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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 59 | $17.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 63 | $17.9K | 0.00% | +18+40.0% | Added |
| Tortoise Investment Management, LLC | 61 | $18.4K | 0.00% | −256−80.8% | Reduced |
| Iron Horse Wealth Management, LLC | 62 | $18.7K | 0.01% | +3+5.1% | Added |
| Loomis Sayles & Co L P | 63 | $19.0K | 0.00% | −137−68.5% | Reduced |
| Painted Porch Advisors LLC | 64 | $19.3K | 0.01% | +15+30.6% | Added |
| Toth Financial Advisory Corp | 65 | $19.6K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 65 | $19.6K | 0.02% | +1+1.6% | Added |
| Murphy & Mullick Capital Management Corp | 68 | $20.5K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 72 | $20.6K | 0.02% | +72 | New |
| Demars Financial Group, LLC | 6,238,632 | $20.7K | 0.59% | +878,177+16.4% | Added |
| Darwin Advisors, LLC | 75 | $20.7K | 0.01% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 75 | $22.6K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 75 | $22.6K | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 76 | $23.0K | 0.01% | +11+16.9% | Added |
| Canton Hathaway, LLC | 76 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 79 | $23.8K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 79 | $23.9K | 0.01% | +52+192.6% | Added |
| Peoples Bank | 82 | $24.8K | 0.02% | +82 | New |
| Opal Wealth Advisors, LLC | 84 | $25.4K | 0.01% | +84 | New |
| West Paces Advisors Inc. | 85 | $25.7K | 0.01% | −28−24.8% | Reduced |
| Abound Wealth Management | 86 | $26.0K | 0.01% | −17−16.5% | Reduced |
| North Capital, Inc. | 87 | $26.3K | 0.02% | +87 | New |
| Capital Advisors, Ltd. LLC | 90 | $27.0K | 0.00% | +3+3.4% | Added |
| Financial Perspectives, Inc | 94 | $28.4K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $28.8K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 99 | $29.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $30.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 100 | $30.2K | 0.02% | +47+88.7% | Added |
| Sierra Ocean, LLC | 102 | $30.9K | 0.02% | −2−1.9% | Reduced |
| IMA Wealth, Inc. | 102 | $30.9K | 0.00% | +102 | New |
| Richards, Merrill & Peterson, Inc. | 105 | $31.7K | 0.02% | −6−5.4% | Reduced |
| Crowley Wealth Management, Inc. | 105 | $31.7K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 108 | $32.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 109 | $32.9K | 0.01% | −27−19.9% | Reduced |
| WPG Advisers, LLC | 110 | $33.2K | 0.03% | −19−14.7% | Reduced |
| Atticus Wealth Management, LLC | 110 | $33.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $33.2K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 112 | $33.7K | 0.01% | +1+0.9% | Added |
| Wellington Shields Capital Management, LLC | 112 | $33.8K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 113 | $34.1K | 0.00% | +103+1,030.0% | Added |
| Valued Wealth Advisors LLC | 114 | $34.6K | 0.02% | +12+11.8% | Added |
| Crewe Advisors LLC | 115 | $34.7K | 0.00% | +5+4.5% | Added |
| Optiver Holding B.V. | 118 | $35.6K | 0.00% | +118 | New |
| CarsonAllaria Wealth Management, Ltd. | 118 | $35.8K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 119 | $35.9K | 0.01% | +43+56.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 118 | $36.0K | 0.00% | +94+391.7% | Added |
| Tradewinds Capital Management, LLC | 123 | $37.1K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $37.4K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 125 | $37.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $37.7K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 125 | $37.7K | 0.00% | +125 | New |
| Atwood & Palmer Inc | 130 | $39.3K | 0.00% | −75−36.6% | Reduced |
| Truvestments Capital LLC | 131 | $39.6K | 0.01% | +10+8.3% | Added |
| BOK Financial Private Wealth, Inc. | 132 | $40.0K | 0.00% | −12−8.3% | Reduced |
| SOA Wealth Advisors, LLC. | 133 | $40.2K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 134 | $40.5K | 0.04% | −1−0.7% | Reduced |
| 1248 Management, LLC | 137 | $41.5K | 0.02% | +137 | New |
| Gables Capital Management Inc. | 140 | $42.3K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 140 | $42.3K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 142 | $43.0K | 0.03% | +4+2.9% | Added |
| Whipplewood Advisors, LLC | 128 | $43.2K | 0.03% | −15−10.5% | Reduced |
| Albion Financial Group | 144 | $43.5K | 0.00% | −35−19.6% | Reduced |
| Bogart Wealth, LLC | 147 | $44.4K | 0.00% | +45+44.1% | Added |
| Intelligent Financial Strategies | 149 | $45.1K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 150 | $45.3K | 0.03% | +150 | New |
| Saudi Central Bank | 151 | $45.6K | 0.24% | +151 | New |
| Quarry LP | 151 | $45.6K | 0.01% | +151 | New |
| Hollencrest Capital Management | 152 | $45.9K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 156 | $47.1K | 0.04% | +156 | New |
| Sachetta, LLC | 156 | $47.1K | 0.02% | −1−0.6% | Reduced |
| Sofos Investments, Inc. | 157 | $47.4K | 0.01% | +157 | New |
| Hurley Capital, LLC | 159 | $48.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 159 | $48.0K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 161 | $48.6K | 0.01% | +60+59.4% | Added |
| Chilton Capital Management LLC | 168 | $50.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 172 | $51.9K | 0.02% | +106+160.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 172 | $52.0K | 0.04% | +6+3.6% | Added |
| Bangor Savings Bank | 175 | $52.8K | 0.00% | +13+8.0% | Added |
| Caitong International Asset Management Co., Ltd | 176 | $53.1K | 0.04% | +176 | New |
| Ogorek Anthony Joseph | 180 | $54.0K | 0.02% | +132+275.0% | Added |
| JNBA Financial Advisors | 179 | $54.1K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 179 | $54.1K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 180 | $54.4K | 0.01% | −6−3.2% | Reduced |
| Caldwell Trust Co | 181 | $54.7K | 0.01% | +17+10.4% | Added |
| GF Fund Management Co. Ltd. | 181 | $54.7K | 0.00% | +181 | New |
| Archer Investment Corp | 182 | $55.0K | 0.01% | +23+14.5% | Added |
| Main Street Group, LTD | 184 | $55.3K | 0.02% | +8+4.5% | Added |
| Colonial Trust Advisors | 185 | $55.9K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 187 | $56.5K | 0.02% | −4−2.1% | Reduced |
| Armstrong Advisory Group, Inc | 205 | $56.6K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 189 | $57.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $57.7K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 192 | $58.0K | 0.02% | +29+17.8% | Added |
| TFC Financial Management | 195 | $58.9K | 0.01% | −10−4.9% | Reduced |
| City Holding Co | 196 | $59.2K | 0.01% | +97+98.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 197 | $59.7K | 0.02% | +11+5.9% | Added |
| ESL Trust Services, LLC | 200 | $60.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $60.4K | 0.02% | +1+0.5% | Added |
| Beacon Capital Management, LLC | 205 | $62.0K | 0.01% | +21+11.4% | Added |