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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 2,135 | $553.2K | 0.09% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $552.5K | 0.32% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,129 | $551.7K | 0.09% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,120 | $549.0K | 0.04% | +2,120 | New |
| Baxter Bros Inc | 2,110 | $546.8K | 0.07% | 00.0% | Unchanged |
| Verdad Advisers, LP | 2,089 | $541.3K | 0.59% | +2,089 | New |
| Steigerwald, Gordon & Koch Inc. | 2,087 | $540.8K | 0.07% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,085 | $540.3K | 0.13% | −1,495−41.8% | Reduced |
| Hemenway Trust Co LLC | 2,080 | $539.0K | 0.05% | −140−6.3% | Reduced |
| M&R Capital Management Inc | 2,070 | $535.9K | 0.13% | +2+0.1% | Added |
| Old Point Trust & Financial Services N A | 2,055 | $532.5K | 0.19% | +502+32.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,044 | $529.7K | 0.01% | +1,114+119.8% | Added |
| Bell Bank | 2,038 | $528.1K | 0.05% | +2,038 | New |
| Gateway Investment Advisers LLC | 2,034 | $527.1K | 0.01% | −182−8.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,030 | $526.3K | 0.06% | −641−24.0% | Reduced |
| Cetera Trust Company, N.A | 2,030 | $526.0K | 0.32% | −100−4.7% | Reduced |
| Belpointe Asset Management LLC | 2,029 | $525.9K | 0.04% | +4+0.2% | Added |
| Ellevest, Inc. | 2,006 | $519.8K | 0.03% | −49−2.4% | Reduced |
| Pacitti Group Inc. | 1,998 | $519.1K | 0.28% | +7+0.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $518.3K | 0.20% | 00.0% | Unchanged |
| Fosun International Ltd | 2,000 | $518.3K | 0.16% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,006 | $518.0K | 0.11% | +2,006 | New |
| Independence Bank of Kentucky | 1,994 | $516.7K | 0.15% | −165−7.6% | Reduced |
| Earnest Partners LLC | 1,981 | $513.3K | 0.00% | +7+0.4% | Added |
| Modern Wealth Management, LLC | 1,979 | $512.8K | 0.05% | +262+15.3% | Added |
| Trust Point Inc. | 1,976 | $512.0K | 0.04% | −1,986−50.1% | Reduced |
| Harbour Investments, Inc. | 1,965 | $509.3K | 0.02% | −307−13.5% | Reduced |
| Gen-Wealth Partners Inc | 1,965 | $509.2K | 0.25% | +1,965 | New |
| Boston Financial Mangement LLC | 1,951 | $505.6K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 1,939 | $502.5K | 0.02% | +158+8.9% | Added |
| Brighton Jones LLC | 1,915 | $496.3K | 0.02% | +336+21.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,915 | $496.2K | 0.30% | +1,915 | New |
| Penserra Capital Management LLC | 1,920 | $496.0K | 0.01% | −1,786−48.2% | Reduced |
| RBA Wealth Management, LLC | 1,911 | $495.3K | 0.20% | −38−1.9% | Reduced |
| Sandy Cove Advisors, LLC | 1,907 | $494.2K | 0.23% | −42−2.2% | Reduced |
| Hara Capital LLC | 1,901 | $492.6K | 0.30% | 00.0% | Unchanged |
| Alerus Financial NA | 1,900 | $492.3K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,898 | $491.9K | 0.01% | −4−0.2% | Reduced |
| Grimes & Company, Inc. | 1,870 | $484.5K | 0.01% | −3−0.2% | Reduced |
| Global Financial Private Client, LLC | 1,881 | $484.2K | 0.21% | +46+2.5% | Added |
| LMG Wealth Partners, LLC | 1,862 | $482.5K | 0.12% | +39+2.1% | Added |
| Hamilton Wealth, LLC | 1,862 | $482.4K | 0.15% | −3−0.2% | Reduced |
| Rede Wealth, LLC | 1,856 | $480.9K | 0.20% | +160+9.4% | Added |
| Boothbay Fund Management, LLC | 1,847 | $478.6K | 0.01% | +1,847 | New |
| Avestar Capital, LLC | 1,837 | $477.6K | 0.05% | +488+36.2% | Added |
| Ashton Thomas Private Wealth, LLC | 1,837 | $476.0K | 0.03% | −8,318−81.9% | Reduced |
| Geller Advisors LLC | 1,827 | $475.0K | 0.04% | +76+4.3% | Added |
| Essex Savings Bank | 2,094 | $473.2K | 0.14% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 1,826 | $473.0K | 0.21% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 1,825 | $472.9K | 0.02% | −280−13.3% | Reduced |
