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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,096 | $174.0K | 0.05% | −106−8.8% | Reduced |
| Johnson Financial Group, Inc. | 1,106 | $176.0K | 0.01% | +397+56.0% | Added |
| CX Institutional | 1,133 | $180.0K | 0.01% | +250+28.3% | Added |
| Aua Capital Management, LLC | 1,200 | $191.0K | 0.12% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,198 | $191.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,223 | $194.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,227 | $195.0K | 0.04% | 00.0% | Unchanged |
| Norway Savings Bank | 1,271 | $202.0K | 0.10% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,274 | $202.0K | 0.00% | +282+28.4% | Added |
| Mid Atlantic Financial Management Inc | 1,277 | $203.0K | 0.01% | −350−21.5% | Reduced |
| Fosun International Ltd | 1,295 | $205.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 1,294 | $206.0K | 0.01% | +1,294 | New |
| Proequities, Inc. | 1,294 | $207.0K | 0.01% | −17−1.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,313 | $209.0K | 0.28% | +25+1.9% | Added |
| ACG Wealth | 1,320 | $210.0K | 0.03% | +2+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 1,369 | $211.0K | 0.01% | +1,369 | New |
| Laurion Capital Management LP | 1,332 | $212.0K | 0.00% | −131,187−99.0% | Reduced |
| Legacy Financial Advisors, Inc. | 1,334 | $212.0K | 0.05% | −18−1.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,339 | $213.0K | 0.05% | −87−6.1% | Reduced |
| NEXT Financial Group, Inc | 1,339 | $213.0K | 0.02% | +54+4.2% | Added |
| LS Investment Advisors, LLC | 1,361 | $216.0K | 0.03% | −38,178−96.6% | Reduced |
| Excalibur Management Corp | 1,357 | $216.0K | 0.10% | +34+2.6% | Added |
| Means Investment Co., Inc. | 1,368 | $217.0K | 0.04% | +2+0.1% | Added |
| Harbour Investments, Inc. | 1,365 | $217.0K | 0.01% | +190+16.2% | Added |
| Capital Investment Advisors, LLC | 1,406 | $223.0K | 0.01% | +6+0.4% | Added |
| Pictet North America Advisors SA | 1,400 | $223.0K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,400 | $223.0K | 0.05% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 1,400 | $223.0K | 0.10% | +73+5.5% | Added |
| Sequoia Financial Advisors, LLC | 1,407 | $224.0K | 0.01% | +134+10.5% | Added |
| Caldwell Trust Co | 1,413 | $224.6K | 0.03% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,406 | $225.0K | 0.05% | +16+1.2% | Added |
| Stonnington Group, LLC | 1,433 | $226.0K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,429 | $227.0K | 0.01% | −860−37.6% | Reduced |
| Engine No. 1 LLC | 1,437 | $228.0K | 0.06% | +1,437 | New |
| X-Square Capital, LLC | 1,473 | $229.0K | 0.11% | +1,473 | New |
| First Dallas Securities Inc. | 1,450 | $230.0K | 0.15% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,339 | $230.0K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 1,447 | $230.0K | 0.06% | +1,447 | New |
| TCG Advisory Services, LLC | 1,452 | $231.0K | 0.06% | +7+0.5% | Added |
| Ashfield Capital Partners, LLC | 1,460 | $232.0K | 0.02% | +1,460 | New |
| Renaissance Group LLC | 1,465 | $233.0K | 0.01% | −320−17.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,472 | $233.0K | 0.03% | +1,472 | New |
| Avantax Planning Partners, Inc. | 1,475 | $234.0K | 0.01% | +1,475 | New |
| Commerzbank Aktiengesellschaft | 1,500 | $238.0K | 0.02% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,500 | $238.0K | 0.25% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $238.0K | 0.19% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,500 | $238.0K | 0.05% | +1,500 | New |
| CPWM, LLC | 1,501 | $239.0K | 0.02% | −160−9.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,506 | $239.0K | 0.01% | −114−7.0% | Reduced |
