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 |
|---|---|---|---|---|---|
| Epiq Partners, LLC | 2,972 | $472.0K | 0.24% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 2,926 | $465.0K | 0.15% | +143+5.1% | Added |
| Brewin Dolphin Ltd | 2,920 | $464.1K | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,920 | $464.0K | 0.04% | +72+2.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,892 | $460.0K | 0.11% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 2,891 | $460.0K | 0.16% | +65+2.3% | Added |
| Integrated Wealth Concepts LLC | 2,875 | $457.0K | 0.02% | +159+5.9% | Added |
| Citizens Financial Group Inc | 2,858 | $454.0K | 0.02% | +190+7.1% | Added |
| Deseret Mutual Benefit Administrators | 2,835 | $451.0K | 0.11% | +2,835 | New |
| GSB Wealth Management, LLC | 2,817 | $448.0K | 0.14% | +4+0.1% | Added |
| Saturna Capital CORP | 2,810 | $447.0K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,809 | $446.0K | 0.03% | +130+4.9% | Added |
| Horizon Investments, LLC | 2,795 | $444.0K | 0.01% | +73+2.7% | Added |
| First City Capital Management, Inc. | 2,443 | $444.0K | 0.24% | −115−4.5% | Reduced |
| Traphagen Investment Advisors LLC | 2,774 | $441.0K | 0.08% | +2+0.1% | Added |
| Boyar Asset Management Inc. | 2,768 | $440.0K | 0.28% | +235+9.3% | Added |
| Beacon Pointe Advisors, LLC | 2,768 | $440.0K | 0.02% | +1,142+70.2% | Added |
| Waldron Private Wealth LLC | 2,713 | $433.0K | 0.03% | +2,713 | New |
| Baker Tilly Wealth Management, LLC | 2,709 | $431.0K | 0.07% | −684−20.2% | Reduced |
| Bull Street Advisors, LLC | 2,710 | $431.0K | 0.23% | −40−1.5% | Reduced |
| Baxter Bros Inc | 2,712 | $431.0K | 0.07% | +11+0.4% | Added |
| American Portfolios Advisors | 2,706 | $430.1K | 0.02% | +508+23.1% | Added |
| Atlas Private Wealth Management | 2,700 | $429.0K | 0.26% | +411+18.0% | Added |
| Spinnaker Trust | 2,690 | $428.0K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 2,683 | $426.0K | 0.01% | −345−11.4% | Reduced |
| Quadrant Capital Group LLC | 2,635 | $419.0K | 0.06% | −28−1.1% | Reduced |
| Algert Global LLC | 2,616 | $416.0K | 0.14% | +2,616 | New |
| Stratos Wealth Advisors, LLC | 2,611 | $415.0K | 0.04% | +2,611 | New |
| 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 |
| Mutual Advisors, LLC | 2,554 | $406.0K | 0.02% | +111+4.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,550 | $405.0K | 0.06% | −175−6.4% | Reduced |
| 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 |
| Merrion Investment Management Co, LLC | 2,521 | $400.0K | 0.30% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,510 | $399.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Cypress Capital Management LLC | 2,452 | $390.0K | 0.05% | +33+1.4% | Added |
| Intercontinental Wealth Advisors, LLC | 2,442 | $388.0K | 0.08% | +103+4.4% | Added |
| BKD Wealth Advisors, LLC | 2,438 | $387.0K | 0.02% | −427−14.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,428 | $386.0K | 0.15% | 00.0% | Unchanged |
| Markston International LLC | 2,424 | $385.0K | 0.23% | −26,880−91.7% | Reduced |
| 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 |
| Encompass Wealth Advisors, LLC | 2,407 | $382.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| 1st Source Bank | 2,369 | $377.0K | 0.02% | +195+9.0% | Added |
| Proficio Capital Partners LLC | 2,361 | $375.0K | 0.05% | +103+4.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,356 | $374.0K | 0.18% | +2,356 | New |
| Financial & Tax Architects, LLC | 2,342 | $372.3K | 0.18% | −30−1.3% | Reduced |
| 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 |
| 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 |
| FineMark National Bank & Trust | 2,322 | $369.0K | 0.01% | +330+16.6% | 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 |
| 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 |
| Flagship Harbor Advisors, LLC | 2,290 | $364.0K | 0.04% | −56−2.4% | Reduced |
| Hancock Whitney Corp | 2,262 | $360.0K | 0.01% | +352+18.4% | Added |
| Rehmann Capital Advisory Group | 2,257 | $358.8K | 0.03% | −33−1.4% | Reduced |
| Griffin Asset Management, Inc. | 2,250 | $358.0K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,243 | $357.0K | 0.25% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 2,212 | $353.0K | 0.01% | −872−28.3% | Reduced |
| Financial Architects, Inc | 2,213 | $352.0K | 0.05% | 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 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,174 | $346.0K | 0.19% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,158 | $343.0K | 0.15% | +50+2.4% | Added |
| Aureus Asset Management, LLC | 2,150 | $342.0K | 0.02% | −64−2.9% | Reduced |
| Spire Wealth Management | 2,147 | $341.0K | 0.01% | −4,990−69.9% | Reduced |
| West Oak Capital, LLC | 2,110 | $335.0K | 0.13% | 00.0% | Unchanged |
| Patten & Patten Inc | 2,104 | $334.0K | 0.03% | −22−1.0% | Reduced |
| Affinity Wealth Management LLC | 1,964 | $333.0K | 0.07% | −51−2.5% | Reduced |
| Parallel Advisors, LLC | 2,081 | $331.0K | 0.01% | +108+5.5% | Added |
| Dodge & Cox | 2,069 | $329.0K | 0.00% | +722+53.6% | 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 |
| 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 |
| Carret Asset Management, LLC | 2,014 | $320.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 2,008 | $319.0K | 0.01% | +2,008 | New |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $318.0K | 0.17% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,991 | $317.8K | 0.03% | +1,991 | New |
| Pitcairn Co | 1,994 | $317.0K | 0.02% | −47−2.3% | Reduced |
| Balentine LLC | 1,978 | $314.0K | 0.01% | +217+12.3% | Added |
| 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 |
| Joel Isaacson & Co., LLC | 1,955 | $311.0K | 0.02% | −114−5.5% | Reduced |
| Savant Capital, LLC | 1,942 | $309.0K | 0.01% | +11+0.6% | Added |
| Marcum Wealth, LLC | 1,933 | $307.0K | 0.05% | −1,612−45.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,923 | $306.0K | 0.00% | +7+0.4% | Added |
| Grimes & Company, Inc. | 1,909 | $303.0K | 0.01% | −2−0.1% | Reduced |