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, Q1 2025
Institutional positions in Chubb Ltd as of Mar 31, 2025. 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
- 1,927
- +49 vs. Q4 2024
- Shares held
- 366.9M
- +3.49M (+1.0%) vs. Q4 2024
- Total value
- $108.9B
- +$9.99B (+10.1%) vs. Q4 2024
- New holders
- 174
- 710 more added
- Sold out
- 125
- 755 more reduced
32 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 3,054 | $922.3K | 0.15% | +435+16.6% | Added |
| International Assets Investment Management, LLC | 3,064 | $925.2K | 0.08% | −133−4.2% | Reduced |
| NorthRock Partners, LLC | 3,058 | $926.2K | 0.03% | +13+0.4% | Added |
| Net Worth Advisory Group | 3,070 | $927.1K | 0.29% | +656+27.2% | Added |
| Optimum Investment Advisors | 3,070 | $927.1K | 0.44% | −7−0.2% | Reduced |
| Northeast Investment Management | 3,081 | $930.4K | 0.04% | −729−19.1% | Reduced |
| Avestar Capital, LLC | 3,076 | $931.0K | 0.09% | +53+1.8% | Added |
| Atlantic Union Bankshares Corp | 3,116 | $940.9K | 0.06% | −137−4.2% | Reduced |
| 1st Source Bank | 3,116 | $941.0K | 0.06% | +89+2.9% | Added |
| Conning Inc. | 3,125 | $943.7K | 0.03% | −997−24.2% | Reduced |
| Mitchell Sinkler & Starr | 3,139 | $947.9K | 0.27% | +360+13.0% | Added |
| Ronald Blue Trust, Inc. | 3,144 | $949.2K | 0.01% | +352+12.6% | Added |
| Saturna Capital CORP | 3,170 | $957.3K | 0.01% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,188 | $962.8K | 0.15% | −23−0.7% | Reduced |
| Mill Capital Management, LLC | 3,210 | $969.4K | 0.08% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 3,234 | $976.6K | 0.33% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 3,240 | $978.4K | 0.39% | −120−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 3,526 | $984.1K | 0.10% | −147−4.0% | Reduced |
| Meridian Wealth Management, LLC | 3,292 | $994.2K | 0.05% | −216−6.2% | Reduced |
| Abbot Financial Management, Inc. | 3,294 | $994.7K | 0.52% | +10.0% | Added |
| SkyView Investment Advisors, LLC | 3,315 | $1.00M | 0.15% | +207+6.7% | Added |
| Northstar Asset Management LLC | 3,315 | $1.00M | 0.24% | +10+0.3% | Added |
| Mattson Financial Services, LLC | 3,320 | $1.00M | 0.30% | −91−2.7% | Reduced |
| Costello Asset Management, INC | 3,325 | $1.00M | 0.41% | +3,325 | New |
| Cushing Capital Partners, LLC | 3,327 | $1.01M | 0.91% | +284+9.3% | Added |
| VisionPoint Advisory Group, LLC | 3,338 | $1.01M | 0.35% | +490+17.2% | Added |
| SRN Advisors, LLC | 3,356 | $1.01M | 1.14% | −80−2.3% | Reduced |
| Axq Capital, LP | 3,362 | $1.02M | 0.41% | +3,362 | New |
| CX Institutional | 3,367 | $1.02M | 0.04% | +488+17.0% | Added |
| Spinnaker Trust | 3,382 | $1.02M | 0.07% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,386 | $1.02M | 0.43% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,394 | $1.02M | 0.15% | −485−12.5% | Reduced |
| Icon Wealth Advisors, LLC | 3,400 | $1.03M | 0.08% | +1,001+41.7% | Added |
| Gratus Wealth Advisors, LLC | 3,404 | $1.03M | 0.17% | −144−4.1% | Reduced |
| Carnegie Lake Advisors LLC | 3,425 | $1.03M | 0.42% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,428 | $1.04M | 0.24% | −3−0.1% | Reduced |
| Hamilton Wealth, LLC | 3,458 | $1.04M | 0.25% | +85+2.5% | Added |
| Principle Wealth Partners LLC | 3,488 | $1.05M | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,489 | $1.05M | 0.03% | −1,038−22.9% | Reduced |
| Columbia Asset Management | 3,502 | $1.06M | 0.21% | −125−3.4% | Reduced |
| One Capital Management, LLC | 3,504 | $1.06M | 0.04% | +304+9.5% | Added |
| Flagship Harbor Advisors, LLC | 3,506 | $1.06M | 0.06% | +11+0.3% | Added |
| Viawealth, LLC | 3,536 | $1.07M | 0.66% | −212−5.7% | Reduced |
| Central Trust Co | 3,537 | $1.07M | 0.03% | −153−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,541 | $1.07M | 0.02% | +305+9.4% | Added |
| Westpac Banking Corp | 3,558 | $1.07M | 0.08% | −38−1.1% | Reduced |
| Sippican Capital Advisors | 3,565 | $1.08M | 0.81% | −25−0.7% | Reduced |
