | 0.04% | −113−11.6% | Reduced |
| Great Diamond Partners, LLC | 858 | $222.3K | 0.05% | +858 | New |
| Trillium Asset Management, LLC | 861 | $223.0K | 0.01% | −160−15.7% | Reduced |
| Nwam LLC | 885 | $223.1K | 0.02% | −116−11.6% | Reduced |
| Crown Wealth Group, LLC | 869 | $225.1K | 0.12% | +869 | New |
| Pettyjohn, Wood & White, Inc | 871 | $225.7K | 0.04% | +871 | New |
| WT Wealth Management | 873 | $226.2K | 0.08% | +873 | New |
| Renasant Bank | 875 | $226.7K | 0.16% | −26−2.9% | Reduced |
| Independent Financial Group, LLC | 876 | $227.0K | 0.01% | −34−3.7% | Reduced |
| Gould Asset Management LLC | 886 | $229.6K | 0.06% | 00.0% | Unchanged |
| American National Bank | 887 | $229.8K | 0.03% | 00.0% | Unchanged |
| Five Oceans Advisors | 887 | $229.8K | 0.12% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 889 | $230.4K | 0.17% | 00.0% | Unchanged |
| Busey Wealth Management | 894 | $231.7K | 0.01% | +894 | New |
| Clayton Financial Group LLC | 898 | $232.7K | 0.11% | +898 | New |
| Seed Wealth Management, Inc. | 905 | $232.9K | 0.22% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 901 | $234.3K | 0.04% | +901 | New |
| MBL Wealth, LLC | 905 | $234.5K | 0.03% | +905 | New |
| Arlington Trust Co LLC | 908 | $235.3K | 0.06% | −10−1.1% | Reduced |
| Aua Capital Management, LLC | 911 | $236.1K | 0.14% | +11+1.2% | Added |
| Fairfield, Bush & Co. | 912 | $236.3K | 0.14% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 913 | $236.7K | 0.17% | −550−37.6% | Reduced |
| AlphaStar Capital Management, LLC | 914 | $236.8K | 0.02% | +914 | New |
| Affinity Wealth Management LLC | 915 | $237.2K | 0.04% | +15+1.7% | Added |
| Icon Wealth Advisors, LLC | 916 | $237.4K | 0.02% | +329+56.0% | Added |
| InterOcean Capital Group, LLC | 922 | $238.9K | 0.01% | −145−13.6% | Reduced |
| RB Capital Management, LLC | 922 | $238.9K | 0.06% | +922 | New |