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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 707 | $213.4K | 0.03% | +707 | New |
| Westbourne Investments, Inc. | 708 | $213.8K | 0.13% | −350−33.1% | Reduced |
| Cable Hill Partners, LLC | 748 | $214.0K | 0.02% | +19+2.6% | Added |
| Strategic Blueprint, LLC | 709 | $214.2K | 0.01% | +709 | New |
| Inlet Private Wealth, LLC | 710 | $214.4K | 0.06% | +710 | New |
| Tranquility Partners, LLC | 710 | $214.4K | 0.08% | +710 | New |
| Mosaic Financial Group, LLC | 712 | $215.0K | 0.17% | −42−5.6% | Reduced |
| RDA Financial Network | 713 | $215.3K | 0.06% | +713 | New |
| Copperwynd Financial, LLC | 715 | $215.9K | 0.06% | +715 | New |
| NTV Asset Management LLC | 718 | $216.8K | 0.03% | +718 | New |
| Invst, LLC | 720 | $217.3K | 0.03% | −177−19.7% | Reduced |
| Dodge & Cox | 722 | $218.0K | 0.00% | +722 | New |
| Enhancing Capital LLC | 722 | $218.0K | 0.17% | +722 | New |
| Hoxton Planning & Management, LLC | 723 | $218.3K | 0.08% | −36−4.7% | Reduced |
| Tiemann Investment Advisors, LLC | 726 | $219.2K | 0.10% | 00.0% | Unchanged |
| Washington Capital Management Inc | 728 | $219.8K | 0.18% | 00.0% | Unchanged |
| US Asset Management LLC | 730 | $220.0K | 0.21% | −9−1.2% | Reduced |
| Everpar Advisors LLC | 731 | $220.8K | 0.12% | −32−4.2% | Reduced |
| Poplar Forest Capital LLC | 731 | $220.8K | 0.04% | 00.0% | Unchanged |
| Jacobsen Capital Management | 734 | $221.7K | 0.10% | +734 | New |
| Steel Peak Wealth Management LLC | 733 | $222.1K | 0.01% | +733 | New |
| PBMares Wealth Management LLC | 738 | $222.9K | 0.04% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 740 | $223.5K | 0.15% | −10−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 740 | $223.5K | 0.04% | 00.0% | Unchanged |
| Sprott Inc. | 741 | $223.8K | 0.01% | +741 | New |
| Prossimo Advisors, LLC | 743 | $224.0K | 0.17% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 740 | $224.0K | 0.02% | +740 | New |
| BancorpSouth Bank | 742 | $224.1K | 0.02% | +742 | New |
| Versant Capital Management, Inc | 743 | $224.4K | 0.04% | +191+34.6% | Added |
| Maia Wealth LLC | 779 | $224.6K | 0.05% | +8+1.0% | Added |
| Thrive Wealth Management, LLC | 745 | $225.0K | 0.04% | −56−7.0% | Reduced |
| Gould Asset Management LLC | 746 | $225.3K | 0.05% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 794 | $226.3K | 0.01% | −38−4.6% | Reduced |
| Westover Capital Advisors, LLC | 750 | $226.5K | 0.05% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 751 | $226.8K | 0.08% | −3−0.4% | Reduced |
| LWM Advisory Services, LLC | 752 | $227.1K | 0.16% | −8−1.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 798 | $227.5K | 0.16% | +42+5.6% | Added |
| Hazlett, Burt & Watson, Inc. | 753 | $228.0K | 0.10% | +86+12.9% | Added |
| McAdam, LLC | 756 | $228.3K | 0.01% | −985−56.6% | Reduced |
| Rockline Wealth Management, LLC | 756 | $228.3K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 756 | $228.3K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 758 | $228.9K | 0.09% | +80+11.8% | Added |
| Medallion Wealth Advisors, LLC | 760 | $229.1K | 0.10% | +114+17.6% | Added |
| Sapient Capital LLC | 757 | $229.3K | 0.00% | −228−23.1% | Reduced |
| Wellington Shields & Co., LLC | 761 | $229.8K | 0.07% | +400+110.8% | Added |
| New Perspectives, Inc | 762 | $230.1K | 0.12% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 762 | $230.1K | 0.08% | −64−7.7% | Reduced |
| Bedel Financial Consulting, Inc. | 798 | $230.6K | 0.03% | +48+6.4% | Added |
| D'Orazio & Associates, Inc. | 764 | $230.9K | 0.04% | −1−0.1% | Reduced |
