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 |
|---|---|---|---|---|---|
| Central Valley Advisors, LLC | 7,906 | $2.39M | 0.90% | −124−1.5% | Reduced |
| Delta Financial Advisors LLC | 7,910 | $2.39M | 0.90% | +27+0.3% | Added |
| TFG Advisers LLC | 7,931 | $2.40M | 0.87% | +373+4.9% | Added |
| Hutner Capital Management Inc | 7,943 | $2.40M | 1.02% | +1,487+23.0% | Added |
| Heritage Trust Co | 7,972 | $2.41M | 0.29% | +799+11.1% | Added |
| Savant Capital, LLC | 7,989 | $2.41M | 0.02% | −2,419−23.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 8,027 | $2.42M | 1.37% | +2,882+56.0% | Added |
| Herold Advisors, Inc. | 8,087 | $2.44M | 0.54% | +701+9.5% | Added |
| Dynamic Advisor Solutions LLC | 8,091 | $2.44M | 0.08% | −325−3.9% | Reduced |
| NewEdge Wealth, LLC | 8,103 | $2.45M | 0.04% | −515−6.0% | Reduced |
| Security National Bank | 8,110 | $2.45M | 0.46% | +301+3.9% | Added |
| Prime Capital Investment Advisors, LLC | 8,113 | $2.45M | 0.03% | −1,136−12.3% | Reduced |
| McDonald Partners LLC | 8,077 | $2.45M | 0.64% | +51+0.6% | Added |
| Burney Co | 8,177 | $2.47M | 0.09% | −189−2.3% | Reduced |
| Ghe, LLC | 8,230 | $2.48M | 1.12% | −145−1.7% | Reduced |
| Alaethes Wealth LLC | 8,263 | $2.50M | 0.92% | +259+3.2% | Added |
| Jump Financial, LLC | 8,300 | $2.51M | 0.04% | +7,185+644.4% | Added |
| HighPoint Advisor Group LLC | 8,857 | $2.52M | 0.15% | +40+0.5% | Added |
| Accurate Wealth Management, LLC | 8,916 | $2.53M | 0.48% | −226−2.5% | Reduced |
| United Services Automobile Association | 8,574 | $2.54M | 0.08% | +8,574 | New |
| Perigon Wealth Management, LLC | 8,424 | $2.54M | 0.07% | +370+4.6% | Added |
| Bowen Hanes & Co Inc | 8,425 | $2.54M | 0.07% | +398+5.0% | Added |
| Wright Investors Service Inc | 8,471 | $2.56M | 0.85% | +31+0.4% | Added |
| Integrated Wealth Concepts LLC | 8,514 | $2.57M | 0.03% | −951−10.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,557 | $2.58M | 0.24% | +421+5.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,614 | $2.60M | 1.03% | +246+2.9% | Added |
| Roundview Capital LLC | 8,624 | $2.60M | 0.19% | +393+4.8% | Added |
| Ballentine Partners, LLC | 8,629 | $2.61M | 0.05% | +276+3.3% | Added |
| Constant Guidance Financial LLC | 8,650 | $2.61M | 3.29% | −12,177−58.5% | Reduced |
| Cary Street Partners Financial LLC | 8,664 | $2.62M | 0.08% | −540−5.9% | Reduced |
| Bowman & Co S.C. | 8,697 | $2.63M | 1.29% | +323+3.9% | Added |
| Round Rock Advisors, LLC | 8,713 | $2.63M | 0.49% | −144−1.6% | Reduced |
| Northeast Financial Consultants Inc | 8,721 | $2.63M | 0.12% | +7,900+962.2% | Added |
| Douglass Winthrop Advisors, LLC | 8,917 | $2.69M | 0.05% | +142+1.6% | Added |
| Vista Investment Partners II, LLC | 8,996 | $2.72M | 1.50% | +158+1.8% | Added |
| Olstein Capital Management, L.P. | 9,000 | $2.72M | 0.50% | +9,000 | New |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.73M | 0.35% | 00.0% | Unchanged |
| Concord Wealth Partners | 9,040 | $2.73M | 0.45% | +88+1.0% | Added |
| Phoenix Wealth Advisors | 9,067 | $2.74M | 1.19% | −86−0.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,100 | $2.75M | 0.05% | +401+4.6% | Added |
| Cohen Klingenstein LLC | 9,120 | $2.75M | 0.10% | 00.0% | Unchanged |
| Platform Technology Partners | 9,134 | $2.76M | 0.80% | +165+1.8% | Added |
| Meeder Advisory Services, Inc. | 9,167 | $2.77M | 0.17% | +433+5.0% | Added |
| Haverford Trust Co | 9,168 | $2.77M | 0.03% | −274−2.9% | Reduced |
| HM Payson & Co | 9,171 | $2.77M | 0.05% | +727+8.6% | Added |
| Smith, Salley & Associates | 9,180 | $2.77M | 0.18% | −12−0.1% | Reduced |
| Lantz Financial LLC | 9,206 | $2.78M | 0.76% | −415−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,225 | $2.79M | 0.10% | −276−2.9% | Reduced |
| Lockheed Martin Investment Management Co | 9,230 | $2.79M | 0.11% | −170−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 9,304 | $2.81M | 0.10% | +414+4.7% | Added |
