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 |
|---|---|---|---|---|---|
| Welch Group, LLC | 2,886 | $747.9K | 0.04% | +252+9.6% | Added |
| Gryphon Financial Partners LLC | 2,882 | $746.7K | 0.12% | +197+7.3% | Added |
| Encompass Wealth Advisors, LLC | 2,867 | $742.9K | 0.20% | −227−7.3% | Reduced |
| Tyler-Stone Wealth Management | 2,862 | $741.6K | 0.33% | +75+2.7% | Added |
| Accordant Advisory Group Inc | 2,859 | $740.9K | 0.55% | +2,859 | New |
| First American Bank | 2,856 | $740.1K | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,854 | $739.6K | 0.15% | −80−2.7% | Reduced |
| Ninepoint Partners LP | 2,852 | $739.0K | 0.09% | +2,852 | New |
| First Affirmative Financial Network | 2,848 | $738.1K | 0.54% | −93−3.2% | Reduced |
| GAMMA Investing LLC | 2,836 | $734.9K | 0.15% | +398+16.3% | Added |
| Waldron Private Wealth LLC | 2,826 | $734.7K | 0.03% | +64+2.3% | Added |
| Great Lakes Retirement, Inc. | 2,828 | $732.9K | 0.11% | +94+3.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 2,810 | $727.3K | 0.26% | −119−4.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,800 | $725.2K | 0.02% | +550+24.4% | Added |
| Headinvest, LLC | 2,792 | $723.5K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,787 | $722.3K | 0.08% | +65+2.4% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $718.0K | 0.51% | 00.0% | Unchanged |
| G&S Capital LLC | 2,758 | $714.7K | 0.32% | −87−3.1% | Reduced |
| NorthRock Partners, LLC | 2,741 | $712.6K | 0.03% | +72+2.7% | Added |
| Hilltop Holdings Inc. | 2,749 | $712.3K | 0.08% | +86+3.2% | Added |
| Fifth Third Wealth Advisors LLC | 2,747 | $711.8K | 0.11% | +413+17.7% | Added |
| SRB Corp | 2,735 | $708.7K | 0.04% | +449+19.6% | Added |
| J.W. Cole Advisors, Inc. | 2,728 | $706.7K | 0.04% | −155−5.4% | Reduced |
| Shelton Capital Management | 2,714 | $703.3K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,710 | $702.2K | 0.05% | −483−15.1% | Reduced |
| Cidel Asset Management Inc | 2,705 | $700.9K | 0.05% | −561−17.2% | Reduced |
| Premier Path Wealth Partners, LLC | 2,695 | $698.4K | 0.13% | −90−3.2% | Reduced |
| V-Square Quantitative Management LLC | 2,690 | $697.1K | 0.12% | +1,666+162.7% | Added |
| Edge Capital Group, LLC | 2,689 | $696.8K | 0.03% | −5−0.2% | Reduced |
| Boyar Asset Management Inc. | 2,687 | $696.3K | 0.45% | −5−0.2% | 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 |
| Exchange Traded Concepts, LLC | 2,670 | $691.9K | 0.02% | −342−11.4% | Reduced |
| CWA Asset Management Group, LLC | 2,668 | $691.4K | 0.04% | +439+19.7% | Added |
| Henry James International Management, Inc. | 2,666 | $690.8K | 0.21% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,657 | $688.5K | 0.02% | +192+7.8% | Added |
| City State Bank | 2,654 | $688.0K | 0.30% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,654 | $687.8K | 0.06% | −81−3.0% | Reduced |
| Simon Quick Advisors, LLC | 2,651 | $687.0K | 0.05% | +1,747+193.3% | Added |
| Cross Staff Investments Inc | 2,649 | $686.4K | 0.58% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,648 | $686.2K | 0.10% | +131+5.2% | Added |
| Empire Financial Management Company, LLC | 2,635 | $682.9K | 0.23% | +240+10.0% | Added |
| CX Institutional | 2,630 | $681.6K | 0.03% | −4−0.2% | Reduced |
| TKG Advisors, LLC | 2,601 | $674.0K | 0.38% | −62−2.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,586 | $670.1K | 0.01% | −55−2.1% | Reduced |
| Everett Harris & Co | 2,579 | $668.3K | 0.01% | 00.0% | Unchanged |
| Canopy Partners, LLC | 2,578 | $668.0K | 0.33% | +285+12.4% | Added |
| Flagship Harbor Advisors, LLC | 2,576 | $667.5K | 0.04% | −10−0.4% | Reduced |
| Lindbrook Capital, LLC | 2,574 | $667.0K | 0.06% | +87+3.5% | Added |
