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 |
|---|---|---|---|---|---|
| Farmers National Bank | 1,605 | $415.9K | 0.12% | −180−10.1% | Reduced |
| Voya Financial Advisors, Inc. | 1,608 | $415.7K | 0.05% | −156−8.8% | Reduced |
| Bank of New Hampshire | 1,600 | $414.6K | 0.11% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,599 | $414.3K | 0.01% | +378+31.0% | Added |
| Moody Lynn & Lieberson, LLC | 1,596 | $413.6K | 0.03% | +135+9.2% | Added |
| Berkeley Capital Partners, LLC | 1,595 | $413.3K | 0.13% | −35−2.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,595 | $413.3K | 0.15% | −187−10.5% | Reduced |
| Everhart Financial Group, Inc. | 1,593 | $412.8K | 0.12% | +174+12.3% | Added |
| Chicago Partners Investment Group LLC | 1,650 | $412.3K | 0.02% | +93+6.0% | Added |
| Roberts Glore & Co Inc | 1,591 | $412.3K | 0.12% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,591 | $412.3K | 0.10% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,590 | $412.0K | 0.07% | −6−0.4% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,584 | $411.8K | 0.26% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,671 | $410.0K | 0.02% | +1,671 | New |
| Mutual Advisors, LLC | 1,581 | $409.7K | 0.01% | −319−16.8% | Reduced |
| Marex Group plc | 1,580 | $409.4K | 0.01% | −60,000−97.4% | Reduced |
| Peak Planning Group, LLC | 1,576 | $408.5K | 0.26% | +162+11.5% | Added |
| 9258 Wealth Management, LLC | 1,574 | $407.9K | 0.06% | −56−3.4% | Reduced |
| Carson Advisory Inc. | 1,563 | $405.1K | 0.28% | +2+0.1% | Added |
| Associated Banc-Corp | 1,563 | $405.0K | 0.01% | −17−1.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,560 | $404.2K | 0.53% | +1,560 | New |
| Sawgrass Asset Management LLC | 1,559 | $404.0K | 0.04% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,554 | $404.0K | 0.02% | −473−23.3% | Reduced |
| Invesco, LLC | 1,548 | $401.1K | 0.17% | +24+1.6% | Added |
| Heron Bay Capital Management | 1,545 | $400.4K | 0.08% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,540 | $399.1K | 0.07% | 00.0% | Unchanged |
| SFMG, LLC | 1,537 | $398.2K | 0.03% | +4+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,535 | $397.8K | 0.25% | −96−5.9% | Reduced |
| Catalyst Financial Partners LLC | 1,630 | $397.0K | 0.10% | +8+0.5% | Added |
| Pflug Koory, LLC | 1,530 | $396.5K | 0.20% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,529 | $396.0K | 0.03% | +1,529 | New |
| Courier Capital LLC | 1,528 | $396.0K | 0.03% | −70−4.4% | Reduced |
| Sage Mountain Advisors LLC | 1,520 | $393.9K | 0.04% | +241+18.8% | Added |
| Greenfield Savings Bank | 1,520 | $393.9K | 0.21% | +505+49.8% | Added |
| Sicart Associates LLC | 1,510 | $392.6K | 0.14% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,500 | $390.0K | 0.33% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 1,500 | $389.0K | 0.18% | −203−11.9% | Reduced |
| Family Management Corp | 1,483 | $384.3K | 0.07% | −146−9.0% | Reduced |
| Americana Partners, LLC | 1,477 | $382.7K | 0.03% | +1,477 | New |
| MONECO Advisors, LLC | 1,473 | $381.7K | 0.06% | +142+10.7% | Added |
| Financial & Tax Architects, LLC | 1,468 | $380.5K | 0.10% | +224+18.0% | Added |
| Northern Financial Advisors Inc | 1,468 | $380.4K | 0.30% | −18−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,464 | $379.4K | 0.01% | +327+28.8% | Added |
| Gratus Capital LLC | 1,462 | $378.8K | 0.02% | +1,462 | New |
| Oak Thistle LLC | 1,456 | $377.3K | 0.34% | +1,456 | New |
| Imprint Wealth LLC | 1,463 | $376.6K | 0.09% | +307+26.6% | Added |
| National Wealth Management Group, LLC | 1,453 | $376.5K | 0.29% | +1,453 | New |
| Weik Capital Management | 1,445 | $374.4K | 0.16% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 1,441 | $373.4K | 0.01% | −537−27.1% | Reduced |
