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 |
|---|---|---|---|---|---|
| Baxter Bros Inc | 2,110 | $546.8K | 0.07% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,120 | $549.0K | 0.04% | +2,120 | New |
| Foundation Resource Management Inc | 2,129 | $551.7K | 0.09% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $552.5K | 0.32% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,135 | $553.2K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,142 | $555.0K | 0.01% | +111+5.5% | Added |
| Skopos Labs, Inc. | 2,159 | $555.7K | 0.24% | −23−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,168 | $561.7K | 0.06% | +25+1.2% | Added |
| Stiles Financial Services Inc | 2,167 | $561.8K | 0.23% | +824+61.4% | Added |
| Catalina Capital Group, LLC | 2,172 | $562.8K | 0.24% | +2,172 | New |
| Western Wealth Management, LLC | 2,195 | $568.8K | 0.04% | +66+3.1% | Added |
| FDx Advisors, Inc. | 2,201 | $570.0K | 0.09% | −3,179−59.1% | Reduced |
| Sage Private Wealth Group, LLC | 2,200 | $570.2K | 0.46% | +313+16.6% | Added |
| Capula Management Ltd | 2,231 | $578.1K | 0.02% | +2,231 | New |
| Mayflower Financial Advisors, LLC | 2,241 | $580.8K | 0.10% | +378+20.3% | Added |
| Thompson Siegel & Walmsley LLC | 2,246 | $582.0K | 0.01% | −80−3.4% | Reduced |
| Blackhawk Capital Partners LLC. | 2,249 | $582.8K | 0.36% | −997−30.7% | Reduced |
| Eudaimonia Advisors LLC | 2,254 | $584.0K | 0.31% | −53−2.3% | Reduced |
| Farrell Financial LLC | 2,258 | $585.1K | 0.48% | −32−1.4% | Reduced |
| Meeder Asset Management Inc | 2,268 | $587.7K | 0.04% | −5,017−68.9% | Reduced |
| AE Wealth Management LLC | 2,269 | $588.0K | 0.01% | −16,443−87.9% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $588.7K | 0.15% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,280 | $590.8K | 0.19% | −6−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 2,288 | $592.9K | 0.00% | −21−0.9% | Reduced |
| Tributary Capital Management, LLC | 2,300 | $596.0K | 0.05% | −500−17.9% | Reduced |
| Sky Investment Group LLC | 2,306 | $597.6K | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 2,318 | $600.7K | 0.33% | −17−0.7% | Reduced |
| Plancorp, LLC | 2,334 | $604.8K | 0.03% | +231+11.0% | Added |
| PDS Planning, Inc | 2,335 | $605.1K | 0.06% | +51+2.2% | Added |
| FSM Wealth Advisors, LLC | 2,345 | $607.6K | 0.22% | −10−0.4% | Reduced |
| Means Investment Co., Inc. | 2,349 | $608.6K | 0.08% | +1,007+75.0% | Added |
| Goldstein Advisors, LLC | 2,363 | $612.3K | 0.10% | −44−1.8% | Reduced |
| Vicus Capital | 2,376 | $615.7K | 0.06% | +870+57.8% | Added |
| Sentry Investment Management LLC | 2,387 | $619.0K | 0.24% | +244+11.4% | Added |
| Strategic Wealth Partners, Ltd. | 2,397 | $621.2K | 0.07% | −28−1.2% | Reduced |
| Somerville Kurt F | 2,400 | $621.9K | 0.11% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,584 | $627.3K | 0.28% | +1,438+125.5% | Added |
| Joel Isaacson & Co., LLC | 2,425 | $628.4K | 0.03% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,430 | $629.8K | 0.49% | +212+9.6% | Added |
| Burford Brothers, Inc. | 2,431 | $629.9K | 0.41% | +50+2.1% | Added |
| FineMark National Bank & Trust | 2,436 | $631.2K | 0.02% | −221−8.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,491 | $645.4K | 0.05% | −1,011−28.9% | Reduced |
| Legacy Financial Advisors, Inc. | 2,493 | $646.1K | 0.12% | +16+0.6% | Added |
| Atomi Financial Group, Inc. | 2,511 | $650.7K | 0.06% | +294+13.3% | Added |
| Zions Bancorporation, N.A. | 2,523 | $653.8K | 0.05% | +7+0.3% | Added |
| Farther Finance Advisors, LLC | 2,541 | $654.1K | 0.04% | +513+25.3% | Added |
| Gladstone Institutional Advisory LLC | 2,525 | $654.2K | 0.04% | −6,836−73.0% | Reduced |
| BKD Wealth Advisors, LLC | 2,533 | $656.4K | 0.02% | +70+2.8% | Added |
| Spire Wealth Management | 2,536 | $657.1K | 0.02% | +29+1.2% | Added |
