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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Field & Main Bank | 1,905 | $303.0K | 0.19% | +335+21.3% | Added |
| Kore Private Wealth LLC | 1,900 | $302.0K | 0.03% | +317+20.0% | 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 |
| Summit Financial Group Inc | 1,890 | $300.0K | 0.11% | +57+3.1% | Added |
| Machina Capital S.A.S. | 1,881 | $299.0K | 0.51% | +1,881 | New |
| 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 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,869 | $297.0K | 0.06% | −100−5.1% | Reduced |
| Investment Partners, Ltd. | 1,856 | $295.0K | 0.13% | +8+0.4% | Added |
| Appleton Partners Inc | 1,839 | $292.0K | 0.02% | −341−15.6% | Reduced |
| 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 |
| 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 |
| Atlas Capital Advisors LLC | 1,818 | $289.0K | 0.05% | −518−22.2% | Reduced |
| Fieldpoint Private Securities, LLC | 1,619 | $288.0K | 0.06% | +145+9.8% | Added |
| Heron Financial Group, LLC | 1,808 | $287.0K | 0.16% | −240−11.7% | Reduced |
| E&G Advisors, LP | 0 | $284.0K | 0.08% | −1,786−100.0% | Reduced |
| Eudaimonia Partners, LLC | 1,782 | $283.0K | 0.05% | +440+32.8% | 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 |
| Focus Financial Network, Inc. | 1,758 | $280.9K | 0.04% | +50+2.9% | Added |
| 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 |
| 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 |
| Resources Investment Advisors, LLC. | 1,741 | $277.0K | 0.01% | +394+29.3% | Added |
| Wade G W & Inc | 1,731 | $275.0K | 0.01% | +96+5.9% | Added |
| 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 |
| 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 |
| Monetary Management Group Inc | 1,705 | $271.0K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 1,694 | $269.0K | 0.07% | +1,694 | New |
| Paces Ferry Wealth Advisors, LLC | 1,684 | $268.0K | 0.20% | +25+1.5% | Added |
| BTR Capital Management Inc | 1,676 | $266.0K | 0.03% | 00.0% | Unchanged |
| Fiduciary Group LLC | 1,537 | $265.0K | 0.03% | −100−6.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,652 | $262.4K | 0.00% | +122+8.0% | Added |
| 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 |
| 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 |
| Rede Wealth, LLC | 1,616 | $257.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| 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 |
| Childress Capital Advisors, LLC | 1,598 | $253.0K | 0.12% | +320+25.0% | Added |
| Laffer Tengler Investments | 1,580 | $251.1K | 0.09% | +1,245+371.6% | Added |
| Roberts Glore & Co Inc | 1,580 | $251.0K | 0.08% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,570 | $250.0K | 0.11% | +445+39.6% | Added |
| Allred Capital Management, LLC | 1,562 | $248.0K | 0.12% | −400−20.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Charter Trust Co | 1,529 | $243.0K | 0.02% | 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 |
| 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 |
| 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 |
| Avantax Planning Partners, Inc. | 1,475 | $234.0K | 0.01% | +1,475 | 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 |
| Ashfield Capital Partners, LLC | 1,460 | $232.0K | 0.02% | +1,460 | New |
| TCG Advisory Services, LLC | 1,452 | $231.0K | 0.06% | +7+0.5% | Added |
| 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 |
| X-Square Capital, LLC | 1,473 | $229.0K | 0.11% | +1,473 | New |
| Engine No. 1 LLC | 1,437 | $228.0K | 0.06% | +1,437 | New |
| EP Wealth Advisors, LLC | 1,429 | $227.0K | 0.01% | −860−37.6% | Reduced |
| Stonnington Group, LLC | 1,433 | $226.0K | 0.05% | 00.0% | Unchanged |
| Geller Advisors LLC | 1,406 | $225.0K | 0.05% | +16+1.2% | Added |
| Caldwell Trust Co | 1,413 | $224.6K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,407 | $224.0K | 0.01% | +134+10.5% | 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 |
| 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 |
| 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 |