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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 3,990 | $1.03M | 0.08% | −209−5.0% | Reduced |
| Bayview Asset Management, LLC | 4,000 | $1.04M | 0.42% | −1,000−20.0% | Reduced |
| Wealthcare Advisory Partners LLC | 4,002 | $1.04M | 0.03% | +84+2.1% | Added |
| Meadow Creek Wealth Advisors LLC | 4,002 | $1.04M | 0.72% | −21−0.5% | Reduced |
| Monetary Management Group Inc | 4,030 | $1.04M | 0.29% | −325−7.5% | Reduced |
| Fiduciary Group LLC | 4,041 | $1.05M | 0.11% | +182+4.7% | Added |
| MGB Wealth Management, LLC | 4,048 | $1.05M | 0.43% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 4,056 | $1.05M | 0.78% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,062 | $1.05M | 0.17% | +4,062 | New |
| Heritage Trust Co | 4,118 | $1.07M | 0.14% | −1,069−20.6% | Reduced |
| Sigma Planning Corp | 4,118 | $1.07M | 0.03% | +2,208+115.6% | Added |
| Hodges Capital Management Inc. | 4,126 | $1.07M | 0.07% | −16,643−80.1% | Reduced |
| Applied Capital LLC | 4,149 | $1.08M | 0.88% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,150 | $1.08M | 0.53% | +73+1.8% | Added |
| WCM Investment Management, LLC | 4,161 | $1.08M | 0.00% | −182−4.2% | Reduced |
| Emprise Bank | 4,187 | $1.08M | 0.73% | +4,187 | New |
| Westhampton Capital, LLC | 4,190 | $1.09M | 0.59% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,189 | $1.09M | 0.38% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 4,204 | $1.09M | 0.17% | +1,126+36.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,211 | $1.09M | 0.05% | −150−3.4% | Reduced |
| CSU Producer Resources, Inc. | 4,213 | $1.09M | 3.59% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,200 | $1.09M | 0.45% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 4,228 | $1.10M | 0.70% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,254 | $1.10M | 0.02% | +2,079+95.6% | Added |
| AMG National Trust Bank | 4,255 | $1.10M | 0.03% | −65−1.5% | Reduced |
| Schear Investment Advisers, LLC | 4,281 | $1.11M | 0.89% | +4,281 | New |
| Cigna Investments Inc | 4,307 | $1.12M | 0.21% | −50−1.1% | Reduced |
| Atlas Private Wealth Management | 4,327 | $1.12M | 0.47% | +151+3.6% | Added |
| AA Financial Advisors, LLC | 4,349 | $1.13M | 0.45% | +4,349 | New |
| RMR Wealth Builders | 4,352 | $1.13M | 0.14% | −20−0.5% | Reduced |
| Quadrant Capital Group LLC | 4,372 | $1.13M | 0.09% | +110+2.6% | Added |
| Hancock Whitney Corp | 4,374 | $1.13M | 0.04% | +107+2.5% | Added |
| New Century Financial Group, LLC | 4,384 | $1.14M | 0.79% | −21−0.5% | Reduced |
| Wedmont Private Capital | 4,581 | $1.14M | 0.08% | +218+5.0% | Added |
| Silvant Capital Management LLC | 4,384 | $1.14M | 0.05% | 00.0% | Unchanged |
| PFS Partners, LLC | 4,400 | $1.14M | 0.77% | −265−5.7% | Reduced |
| Essex Financial Services, Inc. | 4,429 | $1.15M | 0.11% | +313+7.6% | Added |
| Saxon Interests, Inc. | 4,489 | $1.16M | 0.55% | +261+6.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,500 | $1.17M | 0.59% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 4,534 | $1.17M | 0.24% | +4,534 | New |
| Perigon Wealth Management, LLC | 4,543 | $1.18M | 0.04% | +155+3.5% | Added |
| Forum Financial Management, LP | 4,558 | $1.18M | 0.02% | −250−5.2% | Reduced |
| Meridian Wealth Advisors, LLC | 4,569 | $1.18M | 0.22% | +20.0% | Added |
| Balentine LLC | 4,581 | $1.19M | 0.04% | −1,033−18.4% | Reduced |
| Worldquant Millennium Advisors LLC | 4,591 | $1.19M | 0.01% | −41,577−90.1% | Reduced |
| Paloma Partners Management Co | 4,594 | $1.19M | 0.17% | +4,594 | New |
| Camden Capital, LLC | 4,621 | $1.20M | 0.11% | +457+11.0% | Added |
| Old National Bancorp | 4,628 | $1.20M | 0.03% | −1,063−18.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,949 | $1.20M | 0.04% | +257+5.5% | Added |
| Ballast, Inc. | 4,684 | $1.21M | 0.38% | +74+1.6% | Added |
