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; 2,173 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 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 18,047 | $4.68M | 0.11% | −34,253−65.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,821 | $4.62M | 0.02% | −1,313−6.9% | Reduced |
| Trajan Wealth LLC | 17,802 | $4.61M | 0.31% | +17,802 | New |
| First National Bank of Omaha | 15,097 | $4.56M | 0.31% | −11,292−42.8% | Reduced |
| Prudential PLC | 17,474 | $4.53M | 0.04% | −10,395−37.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 17,335 | $4.49M | 1.65% | +364+2.1% | Added |
| Whittier Trust Co | 17,256 | $4.47M | 0.07% | +885+5.4% | Added |
| Concorde Financial Corp | 17,168 | $4.46M | 4.06% | +115+0.7% | Added |
| Magnetar Financial LLC | 17,154 | $4.45M | 0.10% | +17,154 | New |
| Radnor Capital Management, LLC | 17,118 | $4.44M | 0.76% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 16,927 | $4.39M | 0.07% | +466+2.8% | Added |
| Ipswich Investment Management Co., Inc. | 16,797 | $4.35M | 1.02% | 00.0% | Unchanged |
| Berkshire Bank | 16,771 | $4.35M | 1.08% | −849−4.8% | Reduced |
| Liberty Capital Management, Inc. | 16,686 | $4.32M | 1.07% | −345−2.0% | Reduced |
| Central Bank & Trust Co | 16,682 | $4.32M | 0.62% | −5,418−24.5% | Reduced |
| NovaPoint Capital, LLC | 16,636 | $4.31M | 1.51% | −1,535−8.4% | Reduced |
| Prelude Capital Management, LLC | 16,559 | $4.29M | 0.29% | +8,265+99.7% | Added |
| Alpha DNA Investment Management LLC | 16,554 | $4.29M | 2.35% | +3,721+29.0% | Added |
| Plimoth Trust Co LLC | 16,516 | $4.28M | 1.14% | −143−0.9% | Reduced |
| Corbyn Investment Management Inc | 16,502 | $4.28M | 1.89% | −1,926−10.5% | Reduced |
| Metropolitan Life Insurance Co | 16,345 | $4.24M | 0.18% | −261−1.6% | Reduced |
| Citizens National Bank Trust Department | 16,283 | $4.22M | 0.98% | −233−1.4% | Reduced |
| Romano Brothers and Company | 16,192 | $4.20M | 0.57% | −80.0% | Reduced |
| SPC Financial, Inc. | 16,156 | $4.19M | 0.39% | +163+1.0% | Added |
| Virginia Wealth Management Group, Inc. | 16,141 | $4.18M | 3.42% | −574−3.4% | Reduced |
| Cox Capital Mgt LLC | 16,034 | $4.15M | 2.56% | −627−3.8% | Reduced |
| Coastline Trust Co | 15,987 | $4.14M | 0.50% | −5,645−26.1% | Reduced |
| Legacy Wealth Management, LLC | 15,828 | $4.10M | 1.85% | 00.0% | Unchanged |
| Chicago Trust Co NA | 15,754 | $4.08M | 0.84% | −234−1.5% | Reduced |
| Walleye Trading LLC | 15,608 | $4.04M | 0.07% | −5,469−25.9% | Reduced |
| SYSTM Wealth Solutions LLC | 15,462 | $4.01M | 0.51% | −4,035−20.7% | Reduced |
| Twin Capital Management Inc | 15,452 | $4.00M | 0.50% | −732−4.5% | Reduced |
| Financial Advisory Partners, LLC | 15,414 | $3.99M | 1.54% | −2,455−13.7% | Reduced |
| 1832 Asset Management L.P. | 15,393 | $3.99M | 0.01% | +1,270+9.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,364 | $3.98M | 0.15% | −2,315−13.1% | Reduced |
| Brendel Financial Advisors LLC | 15,229 | $3.95M | 4.52% | +12+0.1% | Added |
| Westwood Holdings Group Inc. | 15,118 | $3.92M | 0.03% | −1,564−9.4% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $3.90M | 9.25% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 15,000 | $3.89M | 0.94% | −30,500−67.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 14,975 | $3.88M | 1.61% | +67+0.4% | Added |
| Savant Capital, LLC | 14,967 | $3.88M | 0.04% | +572+4.0% | Added |
| Ar Asset Management Inc | 14,906 | $3.86M | 0.94% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 14,898 | $3.86M | 0.08% | +3,314+28.6% | Added |
| Boit C F David | 15,365 | $3.84M | 2.10% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 14,752 | $3.82M | 0.34% | −14−0.1% | Reduced |
| Thomasville National Bank | 14,636 | $3.79M | 0.31% | +40.0% | Added |
| Stonebrook Private Inc. | 14,631 | $3.79M | 1.11% | +1,552+11.9% | Added |
| Johnson Investment Counsel Inc | 14,382 | $3.73M | 0.04% | −516−3.5% | Reduced |
| Somerset Trust Co | 14,283 | $3.70M | 1.51% | +247+1.8% | Added |
