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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 1,037 | $313.2K | 0.01% | −614−37.2% | Reduced |
| VeraBank, N.A. | 1,039 | $313.8K | 0.09% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,042 | $315.6K | 0.12% | −4−0.4% | Reduced |
| IMZ Advisory Inc | 1,046 | $315.8K | 0.14% | +4+0.4% | Added |
| New England Professional Planning Group Inc. | 1,047 | $316.2K | 0.16% | 00.0% | Unchanged |
| Affinity Wealth Management LLC | 1,054 | $318.4K | 0.06% | −3−0.3% | Reduced |
| Real Talk Capital, LLC | 1,059 | $319.8K | 0.43% | – | – |
| Capital Performance Advisors LLP | 1,066 | $322.0K | 0.07% | +1,066 | New |
| Cypress Capital Group | 1,069 | $322.8K | 0.04% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,177 | $323.0K | 0.22% | −352−23.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,069 | $323.0K | 0.02% | −25−2.3% | Reduced |
| NWF Advisory Services Inc. | 1,070 | $323.1K | 0.05% | +190+21.6% | Added |
| Zullo Investment Group, Inc. | 1,071 | $323.4K | 0.14% | −22−2.0% | Reduced |
| Savvy Advisors, Inc. | 1,074 | $324.3K | 0.03% | +104+10.7% | Added |
| Stanley-Laman Group, Ltd. | 1,078 | $325.5K | 0.05% | +1,078 | New |
| Alpha Family Trust | 1,080 | $326.1K | 0.19% | +1,080 | New |
| MBB Public Markets I LLC | 1,080 | $326.1K | 0.04% | +1,080 | New |
| Graham Capital Management, L.P. | 1,083 | $327.1K | 0.01% | +1,083 | New |
| Founders Financial Alliance, LLC | 1,086 | $327.7K | 0.08% | +195+21.9% | Added |
| JT Stratford LLC | 1,089 | $328.9K | 0.06% | −6,895−86.4% | Reduced |
| Olistico Wealth, LLC | 1,089 | $328.9K | 0.20% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,097 | $331.3K | 0.08% | +86+8.5% | Added |
| Moss Adams Wealth Advisors LLC | 1,102 | $333.8K | 0.04% | +160+17.0% | Added |
| LeClair Wealth Partners LLC | 1,108 | $334.6K | 0.24% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,123 | $339.1K | 0.01% | −17−1.5% | Reduced |
| Stone House Investment Management, LLC | 1,123 | $339.1K | 0.07% | +1,123 | New |
| J.Safra Asset Management Corp | 1,123 | $339.1K | 0.03% | −84−7.0% | Reduced |
| BIP Wealth, LLC | 1,123 | $339.2K | 0.02% | +1,123 | New |
| Larson Financial Group LLC | 1,125 | $339.6K | 0.02% | +452+67.2% | Added |
| Cove Private Wealth, LLC | 1,133 | $342.2K | 0.18% | +33+3.0% | Added |
| Orrstown Financial Services Inc | 1,139 | $344.0K | 0.08% | +415+57.3% | Added |
| Advisor Resource Council | 1,171 | $345.9K | 0.03% | +1,171 | New |
| Portside Wealth Group, LLC | 1,146 | $346.1K | 0.06% | +182+18.9% | Added |
| Cromwell Holdings LLC | 1,146 | $346.1K | 0.22% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 1,146 | $346.1K | 0.31% | +1,146 | New |
| Portfolio Design Labs, LLC | 1,150 | $347.3K | 0.07% | −1,252−52.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 1,155 | $348.8K | 0.01% | +237+25.8% | Added |
| Reliant Investment Partners, LLC | 1,160 | $350.3K | 0.36% | −15−1.3% | Reduced |
| Evernest Financial Advisors, LLC | 1,161 | $350.5K | 0.13% | +1,161 | New |
| Rainier Family Wealth Inc | 1,165 | $351.8K | 0.41% | −247−17.5% | Reduced |
| Breakwater Capital Group | 1,170 | $353.3K | 0.06% | +92+8.5% | Added |
| Smith Shellnut Wilson LLC | 1,171 | $353.6K | 0.16% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,173 | $354.2K | 0.14% | −342−22.6% | Reduced |
| Prosperity Consulting Group, LLC | 1,173 | $354.3K | 0.03% | +128+12.2% | Added |
| StoneX Group Inc. | 1,173 | $354.7K | 0.02% | −63−5.1% | Reduced |
| Sargent Investment Group, LLC | 1,178 | $355.7K | 0.06% | −26−2.2% | Reduced |
| Arete Wealth Advisors, LLC | 1,182 | $357.0K | 0.03% | +114+10.7% | Added |
| Cascades Capital Asset Management, LLC | 1,184 | $357.6K | 0.19% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,185 | $357.9K | 0.05% | −1−0.1% | Reduced |
| StrongBox Wealth, LLC | 1,186 | $358.2K | 0.15% | −1,035−46.6% | Reduced |
