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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 924 | $239.0K | 0.04% | +5+0.5% | Added |
| Prosperity Consulting Group, LLC | 928 | $240.5K | 0.03% | +928 | New |
| Diligent Investors, LLC | 931 | $241.3K | 0.06% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 934 | $242.1K | 0.16% | −29−3.0% | Reduced |
| Chilton Investment Co LLC | 935 | $242.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 958 | $243.0K | 0.01% | −72−7.0% | Reduced |
| Kolinsky Wealth Management, LLC | 940 | $243.6K | 0.19% | −1−0.1% | Reduced |
| Kavar Capital Partners Group, LLC | 941 | $243.8K | 0.04% | −941−50.0% | Reduced |
| Mendel Money Management | 942 | $244.1K | 0.11% | −85−8.3% | Reduced |
| Harrington Investments, INC | 943 | $244.4K | 0.14% | −17−1.8% | Reduced |
| Segment Wealth Management, LLC | 943 | $244.4K | 0.02% | +943 | New |
| Forte Capital LLC | 948 | $245.7K | 0.03% | −37−3.8% | Reduced |
| Intrua Financial, LLC | 950 | $246.0K | 0.04% | +950 | New |
| Callan Capital, LLC | 953 | $247.0K | 0.02% | +953 | New |
| Somerset Group LLC | 954 | $247.2K | 0.23% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 956 | $247.7K | 0.04% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 958 | $248.0K | 0.04% | −13−1.3% | Reduced |
| Abel Hall, LLC | 958 | $248.3K | 0.19% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 965 | $250.1K | 0.09% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,018 | $250.2K | 0.04% | +1,018 | New |
| LaFleur & Godfrey LLC | 968 | $250.8K | 0.04% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 969 | $251.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 977 | $253.3K | 0.03% | −181−15.6% | Reduced |
| McLean Asset Management Corp | 1,032 | $255.9K | 0.09% | +8+0.8% | Added |
| DRW Securities, LLC | 990 | $256.5K | 0.01% | −6,073−86.0% | Reduced |
| Guardian Wealth Advisors, LLC | 990 | $256.5K | 0.03% | +69+7.5% | Added |
| Cohen & Steers, Inc. | 992 | $257.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 992 | $257.1K | 0.05% | +963+3,320.7% | Added |
| Angeles Wealth Management, LLC | 999 | $258.9K | 0.03% | +999 | New |
| RBF Capital, LLC | 1,000 | $259.1K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,003 | $259.9K | 0.03% | −463−31.6% | Reduced |
| Bragg Financial Advisors, Inc | 1,003 | $259.9K | 0.01% | +1,003 | New |
| Vestmark Advisory Solutions, Inc. | 1,010 | $261.7K | 0.01% | −593−37.0% | Reduced |
| Atwater Malick LLC | 1,010 | $261.7K | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,010 | $261.7K | 0.01% | +44+4.6% | Added |
| New England Professional Planning Group Inc. | 1,018 | $263.8K | 0.14% | +1,018 | New |
| Financial Advisors, LLC | 1,020 | $264.3K | 0.05% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,022 | $264.8K | 0.01% | +14+1.4% | Added |
| Northstar Group, Inc. | 1,025 | $265.6K | 0.05% | −12−1.2% | Reduced |
| Parthenon LLC | 1,027 | $266.1K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,033 | $267.7K | 0.07% | +23+2.3% | Added |
| Morningstar Investment Services LLC | 1,035 | $268.0K | 0.00% | −3,189−75.5% | Reduced |
| Cornerstone Advisory, LLC | 1,036 | $268.5K | 0.04% | +34+3.4% | Added |
| TCI Wealth Advisors, Inc. | 1,038 | $269.0K | 0.03% | +14+1.4% | Added |
| VeraBank, N.A. | 1,039 | $269.2K | 0.08% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,039 | $269.2K | 0.01% | −121−10.4% | Reduced |
| Sapient Capital LLC | 1,037 | $269.6K | 0.01% | −289−21.8% | Reduced |
| First Bank & Trust | 1,043 | $270.3K | 0.06% | +30+3.0% | Added |
| Excalibur Management Corp | 1,044 | $270.5K | 0.11% | 00.0% | Unchanged |
| Onefund, LLC | 1,051 | $270.5K | 0.32% | −28−2.6% | Reduced |
| Aspiriant, LLC | 1,047 | $271.3K | 0.01% | +70+7.2% | Added |
