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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 4,065 | $1.23M | 0.43% | +687+20.3% | Added |
| Walter & Keenan Financial Consulting Co | 4,075 | $1.23M | 0.37% | +98+2.5% | Added |
| RoundAngle Advisors LLC | 4,099 | $1.24M | 1.14% | +304+8.0% | Added |
| Capital Investment Advisors, LLC | 4,111 | $1.24M | 0.02% | +277+7.2% | Added |
| Old Point Trust & Financial Services N A | 4,117 | $1.24M | 0.44% | +210+5.4% | Added |
| Williams Jones Wealth Management, LLC. | 4,123 | $1.25M | 0.02% | −965−19.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,130 | $1.25M | 0.68% | +72+1.8% | Added |
| Cornerstone Wealth Management, LLC | 4,163 | $1.26M | 0.09% | −25−0.6% | Reduced |
| Montag A & Associates Inc | 4,177 | $1.26M | 0.06% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,190 | $1.27M | 0.69% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,192 | $1.27M | 0.00% | −2,857−40.5% | Reduced |
| Golden State Equity Partners | 4,206 | $1.27M | 0.25% | −474−10.1% | Reduced |
| Fisher Asset Management, LLC | 4,208 | $1.27M | 0.00% | −8,626−67.2% | Reduced |
| Nichols & Pratt Advisers LLP | 4,210 | $1.27M | 0.09% | −212−4.8% | Reduced |
| Cito Capital Group, LLC | 4,200 | $1.27M | 0.48% | 00.0% | Unchanged |
| Old National Bancorp | 4,213 | $1.27M | 0.03% | +172+4.3% | Added |
| CSU Producer Resources, Inc. | 4,213 | $1.27M | 4.22% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,223 | $1.28M | 0.10% | +34+0.8% | Added |
| Skopos Labs, Inc. | 4,233 | $1.28M | 0.28% | +1,565+58.7% | Added |
| DF Dent & Co Inc | 4,255 | $1.28M | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 4,273 | $1.29M | 0.06% | +1,674+64.4% | Added |
| Greenline Partners, LLC | 4,282 | $1.29M | 0.19% | +4,282 | New |
| Sigma Planning Corp | 4,285 | $1.29M | 0.04% | −343−7.4% | Reduced |
| Lakeside Advisors, INC. | 4,288 | $1.29M | 0.86% | +300+7.5% | Added |
| Camden Capital, LLC | 4,290 | $1.30M | 0.14% | −201−4.5% | Reduced |
| Formidable Asset Management, LLC | 4,313 | $1.30M | 0.22% | +12+0.3% | Added |
| Mattern Wealth Management LLC | 4,314 | $1.30M | 0.29% | −6,208−59.0% | Reduced |
| Trust Asset Management LLC | 4,329 | $1.31M | 0.11% | −501−10.4% | Reduced |
| Applied Capital LLC | 4,329 | $1.31M | 1.05% | −50−1.1% | Reduced |
| Asset Dedication, LLC | 4,372 | $1.32M | 0.11% | −447−9.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 4,380 | $1.32M | 0.45% | +4,380 | New |
| Meadow Creek Wealth Advisors LLC | 4,385 | $1.32M | 0.99% | +146+3.4% | Added |
| Relyea Zuckerberg Hanson LLC | 4,389 | $1.33M | 0.18% | −49−1.1% | Reduced |
| Qtron Investments LLC | 4,408 | $1.33M | 0.20% | −2,608−37.2% | Reduced |
| Huntleigh Advisors, Inc. | 4,435 | $1.34M | 0.22% | +63+1.4% | Added |
| Asset Planning,Inc | 4,442 | $1.34M | 1.05% | +14+0.3% | Added |
| Foster & Motley Inc | 4,460 | $1.35M | 0.08% | −15−0.3% | Reduced |
| MGB Wealth Management, LLC | 4,509 | $1.36M | 0.49% | +103+2.3% | Added |
| Castlekeep Investment Advisors LLC | 4,512 | $1.36M | 0.70% | +98+2.2% | Added |
| Bridges Investment Management Inc | 4,514 | $1.36M | 0.02% | −839−15.7% | Reduced |
| Ascent Group, LLC | 4,540 | $1.37M | 0.06% | +1,985+77.7% | Added |
| RMR Wealth Builders | 4,532 | $1.37M | 0.14% | +49+1.1% | Added |
| IHT Wealth Management, LLC | 4,557 | $1.38M | 0.04% | +534+13.3% | Added |
| HRT Financial LP | 4,558 | $1.38M | 0.01% | +4,558 | New |
| Fiduciary Group LLC | 4,569 | $1.38M | 0.14% | +354+8.4% | Added |
| Minot DeBlois Advisors LLC | 4,576 | $1.38M | 1.38% | −285−5.9% | Reduced |
| Essex Financial Services, Inc. | 4,590 | $1.39M | 0.10% | −634−12.1% | Reduced |
| Zions Bancorporation, National Association | 4,610 | $1.39M | 0.09% | +4,610 | New |
| Shorepoint Capital Partners LLC | 4,625 | $1.40M | 0.32% | −365−7.3% | Reduced |
| Centaurus Financial, Inc. | 4,647 | $1.40M | 0.08% | −239−4.9% | Reduced |
