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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 5,565 | $1.44M | 0.70% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,557 | $1.44M | 0.13% | +480+9.5% | Added |
| HM Payson & Co | 5,538 | $1.44M | 0.03% | +2,930+112.3% | Added |
| Valmark Advisers, Inc. | 5,526 | $1.43M | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,469 | $1.42M | 0.07% | −477−8.0% | Reduced |
| Baldwin Investment Management, LLC | 5,451 | $1.41M | 0.19% | +9+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,434 | $1.41M | 0.23% | −41−0.7% | Reduced |
| Empowered Funds, LLC | 5,399 | $1.40M | 0.03% | −19,982−78.7% | Reduced |
| Paladin Advisory Group, LLC | 5,431 | $1.40M | 1.11% | +112+2.1% | Added |
| Steward Partners Investment Solutions, LLC | 5,322 | $1.38M | 0.23% | +305+6.1% | Added |
| Kingsview Wealth Management, LLC | 5,303 | $1.37M | 0.03% | +1,067+25.2% | Added |
| Dakota Wealth Management | 5,301 | $1.37M | 0.03% | +489+10.2% | Added |
| Mather Group, LLC. | 6,077 | $1.37M | 0.02% | −147−2.4% | Reduced |
| Central Trust Co | 5,287 | $1.37M | 0.03% | +94+1.8% | Added |
| Wealth Quarterback LLC | 5,275 | $1.37M | 0.76% | +2,066+64.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 5,236 | $1.36M | 0.53% | −232−4.2% | Reduced |
| Warren Averett Asset Management, LLC | 5,232 | $1.36M | 0.03% | +3,680+237.1% | Added |
| Coldstream Capital Management Inc | 5,228 | $1.35M | 0.03% | −101−1.9% | Reduced |
| Creative Financial Designs Inc | 5,227 | $1.35M | 0.13% | −787−13.1% | Reduced |
| Parallel Advisors, LLC | 5,176 | $1.34M | 0.04% | +247+5.0% | Added |
| Balyasny Asset Management LLC | 5,147 | $1.33M | 0.00% | +5,147 | New |
| Valley National Advisers Inc | 5,122 | $1.33M | 0.20% | +9+0.2% | Added |
| Stablepoint Partners, LLC | 5,097 | $1.32M | 0.27% | +541+11.9% | Added |
| Alphinity Investment Management Pty Ltd | 5,096 | $1.32M | 0.01% | −526,919−99.0% | Reduced |
| Monte Financial Group, LLC | 5,081 | $1.32M | 0.58% | +37+0.7% | Added |
| Webster Bank, N. A. | 5,077 | $1.32M | 0.15% | +312+6.5% | Added |
| Legacy Capital Group California, Inc. | 5,057 | $1.31M | 0.48% | −134−2.6% | Reduced |
| Csenge Advisory Group | 5,057 | $1.31M | 0.07% | −140−2.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,023 | $1.30M | 0.36% | +1,965+64.3% | Added |
| Perpetual Ltd | 5,017 | $1.30M | 0.01% | −103−2.0% | Reduced |
| Summitry LLC | 5,015 | $1.30M | 0.07% | +94+1.9% | Added |
| Headlands Technologies LLC | 5,002 | $1.30M | 0.31% | +5,002 | New |
| Pitcairn Co | 4,979 | $1.29M | 0.08% | +2,844+133.2% | Added |
| Viawealth, LLC | 4,978 | $1.29M | 0.81% | −327−6.2% | Reduced |
| Foster & Motley Inc | 4,970 | $1.29M | 0.09% | −1,208−19.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 4,970 | $1.29M | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 4,960 | $1.28M | 0.07% | −504−9.2% | Reduced |
| Centaurus Financial, Inc. | 4,932 | $1.28M | 0.09% | −9−0.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,923 | $1.28M | 0.22% | +37+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,841 | $1.27M | 0.17% | +4,841 | New |
| W.H. Cornerstone Investments Inc. | 4,879 | $1.26M | 0.91% | +309+6.8% | Added |
| Simmons Bank | 4,869 | $1.26M | 0.09% | −310−6.0% | Reduced |
| Parsons Capital Management Inc | 4,854 | $1.26M | 0.09% | +75+1.6% | Added |
| Field & Main Bank | 4,833 | $1.25M | 0.49% | +178+3.8% | Added |
| Trust Asset Management LLC | 4,830 | $1.25M | 0.11% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,830 | $1.25M | 0.17% | +20.0% | Added |
| McDonald Partners LLC | 4,829 | $1.25M | 0.34% | +15+0.3% | Added |
| Asset Dedication, LLC | 4,814 | $1.25M | 0.09% | −98−2.0% | Reduced |
| Nichols & Pratt Advisers LLP | 4,807 | $1.25M | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,804 | $1.24M | 0.02% | −299−5.9% | Reduced |