| LCNB Corp | 1,506 | $239.0K | 0.12% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,519 | $241.0K | 0.04% | +58+4.0% | Added |
| Centaurus Financial, Inc. | 1,518 | $241.0K | 0.02% | +1,518 | New |
| Charter Trust Co | 1,529 | $243.0K | 0.02% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 1,537 | $244.0K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,538 | $244.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 1,545 | $245.0K | 0.01% | −6,355−80.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,541 | $245.0K | 0.03% | +1,541 | New |
| Credit Agricole S A | 1,550 | $246.0K | 0.01% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,545 | $246.0K | 0.14% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,562 | $248.0K | 0.12% | −400−20.4% | Reduced |
| Independence Bank of Kentucky | 1,570 | $250.0K | 0.11% | +445+39.6% | Added |
| Roberts Glore & Co Inc | 1,580 | $251.0K | 0.08% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,580 | $251.1K | 0.09% | +1,245+371.6% | Added |
| Childress Capital Advisors, LLC | 1,598 | $253.0K | 0.12% | +320+25.0% | Added |
| Plancorp, LLC | 1,597 | $254.0K | 0.02% | −13−0.8% | Reduced |
| Congress Park Capital LLC | 1,600 | $254.0K | 0.13% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,598 | $254.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,599 | $254.0K | 0.07% | +1,599 | New |
| QP Wealth Management, LLC | 1,603 | $255.0K | 0.26% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,604 | $255.0K | 0.01% | −609−27.5% | Reduced |
| Rede Wealth, LLC | 1,616 | $257.0K | 0.14% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 1,621 | $258.0K | 0.01% | −999−38.1% | Reduced |
| ProVise Management Group, LLC | 1,624 | $258.0K | 0.03% | −36−2.2% | Reduced |
| Barrett Asset Management, LLC | 1,635 | $260.0K | 0.01% | 00.0% | Unchanged |
| Exeter Financial, LLC | 1,613 | $260.0K | 0.15% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,652 | $262.4K | 0.00% | +122+8.0% | Added |
| Fiduciary Group LLC | 1,537 | $265.0K | 0.03% | −100−6.1% | Reduced |
| BTR Capital Management Inc | 1,676 | $266.0K | 0.03% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,684 | $268.0K | 0.20% | +25+1.5% | Added |
| Family Management Corp | 1,694 | $269.0K | 0.07% | +1,694 | New |
| Monetary Management Group Inc | 1,705 | $271.0K | 0.08% | 00.0% | Unchanged |
| Notis-McConarty Edward | 1,713 | $272.0K | 0.10% | −2,990−63.6% | Reduced |
| Cambridge Trust Co | 1,711 | $272.0K | 0.01% | −84−4.7% | Reduced |
| Center for Financial Planning, Inc. | 1,725 | $274.0K | 0.07% | +7+0.4% | Added |
| Meridian Wealth Management, LLC | 1,720 | $274.0K | 0.03% | +15+0.9% | Added |
| Wade G W & Inc | 1,731 | $275.0K | 0.01% | +96+5.9% | Added |
| Resources Investment Advisors, LLC. | 1,741 | $277.0K | 0.01% | +394+29.3% | Added |
| M&R Capital Management Inc | 1,750 | $278.0K | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,751 | $278.0K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,758 | $279.0K | 0.02% | −260−12.9% | Reduced |
| Wambolt & Associates, LLC | 1,726 | $279.0K | 0.12% | −215−11.1% | Reduced |
| Arden Trust Co | 1,756 | $279.0K | 0.05% | −120−6.4% | Reduced |
| Courier Capital LLC | 1,758 | $279.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,758 | $280.9K | 0.04% | +50+2.9% | Added |
| 44 Wealth Management LLC | 1,773 | $282.0K | 0.11% | −234−11.7% | Reduced |
| Wealthsource Partners, LLC | 1,776 | $282.0K | 0.03% | +1,776 | New |
| Eudaimonia Partners, LLC | 1,782 | $283.0K | 0.05% | +440+32.8% | Added |
| E&G Advisors, LP | 0 | $284.0K | 0.08% | −1,786−100.0% | Reduced |
| Heron Financial Group, LLC | 1,808 | $287.0K | 0.16% | −240−11.7% | Reduced |
| Fieldpoint Private Securities, LLC | 1,619 | $288.0K | 0.06% | +145+9.8% | Added |