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 |
|---|---|---|---|---|---|
| Cypress Capital Group | 1,186 | $307.3K | 0.04% | +30+2.6% | Added |
| HBK Sorce Advisory LLC | 1,188 | $307.8K | 0.01% | +79+7.1% | Added |
| Van Hulzen Asset Management, LLC | 1,198 | $310.0K | 0.02% | −110−8.4% | Reduced |
| Spirepoint Private Client, LLC | 1,201 | $311.2K | 0.05% | +1,201 | New |
| DCM Advisors, LLC | 1,202 | $311.5K | 0.13% | −747−38.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,207 | $312.8K | 0.01% | +14+1.2% | Added |
| Summit Financial Group Inc | 1,208 | $313.0K | 0.11% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,213 | $314.3K | 0.13% | +1,213 | New |
| Kensington Investment Counsel, LLC | 1,215 | $314.8K | 0.14% | +148+13.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,217 | $315.4K | 0.08% | −57−4.5% | Reduced |
| Norway Savings Bank | 1,218 | $315.6K | 0.13% | 00.0% | Unchanged |
| Umpqua Bank | 1,218 | $315.6K | 0.13% | +1,218 | New |
| Park Edge Advisors, LLC | 1,224 | $317.2K | 0.09% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,225 | $317.4K | 0.06% | −153−11.1% | Reduced |
| Empower Advisory Group, LLC | 1,225 | $317.4K | 0.00% | −32−2.5% | Reduced |
| Broadwater Capital Management LLC | 1,230 | $318.7K | 0.24% | −20−1.6% | Reduced |
| Johnson Financial Group, Inc. | 1,227 | $319.0K | 0.02% | −163−11.7% | Reduced |
| Quaker Wealth Management, LLC | 1,231 | $319.1K | 0.13% | +1+0.1% | Added |
| Goelzer Investment Management, Inc. | 1,232 | $319.2K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,255 | $325.2K | 0.08% | +35+2.9% | Added |
| Firethorn Wealth Partners, LLC | 1,255 | $325.3K | 0.19% | −51−3.9% | Reduced |
| Waters Parkerson & Co., LLC | 1,259 | $326.0K | 0.02% | +1,259 | New |
| BLB&B Advisors, LLC | 1,267 | $328.3K | 0.02% | −97−7.1% | Reduced |
| One Capital Management, LLC | 1,269 | $328.8K | 0.01% | +265+26.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,271 | $329.4K | 0.01% | +182+16.7% | Added |
| Keel Point, LLC | 1,274 | $330.3K | 0.03% | +72+6.0% | Added |
| Dearborn Partners LLC | 1,279 | $331.4K | 0.01% | −1,365−51.6% | Reduced |
| BBR Partners, LLC | 1,280 | $331.7K | 0.03% | +1,280 | New |
| Wynn Capital, LLC | 1,286 | $333.2K | 0.26% | −100−7.2% | Reduced |
| Bollard Group LLC | 1,290 | $334.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,292 | $335.0K | 0.02% | +48+3.9% | Added |
| DGS Capital Management, LLC | 1,293 | $335.1K | 0.10% | +2+0.2% | Added |
| WMS Partners, LLC | 1,295 | $335.6K | 0.02% | +65+5.3% | Added |
| Sage Financial Management Group, Inc. | 1,300 | $337.0K | 0.16% | +1,300 | New |
| Wealth Effects LLC | 1,305 | $338.1K | 0.12% | −40−3.0% | Reduced |
| AlTi Global, Inc. | 1,304 | $339.0K | 0.01% | +1,304 | New |
| State of Wyoming | 1,316 | $341.0K | 0.06% | +925+236.6% | Added |
| RMR Capital Management, LLC | 1,325 | $343.3K | 0.34% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,328 | $344.2K | 0.06% | +141+11.9% | Added |
| HTLF Bank | 1,333 | $345.4K | 0.04% | +23+1.8% | Added |
| Resonant Capital Advisors, LLC | 1,333 | $346.5K | 0.03% | +141+11.8% | Added |
| Phillips Wealth Planners LLC | 1,415 | $347.0K | 0.40% | +36+2.6% | Added |
| KPP Advisory Services LLC | 1,339 | $347.0K | 0.10% | −66−4.7% | Reduced |
| Renaissance Group LLC | 1,350 | $349.8K | 0.01% | +54+4.2% | Added |
| Tandem Wealth Advisors LLC | 1,357 | $351.6K | 0.19% | −12−0.9% | Reduced |
| Strategy Asset Managers LLC | 1,360 | $352.5K | 0.08% | +69+5.3% | Added |
| BSW Wealth Partners | 1,376 | $356.6K | 0.06% | −358−20.6% | Reduced |
| Patron Partners Advisors, LLC | 1,381 | $357.9K | 0.22% | +91+7.1% | Added |
| Councilmark Asset Management, LLC | 1,387 | $359.4K | 0.26% | +1,387 | New |
| Summit Global Investments | 1,393 | $361.0K | 0.03% | −3,457−71.3% | Reduced |