| BluePath Capital Management, LLC | 3,569 | $1.08M | 1.12% | −962−21.2% | Reduced |
| Simmons Bank | 3,577 | $1.08M | 0.08% | −909−20.3% | Reduced |
| KRS Capital Management, LLC | 3,592 | $1.08M | 0.86% | −35−1.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,596 | $1.09M | 0.06% | −49−1.3% | Reduced |
| VestGen Advisors, LLC | 3,611 | $1.09M | 0.05% | +3,611 | New |
| Insigneo Advisory Services, LLC | 3,626 | $1.09M | 0.11% | −81−2.2% | Reduced |
| Choate Investment Advisors | 3,627 | $1.10M | 0.03% | −176−4.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,628 | $1.10M | 0.07% | −1,319−26.7% | Reduced |
| IFP Advisors, Inc | 3,632 | $1.10M | 0.03% | −176−4.6% | Reduced |
| LCNB Corp | 3,635 | $1.10M | 0.40% | +124+3.5% | Added |
| Fulton Bank, N.A. | 3,645 | $1.10M | 0.04% | −258−6.6% | Reduced |
| Syon Capital LLC | 3,650 | $1.10M | 0.09% | +85+2.4% | Added |
| Tyler-Stone Wealth Management | 3,658 | $1.10M | 0.20% | −2,276−38.4% | Reduced |
| Sage Investment Counsel LLC | 3,677 | $1.11M | 1.41% | +1,251+51.6% | Added |
| iA Global Asset Management Inc. | 3,681 | $1.11M | 0.02% | +3,681 | New |
| Harbour Capital Advisors, LLC | 3,688 | $1.12M | 0.28% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,696 | $1.12M | 0.19% | −94−2.5% | Reduced |
| Emprise Bank | 3,699 | $1.12M | 0.60% | −121−3.2% | Reduced |
| Sentry LLC | 3,701 | $1.12M | 0.22% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,714 | $1.12M | 0.59% | 00.0% | Unchanged |
| Numerai GP LLC | 3,717 | $1.12M | 0.21% | +3,717 | New |
| CNB Bank | 3,722 | $1.12M | 0.57% | +589+18.8% | Added |
| Crux Wealth Advisors | 3,729 | $1.13M | 0.59% | −1,260−25.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,746 | $1.13M | 0.08% | −10.0% | Reduced |
| X-Square Capital, LLC | 3,747 | $1.13M | 0.49% | +354+10.4% | Added |
| Wealthspire Advisors, LLC | 3,756 | $1.13M | 0.01% | +15+0.4% | Added |
| Littlejohn Financial Services, Inc. | 3,758 | $1.13M | 0.90% | −663−15.0% | Reduced |
| Advisory Resource Group | 3,759 | $1.14M | 0.23% | +20+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 4,143 | $1.14M | 0.37% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,813 | $1.15M | 0.04% | −5,968−61.0% | Reduced |
| AMG National Trust Bank | 3,815 | $1.15M | 0.03% | −83−2.1% | Reduced |
| Invera Wealth Advisors, LLC | 3,815 | $1.15M | 0.74% | +3,815 | New |
| Umpqua Bank | 3,819 | $1.15M | 0.40% | +588+18.2% | Added |
| Advisors Capital Management, LLC | 3,823 | $1.15M | 0.02% | +191+5.3% | Added |
| Pekin Hardy Strauss, Inc. | 3,834 | $1.16M | 0.14% | −189−4.7% | Reduced |
| Transcend Wealth Collective, LLC | 3,838 | $1.16M | 0.08% | −65−1.7% | Reduced |
| Marcum Wealth, LLC | 3,841 | $1.16M | 0.10% | +91+2.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,856 | $1.16M | 0.24% | +2+0.1% | Added |
| Rehmann Capital Advisory Group | 3,891 | $1.18M | 0.07% | −630−13.9% | Reduced |
| Galibier Capital Management Ltd. | 3,897 | $1.18M | 0.37% | −1,400−26.4% | Reduced |
| Csenge Advisory Group | 4,126 | $1.18M | 0.07% | −144−3.4% | Reduced |
| Promus Capital, LLC | 3,918 | $1.18M | 0.90% | +292+8.1% | Added |
| Grove Bank & Trust | 3,928 | $1.19M | 0.16% | +26+0.7% | Added |
| WBH Advisory Inc | 3,933 | $1.19M | 0.11% | −93−2.3% | Reduced |
| Callan Family Office, LLC | 3,941 | $1.19M | 0.09% | +75+1.9% | Added |
| WSFS Capital Management, LLC | 3,954 | $1.19M | 0.07% | −100−2.5% | Reduced |
| FRG Family Wealth Advisors LLC | 3,963 | $1.20M | 0.23% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.20M | 0.40% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,968 | $1.20M | 0.46% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,976 | $1.20M | 0.32% | +478+13.7% | Added |
| Farther Finance Advisors, LLC | 4,005 | $1.21M | 0.03% | +239+6.3% | Added |
| Cigna Investments Inc | 4,036 | $1.22M | 0.23% | −57−1.4% | Reduced |
| Financial Security Advisor, Inc. | 4,037 | $1.22M | 0.31% | −13−0.3% | Reduced |