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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 11,423 | $2.96M | 0.09% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,069 | $2.95M | 0.16% | +102+0.8% | Added |
| Colony Group, LLC | 11,392 | $2.95M | 0.02% | +9,102+397.5% | Added |
| LVW Advisors, LLC | 11,298 | $2.93M | 0.50% | −261−2.3% | Reduced |
| Second Half Financial Partners, LLC | 11,296 | $2.93M | 1.30% | +11,296 | New |
| Tiaa Trust, National Association | 11,242 | $2.91M | 0.01% | −1,474−11.6% | Reduced |
| Boston Private Wealth LLC | 11,205 | $2.90M | 0.06% | −181−1.6% | Reduced |
| Intech Investment Management LLC | 11,142 | $2.89M | 0.04% | −26,413−70.3% | Reduced |
| CWM, LLC | 11,060 | $2.87M | 0.01% | +1,188+12.0% | Added |
| Main Street Financial Solutions, LLC | 11,017 | $2.85M | 0.30% | +58+0.5% | Added |
| Maxwell Wealth Strategies Inc. | 10,585 | $2.81M | 1.42% | −50.0% | Reduced |
| Principal Securities, Inc. | 10,783 | $2.79M | 0.09% | −546−4.8% | Reduced |
| Hamilton Capital Partners Inc. | 10,782 | $2.79M | 0.34% | +7,052+189.1% | Added |
| Legacy Private Trust Co. | 10,702 | $2.77M | 0.20% | +388+3.8% | Added |
| Dynamic Advisor Solutions LLC | 10,634 | $2.76M | 0.09% | +203+1.9% | Added |
| Private Advisor Group, LLC | 10,603 | $2.75M | 0.02% | +893+9.2% | Added |
| Moors & Cabot, Inc. | 10,602 | $2.75M | 0.15% | +333+3.2% | Added |
| Ameritas Investment Partners, Inc. | 10,598 | $2.75M | 0.09% | −170−1.6% | Reduced |
| CFS Investment Advisory Services, LLC | 10,481 | $2.72M | 0.46% | −249−2.3% | Reduced |
| Centiva Capital, LP | 10,297 | $2.67M | 0.15% | +5,803+129.1% | Added |
| Accurate Wealth Management, LLC | 10,660 | $2.67M | 0.78% | −115−1.1% | Reduced |
| Private Trust Co NA | 10,271 | $2.66M | 0.29% | +484+4.9% | Added |
| Geneos Wealth Management Inc. | 10,179 | $2.64M | 0.12% | −150−1.5% | Reduced |
| Occidental Asset Management, LLC | 10,136 | $2.63M | 0.49% | +1,661+19.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,051 | $2.60M | 0.20% | +10,051 | New |
| Cary Street Partner Investment Advisory LLC | 9,996 | $2.59M | 0.11% | +718+7.7% | Added |
| Griffin Asset Management, Inc. | 9,988 | $2.59M | 0.31% | +154+1.6% | Added |
| Marathon Capital Management | 9,965 | $2.58M | 0.62% | +35+0.4% | Added |
| IFG Advisory, LLC | 9,894 | $2.56M | 0.19% | −2,598−20.8% | Reduced |
| Compass Wealth Management LLC | 9,856 | $2.55M | 0.64% | +789+8.7% | Added |
| Nations Financial Group Inc, | 9,835 | $2.55M | 0.21% | −63−0.6% | Reduced |
| Bayesian Capital Management, LP | 9,786 | $2.54M | 0.24% | +743+8.2% | Added |
| Lantz Financial LLC | 9,751 | $2.53M | 0.81% | −51−0.5% | Reduced |
| Wetherby Asset Management Inc | 9,732 | $2.52M | 0.12% | −22−0.2% | Reduced |
| HMS Capital Management, LLC | 9,719 | $2.52M | 1.40% | −828−7.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 9,670 | $2.51M | 0.15% | +5,195+116.1% | Added |
| Nelson Capital Management, LLC | 9,666 | $2.50M | 0.48% | +280+3.0% | Added |
| Moneta Group Investment Advisors LLC | 9,646 | $2.50M | 0.04% | +623+6.9% | Added |
| Prime Capital Investment Advisors, LLC | 9,641 | $2.50M | 0.03% | −126−1.3% | Reduced |
| First Hawaiian Bank | 9,636 | $2.50M | 0.08% | −523−5.1% | Reduced |
| West Michigan Advisors, LLC | 9,598 | $2.49M | 0.81% | +51+0.5% | Added |
| Ibex Wealth Advisors | 11,235 | $2.48M | 0.67% | +11,235 | New |
| Schechter Investment Advisors, LLC | 9,509 | $2.46M | 0.18% | −497−5.0% | Reduced |
| New Potomac Partners, LLC | 9,492 | $2.46M | 1.37% | −132−1.4% | Reduced |
| Mission Wealth Management, LP | 9,453 | $2.45M | 0.07% | −623−6.2% | Reduced |
| Buckhead Capital Management LLC | 9,365 | $2.43M | 0.82% | −1,390−12.9% | Reduced |
| NBT Bank N A | 9,359 | $2.43M | 0.18% | −6−0.1% | Reduced |
| Stephens Inc | 9,345 | $2.42M | 0.04% | +654+7.5% | Added |
| Wright Investors Service Inc | 9,337 | $2.42M | 0.61% | −69−0.7% | Reduced |