| Rehmann Capital Advisory Group | 4,694 | $1.22M | 0.09% | −42−0.9% | Reduced |
| Stratos Wealth Advisors, LLC | 4,703 | $1.22M | 0.07% | −89−1.9% | Reduced |
| Castlekeep Investment Advisors LLC | 4,714 | $1.22M | 0.88% | −377−7.4% | Reduced |
| Achmea Investment Management B.V. | 4,728 | $1.23M | 0.02% | −96−2.0% | Reduced |
| Two Sigma Securities, LLC | 4,762 | $1.23M | 0.06% | +4,762 | New |
| DF Dent & Co Inc | 4,804 | $1.24M | 0.02% | −299−5.9% | Reduced |
| Nichols & Pratt Advisers LLP | 4,807 | $1.25M | 0.08% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,814 | $1.25M | 0.09% | −98−2.0% | Reduced |
| McDonald Partners LLC | 4,829 | $1.25M | 0.34% | +15+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 4,830 | $1.25M | 0.17% | +20.0% | Added |
| Trust Asset Management LLC | 4,830 | $1.25M | 0.11% | 00.0% | Unchanged |
| Field & Main Bank | 4,833 | $1.25M | 0.49% | +178+3.8% | Added |
| Parsons Capital Management Inc | 4,854 | $1.26M | 0.09% | +75+1.6% | Added |
| Simmons Bank | 4,869 | $1.26M | 0.09% | −310−6.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,879 | $1.26M | 0.91% | +309+6.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,841 | $1.27M | 0.17% | +4,841 | New |
| Relyea Zuckerberg Hanson LLC | 4,923 | $1.28M | 0.22% | +37+0.8% | Added |
| Centaurus Financial, Inc. | 4,932 | $1.28M | 0.09% | −9−0.2% | Reduced |
| Cookson Peirce & Co Inc | 4,960 | $1.28M | 0.07% | −504−9.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.29M | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,970 | $1.29M | 0.09% | −1,208−19.6% | Reduced |
| Viawealth, LLC | 4,978 | $1.29M | 0.81% | −327−6.2% | Reduced |
| Pitcairn Co | 4,979 | $1.29M | 0.08% | +2,844+133.2% | Added |
| Headlands Technologies LLC | 5,002 | $1.30M | 0.31% | +5,002 | New |
| Summitry LLC | 5,015 | $1.30M | 0.07% | +94+1.9% | Added |
| Perpetual Ltd | 5,017 | $1.30M | 0.01% | −103−2.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,023 | $1.30M | 0.36% | +1,965+64.3% | Added |
| Csenge Advisory Group | 5,057 | $1.31M | 0.07% | −140−2.7% | Reduced |
| Legacy Capital Group California, Inc. | 5,057 | $1.31M | 0.48% | −134−2.6% | Reduced |
| Webster Bank, N. A. | 5,077 | $1.32M | 0.15% | +312+6.5% | Added |
| Monte Financial Group, LLC | 5,081 | $1.32M | 0.58% | +37+0.7% | Added |
| Alphinity Investment Management Pty Ltd | 5,096 | $1.32M | 0.01% | −526,919−99.0% | Reduced |
| Stablepoint Partners, LLC | 5,097 | $1.32M | 0.27% | +541+11.9% | Added |
| Valley National Advisers Inc | 5,122 | $1.33M | 0.20% | +9+0.2% | Added |
| Balyasny Asset Management LLC | 5,147 | $1.33M | 0.00% | +5,147 | New |
| Parallel Advisors, LLC | 5,176 | $1.34M | 0.04% | +247+5.0% | Added |
| Creative Financial Designs Inc | 5,227 | $1.35M | 0.13% | −787−13.1% | Reduced |
| Coldstream Capital Management Inc | 5,228 | $1.35M | 0.03% | −101−1.9% | Reduced |
| Warren Averett Asset Management, LLC | 5,232 | $1.36M | 0.03% | +3,680+237.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,236 | $1.36M | 0.53% | −232−4.2% | Reduced |
| Wealth Quarterback LLC | 5,275 | $1.37M | 0.76% | +2,066+64.4% | Added |
| Central Trust Co | 5,287 | $1.37M | 0.03% | +94+1.8% | Added |
| Mather Group, LLC. | 6,077 | $1.37M | 0.02% | −147−2.4% | Reduced |
| Dakota Wealth Management | 5,301 | $1.37M | 0.03% | +489+10.2% | Added |
| Kingsview Wealth Management, LLC | 5,303 | $1.37M | 0.03% | +1,067+25.2% | Added |
| Steward Partners Investment Solutions, LLC | 5,322 | $1.38M | 0.23% | +305+6.1% | Added |
| Paladin Advisory Group, LLC | 5,431 | $1.40M | 1.11% | +112+2.1% | Added |
| Empowered Funds, LLC | 5,399 | $1.40M | 0.03% | −19,982−78.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,434 | $1.41M | 0.23% | −41−0.7% | Reduced |
| Baldwin Investment Management, LLC | 5,451 | $1.41M | 0.19% | +9+0.2% | Added |