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 |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 2,859 | $740.9K | 0.55% | +2,859 | New |
| Tyler-Stone Wealth Management | 2,862 | $741.6K | 0.33% | +75+2.7% | Added |
| Encompass Wealth Advisors, LLC | 2,867 | $742.9K | 0.20% | −227−7.3% | Reduced |
| Gryphon Financial Partners LLC | 2,882 | $746.7K | 0.12% | +197+7.3% | Added |
| Welch Group, LLC | 2,886 | $747.9K | 0.04% | +252+9.6% | Added |
| Rossmore Private Capital | 2,890 | $748.9K | 0.10% | +290+11.2% | Added |
| Columbia Asset Management | 3,320 | $750.0K | 0.15% | 00.0% | Unchanged |
| NVWM, LLC | 2,899 | $753.8K | 0.21% | −555−16.1% | Reduced |
| American National Bank & Trust Co | 2,947 | $763.6K | 0.18% | +2,947 | New |
| Resurgent Financial Advisors LLC | 2,956 | $766.0K | 0.41% | −61−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 2,959 | $767.0K | 0.03% | +491+19.9% | Added |
| Conning Inc. | 2,979 | $771.9K | 0.03% | −80−2.6% | Reduced |
| Equitable Trust Co | 2,986 | $773.8K | 0.05% | +41+1.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,999 | $777.1K | 0.11% | +31+1.0% | Added |
| Finivi Inc. | 3,000 | $777.4K | 0.70% | 00.0% | Unchanged |
| Mairs & Power Inc | 3,019 | $782.3K | 0.01% | +17+0.6% | Added |
| Advisors Capital Management, LLC | 3,030 | $785.0K | 0.01% | +63+2.1% | Added |
| Bull Street Advisors, LLC | 3,035 | $786.0K | 0.38% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3,060 | $792.9K | 0.42% | +3,060 | New |
| Allred Capital Management, LLC | 3,070 | $795.5K | 0.31% | +19+0.6% | Added |
| Mitchell Sinkler & Starr | 3,071 | $795.8K | 0.20% | −5,030−62.1% | Reduced |
| CFO4Life Group, LLC | 3,071 | $795.8K | 0.14% | −247−7.4% | Reduced |
| Optimum Investment Advisors | 3,077 | $797.3K | 0.37% | 00.0% | Unchanged |
| X-Square Capital, LLC | 3,119 | $801.0K | 0.38% | +101+3.3% | Added |
| Grove Bank & Trust | 3,129 | $810.8K | 0.14% | +2,124+211.3% | Added |
| Virtus ETF Advisers LLC | 3,152 | $816.8K | 0.43% | +3,152 | New |
| Jaffetilchin Investment Partners, LLC | 3,152 | $816.8K | 0.07% | −326−9.4% | Reduced |
| 1st Source Bank | 3,153 | $817.0K | 0.05% | +399+14.5% | Added |
| Private Portfolio Partners LLC | 3,167 | $820.6K | 0.17% | +9+0.3% | Added |
| Saturna Capital CORP | 3,170 | $821.4K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,189 | $826.4K | 0.02% | −796−20.0% | Reduced |
| REDW Wealth LLC | 3,205 | $830.5K | 0.22% | −865−21.3% | Reduced |
| Syon Capital LLC | 3,210 | $831.7K | 0.08% | +176+5.8% | Added |
| Nomura Holdings Inc | 3,235 | $838.3K | 0.01% | −4,993−60.7% | Reduced |
| Abbot Financial Management, Inc. | 3,241 | $839.9K | 0.46% | +83+2.6% | Added |
| Stock Yards Bank & Trust Co | 3,255 | $843.5K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 3,280 | $849.9K | 0.01% | −1,500−31.4% | Reduced |
| Choate Investment Advisors | 3,337 | $864.7K | 0.02% | +110+3.4% | Added |
| International Assets Investment Management, LLC | 3,360 | $864.8K | 0.09% | +1,212+56.4% | Added |
| GeoWealth Management, LLC | 3,360 | $870.7K | 0.03% | +525+18.5% | Added |
| Wealth Alliance | 3,366 | $872.3K | 0.11% | −88−2.5% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $877.4K | 0.42% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,392 | $878.9K | 0.25% | +9+0.3% | Added |
| Northeast Investment Management | 3,394 | $879.5K | 0.04% | −128−3.6% | Reduced |
| Spinnaker Trust | 3,401 | $881.3K | 0.06% | +38+1.1% | Added |
| Highlander Capital Management, LLC | 3,425 | $887.5K | 0.30% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,459 | $894.2K | 0.17% | +566+19.6% | Added |
| Principle Wealth Partners LLC | 3,488 | $903.8K | 0.07% | +417+13.6% | Added |
| Cim Investment Mangement Inc | 3,499 | $906.7K | 0.27% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,500 | $907.0K | 0.05% | −58−1.6% | Reduced |