| Pictet North America Advisors SA | 9,397 | $2.84M | 0.28% | −1,437−13.3% | Reduced |
| Integrity Alliance, LLC. | 9,447 | $2.85M | 0.11% | +3,734+65.4% | Added |
| Jain Global LLC | 9,502 | $2.87M | 0.06% | +9,502 | New |
| Fort Washington Investment Advisors Inc | 9,523 | $2.88M | 0.02% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 9,575 | $2.89M | 0.50% | −43−0.4% | Reduced |
| Quadrant Capital Group LLC | 9,583 | $2.89M | 0.11% | +3,959+70.4% | Added |
| WCM Investment Management, LLC | 9,901 | $2.94M | 0.01% | +2,502+33.8% | Added |
| National Asset Management, Inc. | 9,727 | $2.94M | 0.09% | +623+6.8% | Added |
| Johnson Financial Group, Inc. | 9,722 | $2.94M | 0.14% | −99−1.0% | Reduced |
| CFS Investment Advisory Services, LLC | 9,758 | $2.95M | 0.26% | −332−3.3% | Reduced |
| Argent Trust Co | 9,780 | $2.95M | 0.12% | +1,044+12.0% | Added |
| Scotia Capital Inc. | 9,796 | $2.96M | 0.02% | −1,027−9.5% | Reduced |
| First National Trust Co | 9,815 | $2.96M | 0.12% | −1,443−12.8% | Reduced |
| Panagora Asset Management Inc | 9,825 | $2.97M | 0.01% | −365−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,853 | $2.98M | 0.19% | +252+2.6% | Added |
| Miracle Mile Advisors, LLC | 9,941 | $3.00M | 0.06% | +3,551+55.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,002 | $3.02M | 0.09% | +1,347+15.6% | Added |
| Portland Global Advisors LLC | 10,043 | $3.03M | 0.38% | −94−0.9% | Reduced |
| KKM Financial LLC | 10,076 | $3.04M | 1.29% | −184−1.8% | Reduced |
| Ossiam | 10,110 | $3.05M | 0.04% | −5,674−35.9% | Reduced |
| Nations Financial Group Inc, | 10,170 | $3.07M | 0.23% | −2,079−17.0% | Reduced |
| Legato Capital Management LLC | 10,200 | $3.08M | 0.42% | +5,582+120.9% | Added |
| Jones Financial Companies LLLP | 10,386 | $3.08M | 0.00% | +2,633+34.0% | Added |
| Griffin Asset Management, Inc. | 10,237 | $3.09M | 0.38% | −21−0.2% | Reduced |
| Argyle Capital Management Inc. | 10,244 | $3.09M | 1.15% | +25+0.2% | Added |
| Umb Bank N A | 10,361 | $3.13M | 0.05% | −25,805−71.4% | Reduced |
| Assenagon Asset Management S.A. | 10,380 | $3.13M | 0.01% | −16,498−61.4% | Reduced |
| apricus wealth, LLC | 10,444 | $3.15M | 1.88% | +100+1.0% | Added |
| Private Trust Co NA | 10,463 | $3.16M | 0.33% | +231+2.3% | Added |
| Resources Investment Advisors, LLC. | 10,473 | $3.16M | 0.04% | −1,768−14.4% | Reduced |
| Two Sigma Advisers, LP | 10,500 | $3.17M | 0.01% | +8,087+335.1% | Added |
| MV Capital Management, Inc. | 10,508 | $3.17M | 0.34% | +326+3.2% | Added |
| West Michigan Advisors, LLC | 10,603 | $3.21M | 1.06% | +515+5.1% | Added |
| Schonfeld Strategic Advisors LLC | 10,730 | $3.24M | 0.02% | +1,885+21.3% | Added |
| Marathon Capital Management | 10,915 | $3.30M | 0.88% | +905+9.0% | Added |
| Texas Yale Capital Corp. | 10,930 | $3.30M | 0.14% | −1,492−12.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 11,000 | $3.32M | 1.80% | +6,000+120.0% | Added |
| Argonautica Private Wealth Management, Inc | 11,002 | $3.32M | 1.14% | +189+1.7% | Added |
| Peterson Wealth Services | 11,044 | $3.34M | 1.03% | +965+9.6% | Added |
| Park National Corp | 11,142 | $3.36M | 0.12% | −431−3.7% | Reduced |
| Ostrum Asset Management | 11,209 | $3.39M | 0.18% | +2,387+27.1% | Added |
| IFG Advisory, LLC | 11,222 | $3.39M | 0.19% | +522+4.9% | Added |
| Fifth Third Wealth Advisors LLC | 11,230 | $3.39M | 0.18% | +2,563+29.6% | Added |
| Stonebrook Private Inc. | 11,230 | $3.39M | 0.88% | −187−1.6% | Reduced |
| Mission Wealth Management, LP | 11,250 | $3.40M | 0.09% | +1,939+20.8% | Added |
| Sagespring Wealth Partners, LLC | 11,257 | $3.40M | 0.09% | +660+6.2% | Added |
| Main Street Financial Solutions, LLC | 11,261 | $3.40M | 0.30% | +2,200+24.3% | Added |
| Davidson Capital Management Inc. | 11,303 | $3.41M | 0.93% | −937−7.7% | Reduced |
| LVW Advisors, LLC | 11,354 | $3.43M | 0.41% | −202−1.7% | Reduced |
| CAPROCK Group, Inc. | 11,321 | $3.43M | 0.10% | −33−0.3% | Reduced |