| L2 Asset Management, LLC | 1,421 | $368.2K | 0.12% | +73+5.4% | Added |
| Arkadios Wealth Advisors | 1,421 | $368.3K | 0.03% | −16−1.1% | Reduced |
| RFG Advisory, LLC | 1,423 | $368.8K | 0.01% | +380+36.4% | Added |
| Harvest Fund Management Co., Ltd | 1,424 | $369.0K | 0.03% | +1,390+4,088.2% | Added |
| Tectonic Advisors LLC | 1,433 | $371.4K | 0.03% | +5+0.4% | Added |
| Advisory Alpha, LLC | 1,434 | $371.6K | 0.02% | +153+11.9% | Added |
| Congress Wealth Management LLC | 1,441 | $373.4K | 0.01% | −537−27.1% | Reduced |
| Weik Capital Management | 1,445 | $374.4K | 0.16% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,453 | $376.5K | 0.29% | +1,453 | New |
| Imprint Wealth LLC | 1,463 | $376.6K | 0.09% | +307+26.6% | Added |
| Oak Thistle LLC | 1,456 | $377.3K | 0.34% | +1,456 | New |
| Gratus Capital LLC | 1,462 | $378.8K | 0.02% | +1,462 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,464 | $379.4K | 0.01% | +327+28.8% | Added |
| Northern Financial Advisors Inc | 1,468 | $380.4K | 0.30% | −18−1.2% | Reduced |
| Financial & Tax Architects, LLC | 1,468 | $380.5K | 0.10% | +224+18.0% | Added |
| MONECO Advisors, LLC | 1,473 | $381.7K | 0.06% | +142+10.7% | Added |
| Americana Partners, LLC | 1,477 | $382.7K | 0.03% | +1,477 | New |
| Family Management Corp | 1,483 | $384.3K | 0.07% | −146−9.0% | Reduced |
| First Dallas Securities Inc. | 1,500 | $389.0K | 0.18% | −203−11.9% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $390.0K | 0.33% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,510 | $392.6K | 0.14% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,520 | $393.9K | 0.04% | +241+18.8% | Added |
| Greenfield Savings Bank | 1,520 | $393.9K | 0.21% | +505+49.8% | Added |
| Courier Capital LLC | 1,528 | $396.0K | 0.03% | −70−4.4% | Reduced |
| Virtu Financial LLC | 1,529 | $396.0K | 0.03% | +1,529 | New |
| Pflug Koory, LLC | 1,530 | $396.5K | 0.20% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,630 | $397.0K | 0.10% | +8+0.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,535 | $397.8K | 0.25% | −96−5.9% | Reduced |
| SFMG, LLC | 1,537 | $398.2K | 0.03% | +4+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 1,540 | $399.1K | 0.07% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,545 | $400.4K | 0.08% | 00.0% | Unchanged |
| Invesco, LLC | 1,548 | $401.1K | 0.17% | +24+1.6% | Added |
| Angeles Investment Advisors, LLC | 1,554 | $404.0K | 0.02% | −473−23.3% | Reduced |
| Sawgrass Asset Management LLC | 1,559 | $404.0K | 0.04% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 1,560 | $404.2K | 0.53% | +1,560 | New |
| Associated Banc-Corp | 1,563 | $405.0K | 0.01% | −17−1.1% | Reduced |
| Carson Advisory Inc. | 1,563 | $405.1K | 0.28% | +2+0.1% | Added |
| 9258 Wealth Management, LLC | 1,574 | $407.9K | 0.06% | −56−3.4% | Reduced |
| Peak Planning Group, LLC | 1,576 | $408.5K | 0.26% | +162+11.5% | Added |
| Marex Group plc | 1,580 | $409.4K | 0.01% | −60,000−97.4% | Reduced |
| Mutual Advisors, LLC | 1,581 | $409.7K | 0.01% | −319−16.8% | Reduced |
| Focus Financial Network, Inc. | 1,671 | $410.0K | 0.02% | +1,671 | New |
| Eagle Bluffs Wealth Management LLC | 1,584 | $411.8K | 0.26% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,590 | $412.0K | 0.07% | −6−0.4% | Reduced |
| Roberts Glore & Co Inc | 1,591 | $412.3K | 0.12% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,591 | $412.3K | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,650 | $412.3K | 0.02% | +93+6.0% | Added |
| Everhart Financial Group, Inc. | 1,593 | $412.8K | 0.12% | +174+12.3% | Added |
| Argonautica Private Wealth Management, Inc | 1,595 | $413.3K | 0.15% | −187−10.5% | Reduced |
| Berkeley Capital Partners, LLC | 1,595 | $413.3K | 0.13% | −35−2.1% | Reduced |