| Benjamin Edwards Inc | 2,545 | $659.0K | 0.13% | +595+30.5% | Added |
| SeaCrest Wealth Management, LLC | 2,550 | $660.8K | 0.08% | −121−4.5% | Reduced |
| Sound Financial Strategies Group, LLC | 2,550 | $660.8K | 0.55% | −40−1.5% | Reduced |
| Baader Bank INC | 2,550 | $660.8K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,560 | $663.4K | 0.01% | +4+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 2,715 | $663.6K | 0.26% | −82−2.9% | Reduced |
| Apexium Financial, LP | 2,557 | $664.7K | 0.05% | −1,373−34.9% | Reduced |
| Lindbrook Capital, LLC | 2,574 | $667.0K | 0.06% | +87+3.5% | Added |
| Flagship Harbor Advisors, LLC | 2,576 | $667.5K | 0.04% | −10−0.4% | Reduced |
| Canopy Partners, LLC | 2,578 | $668.0K | 0.33% | +285+12.4% | Added |
| Everett Harris & Co | 2,579 | $668.3K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,586 | $670.1K | 0.01% | −55−2.1% | Reduced |
| TKG Advisors, LLC | 2,601 | $674.0K | 0.38% | −62−2.3% | Reduced |
| CX Institutional | 2,630 | $681.6K | 0.03% | −4−0.2% | Reduced |
| Empire Financial Management Company, LLC | 2,635 | $682.9K | 0.23% | +240+10.0% | Added |
| Center for Financial Planning, Inc. | 2,648 | $686.2K | 0.10% | +131+5.2% | Added |
| Cross Staff Investments Inc | 2,649 | $686.4K | 0.58% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,651 | $687.0K | 0.05% | +1,747+193.3% | Added |
| Cornerstone Wealth Management, LLC | 2,654 | $687.8K | 0.06% | −81−3.0% | Reduced |
| City State Bank | 2,654 | $688.0K | 0.30% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,657 | $688.5K | 0.02% | +192+7.8% | Added |
| Henry James International Management, Inc. | 2,666 | $690.8K | 0.21% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,668 | $691.4K | 0.04% | +439+19.7% | Added |
| Exchange Traded Concepts, LLC | 2,670 | $691.9K | 0.02% | −342−11.4% | Reduced |
| Montecito Bank & Trust | 2,687 | $696.3K | 0.14% | −92−3.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,687 | $696.3K | 0.24% | +2,687 | New |
| Boyar Asset Management Inc. | 2,687 | $696.3K | 0.45% | −5−0.2% | Reduced |
| Edge Capital Group, LLC | 2,689 | $696.8K | 0.03% | −5−0.2% | Reduced |
| V-Square Quantitative Management LLC | 2,690 | $697.1K | 0.12% | +1,666+162.7% | Added |
| Premier Path Wealth Partners, LLC | 2,695 | $698.4K | 0.13% | −90−3.2% | Reduced |
| Cidel Asset Management Inc | 2,705 | $700.9K | 0.05% | −561−17.2% | Reduced |
| Clarius Group, LLC | 2,710 | $702.2K | 0.05% | −483−15.1% | Reduced |
| Shelton Capital Management | 2,714 | $703.3K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,728 | $706.7K | 0.04% | −155−5.4% | Reduced |
| SRB Corp | 2,735 | $708.7K | 0.04% | +449+19.6% | Added |
| Fifth Third Wealth Advisors LLC | 2,747 | $711.8K | 0.11% | +413+17.7% | Added |
| Hilltop Holdings Inc. | 2,749 | $712.3K | 0.08% | +86+3.2% | Added |
| NorthRock Partners, LLC | 2,741 | $712.6K | 0.03% | +72+2.7% | Added |
| G&S Capital LLC | 2,758 | $714.7K | 0.32% | −87−3.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $718.0K | 0.51% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,787 | $722.3K | 0.08% | +65+2.4% | Added |
| Headinvest, LLC | 2,792 | $723.5K | 0.14% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,800 | $725.2K | 0.02% | +550+24.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,810 | $727.3K | 0.26% | −119−4.1% | Reduced |
| Great Lakes Retirement, Inc. | 2,828 | $732.9K | 0.11% | +94+3.4% | Added |
| Waldron Private Wealth LLC | 2,826 | $734.7K | 0.03% | +64+2.3% | Added |
| GAMMA Investing LLC | 2,836 | $734.9K | 0.15% | +398+16.3% | Added |
| First Affirmative Financial Network | 2,848 | $738.1K | 0.54% | −93−3.2% | Reduced |
| Ninepoint Partners LP | 2,852 | $739.0K | 0.09% | +2,852 | New |
| Catalytic Wealth RIA, LLC | 2,854 | $739.6K | 0.15% | −80−2.7% | Reduced |
| First American Bank | 2,856 | $740.1K | 0.06% | 00.0% | Unchanged |