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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 1,202 | $311.5K | 0.13% | −747−38.3% | Reduced |
| Spirepoint Private Client, LLC | 1,201 | $311.2K | 0.05% | +1,201 | New |
| Van Hulzen Asset Management, LLC | 1,198 | $310.0K | 0.02% | −110−8.4% | Reduced |
| HBK Sorce Advisory LLC | 1,188 | $307.8K | 0.01% | +79+7.1% | Added |
| Cypress Capital Group | 1,186 | $307.3K | 0.04% | +30+2.6% | Added |
| Smith Shellnut Wilson LLC | 1,185 | $307.1K | 0.16% | 00.0% | Unchanged |
| Country Club Bank | 1,180 | $305.8K | 0.02% | −45−3.7% | Reduced |
| Avidian Wealth Solutions, LLC | 1,176 | $304.7K | 0.02% | +268+29.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,173 | $304.0K | 0.00% | +101+9.4% | Added |
| David Loasby | 1,220 | $302.6K | 0.03% | +110+9.9% | Added |
| Abacus Planning Group, Inc. | 1,166 | $302.1K | 0.06% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 1,164 | $301.6K | 0.22% | −14−1.2% | Reduced |
| Fiduciary Family Office, LLC | 1,158 | $300.2K | 0.12% | +1,158 | New |
| Lakeview Capital Partners, LLC | 1,155 | $299.2K | 0.05% | −8−0.7% | Reduced |
| Allstate Corp | 1,154 | $299.0K | 0.02% | −66−5.4% | Reduced |
| Atlantic Union Bankshares Corp | 1,150 | $298.0K | 0.03% | −55−4.6% | Reduced |
| Oxbow Advisors, LLC | 1,150 | $298.0K | 0.04% | +1,150 | New |
| Drive Wealth Management, LLC | 1,142 | $296.9K | 0.08% | +1+0.1% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,141 | $296.6K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,136 | $294.4K | 0.02% | +19+1.7% | Added |
| Financial Management Professionals, Inc. | 1,136 | $294.0K | 0.04% | −75−6.2% | Reduced |
| Sargent Investment Group, LLC | 1,131 | $293.1K | 0.06% | −480−29.8% | Reduced |
| Clarus Group, Inc. | 1,130 | $292.9K | 0.21% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 1,130 | $292.8K | 0.03% | +40+3.7% | Added |
| First American Trust, FSB | 1,126 | $291.8K | 0.03% | −259−18.7% | Reduced |
| Cornercap Investment Counsel Inc | 1,126 | $291.8K | 0.04% | −8,430−88.2% | Reduced |
| Carret Asset Management, LLC | 1,126 | $291.8K | 0.03% | −50−4.3% | Reduced |
| Delta Financial Group, Inc. | 1,120 | $290.0K | 0.09% | +46+4.3% | Added |
| Power Wealth Management LLC | 1,118 | $289.7K | 0.18% | −85−7.1% | Reduced |
| Elgethun Capital Management | 1,119 | $288.9K | 0.07% | 00.0% | Unchanged |
| Girard Partners Ltd. | 1,110 | $287.6K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,106 | $286.6K | 0.02% | +1,106 | New |
| Guardian Wealth Advisors, LLC | 1,106 | $286.6K | 0.19% | +80+7.8% | Added |
| Machina Capital S.A.S. | 1,103 | $285.8K | 0.15% | +1,103 | New |
| New Jersey Better Educational Savings Trust | 1,100 | $285.0K | 0.54% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,100 | $285.0K | 0.14% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 1,100 | $285.0K | 0.24% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,092 | $283.0K | 0.01% | +169+18.3% | Added |
| Dark Forest Capital Management LP | 1,092 | $283.0K | 0.05% | +1,092 | New |
| Hilltop National Bank | 1,087 | $281.7K | 0.10% | +1,087 | New |
| Aaron Wealth Advisors | 1,087 | $281.7K | 0.04% | +196+22.0% | Added |
| Foundations Investment Advisors, LLC | 1,083 | $280.5K | 0.01% | +172+18.9% | Added |
| Legacy Advisors, LLC | 1,078 | $280.3K | 0.04% | −341−24.0% | Reduced |
| Jones Financial Companies LLLP | 1,077 | $279.2K | 0.00% | +328+43.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,071 | $278.4K | 0.02% | +1,071 | New |
| San Luis Wealth Advisors LLC | 1,068 | $277.0K | 0.15% | −186−14.8% | Reduced |
| Kidder Stephen W | 1,066 | $276.2K | 0.09% | −30−2.7% | Reduced |
| Gries Financial LLC | 1,058 | $274.2K | 0.05% | −29−2.7% | Reduced |
