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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 1,596 | $413.6K | 0.03% | +135+9.2% | Added |
| Crestwood Advisors Group LLC | 1,599 | $414.3K | 0.01% | +378+31.0% | Added |
| Bank of New Hampshire | 1,600 | $414.6K | 0.11% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,608 | $415.7K | 0.05% | −156−8.8% | Reduced |
| Farmers National Bank | 1,605 | $415.9K | 0.12% | −180−10.1% | Reduced |
| Clearview Wealth Advisors LLC | 1,616 | $418.8K | 0.43% | −55−3.3% | Reduced |
| PFG Investments, LLC | 1,625 | $421.0K | 0.03% | +1,625 | New |
| Fukoku Mutual Life Insurance Co | 1,638 | $424.5K | 0.03% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,642 | $425.5K | 0.26% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 1,645 | $426.2K | 0.18% | +254+18.3% | Added |
| Evermay Wealth Management LLC | 1,646 | $427.2K | 0.06% | −36−2.1% | Reduced |
| First County Bank | 1,649 | $427.3K | 0.21% | −258−13.5% | Reduced |
| Leavell Investment Management, Inc. | 1,656 | $431.0K | 0.02% | −21−1.3% | Reduced |
| Vise Technologies, Inc. | 1,674 | $433.8K | 0.09% | −457−21.4% | Reduced |
| Abbrea Capital, LLC | 1,675 | $435.0K | 0.06% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,679 | $435.1K | 0.17% | −10−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 1,686 | $436.9K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,689 | $437.8K | 0.05% | −39−2.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,698 | $439.9K | 0.36% | +34+2.0% | Added |
| Evoke Wealth, LLC | 1,696 | $440.8K | 0.01% | +1,696 | New |
| Sentinel Trust Co Lba | 1,705 | $442.0K | 0.06% | +1,705 | New |
| Broadleaf Partners, LLC | 1,706 | $442.1K | 0.11% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,701 | $442.3K | 0.10% | −1,318−43.7% | Reduced |
| Global X Japan Co., Ltd. | 1,711 | $443.4K | 0.09% | +125+7.9% | Added |
| PFG Advisors | 1,712 | $443.6K | 0.03% | +168+10.9% | Added |
| Patrick M Sweeney & Associates, Inc | 1,714 | $444.2K | 0.37% | +36+2.1% | Added |
| Tower Bridge Advisors | 1,716 | $444.7K | 0.05% | −26−1.5% | Reduced |
| Diversify Advisory Services, LLC | 1,729 | $445.1K | 0.03% | +1,729 | New |
| Baron Wealth Management LLC | 1,722 | $446.2K | 0.24% | +127+8.0% | Added |
| Manchester Capital Management LLC | 1,723 | $446.5K | 0.06% | +65+3.9% | Added |
| Wetzel Investment Advisors, Inc. | 1,822 | $447.1K | 0.26% | +17+0.9% | Added |
| Appleton Partners Inc | 1,727 | $448.0K | 0.03% | −178−9.3% | Reduced |
| Modera Wealth Management, LLC | 1,729 | $448.0K | 0.01% | +173+11.1% | Added |
| EverSource Wealth Advisors, LLC | 1,805 | $448.7K | 0.04% | −306−14.5% | Reduced |
| Equitable Holdings, Inc. | 1,733 | $449.1K | 0.01% | −147−7.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,734 | $449.3K | 0.05% | +20+1.2% | Added |
| West Oak Capital, LLC | 1,735 | $450.0K | 0.19% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $450.1K | 0.07% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,739 | $450.6K | 0.02% | +1,739 | New |
| Okabena Investment Services Inc | 1,747 | $452.7K | 0.15% | −41−2.3% | Reduced |
| Moloney Securities Asset Management, LLC | 1,748 | $453.0K | 0.07% | +26+1.5% | Added |
| Legal Advantage Investments, Inc. | 1,750 | $453.5K | 0.25% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,752 | $454.0K | 0.11% | −47−2.6% | Reduced |
| Cardiff Park Advisors, LLC | 1,754 | $454.5K | 0.04% | +754+75.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,755 | $455.0K | 0.05% | +1,755 | New |
| Eqis Capital Management, Inc. | 1,770 | $458.7K | 0.04% | +64+3.8% | Added |
| Jackson Creek Investment Advisors LLC | 1,775 | $460.0K | 0.16% | −100−5.3% | Reduced |
| RSM US Wealth Management LLC | 1,781 | $461.5K | 0.01% | −297−14.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,782 | $461.8K | 0.04% | −109−5.8% | Reduced |
