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
- 1,926
- +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
- 754 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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 5,751 | $1.74M | 0.10% | −119−2.0% | Reduced |
| Impact Capital Partners LLC | 5,754 | $1.74M | 0.63% | −3,306−36.5% | Reduced |
| Jacobi Capital Management LLC | 5,762 | $1.74M | 0.13% | +255+4.6% | Added |
| Two Sigma Investments, LP | 5,800 | $1.75M | 0.00% | +5,800 | New |
| Smartleaf Asset Management LLC | 5,909 | $1.75M | 0.17% | +139+2.4% | Added |
| Magnolia Capital Advisors LLC | 5,818 | $1.76M | 0.48% | +205+3.7% | Added |
| Congress Wealth Management LLC | 5,867 | $1.76M | 0.02% | +3,991+212.7% | Added |
| Transatlantique Private Wealth LLC | 5,821 | $1.76M | 0.70% | −191−3.2% | Reduced |
| Journey Advisory Group, LLC | 5,847 | $1.77M | 0.14% | −37−0.6% | Reduced |
| Exeter Financial, LLC | 5,853 | $1.77M | 0.79% | +90+1.6% | Added |
| Advisors Asset Management, Inc. | 5,898 | $1.78M | 0.03% | −858−12.7% | Reduced |
| Snowden Capital Advisors LLC | 5,916 | $1.79M | 0.06% | −667−10.1% | Reduced |
| Penserra Capital Management LLC | 5,958 | $1.80M | 0.03% | +3,122+110.1% | Added |
| PFG Advisors | 5,960 | $1.80M | 0.10% | +1,767+42.1% | Added |
| Sumitomo Life Insurance Co | 5,969 | $1.80M | 0.06% | −35−0.6% | Reduced |
| Eagle Global Advisors LLC | 6,000 | $1.81M | 0.07% | 00.0% | Unchanged |
| Roxbury Financial LLC | 6,353 | $1.81M | 1.77% | −360−5.4% | Reduced |
| Sierra Summit Advisors LLC | 6,023 | $1.82M | 0.39% | −338−5.3% | Reduced |
| Eastern Bank | 6,045 | $1.83M | 0.04% | +1,471+32.2% | Added |
| Schechter Investment Advisors, LLC | 6,046 | $1.83M | 0.15% | −1,629−21.2% | Reduced |
| Equitable Holdings, Inc. | 6,047 | $1.83M | 0.02% | +734+13.8% | Added |
| Resources Management Corp | 6,048 | $1.83M | 0.26% | −68−1.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,054 | $1.83M | 1.20% | +126+2.1% | Added |
| Signaturefd, LLC | 6,099 | $1.84M | 0.03% | +133+2.2% | Added |
| Thompson Davis & Co., Inc. | 6,125 | $1.85M | 1.46% | 00.0% | Unchanged |
| Arjuna Capital | 6,151 | $1.86M | 0.51% | −188−3.0% | Reduced |
| Inscription Capital, LLC | 7,208 | $1.87M | 0.31% | +7,208 | New |
| Ambassador Advisors, LLC | 6,198 | $1.87M | 0.33% | −1,434−18.8% | Reduced |
| Pitcairn Co | 6,201 | $1.87M | 0.11% | +271+4.6% | Added |
| Left Brain Wealth Management, LLC | 6,211 | $1.88M | 0.82% | −187−2.9% | Reduced |
| Parallel Advisors, LLC | 6,217 | $1.88M | 0.04% | +133+2.2% | Added |
| Cunning Capital Partners, LP | 6,229 | $1.88M | 1.20% | −36−0.6% | Reduced |
| Baldwin Investment Management, LLC | 6,262 | $1.89M | 0.23% | +1,357+27.7% | Added |
| Trail Ridge Investment Advisors, LLC | 6,278 | $1.90M | 0.98% | +145+2.4% | Added |
| Virginia Retirement Systems Et Al | 6,300 | $1.90M | 0.01% | +6,300 | New |
| Quadcap Wealth Management, LLC | 6,304 | $1.90M | 0.28% | −38−0.6% | Reduced |
| Schear Investment Advisers, LLC | 6,398 | $1.93M | 1.11% | −604−8.6% | Reduced |
| ExodusPoint Capital Management, LP | 6,485 | $1.96M | 0.03% | −52,017−88.9% | Reduced |
| Mount Lucas Management LP | 6,487 | $1.96M | 0.92% | +3,367+107.9% | Added |
| Westwood Holdings Group Inc. | 6,488 | $1.96M | 0.01% | −4,311−39.9% | Reduced |
| Guyasuta Investment Advisors Inc | 6,491 | $1.96M | 0.13% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 6,516 | $1.97M | 0.73% | −202−3.0% | Reduced |
| Aptus Capital Advisors, LLC | 6,516 | $1.97M | 0.02% | −219−3.3% | Reduced |
| Prudential PLC | 6,522 | $1.97M | 0.01% | −2,229−25.5% | Reduced |
| Horizon Investments, LLC | 6,534 | $1.97M | 0.06% | +218+3.5% | Added |
| We Are One Seven, LLC | 6,542 | $1.98M | 0.08% | −2,179−25.0% | Reduced |
| Wealthcare Advisory Partners LLC | 6,561 | $1.98M | 0.05% | +265+4.2% | Added |
| Cordatus Wealth Management LLC | 6,570 | $1.98M | 0.54% | −23−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,592 | $1.99M | 0.12% | −10−0.2% | Reduced |