| Apexium Financial, LP | 2,557 | $664.7K | 0.05% | −1,373−34.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,715 | $663.6K | 0.26% | −82−2.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 2,560 | $663.4K | 0.01% | +4+0.2% | 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 |
| Benjamin Edwards Inc | 2,545 | $659.0K | 0.13% | +595+30.5% | Added |
| Spire Wealth Management | 2,536 | $657.1K | 0.02% | +29+1.2% | Added |
| BKD Wealth Advisors, LLC | 2,533 | $656.4K | 0.02% | +70+2.8% | Added |
| Gladstone Institutional Advisory LLC | 2,525 | $654.2K | 0.04% | −6,836−73.0% | Reduced |
| Farther Finance Advisors, LLC | 2,541 | $654.1K | 0.04% | +513+25.3% | Added |
| Zions Bancorporation, N.A. | 2,523 | $653.8K | 0.05% | +7+0.3% | Added |
| Atomi Financial Group, Inc. | 2,511 | $650.7K | 0.06% | +294+13.3% | Added |
| Legacy Financial Advisors, Inc. | 2,493 | $646.1K | 0.12% | +16+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 2,491 | $645.4K | 0.05% | −1,011−28.9% | Reduced |
| FineMark National Bank & Trust | 2,436 | $631.2K | 0.02% | −221−8.3% | Reduced |
| Burford Brothers, Inc. | 2,431 | $629.9K | 0.41% | +50+2.1% | Added |
| BluePath Capital Management, LLC | 2,430 | $629.8K | 0.49% | +212+9.6% | Added |
| Joel Isaacson & Co., LLC | 2,425 | $628.4K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 2,584 | $627.3K | 0.28% | +1,438+125.5% | Added |
| Somerville Kurt F | 2,400 | $621.9K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2,397 | $621.2K | 0.07% | −28−1.2% | Reduced |
| Sentry Investment Management LLC | 2,387 | $619.0K | 0.24% | +244+11.4% | Added |
| Vicus Capital | 2,376 | $615.7K | 0.06% | +870+57.8% | Added |
| Goldstein Advisors, LLC | 2,363 | $612.3K | 0.10% | −44−1.8% | Reduced |
| Means Investment Co., Inc. | 2,349 | $608.6K | 0.08% | +1,007+75.0% | Added |
| FSM Wealth Advisors, LLC | 2,345 | $607.6K | 0.22% | −10−0.4% | Reduced |
| PDS Planning, Inc | 2,335 | $605.1K | 0.06% | +51+2.2% | Added |
| Plancorp, LLC | 2,334 | $604.8K | 0.03% | +231+11.0% | Added |
| First City Capital Management, Inc. | 2,318 | $600.7K | 0.33% | −17−0.7% | Reduced |
| Sky Investment Group LLC | 2,306 | $597.6K | 0.11% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,300 | $596.0K | 0.05% | −500−17.9% | Reduced |
| Silvercrest Asset Management Group LLC | 2,288 | $592.9K | 0.00% | −21−0.9% | Reduced |
| E&G Advisors, LP | 2,280 | $590.8K | 0.19% | −6−0.3% | Reduced |
| Peddock Capital Advisors, LLC | 2,272 | $588.7K | 0.15% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,269 | $588.0K | 0.01% | −16,443−87.9% | Reduced |
| Meeder Asset Management Inc | 2,268 | $587.7K | 0.04% | −5,017−68.9% | Reduced |
| Farrell Financial LLC | 2,258 | $585.1K | 0.48% | −32−1.4% | Reduced |
| Eudaimonia Advisors LLC | 2,254 | $584.0K | 0.31% | −53−2.3% | Reduced |
| Blackhawk Capital Partners LLC. | 2,249 | $582.8K | 0.36% | −997−30.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,246 | $582.0K | 0.01% | −80−3.4% | Reduced |
| Mayflower Financial Advisors, LLC | 2,241 | $580.8K | 0.10% | +378+20.3% | Added |
| Capula Management Ltd | 2,231 | $578.1K | 0.02% | +2,231 | New |
| Sage Private Wealth Group, LLC | 2,200 | $570.2K | 0.46% | +313+16.6% | Added |
| FDx Advisors, Inc. | 2,201 | $570.0K | 0.09% | −3,179−59.1% | Reduced |
| Western Wealth Management, LLC | 2,195 | $568.8K | 0.04% | +66+3.1% | Added |
| Catalina Capital Group, LLC | 2,172 | $562.8K | 0.24% | +2,172 | New |
| Stiles Financial Services Inc | 2,167 | $561.8K | 0.23% | +824+61.4% | Added |
| SRS Capital Advisors, Inc. | 2,168 | $561.7K | 0.06% | +25+1.2% | Added |
| Skopos Labs, Inc. | 2,159 | $555.7K | 0.24% | −23−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,142 | $555.0K | 0.01% | +111+5.5% | Added |