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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 847 | $255.8K | 0.20% | +134+18.8% | Added |
| ORG Partners LLC | 849 | $256.1K | 0.06% | −92−9.8% | Reduced |
| Regal Investment Advisors LLC | 849 | $256.4K | 0.02% | +849 | New |
| Waterway Wealth Management, LLC | 850 | $256.7K | 0.11% | +850 | New |
| Convergence Investment Partners, LLC | 850 | $256.8K | 0.07% | −152−15.2% | Reduced |
| Pacifica Partners Inc. | 850 | $257.0K | 0.12% | 00.0% | Unchanged |
| Optas, LLC | 854 | $257.9K | 0.04% | −110−11.4% | Reduced |
| MBL Wealth, LLC | 856 | $258.5K | 0.03% | +21+2.5% | Added |
| Beck Mack & Oliver LLC | 858 | $259.1K | 0.01% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 860 | $259.7K | 0.05% | −620−41.9% | Reduced |
| Fairfield, Bush & Co. | 860 | $259.7K | 0.16% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 860 | $259.7K | 0.03% | +20+2.4% | Added |
| Catalina Capital Group, LLC | 860 | $259.7K | 0.17% | −1,664−65.9% | Reduced |
| BankPlus Trust Department | 861 | $260.0K | 0.09% | −291−25.3% | Reduced |
| Excalibur Management Corp | 863 | $260.6K | 0.10% | +6+0.7% | Added |
| Barlow Wealth Partners, Inc. | 937 | $261.5K | 0.03% | −6−0.6% | Reduced |
| Regent Peak Wealth Advisors LLC | 868 | $262.1K | 0.06% | −11−1.3% | Reduced |
| Jefferies Financial Group Inc. | 872 | $263.3K | 0.00% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 872 | $263.3K | 0.07% | +65+8.1% | Added |
| Foster Group, Inc. | 874 | $263.9K | 0.01% | +874 | New |
| Abel Hall, LLC | 874 | $264.0K | 0.16% | −84−8.8% | Reduced |
| Kensington Investment Counsel, LLC | 880 | $265.8K | 0.12% | −110−11.1% | Reduced |
| Cullinan Associates Inc | 882 | $266.4K | 0.02% | +882 | New |
| RiverFront Investment Group, LLC | 884 | $267.0K | 0.01% | +884 | New |
| Northeast Planning Associates, Inc. | 889 | $268.5K | 0.22% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 890 | $268.9K | 0.03% | +890 | New |
| Zacks Investment Management | 891 | $269.0K | 0.00% | +152+20.6% | Added |
| Accredited Investors Inc. | 893 | $269.7K | 0.02% | +72+8.8% | Added |
| May Hill Capital, LLC | 895 | $270.3K | 0.10% | −24−2.6% | Reduced |
| Aua Capital Management, LLC | 900 | $271.8K | 0.18% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 901 | $272.1K | 0.09% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 905 | $273.3K | 0.22% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 905 | $273.3K | 0.08% | +38+4.4% | Added |
| Priebe Wealth Holdings LLC | 906 | $273.6K | 0.17% | +906 | New |
| Forte Capital LLC | 910 | $274.8K | 0.03% | −38−4.0% | Reduced |
| Essex LLC | 916 | $276.6K | 0.06% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 917 | $277.0K | 0.03% | +917 | New |
| Echo45 Advisors LLC | 918 | $277.1K | 0.19% | −46−4.8% | Reduced |
| BlueChip Wealth Advisors LLC | 921 | $278.1K | 0.14% | 00.0% | Unchanged |
| Hendley & Co Inc | 925 | $279.0K | 0.10% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 924 | $279.0K | 0.01% | +11+1.2% | Added |
| Verum Partners LLC | 925 | $279.3K | 0.08% | −28−2.9% | Reduced |
| Binnacle Investments Inc | 925 | $279.3K | 0.20% | +925 | New |
| Kornitzer Capital Management Inc | 927 | $279.9K | 0.01% | +13+1.4% | Added |
| Wayfinding Financial, LLC | 927 | $281.0K | 0.12% | −55−5.6% | Reduced |
| Diligent Investors, LLC | 931 | $281.2K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 933 | $281.7K | 0.03% | −12−1.3% | Reduced |
| Capital Analysts, LLC | 933 | $282.0K | 0.01% | +14+1.5% | Added |
| Heritage Wealth Advisors | 935 | $282.3K | 0.01% | −12−1.3% | Reduced |
| Financial Management Professionals, Inc. | 938 | $283.3K | 0.04% | +31+3.4% | Added |