| Gratus Wealth Advisors, LLC | 3,696 | $907.0K | 0.17% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,494 | $908.4K | 0.04% | +88+2.6% | Added |
| LCNB Corp | 3,511 | $909.8K | 0.33% | +175+5.2% | Added |
| United Asset Strategies, Inc. | 3,517 | $911.5K | 0.09% | +114+3.3% | Added |
| Advisory Resource Group | 3,533 | $915.5K | 0.21% | +571+19.3% | Added |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.44% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,548 | $919.4K | 0.24% | +2,457+225.2% | Added |
| GoodHaven Capital Management, LLC | 3,550 | $919.9K | 0.35% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 4,078 | $922.0K | 0.11% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,581 | $927.9K | 0.01% | −86−2.3% | Reduced |
| VisionPoint Advisory Group, LLC | 3,587 | $929.5K | 0.34% | −3,073−46.1% | Reduced |
| EP Wealth Advisors, LLC | 3,595 | $931.4K | 0.01% | +788+28.1% | Added |
| Sippican Capital Advisors | 3,595 | $931.6K | 0.72% | −1,833−33.8% | Reduced |
| WBH Advisory Inc | 3,610 | $935.5K | 0.10% | −82−2.2% | Reduced |
| Beech Hill Advisors, Inc. | 3,610 | $935.5K | 0.39% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,613 | $936.2K | 0.13% | −355−8.9% | Reduced |
| Aigen Investment Management, LP | 3,616 | $937.0K | 0.20% | +3,616 | New |
| SRN Advisors, LLC | 3,633 | $941.4K | 0.73% | +176+5.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,642 | $943.8K | 0.23% | −48−1.3% | Reduced |
| Financial Advocates Investment Management | 3,653 | $946.7K | 0.06% | +33+0.9% | Added |
| Checchi Capital Advisers, LLC | 3,656 | $947.4K | 0.07% | +38+1.1% | Added |
| Cambridge Trust Co | 3,659 | $948.2K | 0.04% | +697+23.5% | Added |
| Northstar Asset Management LLC | 3,690 | $956.2K | 0.24% | +140+3.9% | Added |
| Chesley Taft & Associates LLC | 3,695 | $957.5K | 0.05% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,697 | $958.0K | 0.02% | +465+14.4% | Added |
| Sentry LLC | 3,701 | $959.0K | 0.18% | 00.0% | Unchanged |
| Financial Insights, Inc. | 3,702 | $959.3K | 0.27% | −846−18.6% | Reduced |
| Gsa Capital Partners LLP | 3,708 | $961.0K | 0.08% | +3,708 | New |
| Grey Street Capital, LLC | 3,697 | $961.1K | 0.13% | +3,697 | New |
| Epiq Partners, LLC | 3,714 | $962.4K | 0.64% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 3,936 | $965.9K | 0.82% | −193−4.7% | Reduced |
| Harbour Capital Advisors, LLC | 3,768 | $965.9K | 0.24% | +59+1.6% | Added |
| Dynasty Wealth Management, LLC | 3,729 | $966.2K | 0.03% | +3,729 | New |
| Marcum Wealth, LLC | 3,737 | $968.4K | 0.10% | +47+1.3% | Added |
| KRS Capital Management, LLC | 3,743 | $969.9K | 0.78% | −89−2.3% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,757 | $973.6K | 0.86% | −55−1.4% | Reduced |
| Concord Asset Management, LLC | 3,764 | $975.4K | 0.26% | +1,674+80.1% | Added |
| Bank of Hawaii | 3,791 | $982.4K | 0.05% | −40−1.0% | Reduced |
| Edgestream Partners, L.P. | 3,797 | $983.9K | 0.05% | +3,797 | New |
| FRG Family Wealth Advisors LLC | 3,963 | $985.4K | 0.19% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 3,855 | $998.9K | 0.19% | −469−10.8% | Reduced |
| Stoneridge Investment Partners LLC | 3,859 | $1.00M | 0.38% | −24,937−86.6% | Reduced |
| WSFS Capital Management, LLC | 3,870 | $1.00M | 0.06% | −17−0.4% | Reduced |
| Sierra Summit Advisors LLC | 3,872 | $1.00M | 0.27% | +139+3.7% | Added |
| Trueblood Wealth Management, LLC | 3,875 | $1.00M | 0.57% | +324+9.1% | Added |
| Mill Capital Management, LLC | 3,892 | $1.01M | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,893 | $1.01M | 0.04% | +139+3.7% | Added |
| Montag A & Associates Inc | 3,945 | $1.02M | 0.05% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.03M | 0.38% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,966 | $1.03M | 0.18% | +1,684+73.8% | Added |