| Raiffeisen Bank International AG | 4,790 | $1.42M | 0.02% | −354−6.9% | Reduced |
| Valeo Financial Advisors, LLC | 4,709 | $1.42M | 0.04% | −405−7.9% | Reduced |
| Ballast, Inc. | 4,731 | $1.43M | 0.40% | −3−0.1% | Reduced |
| Atomi Financial Group, Inc. | 4,732 | $1.43M | 0.07% | −46−1.0% | Reduced |
| Valley National Advisers Inc | 4,740 | $1.43M | 0.26% | −10−0.2% | Reduced |
| Wolf Group Capital Advisors | 4,754 | $1.44M | 0.48% | −19−0.4% | Reduced |
| Parsons Capital Management Inc | 4,777 | $1.44M | 0.08% | −60−1.2% | Reduced |
| Legacy Private Trust Co. | 4,786 | $1.45M | 0.10% | −5,832−54.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,788 | $1.45M | 0.41% | −2,466−34.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,825 | $1.46M | 0.28% | +85+1.8% | Added |
| DB Fitzpatrick & Co, Inc | 4,841 | $1.46M | 1.39% | −611−11.2% | Reduced |
| Canopy Partners, LLC | 4,848 | $1.46M | 0.57% | +30+0.6% | Added |
| Harold Davidson & Associates Inc. | 4,852 | $1.47M | 0.80% | −1,389−22.3% | Reduced |
| Pallas Capital Advisors LLC | 4,855 | $1.47M | 0.06% | +1,736+55.7% | Added |
| Wolverine Trading, LLC | 4,954 | $1.47M | 0.05% | +271+5.8% | Added |
| Saxon Interests, Inc. | 4,868 | $1.47M | 0.69% | −8−0.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,871 | $1.47M | 0.36% | −427−8.1% | Reduced |
| Providence First Trust Co | 4,895 | $1.48M | 0.60% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,906 | $1.48M | 0.16% | −114−2.3% | Reduced |
| Monte Financial Group, LLC | 5,204 | $1.49M | 0.65% | +83+1.6% | Added |
| Delphi Management Inc | 4,966 | $1.50M | 1.53% | −289−5.5% | Reduced |
| Trueblood Wealth Management, LLC | 4,991 | $1.51M | 0.70% | +821+19.7% | Added |
| Pictet & Cie (Europe) SA | 5,000 | $1.51M | 0.04% | +224+4.7% | Added |
| Applied Finance Capital Management, LLC | 5,013 | $1.51M | 0.11% | +370+8.0% | Added |
| SRS Capital Advisors, Inc. | 5,034 | $1.52M | 0.10% | +2,686+114.4% | Added |
| TD Private Client Wealth LLC | 5,041 | $1.52M | 0.04% | −223−4.2% | Reduced |
| Philip James Wealth Mangement, LLC | 5,054 | $1.53M | 0.19% | +4,170+471.7% | Added |
| First Bank & Trust | 5,055 | $1.53M | 0.30% | +4,253+530.3% | Added |
| Mainstay Capital Management LLC | 5,080 | $1.53M | 0.21% | −15−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 5,090 | $1.54M | 0.15% | −291−5.4% | Reduced |
| Profund Advisors LLC | 5,090 | $1.54M | 0.07% | −167−3.2% | Reduced |
| AA Financial Advisors, LLC | 5,095 | $1.54M | 0.38% | +53+1.1% | Added |
| Mizuho Markets Americas LLC | 5,105 | $1.54M | 0.03% | −3,991−43.9% | Reduced |
| Kingsview Wealth Management, LLC | 5,130 | $1.55M | 0.03% | −1,011−16.5% | Reduced |
| Stablepoint Partners, LLC | 5,163 | $1.56M | 0.28% | +95+1.9% | Added |
| AlphaStar Capital Management, LLC | 5,194 | $1.57M | 0.16% | +186+3.7% | Added |
| Summitry LLC | 5,200 | $1.57M | 0.08% | +280+5.7% | Added |
| Virtus Investment Advisers, Inc. | 5,216 | $1.58M | 0.43% | +5,216 | New |
| PFS Partners, LLC | 5,319 | $1.61M | 0.86% | +7+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 5,342 | $1.61M | 0.45% | +418+8.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,364 | $1.62M | 0.25% | −305−5.4% | Reduced |
| Shayne & Co., LLC | 5,370 | $1.62M | 0.40% | −23−0.4% | Reduced |
| Field & Main Bank | 5,412 | $1.63M | 0.58% | +211+4.1% | Added |
| Paladin Advisory Group, LLC | 5,431 | $1.64M | 1.31% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,448 | $1.65M | 0.93% | −282−4.9% | Reduced |
| Trust Co of Oklahoma | 5,467 | $1.65M | 0.57% | −187−3.3% | Reduced |
| Empire Financial Management Company, LLC | 5,543 | $1.67M | 0.52% | −3,700−40.0% | Reduced |
| Gs Investments, Inc. | 5,565 | $1.68M | 0.79% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,580 | $1.69M | 0.03% | −2,521−31.1% | Reduced |
| Wedmont Private Capital | 5,965 | $1.69M | 0.09% | −26−0.4% | Reduced |