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 |
|---|---|---|---|---|---|
| Atlas Capital Advisors LLC | 1,818 | $289.0K | 0.05% | −518−22.2% | Reduced |
| Western Wealth Management, LLC | 1,847 | $290.0K | 0.03% | −9−0.5% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $290.0K | 0.11% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,831 | $291.0K | 0.18% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,829 | $291.0K | 0.02% | +239+15.0% | Added |
| Fox Run Management, L.L.C. | 1,829 | $291.0K | 0.26% | +1,829 | New |
| Appleton Partners Inc | 1,839 | $292.0K | 0.02% | −341−15.6% | Reduced |
| Investment Partners, Ltd. | 1,856 | $295.0K | 0.13% | +8+0.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,869 | $297.0K | 0.06% | −100−5.1% | Reduced |
| Apollon Wealth Management, LLC | 1,876 | $298.0K | 0.05% | +102+5.7% | Added |
| Ritholtz Wealth Management | 1,873 | $298.0K | 0.02% | +209+12.6% | Added |
| Machina Capital S.A.S. | 1,881 | $299.0K | 0.51% | +1,881 | New |
| Summit Financial Group Inc | 1,890 | $300.0K | 0.11% | +57+3.1% | Added |
| Voya Financial Advisors, Inc. | 1,898 | $301.0K | 0.04% | −12,409−86.7% | Reduced |
| Putnam Investments LLC | 1,898 | $301.0K | 0.00% | −104−5.2% | Reduced |
| SeaCrest Wealth Management, LLC | 1,894 | $301.0K | 0.04% | +75+4.1% | Added |
| YorkBridge Wealth Partners, LLC | 1,893 | $301.0K | 0.08% | +100+5.6% | Added |
| Marino, Stram & Associates LLC | 1,893 | $301.0K | 0.08% | +1,893 | New |
| Kore Private Wealth LLC | 1,900 | $302.0K | 0.03% | +317+20.0% | Added |
| Grimes & Company, Inc. | 1,909 | $303.0K | 0.01% | −2−0.1% | Reduced |
| Field & Main Bank | 1,905 | $303.0K | 0.19% | +335+21.3% | Added |
| Williams Jones Wealth Management, LLC. | 1,923 | $306.0K | 0.00% | +7+0.4% | Added |
| Marcum Wealth, LLC | 1,933 | $307.0K | 0.05% | −1,612−45.5% | Reduced |
| Savant Capital, LLC | 1,942 | $309.0K | 0.01% | +11+0.6% | Added |
| Joel Isaacson & Co., LLC | 1,955 | $311.0K | 0.02% | −114−5.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,963 | $312.0K | 0.02% | −500−20.3% | Reduced |
| Lake Street Advisors Group, LLC | 1,716 | $312.0K | 0.02% | −90−5.0% | Reduced |
| Balentine LLC | 1,978 | $314.0K | 0.01% | +217+12.3% | Added |
| Pitcairn Co | 1,994 | $317.0K | 0.02% | −47−2.3% | Reduced |
| Summit Financial, LLC | 1,991 | $317.8K | 0.03% | +1,991 | New |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $318.0K | 0.17% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,008 | $319.0K | 0.01% | +2,008 | New |
| Carret Asset Management, LLC | 2,014 | $320.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,022 | $321.0K | 0.01% | −186−8.4% | Reduced |
| Sawtooth Solutions, LLC | 2,019 | $321.0K | 0.06% | +338+20.1% | Added |
| Bel Air Investment Advisors LLC | 2,053 | $326.0K | 0.01% | −1,583−43.5% | Reduced |
| NatWest Group plc | 2,050 | $326.0K | 0.17% | 00.0% | Unchanged |
| Dodge & Cox | 2,069 | $329.0K | 0.00% | +722+53.6% | Added |
| Parallel Advisors, LLC | 2,081 | $331.0K | 0.01% | +108+5.5% | Added |
| Affinity Wealth Management LLC | 1,964 | $333.0K | 0.07% | −51−2.5% | Reduced |
| Patten & Patten Inc | 2,104 | $334.0K | 0.03% | −22−1.0% | Reduced |
| West Oak Capital, LLC | 2,110 | $335.0K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 2,147 | $341.0K | 0.01% | −4,990−69.9% | Reduced |
| Aureus Asset Management, LLC | 2,150 | $342.0K | 0.02% | −64−2.9% | Reduced |
| Convergence Investment Partners, LLC | 2,158 | $343.0K | 0.15% | +50+2.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,174 | $346.0K | 0.19% | 00.0% | Unchanged |
| DAGCO, Inc. | 2,195 | $349.0K | 0.15% | 00.0% | Unchanged |
| Quantitative Value Technologies, LLC | 2,198 | $349.0K | 0.57% | +2,198 | New |
| Financial Architects, Inc | 2,213 | $352.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,212 | $353.0K | 0.01% | −872−28.3% | Reduced |