| McLean Asset Management Corp | 1,030 | $283.3K | 0.09% | −89−8.0% | Reduced |
| San Luis Wealth Advisors LLC | 939 | $284.0K | 0.06% | +2+0.2% | Added |
| Advus Financial Partners, LLC | 941 | $284.2K | 0.08% | −141−13.0% | Reduced |
| Harrington Investments, INC | 943 | $284.8K | 0.16% | 00.0% | Unchanged |
| CVA Family Office, LLC | 944 | $285.1K | 0.04% | +23+2.5% | Added |
| Genesis Private Wealth, LLC | 944 | $285.1K | 0.15% | +47+5.2% | Added |
| ASB Consultores, LLC | 946 | $285.7K | 0.19% | −868−47.9% | Reduced |
| FDx Advisors, Inc. | 952 | $287.0K | 0.09% | −3−0.3% | Reduced |
| Somerset Group LLC | 954 | $288.1K | 0.26% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 955 | $288.5K | 0.12% | +955 | New |
| McIlrath & Eck, LLC | 956 | $288.7K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 964 | $291.1K | 0.01% | +36+3.9% | Added |
| Capital Investment Advisory Services, LLC | 965 | $291.4K | 0.03% | −25−2.5% | Reduced |
| LaFleur & Godfrey LLC | 968 | $292.3K | 0.04% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 969 | $292.6K | 0.23% | +236+32.2% | Added |
| Planned Solutions, Inc. | 972 | $293.5K | 0.12% | +19+2.0% | Added |
| Axiom Financial Strategies, LLC | 972 | $293.5K | 0.17% | +99+11.3% | Added |
| TCG Advisory Services, LLC | 972 | $293.5K | 0.01% | +219+29.1% | Added |
| Womack Financial LLC | 973 | $293.8K | 0.27% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 974 | $294.2K | 0.27% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 974 | $294.3K | 0.01% | +81+9.1% | Added |
| WoodTrust Financial Corp | 977 | $295.0K | 0.04% | +53+5.7% | Added |
| M.E. Allison & Co., Inc. | 978 | $295.4K | 0.29% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 994 | $295.6K | 0.04% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 982 | $296.6K | 0.13% | +157+19.0% | Added |
| WealthShield Partners, LLC | 984 | $297.3K | 0.04% | +984 | New |
| Dover Advisors, LLC | 984 | $298.1K | 0.13% | +984 | New |
| Onefund, LLC | 997 | $301.1K | 0.31% | +1+0.1% | Added |
| Journey Strategic Wealth LLC | 997 | $301.1K | 0.01% | +26+2.7% | Added |
| RBF Capital, LLC | 1,000 | $302.0K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $302.0K | 0.15% | 00.0% | Unchanged |
| Southport Management, L.L.C. | 1,000 | $302.0K | 1.30% | +1,000 | New |
| Constitution Capital LLC | 1,000 | $302.0K | 0.17% | +1,000 | New |
| Ameritas Advisory Services, LLC | 1,052 | $302.1K | 0.01% | +11+1.1% | Added |
| Northstar Financial Companies, Inc. | 1,001 | $302.3K | 0.33% | −42−4.0% | Reduced |
| Integrated Advisors Network LLC | 1,002 | $302.6K | 0.02% | +8+0.8% | Added |
| American National Bank | 1,003 | $302.9K | 0.03% | −58−5.5% | Reduced |
| Aprio Wealth Management, LLC | 1,008 | $304.5K | 0.04% | +142+16.4% | Added |
| Atwater Malick LLC | 1,010 | $305.0K | 0.10% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 1,010 | $305.2K | 0.44% | +1,010 | New |
| Visionary Wealth Advisors | 1,017 | $307.1K | 0.02% | +102+11.1% | Added |
| Financial Advisors, LLC | 1,020 | $308.0K | 0.06% | 00.0% | Unchanged |
| Trust Co | 1,023 | $308.9K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 1,027 | $310.1K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,029 | $310.7K | 0.02% | −22−2.1% | Reduced |
| Guardian Wealth Advisors, LLC | 1,029 | $310.8K | 0.20% | −3−0.3% | Reduced |
| Duncker Streett & Co Inc | 1,032 | $311.7K | 0.06% | −110−9.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 1,032 | $311.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,031 | $312.3K | 0.02% | −9−0.9% | Reduced |
| Advyzon Investment Management, LLC | 1,035 | $312.6K | 0.11% | −141−12.0% | Reduced |