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; 2,172 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
- 1,704
- +120 vs. Q4 2023
- Shares held
- 361.6M
- +160.4K (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
- 649 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 4,030 | $1.04M | 0.29% | −325−7.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,002 | $1.04M | 0.72% | −21−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 4,002 | $1.04M | 0.03% | +84+2.1% | Added |
| Bayview Asset Management, LLC | 4,000 | $1.04M | 0.42% | −1,000−20.0% | Reduced |
| Transcend Wealth Collective, LLC | 3,990 | $1.03M | 0.08% | −209−5.0% | Reduced |
| Concord Wealth Partners | 3,966 | $1.03M | 0.18% | +1,684+73.8% | Added |
| FC Advisory LLC | 3,964 | $1.03M | 0.38% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,945 | $1.02M | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,893 | $1.01M | 0.04% | +139+3.7% | Added |
| Mill Capital Management, LLC | 3,892 | $1.01M | 0.08% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,875 | $1.00M | 0.57% | +324+9.1% | Added |
| Sierra Summit Advisors LLC | 3,872 | $1.00M | 0.27% | +139+3.7% | Added |
| WSFS Capital Management, LLC | 3,870 | $1.00M | 0.06% | −17−0.4% | Reduced |
| Stoneridge Investment Partners LLC | 3,859 | $1.00M | 0.38% | −24,937−86.6% | Reduced |
| Mainstay Capital Management LLC | 3,855 | $998.9K | 0.19% | −469−10.8% | Reduced |
| FRG Family Wealth Advisors LLC | 3,963 | $985.4K | 0.19% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,797 | $983.9K | 0.05% | +3,797 | New |
| Bank of Hawaii | 3,791 | $982.4K | 0.05% | −40−1.0% | Reduced |
| Concord Asset Management, LLC | 3,764 | $975.4K | 0.26% | +1,674+80.1% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,757 | $973.6K | 0.86% | −55−1.4% | Reduced |
| KRS Capital Management, LLC | 3,743 | $969.9K | 0.78% | −89−2.3% | Reduced |
| Marcum Wealth, LLC | 3,737 | $968.4K | 0.10% | +47+1.3% | Added |
| Dynasty Wealth Management, LLC | 3,729 | $966.2K | 0.03% | +3,729 | New |
| Harbour Capital Advisors, LLC | 3,768 | $965.9K | 0.24% | +59+1.6% | Added |
| Invera Wealth Advisors, LLC | 3,936 | $965.9K | 0.82% | −193−4.7% | Reduced |
| Epiq Partners, LLC | 3,714 | $962.4K | 0.64% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 3,697 | $961.1K | 0.13% | +3,697 | New |
| Gsa Capital Partners LLP | 3,708 | $961.0K | 0.08% | +3,708 | New |
| Financial Insights, Inc. | 3,702 | $959.3K | 0.27% | −846−18.6% | Reduced |
| Sentry LLC | 3,701 | $959.0K | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,697 | $958.0K | 0.02% | +465+14.4% | Added |
| Chesley Taft & Associates LLC | 3,695 | $957.5K | 0.05% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,690 | $956.2K | 0.24% | +140+3.9% | Added |
| Cambridge Trust Co | 3,659 | $948.2K | 0.04% | +697+23.5% | Added |
| Checchi Capital Advisers, LLC | 3,656 | $947.4K | 0.07% | +38+1.1% | Added |
| Financial Advocates Investment Management | 3,653 | $946.7K | 0.06% | +33+0.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,642 | $943.8K | 0.23% | −48−1.3% | Reduced |
| SRN Advisors, LLC | 3,633 | $941.4K | 0.73% | +176+5.1% | Added |
| Aigen Investment Management, LP | 3,616 | $937.0K | 0.20% | +3,616 | New |
| Lake Street Financial LLC | 3,613 | $936.2K | 0.13% | −355−8.9% | 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 |
| Sippican Capital Advisors | 3,595 | $931.6K | 0.72% | −1,833−33.8% | Reduced |
| EP Wealth Advisors, LLC | 3,595 | $931.4K | 0.01% | +788+28.1% | Added |
| VisionPoint Advisory Group, LLC | 3,587 | $929.5K | 0.34% | −3,073−46.1% | Reduced |
| Wealthspire Advisors, LLC | 3,581 | $927.9K | 0.01% | −86−2.3% | Reduced |
| Beach Investment Counsel Inc | 4,078 | $922.0K | 0.11% | 00.0% | Unchanged |
| GoodHaven Capital Management, LLC | 3,550 | $919.9K | 0.35% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,548 | $919.4K | 0.24% | +2,457+225.2% | Added |