| Colony Group LLC | 2,226 | $354.0K | 0.01% | −3,633−62.0% | Reduced |
| BLB&B Advisors, LLC | 2,225 | $354.0K | 0.03% | +552+33.0% | Added |
| Pointe Capital Management LLC | 2,243 | $357.0K | 0.25% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,250 | $358.0K | 0.04% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,257 | $358.8K | 0.03% | −33−1.4% | Reduced |
| Hancock Whitney Corp | 2,262 | $360.0K | 0.01% | +352+18.4% | Added |
| Flagship Harbor Advisors, LLC | 2,290 | $364.0K | 0.04% | −56−2.4% | Reduced |
| Henry James International Management, Inc. | 2,312 | $367.0K | 0.10% | −800−25.7% | Reduced |
| KB Financial Partners, LLC | 2,312 | $367.0K | 0.14% | +418+22.1% | Added |
| Westover Capital Advisors, LLC | 2,313 | $368.0K | 0.12% | +2,313 | New |
| Dark Forest Capital Management LP | 2,318 | $368.0K | 0.16% | +2,318 | New |
| FineMark National Bank & Trust | 2,322 | $369.0K | 0.01% | +330+16.6% | Added |
| Leavell Investment Management, Inc. | 2,333 | $370.0K | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,331 | $370.0K | 0.06% | +90+4.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,343 | $372.0K | 0.09% | −4,246−64.4% | Reduced |
| F3Logic, LLC | 2,340 | $372.0K | 0.05% | −3,168−57.5% | Reduced |
| Financial & Tax Architects, LLC | 2,342 | $372.3K | 0.18% | −30−1.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,356 | $374.0K | 0.18% | +2,356 | New |
| Proficio Capital Partners LLC | 2,361 | $375.0K | 0.05% | +103+4.6% | Added |
| 1st Source Bank | 2,369 | $377.0K | 0.02% | +195+9.0% | Added |
| Sky Investment Group LLC | 2,377 | $378.0K | 0.09% | +341+16.7% | Added |
| Castleview Partners, LLC | 2,379 | $378.0K | 0.17% | +2,379 | New |
| Encompass Wealth Advisors, LLC | 2,407 | $382.0K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,411 | $383.0K | 0.37% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,272 | $383.0K | 0.13% | 00.0% | Unchanged |
| Markston International LLC | 2,424 | $385.0K | 0.23% | −26,880−91.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,428 | $386.0K | 0.15% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,438 | $387.0K | 0.02% | −427−14.9% | Reduced |
| Intercontinental Wealth Advisors, LLC | 2,442 | $388.0K | 0.08% | +103+4.4% | Added |
| Cypress Capital Management LLC | 2,452 | $390.0K | 0.05% | +33+1.4% | Added |
| Trillium Asset Management, LLC | 2,481 | $394.0K | 0.01% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 2,477 | $394.0K | 0.18% | +275+12.5% | Added |
| Earnest Partners LLC | 2,489 | $396.0K | 0.00% | −54−2.1% | Reduced |
| New England Guild Wealth Advisors, Inc. | 2,494 | $396.0K | 0.21% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,510 | $399.0K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,521 | $400.0K | 0.30% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,528 | $402.0K | 0.23% | +31+1.2% | Added |
| Exencial Wealth Advisors, LLC | 2,530 | $402.0K | 0.02% | +66+2.7% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,550 | $405.0K | 0.06% | −175−6.4% | Reduced |
| Mutual Advisors, LLC | 2,554 | $406.0K | 0.02% | +111+4.5% | Added |
| Parkside Financial Bank & Trust | 2,573 | $408.0K | 0.12% | +66+2.6% | Added |
| PNC Managed Account Solutions, Inc. | 2,567 | $408.0K | 0.08% | +2,567 | New |
| Stratos Wealth Advisors, LLC | 2,611 | $415.0K | 0.04% | +2,611 | New |
| Algert Global LLC | 2,616 | $416.0K | 0.14% | +2,616 | New |
| Quadrant Capital Group LLC | 2,635 | $419.0K | 0.06% | −28−1.1% | Reduced |
| Everett Harris & Co | 2,683 | $426.0K | 0.01% | −345−11.4% | Reduced |
| Spinnaker Trust | 2,690 | $428.0K | 0.03% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 2,700 | $429.0K | 0.26% | +411+18.0% | Added |
| American Portfolios Advisors | 2,706 | $430.1K | 0.02% | +508+23.1% | Added |
| Baker Tilly Wealth Management, LLC | 2,709 | $431.0K | 0.07% | −684−20.2% | Reduced |