| Anchor Investment Management, LLC | 1,821 | $471.9K | 0.05% | +109+6.4% | Added |
| Good Life Advisors, LLC | 1,812 | $469.6K | 0.04% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,810 | $469.0K | 0.37% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 1,805 | $467.9K | 0.27% | +3+0.2% | Added |
| West Family Investments, Inc. | 1,803 | $467.2K | 0.14% | +147+8.9% | Added |
| DAGCO, Inc. | 1,795 | $465.1K | 0.21% | +1,795 | New |
| Procyon Private Wealth Partners, LLC | 1,782 | $461.8K | 0.04% | −109−5.8% | Reduced |
| RSM US Wealth Management LLC | 1,781 | $461.5K | 0.01% | −297−14.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,775 | $460.0K | 0.16% | −100−5.3% | Reduced |
| Eqis Capital Management, Inc. | 1,770 | $458.7K | 0.04% | +64+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 1,755 | $455.0K | 0.05% | +1,755 | New |
| Cardiff Park Advisors, LLC | 1,754 | $454.5K | 0.04% | +754+75.4% | Added |
| Harfst & Associates, Inc. | 1,752 | $454.0K | 0.11% | −47−2.6% | Reduced |
| Legal Advantage Investments, Inc. | 1,750 | $453.5K | 0.25% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,748 | $453.0K | 0.07% | +26+1.5% | Added |
| Okabena Investment Services Inc | 1,747 | $452.7K | 0.15% | −41−2.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 1,739 | $450.6K | 0.02% | +1,739 | New |
| Atlas Capital Advisors LLC | 1,737 | $450.1K | 0.07% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $450.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,734 | $449.3K | 0.05% | +20+1.2% | Added |
| Equitable Holdings, Inc. | 1,733 | $449.1K | 0.01% | −147−7.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,805 | $448.7K | 0.04% | −306−14.5% | Reduced |
| Modera Wealth Management, LLC | 1,729 | $448.0K | 0.01% | +173+11.1% | Added |
| Appleton Partners Inc | 1,727 | $448.0K | 0.03% | −178−9.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,822 | $447.1K | 0.26% | +17+0.9% | Added |
| Manchester Capital Management LLC | 1,723 | $446.5K | 0.06% | +65+3.9% | Added |
| Baron Wealth Management LLC | 1,722 | $446.2K | 0.24% | +127+8.0% | Added |
| Diversify Advisory Services, LLC | 1,729 | $445.1K | 0.03% | +1,729 | New |
| Tower Bridge Advisors | 1,716 | $444.7K | 0.05% | −26−1.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,714 | $444.2K | 0.37% | +36+2.1% | Added |
| PFG Advisors | 1,712 | $443.6K | 0.03% | +168+10.9% | Added |
| Global X Japan Co., Ltd. | 1,711 | $443.4K | 0.09% | +125+7.9% | Added |
| Prestige Wealth Management Group LLC | 1,701 | $442.3K | 0.10% | −1,318−43.7% | Reduced |
| Broadleaf Partners, LLC | 1,706 | $442.1K | 0.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,705 | $442.0K | 0.06% | +1,705 | New |
| Evoke Wealth, LLC | 1,696 | $440.8K | 0.01% | +1,696 | New |
| Tilia Fiduciary Partners, Inc. | 1,698 | $439.9K | 0.36% | +34+2.0% | Added |
| Sound View Wealth Advisors Group, LLC | 1,689 | $437.8K | 0.05% | −39−2.3% | Reduced |
| Ironwood Investment Counsel, LLC | 1,686 | $436.9K | 0.08% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,679 | $435.1K | 0.17% | −10−0.6% | Reduced |
| Abbrea Capital, LLC | 1,675 | $435.0K | 0.06% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,674 | $433.8K | 0.09% | −457−21.4% | Reduced |
| Leavell Investment Management, Inc. | 1,656 | $431.0K | 0.02% | −21−1.3% | Reduced |
| First County Bank | 1,649 | $427.3K | 0.21% | −258−13.5% | Reduced |
| Evermay Wealth Management LLC | 1,646 | $427.2K | 0.06% | −36−2.1% | Reduced |
| Letson Investment Management, Inc. | 1,645 | $426.2K | 0.18% | +254+18.3% | Added |
| Pointe Capital Management LLC | 1,642 | $425.5K | 0.26% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,638 | $424.5K | 0.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 1,625 | $421.0K | 0.03% | +1,625 | New |
| Clearview Wealth Advisors LLC | 1,616 | $418.8K | 0.43% | −55−3.3% | Reduced |