| New Hampshire Trust | 14,264 | $3.70M | 0.86% | −146−1.0% | Reduced |
| Soltis Investment Advisors LLC | 14,205 | $3.68M | 0.41% | +14,205 | New |
| Norinchukin Bank, The | 14,188 | $3.68M | 0.11% | −285−2.0% | Reduced |
| Weil Company, Inc. | 14,186 | $3.68M | 1.46% | +41+0.3% | Added |
| Community Bank, N.A. | 14,025 | $3.63M | 0.48% | −160−1.1% | Reduced |
| Wintrust Investments LLC | 13,958 | $3.62M | 0.32% | +834+6.4% | Added |
| Concurrent Investment Advisors, LLC | 13,893 | $3.60M | 0.15% | −1,893−12.0% | Reduced |
| Atria Wealth Solutions, Inc. | 13,801 | $3.59M | 0.04% | +912+7.1% | Added |
| KCM Investment Advisors LLC | 13,825 | $3.58M | 0.13% | +291+2.2% | Added |
| South Dakota Investment Council | 13,729 | $3.56M | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 13,700 | $3.55M | 0.23% | +3,150+29.9% | Added |
| Toroso Investments, LLC | 13,650 | $3.53M | 0.06% | +773+6.0% | Added |
| Nicollet Investment Management, Inc. | 13,631 | $3.53M | 1.30% | −115−0.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,572 | $3.52M | 1.63% | +169+1.3% | Added |
| Veriti Management LLC | 13,512 | $3.50M | 0.26% | +190+1.4% | Added |
| Adviser Investments LLC | 13,484 | $3.49M | 0.05% | −139−1.0% | Reduced |
| Delta Capital Management LLC | 13,447 | $3.48M | 2.31% | 00.0% | Unchanged |
| Unison Advisors LLC | 13,370 | $3.48M | 0.34% | +74+0.6% | Added |
| Marble Harbor Investment Counsel, LLC | 13,381 | $3.47M | 0.40% | +100+0.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 13,374 | $3.47M | 0.24% | −1,161−8.0% | Reduced |
| Vident Advisory, LLC | 13,342 | $3.46M | 0.07% | −181−1.3% | Reduced |
| McRae Capital Management Inc | 13,319 | $3.45M | 0.76% | +6,860+106.2% | Added |
| Karpas Strategies, LLC | 13,015 | $3.37M | 1.05% | −41−0.3% | Reduced |
| Prospera Financial Services Inc | 12,956 | $3.36M | 0.10% | +551+4.4% | Added |
| Patten Group, Inc. | 12,893 | $3.34M | 0.82% | −9−0.1% | Reduced |
| Vinva Investment Management Ltd | 12,890 | $3.34M | 0.19% | −455−3.4% | Reduced |
| Wunderlich Capital Managemnt | 12,757 | $3.31M | 1.49% | −659−4.9% | Reduced |
| Northcape Wealth Management, LLC | 12,693 | $3.29M | 1.20% | −338−2.6% | Reduced |
| Fisher Asset Management, LLC | 12,672 | $3.28M | 0.00% | +7,572+148.5% | Added |
| Horiko Capital Management LLC | 12,660 | $3.28M | 1.00% | −393−3.0% | Reduced |
| MV Capital Management, Inc. | 12,633 | $3.27M | 0.37% | +393+3.2% | Added |
| Brown Miller Wealth Management, LLC | 12,610 | $3.27M | 1.44% | +482+4.0% | Added |
| Park Avenue Securities LLC | 12,605 | $3.27M | 0.04% | −1,258−9.1% | Reduced |
| apricus wealth, LLC | 12,559 | $3.25M | 2.29% | −673−5.1% | Reduced |
| Slow Capital, Inc. | 12,519 | $3.25M | 0.52% | +213+1.7% | Added |
| Jackson Square Capital, LLC | 12,394 | $3.21M | 0.83% | −2,130−14.7% | Reduced |
| Bokf, NA | 12,334 | $3.17M | 0.06% | −431−3.4% | Reduced |
| First National Advisers, LLC | 13,568 | $3.16M | 0.71% | +1,339+10.9% | Added |
| Phoenix Wealth Advisors | 12,167 | $3.15M | 1.92% | −273−2.2% | Reduced |
| Confluence Wealth Services, Inc. | 12,121 | $3.14M | 0.28% | +1,901+18.6% | Added |
| First National Trust Co | 12,111 | $3.14M | 0.13% | −619−4.9% | Reduced |
| Advisors Asset Management, Inc. | 12,109 | $3.14M | 0.06% | −4,989−29.2% | Reduced |
| Texas Yale Capital Corp. | 11,992 | $3.11M | 0.14% | +66+0.6% | Added |
| Van Eck Associates Corp | 11,984 | $3.10M | 0.00% | −1,044−8.0% | Reduced |
| Vista Investment Partners LLC | 11,975 | $3.10M | 1.07% | +4,335+56.7% | Added |
| United Services Automobile Association | 11,846 | $3.07M | 0.08% | 00.0% | Unchanged |
| Leuthold Group, LLC | 11,703 | $3.03M | 0.34% | +11,703 | New |
| Gunn & Co Investment Management, Inc. | 11,630 | $3.01M | 2.27% | −135,172−92.1% | Reduced |
| Regency Capital Management Inc. | 11,619 | $3.01M | 1.92% | +8,955+336.1% | Added |
| Hanson & Doremus Investment Management | 11,516 | $2.98M | 0.51% | +1,039+9.9% | Added |
| Mattern Wealth Management LLC | 11,509 | $2.98M | 0.73% | −42−0.4% | Reduced |