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, Q2 2021
Institutional positions in Chubb Ltd as of Jun 30, 2021. 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
- 1,220
- +20 vs. Q1 2021
- Shares held
- 385.9M
- −8.68M (−2.2%) vs. Q1 2021
- Total value
- $61.3B
- −$992.5M (−1.6%) vs. Q1 2021
- New holders
- 90
- 496 more added
- Sold out
- 70
- 417 more reduced
15 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 2,126 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gradient Investments LLC | 223 | $36.0K | 0.00% | +132+145.1% | Added |
| Marquette Asset Management, LLC | 233 | $37.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 230 | $37.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 240 | $38.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 240 | $38.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 239 | $38.0K | 0.01% | +26+12.2% | Added |
| Jones Financial Companies LLLP | 236 | $38.0K | 0.00% | +122+107.0% | Added |
| Sage Financial Group Inc | 248 | $39.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 245 | $39.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 250 | $40.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 258 | $41.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 267 | $42.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $42.9K | 0.05% | 00.0% | Unchanged |
| Old North State Trust, LLC | 279 | $44.0K | 0.03% | −3−1.1% | Reduced |
| Gables Capital Management Inc. | 275 | $44.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 290 | $46.0K | 0.01% | +72+33.0% | Added |
| Tortoise Investment Management, LLC | 306 | $49.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 311 | $49.0K | 0.01% | +301+3,010.0% | Added |
| Evermay Wealth Management LLC | 308 | $49.0K | 0.01% | +308 | New |
| Stonebridge Capital Advisors LLC | 314 | $50.0K | 0.01% | −36−10.3% | Reduced |
| Annapolis Financial Services, LLC | 316 | $50.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 331 | $52.0K | 0.00% | −16−4.6% | Reduced |
| Ancora Advisors, LLC | 334 | $53.0K | 0.00% | −4−1.2% | Reduced |
| Farmers & Merchants Investments Inc | 333 | $53.0K | 0.00% | +49+17.3% | Added |
| Hoover Financial Advisors, Inc. | 356 | $57.0K | 0.01% | −25−6.6% | Reduced |
| Phoenix Wealth Advisors | 351 | $57.0K | 0.04% | −24−6.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 361 | $57.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 367 | $58.0K | 0.01% | +70+23.6% | Added |
| Anchor Investment Management, LLC | 371 | $59.0K | 0.01% | +281+312.2% | Added |
| First Horizon Corp | 372 | $59.0K | 0.01% | −139−27.2% | Reduced |
| Trust Co | 374 | $59.0K | 0.04% | 00.0% | Unchanged |
| CNB Bank | 380 | $60.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 395 | $63.0K | 0.02% | −545−58.0% | Reduced |
| Enterprise Financial Services Corp | 400 | $63.0K | 0.01% | −23−5.4% | Reduced |
| Front Row Advisors LLC | 339 | $63.0K | 0.03% | −20−5.6% | Reduced |
| Blume Capital Management, Inc. | 400 | $64.0K | 0.02% | −34−7.8% | Reduced |
| Kings Point Capital Management | 400 | $64.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $64.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 406 | $64.5K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 420 | $67.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 438 | $69.6K | 0.00% | +438 | New |
| Bray Capital Advisors | 446 | $71.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 456 | $72.0K | 0.02% | −130−22.2% | Reduced |
| American State Bank (Iowa) | 455 | $72.3K | 0.06% | −18−3.8% | Reduced |
| Lumature Wealth Partners, LLC | 461 | $73.0K | 0.03% | +105+29.5% | Added |
| Carolinas Wealth Consulting LLC | 461 | $74.0K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 479 | $76.0K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 481 | $77.0K | 0.05% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 493 | $78.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 504 | $80.0K | 0.04% | +504 | New |
| Capital Advisors, Ltd. LLC | 511 | $81.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 516 | $82.0K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 531 | $84.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 545 | $87.0K | 0.02% | +14+2.6% | Added |
| City Holding Co | 560 | $89.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 585 | $93.0K | 0.03% | −321−35.4% | Reduced |
| Pacifica Partners Inc. | 590 | $94.0K | 0.07% | 00.0% | Unchanged |
| tru Independence LLC | 593 | $94.0K | 0.03% | +593 | New |
| BBVA USA | 598 | $95.0K | 0.01% | +598 | New |
| Manchester Capital Management LLC | 605 | $96.0K | 0.01% | −183−23.2% | Reduced |
| Delta Asset Management LLC | 606 | $96.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 607 | $96.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 601 | $96.0K | 0.04% | +601 | New |
| Bedel Financial Consulting, Inc. | 616 | $98.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 623 | $99.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 620 | $99.0K | 0.04% | +47+8.2% | Added |
| JNBA Financial Advisors | 632 | $100.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 648 | $103.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 648 | $103.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 669 | $106.0K | 0.01% | +15+2.3% | Added |
| Private Capital Group, LLC | 661 | $106.0K | 0.02% | +41+6.6% | Added |
| CoreFirst Bank & Trust | 675 | $107.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 673 | $107.0K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 675 | $108.0K | 0.02% | +97+16.8% | Added |
| Carmichael Hill & Associates, Inc. | 691 | $110.0K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 966 | $112.0K | 0.03% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 720 | $114.0K | 0.09% | +39+5.7% | Added |
| First Horizon Advisors, Inc. | 755 | $118.0K | 0.01% | −67−8.2% | Reduced |
| Sandy Spring Bank | 744 | $118.0K | 0.01% | +13+1.8% | Added |
| Belpointe Asset Management LLC | 762 | $121.0K | 0.01% | +762 | New |
| Logan Capital Management Inc | 777 | $124.0K | 0.01% | +4+0.5% | Added |
| Wealth Quarterback LLC | 779 | $124.0K | 0.08% | +779 | New |
| Concord Wealth Partners | 784 | $125.0K | 0.04% | +242+44.6% | Added |
| Pacitti Group Inc. | 794 | $126.0K | 0.08% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 791 | $126.0K | 0.07% | +150+23.4% | Added |
| Essex Investment Management Co LLC | 798 | $127.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 778 | $127.0K | 0.10% | +778 | New |
| Standard Family Office LLC | 814 | $129.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 885 | $140.0K | 0.01% | +170+23.8% | Added |
| McIlrath & Eck, LLC | 885 | $141.0K | 0.04% | +4+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 907 | $144.0K | 0.05% | −175−16.2% | Reduced |
| Berman Capital Advisors, LLC | 948 | $150.0K | 0.02% | +174+22.5% | Added |
| Evoke Wealth, LLC | 1,131 | $152.0K | 0.01% | −3−0.3% | Reduced |
| Sofos Investments, Inc. | 60 | $159.0K | 0.07% | +60 | New |
| Zions Bancorporation, N.A. | 1,008 | $160.0K | 0.02% | −9−0.9% | Reduced |
| Duncker Streett & Co Inc | 1,033 | $164.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,036 | $165.0K | 0.11% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,045 | $166.0K | 0.02% | +63+6.4% | Added |
| Neo Ivy Capital Management | 1,076 | $171.0K | 0.17% | −3,006−73.6% | Reduced |
| PGGM Investments | 1,083 | $172.0K | 0.00% | +1,083 | New |