| Trust Point Inc. | 1,186 | $358.2K | 0.03% | −521−30.5% | Reduced |
| Argyle Capital Partners, LLC | 1,188 | $358.8K | 0.31% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,191 | $359.7K | 0.04% | −40−3.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,192 | $360.0K | 0.03% | 00.0% | Unchanged |
| Moment Partners, LLC | 1,196 | $361.2K | 0.07% | −10−0.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,197 | $361.5K | 0.12% | +1+0.1% | Added |
| Cornerstone Advisory, LLC | 1,253 | $362.2K | 0.04% | −221−15.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,200 | $362.4K | 0.01% | −782−39.5% | Reduced |
| Paradigm Financial Partners, LLC | 1,203 | $363.2K | 0.05% | −61−4.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,203 | $363.3K | 0.02% | −438−26.7% | Reduced |
| Bennett Associates Wealth Management | 1,204 | $363.6K | 0.30% | −13−1.1% | Reduced |
| Discipline Wealth Solutions, LLC | 1,206 | $364.2K | 0.17% | 00.0% | Unchanged |
| Promethium Advisors,llc | 1,203 | $364.4K | 0.23% | −579−32.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,208 | $364.8K | 0.09% | 00.0% | Unchanged |
| Farmers National Bank | 1,209 | $365.1K | 0.10% | −20−1.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,211 | $365.7K | 0.07% | +375+44.9% | Added |
| Sym Financial Corp | 1,213 | $366.3K | 0.05% | −25−2.0% | Reduced |
| Sterling Capital Management LLC | 1,214 | $366.6K | 0.01% | −65−5.1% | Reduced |
| Sivia Capital Partners, LLC | 1,217 | $367.6K | 0.17% | +59+5.1% | Added |
| Elgethun Capital Management | 1,219 | $368.1K | 0.08% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,220 | $368.4K | 0.06% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,220 | $368.4K | 0.29% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 1,224 | $369.6K | 0.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,227 | $370.5K | 0.03% | −401−24.6% | Reduced |
| Wealth Effects LLC | 1,230 | $371.4K | 0.16% | −41−3.2% | Reduced |
| KPP Advisory Services LLC | 1,232 | $372.1K | 0.07% | −17−1.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,237 | $374.8K | 0.01% | −117−8.6% | Reduced |
| Norway Savings Bank | 1,243 | $375.4K | 0.21% | −50−3.9% | Reduced |
| Arlington Trust Co LLC | 1,243 | $375.4K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,244 | $375.8K | 0.11% | +385+44.8% | Added |
| Wynn Capital, LLC | 1,251 | $377.8K | 0.22% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,252 | $378.2K | 0.04% | +16+1.3% | Added |
| Renaissance Group LLC | 1,268 | $382.9K | 0.02% | −42−3.2% | Reduced |
| Focus Financial Network, Inc. | 1,270 | $384.7K | 0.02% | +405+46.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,276 | $385.3K | 0.28% | +379+42.3% | Added |
| Bollard Group LLC | 1,290 | $390.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,291 | $391.1K | 0.09% | −26−2.0% | Reduced |
| Sage Financial Management Group, Inc. | 1,300 | $393.0K | 0.14% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,304 | $393.8K | 0.10% | +2+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 1,366 | $396.0K | 0.27% | −395−22.4% | Reduced |
| Green Harvest Asset Management LLC | 1,311 | $396.0K | 0.01% | −5−0.4% | Reduced |
| Strategic Advisors LLC | 1,314 | $396.8K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 1,319 | $398.4K | 0.03% | +46+3.6% | Added |
| Fundamentun, LLC | 1,322 | $399.4K | 0.02% | +139+11.7% | Added |
| BostonPremier Wealth LLC | 1,323 | $399.5K | 0.25% | +1,323 | New |
| RMR Capital Management, LLC | 1,325 | $400.1K | 0.29% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,326 | $400.5K | 0.09% | −802−37.7% | Reduced |
| Walleye Capital LLC | 1,335 | $403.2K | 0.00% | −4,628−77.6% | Reduced |
| Napatree Capital LLC | 1,339 | $404.4K | 0.23% | +99+8.0% | Added |
| Strategy Asset Managers LLC | 1,339 | $404.4K | 0.08% | +15+1.1% | Added |