| Convergence Investment Partners, LLC | 1,051 | $272.0K | 0.10% | −5−0.5% | Reduced |
| MCF Advisors LLC | 1,048 | $272.5K | 0.02% | +2+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,211 | $273.0K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,050 | $273.0K | 0.02% | −12−1.1% | Reduced |
| LRI Investments, LLC | 1,057 | $273.9K | 0.07% | +1,057 | New |
| Gries Financial LLC | 1,058 | $274.2K | 0.05% | −29−2.7% | Reduced |
| Kidder Stephen W | 1,066 | $276.2K | 0.09% | −30−2.7% | Reduced |
| San Luis Wealth Advisors LLC | 1,068 | $277.0K | 0.15% | −186−14.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,071 | $278.4K | 0.02% | +1,071 | New |
| Jones Financial Companies LLLP | 1,077 | $279.2K | 0.00% | +328+43.8% | Added |
| Legacy Advisors, LLC | 1,078 | $280.3K | 0.04% | −341−24.0% | Reduced |
| Foundations Investment Advisors, LLC | 1,083 | $280.5K | 0.01% | +172+18.9% | Added |
| Aaron Wealth Advisors | 1,087 | $281.7K | 0.04% | +196+22.0% | Added |
| Hilltop National Bank | 1,087 | $281.7K | 0.10% | +1,087 | New |
| GHP Investment Advisors, Inc. | 1,092 | $283.0K | 0.01% | +169+18.3% | Added |
| Dark Forest Capital Management LP | 1,092 | $283.0K | 0.05% | +1,092 | New |
| New Jersey Better Educational Savings Trust | 1,100 | $285.0K | 0.54% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $285.0K | 0.14% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $285.0K | 0.24% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,103 | $285.8K | 0.15% | +1,103 | New |
| Guardian Wealth Advisors, LLC | 1,106 | $286.6K | 0.19% | +80+7.8% | Added |
| MBB Public Markets I LLC | 1,106 | $286.6K | 0.02% | +1,106 | New |
| Girard Partners Ltd. | 1,110 | $287.6K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,119 | $288.9K | 0.07% | 00.0% | Unchanged |
| Power Wealth Management LLC | 1,118 | $289.7K | 0.18% | −85−7.1% | Reduced |
| Delta Financial Group, Inc. | 1,120 | $290.0K | 0.09% | +46+4.3% | Added |
| Cornercap Investment Counsel Inc | 1,126 | $291.8K | 0.04% | −8,430−88.2% | Reduced |
| Carret Asset Management, LLC | 1,126 | $291.8K | 0.03% | −50−4.3% | Reduced |
| First American Trust, FSB | 1,126 | $291.8K | 0.03% | −259−18.7% | Reduced |
| Bard Financial Services, Inc. | 1,130 | $292.8K | 0.03% | +40+3.7% | Added |
| Clarus Group, Inc. | 1,130 | $292.9K | 0.21% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,131 | $293.1K | 0.06% | −480−29.8% | Reduced |
| Financial Management Professionals, Inc. | 1,136 | $294.0K | 0.04% | −75−6.2% | Reduced |
| Rothschild Investment LLC | 1,136 | $294.4K | 0.02% | +19+1.7% | Added |
| Advus Financial Partners, LLC | 1,144 | $296.3K | 0.09% | −41−3.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,141 | $296.6K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,142 | $296.9K | 0.08% | +1+0.1% | Added |
| Atlantic Union Bankshares Corp | 1,150 | $298.0K | 0.03% | −55−4.6% | Reduced |
| Oxbow Advisors, LLC | 1,150 | $298.0K | 0.04% | +1,150 | New |
| Allstate Corp | 1,154 | $299.0K | 0.02% | −66−5.4% | Reduced |
| Lakeview Capital Partners, LLC | 1,155 | $299.2K | 0.05% | −8−0.7% | Reduced |
| Fiduciary Family Office, LLC | 1,158 | $300.2K | 0.12% | +1,158 | New |
| Echo45 Advisors LLC | 1,164 | $301.6K | 0.22% | −14−1.2% | Reduced |
| Abacus Planning Group, Inc. | 1,166 | $302.1K | 0.06% | 00.0% | Unchanged |
| David Loasby | 1,220 | $302.6K | 0.03% | +110+9.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,173 | $304.0K | 0.00% | +101+9.4% | Added |
| Avidian Wealth Solutions, LLC | 1,176 | $304.7K | 0.02% | +268+29.5% | Added |
| Country Club Bank | 1,180 | $305.8K | 0.02% | −45−3.7% | Reduced |
| Smith Shellnut Wilson LLC | 1,185 | $307.1K | 0.16% | 00.0% | Unchanged |