| Advisory Alpha, LLC | 1,434 | $371.6K | 0.02% | +153+11.9% | Added |
| Tectonic Advisors LLC | 1,433 | $371.4K | 0.03% | +5+0.4% | Added |
| Harvest Fund Management Co., Ltd | 1,424 | $369.0K | 0.03% | +1,390+4,088.2% | Added |
| RFG Advisory, LLC | 1,423 | $368.8K | 0.01% | +380+36.4% | Added |
| Arkadios Wealth Advisors | 1,421 | $368.3K | 0.03% | −16−1.1% | Reduced |
| L2 Asset Management, LLC | 1,421 | $368.2K | 0.12% | +73+5.4% | Added |
| Summit Global Investments | 1,393 | $361.0K | 0.03% | −3,457−71.3% | Reduced |
| Councilmark Asset Management, LLC | 1,387 | $359.4K | 0.26% | +1,387 | New |
| Patron Partners Advisors, LLC | 1,381 | $357.9K | 0.22% | +91+7.1% | Added |
| BSW Wealth Partners | 1,376 | $356.6K | 0.06% | −358−20.6% | Reduced |
| Strategy Asset Managers LLC | 1,360 | $352.5K | 0.08% | +69+5.3% | Added |
| Tandem Wealth Advisors LLC | 1,357 | $351.6K | 0.19% | −12−0.9% | Reduced |
| Renaissance Group LLC | 1,350 | $349.8K | 0.01% | +54+4.2% | Added |
| KPP Advisory Services LLC | 1,339 | $347.0K | 0.10% | −66−4.7% | Reduced |
| Phillips Wealth Planners LLC | 1,415 | $347.0K | 0.40% | +36+2.6% | Added |
| Resonant Capital Advisors, LLC | 1,333 | $346.5K | 0.03% | +141+11.8% | Added |
| HTLF Bank | 1,333 | $345.4K | 0.04% | +23+1.8% | Added |
| Titleist Asset Management, LLC | 1,328 | $344.2K | 0.06% | +141+11.9% | Added |
| RMR Capital Management, LLC | 1,325 | $343.3K | 0.34% | 00.0% | Unchanged |
| State of Wyoming | 1,316 | $341.0K | 0.06% | +925+236.6% | Added |
| AlTi Global, Inc. | 1,304 | $339.0K | 0.01% | +1,304 | New |
| Wealth Effects LLC | 1,305 | $338.1K | 0.12% | −40−3.0% | Reduced |
| Sage Financial Management Group, Inc. | 1,300 | $337.0K | 0.16% | +1,300 | New |
| WMS Partners, LLC | 1,295 | $335.6K | 0.02% | +65+5.3% | Added |
| DGS Capital Management, LLC | 1,293 | $335.1K | 0.10% | +2+0.2% | Added |
| Smithfield Trust Co | 1,292 | $335.0K | 0.02% | +48+3.9% | Added |
| Bollard Group LLC | 1,290 | $334.0K | 0.01% | 00.0% | Unchanged |
| Wynn Capital, LLC | 1,286 | $333.2K | 0.26% | −100−7.2% | Reduced |
| BBR Partners, LLC | 1,280 | $331.7K | 0.03% | +1,280 | New |
| Dearborn Partners LLC | 1,279 | $331.4K | 0.01% | −1,365−51.6% | Reduced |
| Keel Point, LLC | 1,274 | $330.3K | 0.03% | +72+6.0% | Added |
| Edmond de Rothschild Holding S.A. | 1,271 | $329.4K | 0.01% | +182+16.7% | Added |
| One Capital Management, LLC | 1,269 | $328.8K | 0.01% | +265+26.4% | Added |
| BLB&B Advisors, LLC | 1,267 | $328.3K | 0.02% | −97−7.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,259 | $326.0K | 0.02% | +1,259 | New |
| Firethorn Wealth Partners, LLC | 1,255 | $325.3K | 0.19% | −51−3.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,255 | $325.2K | 0.08% | +35+2.9% | Added |
| Goelzer Investment Management, Inc. | 1,232 | $319.2K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,231 | $319.1K | 0.13% | +1+0.1% | Added |
| Johnson Financial Group, Inc. | 1,227 | $319.0K | 0.02% | −163−11.7% | Reduced |
| Broadwater Capital Management LLC | 1,230 | $318.7K | 0.24% | −20−1.6% | Reduced |
| Strategic Advisors LLC | 1,225 | $317.4K | 0.06% | −153−11.1% | Reduced |
| Empower Advisory Group, LLC | 1,225 | $317.4K | 0.00% | −32−2.5% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $317.2K | 0.09% | 00.0% | Unchanged |
| Norway Savings Bank | 1,218 | $315.6K | 0.13% | 00.0% | Unchanged |
| Umpqua Bank | 1,218 | $315.6K | 0.13% | +1,218 | New |
| Regent Peak Wealth Advisors LLC | 1,217 | $315.4K | 0.08% | −57−4.5% | Reduced |
| Kensington Investment Counsel, LLC | 1,215 | $314.8K | 0.14% | +148+13.9% | Added |
| Delap Wealth Advisory, LLC | 1,213 | $314.3K | 0.13% | +1,213 | New |
| Summit Financial Group Inc | 1,208 | $313.0K | 0.11% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,207 | $312.8K | 0.01% | +14+1.2% | Added |