| MUFG Securities Americas Inc. | 6,596 | $1.99M | 0.23% | +1,061+19.2% | Added |
| Stillwater Wealth Management Group | 6,614 | $2.00M | 1.73% | +2,483+60.1% | Added |
| Gilliland Jeter Wealth Management LLC | 6,617 | $2.00M | 0.71% | −18−0.3% | Reduced |
| Fruth Investment Management | 6,681 | $2.02M | 0.56% | 00.0% | Unchanged |
| Lincoln Capital LLC | 6,962 | $2.02M | 0.42% | +39+0.6% | Added |
| Mather Group, LLC. | 6,713 | $2.03M | 0.02% | +130+2.0% | Added |
| Mach-1 Financial Group, Inc. | 6,715 | $2.03M | 0.61% | +6,715 | New |
| J. W. Coons Advisors, LLC | 6,758 | $2.04M | 0.54% | +100+1.5% | Added |
| Forum Financial Management, LP | 6,775 | $2.05M | 0.03% | −13−0.2% | Reduced |
| Perpetual Ltd | 6,795 | $2.05M | 0.02% | −87−1.3% | Reduced |
| L & S Advisors Inc | 6,831 | $2.06M | 0.25% | +6,831 | New |
| Plato Investment Management Ltd | 6,811 | $2.08M | 0.18% | −38−0.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,871 | $2.08M | 0.13% | +17+0.2% | Added |
| Clear Harbor Asset Management, LLC | 6,892 | $2.08M | 0.17% | +149+2.2% | Added |
| Family Legacy, Inc. | 6,899 | $2.08M | 0.71% | −31−0.4% | Reduced |
| GAMMA Investing LLC | 6,901 | $2.08M | 0.16% | +1,258+22.3% | Added |
| Monarch Capital Management Inc | 6,922 | $2.10M | 0.58% | +16+0.2% | Added |
| Lester Murray Antman dba SimplyRich | 6,949 | $2.10M | 0.61% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 6,998 | $2.11M | 0.40% | −763−9.8% | Reduced |
| Buckingham Strategic Partners | 6,998 | $2.11M | 0.03% | +2,165+44.8% | Added |
| Meridian Investment Counsel Inc. | 7,034 | $2.12M | 0.63% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 7,498 | $2.15M | 0.99% | +128+1.7% | Added |
| King Luther Capital Management Corp | 7,159 | $2.16M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 7,158 | $2.16M | 0.07% | +15+0.2% | Added |
| Neville Rodie & Shaw Inc | 7,164 | $2.16M | 0.17% | −310−4.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,163 | $2.16M | 1.01% | −45−0.6% | Reduced |
| Summit Trail Advisors, LLC | 7,174 | $2.17M | 0.07% | +549+8.3% | Added |
| Boston Private Wealth LLC | 7,238 | $2.19M | 0.09% | −1,718−19.2% | Reduced |
| FIL Ltd | 7,331 | $2.21M | 0.00% | −3,829−34.3% | Reduced |
| Concord Asset Management, LLC | 7,821 | $2.23M | 0.49% | −1,083−12.2% | Reduced |
| Claro Advisors LLC | 7,369 | $2.23M | 0.30% | −241−3.2% | Reduced |
| Equitable Trust Co | 7,410 | $2.24M | 0.12% | +6,286+559.3% | Added |
| NBT Bank N A | 7,417 | $2.24M | 0.16% | −673−8.3% | Reduced |
| Aries Wealth Management | 7,449 | $2.25M | 0.61% | +261+3.6% | Added |
| BKM Wealth Management, LLC | 7,460 | $2.25M | 0.93% | +671+9.9% | Added |
| Evelyn Partners Asset Management Ltd | 7,463 | $2.25M | 0.63% | +166+2.3% | Added |
| Parkside Financial Bank & Trust | 7,499 | $2.26M | 0.29% | −185−2.4% | Reduced |
| XXEC, Inc. | 7,520 | $2.27M | 1.97% | −13,228−63.8% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,525 | $2.27M | 1.89% | −300−3.8% | Reduced |
| Baxter Bros Inc | 7,533 | $2.27M | 0.30% | +602+8.7% | Added |
| Lederer & Associates Investment Counsel | 7,570 | $2.29M | 1.67% | +128+1.7% | Added |
| Warren Averett Asset Management, LLC | 7,585 | $2.29M | 0.03% | +395+5.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,090 | $2.30M | 0.02% | +103+1.3% | Added |
| Chicago Capital, LLC | 7,695 | $2.32M | 0.07% | +818+11.9% | Added |
| Two Sigma Securities, LLC | 7,699 | $2.33M | 0.36% | +7,699 | New |
| Coldstream Capital Management Inc | 7,779 | $2.35M | 0.05% | +1,172+17.7% | Added |
| Ritholtz Wealth Management | 7,791 | $2.35M | 0.07% | +426+5.8% | Added |
| Naples Global Advisors, LLC | 7,788 | $2.36M | 0.22% | −29−0.4% | Reduced |
| Davidson Trust Co | 7,832 | $2.37M | 1.13% | −346−4.2% | Reduced |
| Brown Brothers Harriman & Co | 7,860 | $2.37M | 0.02% | −3,981−33.6% | Reduced |
| Joel Isaacson & Co., LLC | 7,905 | $2.39M | 0.11% | −376−4.5% | Reduced |