| Princeton Capital Management LLC | 765 | $231.0K | 0.08% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 770 | $232.5K | 0.04% | −7−0.9% | Reduced |
| 3Chopt Investment Partners, LLC | 777 | $235.3K | 0.06% | +777 | New |
| Avantax Planning Partners, Inc. | 783 | $236.5K | 0.01% | +38+5.1% | Added |
| Chapin Davis, Inc. | 784 | $236.8K | 0.08% | +2+0.3% | Added |
| Intrua Financial, LLC | 785 | $236.9K | 0.04% | −26−3.2% | Reduced |
| Revolve Wealth Partners, LLC | 789 | $238.3K | 0.03% | +46+6.2% | Added |
| Omnia Family Wealth, LLC | 788 | $238.6K | 0.10% | +788 | New |
| Capstone Investment Advisors, LLC | 791 | $238.9K | 0.00% | −1,426−64.3% | Reduced |
| Balentine LLC | 791 | $238.9K | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 793 | $239.6K | 0.10% | +793 | New |
| Ancora Advisors, LLC | 794 | $239.8K | 0.01% | −101−11.3% | Reduced |
| Longboard Asset Management, LP | 794 | $239.8K | 0.70% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 794 | $239.8K | 0.03% | +26+3.4% | Added |
| Crown Wealth Group, LLC | 795 | $240.1K | 0.12% | −15−1.9% | Reduced |
| Norden Group LLC | 797 | $240.8K | 0.03% | +1+0.1% | Added |
| James J. Burns & Company, LLC | 798 | $241.3K | 0.04% | −86−9.7% | Reduced |
| GHP Investment Advisors, Inc. | 799 | $241.3K | 0.01% | −200−20.0% | Reduced |
| Clark Estates Inc | 800 | $241.6K | 0.05% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 800 | $241.6K | 0.08% | +800 | New |
| BLB&B Advisors, LLC | 802 | $242.2K | 0.01% | −326−28.9% | Reduced |
| Rainey & Randall Investment Management Inc. | 800 | $242.3K | 0.05% | +800 | New |
| GenTrust, LLC | 805 | $243.8K | 0.01% | +11+1.4% | Added |
| New Republic Capital, LLC | 808 | $244.8K | 0.11% | +30+3.9% | Added |
| Principal Street Partners, LLC | 811 | $244.9K | 0.05% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 811 | $244.9K | 0.11% | +69+9.3% | Added |
| Change Path, LLC | 811 | $244.9K | 0.01% | +811 | New |
| First American Trust, FSB | 811 | $244.9K | 0.02% | −1−0.1% | Reduced |
| Stratos Wealth Advisors, LLC | 813 | $245.5K | 0.01% | −21−2.5% | Reduced |
| Wedge Capital Management L L P | 816 | $246.4K | 0.00% | 00.0% | Unchanged |
| Leuthold Group, LLC | 819 | $247.3K | 0.03% | −19,199−95.9% | Reduced |
| Poehling Capital Management, LLC | 820 | $247.6K | 0.06% | −5−0.6% | Reduced |
| Charter Research & Investment Group, Inc. | 820 | $247.6K | 0.19% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 820 | $247.6K | 0.24% | −2−0.2% | Reduced |
| Mendel Money Management | 822 | $248.2K | 0.12% | −65−7.3% | Reduced |
| Rodgers Brothers Inc. | 823 | $248.5K | 0.03% | +23+2.9% | Added |
| Bragg Financial Advisors, Inc | 824 | $248.8K | 0.01% | −2−0.2% | Reduced |
| Salzhauer Michael | 824 | $248.8K | 0.15% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 822 | $248.9K | 0.07% | +1+0.1% | Added |
| Altfest L J & Co Inc | 827 | $249.9K | 0.03% | −878−51.5% | Reduced |
| Aspiriant, LLC | 828 | $250.1K | 0.01% | −25−2.9% | Reduced |
| Kidder Stephen W | 830 | $250.7K | 0.08% | 00.0% | Unchanged |
| Busey Wealth Management | 833 | $251.6K | 0.01% | +13+1.6% | Added |
| Financial Insights, Inc. | 837 | $252.8K | 0.10% | +837 | New |
| Kathmere Capital Management, LLC | 838 | $253.1K | 0.02% | +71+9.3% | Added |
| Rise Advisors, LLC | 841 | $253.8K | 0.11% | +37+4.6% | Added |
| Midland Wealth Advisors LLC | 841 | $254.0K | 0.01% | −39−4.4% | Reduced |
| WT Wealth Management | 842 | $254.3K | 0.08% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 844 | $254.9K | 0.03% | +844 | New |
| Novem Group | 844 | $255.0K | 0.04% | −43−4.8% | Reduced |
| Klingman & Associates, LLC | 846 | $255.5K | 0.02% | +846 | New |