| Wolf Group Capital Advisors | 4,773 | $919.1K | 0.44% | 00.0% | Unchanged |
| Advisory Resource Group | 3,533 | $915.5K | 0.21% | +571+19.3% | Added |
| United Asset Strategies, Inc. | 3,517 | $911.5K | 0.09% | +114+3.3% | Added |
| LCNB Corp | 3,511 | $909.8K | 0.33% | +175+5.2% | Added |
| Lake Street Advisors Group, LLC | 3,494 | $908.4K | 0.04% | +88+2.6% | Added |
| Gratus Wealth Advisors, LLC | 3,696 | $907.0K | 0.17% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,500 | $907.0K | 0.05% | −58−1.6% | Reduced |
| Cim Investment Mangement Inc | 3,499 | $906.7K | 0.27% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,488 | $903.8K | 0.07% | +417+13.6% | Added |
| Smartleaf Asset Management LLC | 3,459 | $894.2K | 0.17% | +566+19.6% | Added |
| Highlander Capital Management, LLC | 3,425 | $887.5K | 0.30% | 00.0% | Unchanged |
| Spinnaker Trust | 3,401 | $881.3K | 0.06% | +38+1.1% | Added |
| Northeast Investment Management | 3,394 | $879.5K | 0.04% | −128−3.6% | Reduced |
| GSB Wealth Management, LLC | 3,392 | $878.9K | 0.25% | +9+0.3% | Added |
| American Trust Investment Advisors, LLC | 3,386 | $877.4K | 0.42% | 00.0% | Unchanged |
| Wealth Alliance | 3,366 | $872.3K | 0.11% | −88−2.5% | Reduced |
| GeoWealth Management, LLC | 3,360 | $870.7K | 0.03% | +525+18.5% | Added |
| International Assets Investment Management, LLC | 3,360 | $864.8K | 0.09% | +1,212+56.4% | Added |
| Choate Investment Advisors | 3,337 | $864.7K | 0.02% | +110+3.4% | Added |
| Banque Pictet & Cie SA | 3,280 | $849.9K | 0.01% | −1,500−31.4% | Reduced |
| Stock Yards Bank & Trust Co | 3,255 | $843.5K | 0.03% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 3,241 | $839.9K | 0.46% | +83+2.6% | Added |
| Nomura Holdings Inc | 3,235 | $838.3K | 0.01% | −4,993−60.7% | Reduced |
| Syon Capital LLC | 3,210 | $831.7K | 0.08% | +176+5.8% | Added |
| REDW Wealth LLC | 3,205 | $830.5K | 0.22% | −865−21.3% | Reduced |
| Capstone Investment Advisors, LLC | 3,189 | $826.4K | 0.02% | −796−20.0% | Reduced |
| Saturna Capital CORP | 3,170 | $821.4K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 3,167 | $820.6K | 0.17% | +9+0.3% | Added |
| 1st Source Bank | 3,153 | $817.0K | 0.05% | +399+14.5% | Added |
| Jaffetilchin Investment Partners, LLC | 3,152 | $816.8K | 0.07% | −326−9.4% | Reduced |
| Virtus ETF Advisers LLC | 3,152 | $816.8K | 0.43% | +3,152 | New |
| Grove Bank & Trust | 3,129 | $810.8K | 0.14% | +2,124+211.3% | Added |
| X-Square Capital, LLC | 3,119 | $801.0K | 0.38% | +101+3.3% | Added |
| Optimum Investment Advisors | 3,077 | $797.3K | 0.37% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,071 | $795.8K | 0.14% | −247−7.4% | Reduced |
| Mitchell Sinkler & Starr | 3,071 | $795.8K | 0.20% | −5,030−62.1% | Reduced |
| Allred Capital Management, LLC | 3,070 | $795.5K | 0.31% | +19+0.6% | Added |
| Ransom Advisory, Ltd | 3,060 | $792.9K | 0.42% | +3,060 | New |
| Bull Street Advisors, LLC | 3,035 | $786.0K | 0.38% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,030 | $785.0K | 0.01% | +63+2.1% | Added |
| Mairs & Power Inc | 3,019 | $782.3K | 0.01% | +17+0.6% | Added |
| Finivi Inc. | 3,000 | $777.4K | 0.70% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,999 | $777.1K | 0.11% | +31+1.0% | Added |
| Equitable Trust Co | 2,986 | $773.8K | 0.05% | +41+1.4% | Added |
| Conning Inc. | 2,979 | $771.9K | 0.03% | −80−2.6% | Reduced |
| Commerzbank Aktiengesellschaft | 2,959 | $767.0K | 0.03% | +491+19.9% | Added |
| Resurgent Financial Advisors LLC | 2,956 | $766.0K | 0.41% | −61−2.0% | Reduced |
| American National Bank & Trust Co | 2,947 | $763.6K | 0.18% | +2,947 | New |
| NVWM, LLC | 2,899 | $753.8K | 0.21% | −555−16.1% | Reduced |
| Columbia Asset Management | 3,320 | $750.0K | 0.15% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,890 | $748.9K | 0.10% | +290+11.2% | Added |