| Ostrum Asset Management | 9,327 | $2.42M | 0.19% | −9,829−51.3% | Reduced |
| American Trust | 9,311 | $2.41M | 0.22% | −24,423−72.4% | Reduced |
| Nilsine Partners, LLC | 9,238 | $2.39M | 0.33% | +3,261+54.6% | Added |
| NEOS Investment Management LLC | 9,196 | $2.38M | 0.15% | +3,660+66.1% | Added |
| Haverford Trust Co | 9,170 | $2.38M | 0.02% | −105−1.1% | Reduced |
| Lederer & Associates Investment Counsel | 9,164 | $2.38M | 1.65% | −456−4.7% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $2.36M | 0.09% | 00.0% | Unchanged |
| Gabelli Funds LLC | 9,105 | $2.36M | 0.02% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 9,093 | $2.36M | 0.32% | +369+4.2% | Added |
| Argyle Capital Management Inc. | 9,084 | $2.35M | 0.91% | 00.0% | Unchanged |
| KKM Financial LLC | 9,080 | $2.35M | 1.15% | +1,122+14.1% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.34M | 0.30% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 9,281 | $2.32M | 0.05% | +2,114+29.5% | Added |
| Round Rock Advisors, LLC | 8,895 | $2.30M | 0.55% | −420−4.5% | Reduced |
| Summit Financial, LLC | 8,865 | $2.30M | 0.14% | −295−3.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,887 | $2.30M | 0.04% | −748−7.8% | Reduced |
| Allworth Financial LP | 8,872 | $2.30M | 0.02% | +1,223+16.0% | Added |
| Smith, Salley & Associates | 8,848 | $2.29M | 0.18% | −2,089−19.1% | Reduced |
| Epoch Investment Partners, Inc. | 8,843 | $2.29M | 0.01% | −912−9.3% | Reduced |
| Bowman & Co S.C. | 8,833 | $2.29M | 1.38% | −151−1.7% | Reduced |
| National Asset Management, Inc. | 10,873 | $2.27M | 0.06% | +297+2.8% | Added |
| Clearstead Advisors, LLC | 8,873 | $2.26M | 0.11% | +218+2.5% | Added |
| Peterson Wealth Services | 8,703 | $2.26M | 0.82% | +428+5.2% | Added |
| Pictet North America Advisors SA | 8,665 | $2.25M | 0.25% | −827−8.7% | Reduced |
| Ballentine Partners, LLC | 8,608 | $2.23M | 0.04% | +474+5.8% | Added |
| Meridian Investment Counsel Inc. | 8,603 | $2.23M | 0.74% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 8,565 | $2.22M | 0.34% | +102+1.2% | Added |
| Exencial Wealth Advisors, LLC | 8,550 | $2.22M | 0.08% | +717+9.2% | Added |
| Bleakley Financial Group, LLC | 8,489 | $2.20M | 0.06% | +289+3.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 8,485 | $2.20M | 1.92% | −50−0.6% | Reduced |
| Simplicity Wealth,LLC | 8,461 | $2.19M | 0.05% | +8,461 | New |
| Penobscot Investment Management Company, Inc. | 8,457 | $2.19M | 0.23% | +299+3.7% | Added |
| Fulton Bank, N.A. | 8,442 | $2.19M | 0.09% | −44−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 8,437 | $2.19M | 0.03% | +640+8.2% | Added |
| iA Global Asset Management Inc. | 8,414 | $2.18M | 0.04% | −39,855−82.6% | Reduced |
| Hyman Charles D | 8,400 | $2.18M | 0.12% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,375 | $2.17M | 0.04% | +200+2.4% | Added |
| Alpine Global Management, LLC | 8,319 | $2.16M | 0.42% | +8,319 | New |
| Nebula Research & Development LLC | 8,303 | $2.15M | 0.46% | +8,303 | New |
| Criterion Capital Advisors, LLC | 8,278 | $2.15M | 1.43% | −624−7.0% | Reduced |
| Argent Trust Co | 8,268 | $2.14M | 0.10% | −16−0.2% | Reduced |
| Pinnacle Financial Partners Inc | 8,127 | $2.11M | 0.05% | −234−2.8% | Reduced |
| Mirabella Financial Services LLP | 8,119 | $2.10M | 0.15% | +3,656+81.9% | Added |
| Inceptionr LLC | 8,114 | $2.10M | 0.54% | +8,114 | New |
| Fort Washington Investment Advisors Inc | 8,082 | $2.09M | 0.01% | +111+1.4% | Added |
| Advent Capital Management | 8,000 | $2.07M | 0.05% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 7,990 | $2.07M | 1.05% | +49+0.6% | Added |
| Naples Global Advisors, LLC | 7,912 | $2.06M | 0.21% | +20+0.3% | Added |
| Ghe, LLC | 7,930 | $2.06M | 0.95% | +14+0.2% | Added |
| SpiderRock Advisors, LLC | 7,963 | $2.05M | 0.07% | +7,963 | New |
| Neville Rodie & Shaw Inc | 7,899 | $2.05M | 0.16% | 00.0% | Unchanged |