| LRI Investments, LLC | 1,057 | $273.9K | 0.07% | +1,057 | New |
| LaSalle St. Investment Advisors, LLC | 1,211 | $273.0K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,050 | $273.0K | 0.02% | −12−1.1% | Reduced |
| MCF Advisors LLC | 1,048 | $272.5K | 0.02% | +2+0.2% | Added |
| Convergence Investment Partners, LLC | 1,051 | $272.0K | 0.10% | −5−0.5% | Reduced |
| Aspiriant, LLC | 1,047 | $271.3K | 0.01% | +70+7.2% | Added |
| Onefund, LLC | 1,051 | $270.5K | 0.32% | −28−2.6% | Reduced |
| Excalibur Management Corp | 1,044 | $270.5K | 0.11% | 00.0% | Unchanged |
| First Bank & Trust | 1,043 | $270.3K | 0.06% | +30+3.0% | Added |
| Sapient Capital LLC | 1,037 | $269.6K | 0.01% | −289−21.8% | Reduced |
| Integrated Advisors Network LLC | 1,039 | $269.2K | 0.01% | −121−10.4% | Reduced |
| VeraBank, N.A. | 1,039 | $269.2K | 0.08% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,038 | $269.0K | 0.03% | +14+1.4% | Added |
| Cornerstone Advisory, LLC | 1,036 | $268.5K | 0.04% | +34+3.4% | Added |
| Morningstar Investment Services LLC | 1,035 | $268.0K | 0.00% | −3,189−75.5% | Reduced |
| Breakwater Capital Group | 1,033 | $267.7K | 0.07% | +23+2.3% | Added |
| Parthenon LLC | 1,027 | $266.1K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,025 | $265.6K | 0.05% | −12−1.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,022 | $264.8K | 0.01% | +14+1.4% | Added |
| Financial Advisors, LLC | 1,020 | $264.3K | 0.05% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 1,018 | $263.8K | 0.14% | +1,018 | New |
| Vestmark Advisory Solutions, Inc. | 1,010 | $261.7K | 0.01% | −593−37.0% | Reduced |
| Atwater Malick LLC | 1,010 | $261.7K | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,010 | $261.7K | 0.01% | +44+4.6% | Added |
| Palisade Asset Management, LLC | 1,003 | $259.9K | 0.03% | −463−31.6% | Reduced |
| Bragg Financial Advisors, Inc | 1,003 | $259.9K | 0.01% | +1,003 | New |
| RBF Capital, LLC | 1,000 | $259.1K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 999 | $258.9K | 0.03% | +999 | New |
| Duncker Streett & Co Inc | 992 | $257.1K | 0.05% | +963+3,320.7% | Added |
| Cohen & Steers, Inc. | 992 | $257.0K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 990 | $256.5K | 0.03% | +69+7.5% | Added |
| DRW Securities, LLC | 990 | $256.5K | 0.01% | −6,073−86.0% | Reduced |
| McLean Asset Management Corp | 1,032 | $255.9K | 0.09% | +8+0.8% | Added |
| Quent Capital, LLC | 977 | $253.3K | 0.03% | −181−15.6% | Reduced |
| First Financial Bank - Trust Division | 969 | $251.1K | 0.02% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 968 | $250.8K | 0.04% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,018 | $250.2K | 0.04% | +1,018 | New |
| Chapin Davis, Inc. | 965 | $250.1K | 0.09% | 00.0% | Unchanged |
| Abel Hall, LLC | 958 | $248.3K | 0.19% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 958 | $248.0K | 0.04% | −13−1.3% | Reduced |
| McIlrath & Eck, LLC | 956 | $247.7K | 0.04% | 00.0% | Unchanged |
| Somerset Group LLC | 954 | $247.2K | 0.23% | 00.0% | Unchanged |
| Callan Capital, LLC | 953 | $247.0K | 0.02% | +953 | New |
| Intrua Financial, LLC | 950 | $246.0K | 0.04% | +950 | New |
| Forte Capital LLC | 948 | $245.7K | 0.03% | −37−3.8% | Reduced |
| Harrington Investments, INC | 943 | $244.4K | 0.14% | −17−1.8% | Reduced |
| Segment Wealth Management, LLC | 943 | $244.4K | 0.02% | +943 | New |
| Mendel Money Management | 942 | $244.1K | 0.11% | −85−8.3% | Reduced |
| Kavar Capital Partners Group, LLC | 941 | $243.8K | 0.04% | −941−50.0% | Reduced |
| Kolinsky Wealth Management, LLC | 940 | $243.6K | 0.19% | −1−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 958 | $243.0K | 0.01% | −72−7.0% | Reduced |
| Chilton Investment Co LLC | 935 | $242.3K | 0.01% | 00.0% | Unchanged |