| DAGCO, Inc. | 1,795 | $465.1K | 0.21% | +1,795 | New |
| West Family Investments, Inc. | 1,803 | $467.2K | 0.14% | +147+8.9% | Added |
| Shore Point Advisors, LLC | 1,805 | $467.9K | 0.27% | +3+0.2% | Added |
| Valley Brook Capital Group | 1,810 | $469.0K | 0.37% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,812 | $469.6K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,821 | $471.9K | 0.05% | +109+6.4% | Added |
| Linscomb & Williams, Inc. | 1,825 | $472.9K | 0.02% | −280−13.3% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $473.0K | 0.21% | 00.0% | Unchanged |
| Essex Savings Bank | 2,094 | $473.2K | 0.14% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,827 | $475.0K | 0.04% | +76+4.3% | Added |
| Ashton Thomas Private Wealth, LLC | 1,837 | $476.0K | 0.03% | −8,318−81.9% | Reduced |
| Avestar Capital, LLC | 1,837 | $477.6K | 0.05% | +488+36.2% | Added |
| Boothbay Fund Management, LLC | 1,847 | $478.6K | 0.01% | +1,847 | New |
| Rede Wealth, LLC | 1,856 | $480.9K | 0.20% | +160+9.4% | Added |
| Hamilton Wealth, LLC | 1,862 | $482.4K | 0.15% | −3−0.2% | Reduced |
| LMG Wealth Partners, LLC | 1,862 | $482.5K | 0.12% | +39+2.1% | Added |
| Global Financial Private Client, LLC | 1,881 | $484.2K | 0.21% | +46+2.5% | Added |
| Grimes & Company, Inc. | 1,870 | $484.5K | 0.01% | −3−0.2% | Reduced |
| Capital Investment Advisors, LLC | 1,898 | $491.9K | 0.01% | −4−0.2% | Reduced |
| Alerus Financial NA | 1,900 | $492.3K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 1,901 | $492.6K | 0.30% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,907 | $494.2K | 0.23% | −42−2.2% | Reduced |
| RBA Wealth Management, LLC | 1,911 | $495.3K | 0.20% | −38−1.9% | Reduced |
| Penserra Capital Management LLC | 1,920 | $496.0K | 0.01% | −1,786−48.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,915 | $496.2K | 0.30% | +1,915 | New |
| Brighton Jones LLC | 1,915 | $496.3K | 0.02% | +336+21.3% | Added |
| Pallas Capital Advisors LLC | 1,939 | $502.5K | 0.02% | +158+8.9% | Added |
| Boston Financial Mangement LLC | 1,951 | $505.6K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,965 | $509.2K | 0.25% | +1,965 | New |
| Harbour Investments, Inc. | 1,965 | $509.3K | 0.02% | −307−13.5% | Reduced |
| Trust Point Inc. | 1,976 | $512.0K | 0.04% | −1,986−50.1% | Reduced |
| Modern Wealth Management, LLC | 1,979 | $512.8K | 0.05% | +262+15.3% | Added |
| Earnest Partners LLC | 1,981 | $513.3K | 0.00% | +7+0.4% | Added |
| Independence Bank of Kentucky | 1,994 | $516.7K | 0.15% | −165−7.6% | Reduced |
| Cyrus J. Lawrence, LLC | 2,006 | $518.0K | 0.11% | +2,006 | New |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $518.3K | 0.20% | 00.0% | Unchanged |
| Fosun International Ltd | 2,000 | $518.3K | 0.16% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,998 | $519.1K | 0.28% | +7+0.4% | Added |
| Ellevest, Inc. | 2,006 | $519.8K | 0.03% | −49−2.4% | Reduced |
| Belpointe Asset Management LLC | 2,029 | $525.9K | 0.04% | +4+0.2% | Added |
| Cetera Trust Company, N.A | 2,030 | $526.0K | 0.32% | −100−4.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,030 | $526.3K | 0.06% | −641−24.0% | Reduced |
| Gateway Investment Advisers LLC | 2,034 | $527.1K | 0.01% | −182−8.2% | Reduced |
| Bell Bank | 2,038 | $528.1K | 0.05% | +2,038 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,044 | $529.7K | 0.01% | +1,114+119.8% | Added |
| Old Point Trust & Financial Services N A | 2,055 | $532.5K | 0.19% | +502+32.3% | Added |
| M&R Capital Management Inc | 2,070 | $535.9K | 0.13% | +2+0.1% | Added |
| Hemenway Trust Co LLC | 2,080 | $539.0K | 0.05% | −140−6.3% | Reduced |
| Tyche Wealth Partners LLC | 2,085 | $540.3K | 0.13% | −1,495−41.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,087 | $540.8K | 0.07% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,089 | $541.3K | 0.59% | +2,089 | New |