| Two Sigma Securities, LLC | 4,762 | $1.23M | 0.06% | +4,762 | New |
| Achmea Investment Management B.V. | 4,728 | $1.23M | 0.02% | −96−2.0% | Reduced |
| Castlekeep Investment Advisors LLC | 4,714 | $1.22M | 0.88% | −377−7.4% | Reduced |
| Stratos Wealth Advisors, LLC | 4,703 | $1.22M | 0.07% | −89−1.9% | Reduced |
| Rehmann Capital Advisory Group | 4,694 | $1.22M | 0.09% | −42−0.9% | Reduced |
| Ballast, Inc. | 4,684 | $1.21M | 0.38% | +74+1.6% | Added |
| Valeo Financial Advisors, LLC | 4,949 | $1.20M | 0.04% | +257+5.5% | Added |
| Old National Bancorp | 4,628 | $1.20M | 0.03% | −1,063−18.7% | Reduced |
| Camden Capital, LLC | 4,621 | $1.20M | 0.11% | +457+11.0% | Added |
| Paloma Partners Management Co | 4,594 | $1.19M | 0.17% | +4,594 | New |
| Worldquant Millennium Advisors LLC | 4,591 | $1.19M | 0.01% | −41,577−90.1% | Reduced |
| Balentine LLC | 4,581 | $1.19M | 0.04% | −1,033−18.4% | Reduced |
| Meridian Wealth Advisors, LLC | 4,569 | $1.18M | 0.22% | +20.0% | Added |
| Forum Financial Management, LP | 4,558 | $1.18M | 0.02% | −250−5.2% | Reduced |
| Perigon Wealth Management, LLC | 4,543 | $1.18M | 0.04% | +155+3.5% | Added |
| Lecap Asset Management Ltd | 4,534 | $1.17M | 0.24% | +4,534 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,500 | $1.17M | 0.59% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 4,489 | $1.16M | 0.55% | +261+6.2% | Added |
| Essex Financial Services, Inc. | 4,429 | $1.15M | 0.11% | +313+7.6% | Added |
| PFS Partners, LLC | 4,400 | $1.14M | 0.77% | −265−5.7% | Reduced |
| Silvant Capital Management LLC | 4,384 | $1.14M | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,581 | $1.14M | 0.08% | +218+5.0% | Added |
| New Century Financial Group, LLC | 4,384 | $1.14M | 0.79% | −21−0.5% | Reduced |
| Hancock Whitney Corp | 4,374 | $1.13M | 0.04% | +107+2.5% | Added |
| Quadrant Capital Group LLC | 4,372 | $1.13M | 0.09% | +110+2.6% | Added |
| RMR Wealth Builders | 4,352 | $1.13M | 0.14% | −20−0.5% | Reduced |
| AA Financial Advisors, LLC | 4,349 | $1.13M | 0.45% | +4,349 | New |
| Atlas Private Wealth Management | 4,327 | $1.12M | 0.47% | +151+3.6% | Added |
| Cigna Investments Inc | 4,307 | $1.12M | 0.21% | −50−1.1% | Reduced |
| Schear Investment Advisers, LLC | 4,281 | $1.11M | 0.89% | +4,281 | New |
| AMG National Trust Bank | 4,255 | $1.10M | 0.03% | −65−1.5% | Reduced |
| First Citizens Bank & Trust Co | 4,254 | $1.10M | 0.02% | +2,079+95.6% | Added |
| Lakeside Advisors, INC. | 4,228 | $1.10M | 0.70% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 4,200 | $1.09M | 0.45% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 4,213 | $1.09M | 3.59% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,211 | $1.09M | 0.05% | −150−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,204 | $1.09M | 0.17% | +1,126+36.6% | Added |
| Financial Security Advisor, Inc. | 4,189 | $1.09M | 0.38% | +10.0% | Added |
| Westhampton Capital, LLC | 4,190 | $1.09M | 0.59% | 00.0% | Unchanged |
| Emprise Bank | 4,187 | $1.08M | 0.73% | +4,187 | New |
| WCM Investment Management, LLC | 4,161 | $1.08M | 0.00% | −182−4.2% | Reduced |
| Sutton Place Investors LLC | 4,150 | $1.08M | 0.53% | +73+1.8% | Added |
| Applied Capital LLC | 4,149 | $1.08M | 0.88% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,126 | $1.07M | 0.07% | −16,643−80.1% | Reduced |
| Sigma Planning Corp | 4,118 | $1.07M | 0.03% | +2,208+115.6% | Added |
| Heritage Trust Co | 4,118 | $1.07M | 0.14% | −1,069−20.6% | Reduced |
| Formidable Asset Management, LLC | 4,062 | $1.05M | 0.17% | +4,062 | New |
| InTrack Investment Management Inc | 4,056 | $1.05M | 0.78% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 4,048 | $1.05M | 0.43% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,041 | $1.05M | 0.11% | +182+4.7% | Added |