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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 1,344 | $405.9K | 0.03% | −100−6.9% | Reduced |
| Brookstone Capital Management | 1,345 | $406.0K | 0.01% | −7−0.5% | Reduced |
| David Loasby | 1,448 | $408.8K | 0.04% | −66−4.4% | Reduced |
| Hemenway Trust Co LLC | 1,355 | $409.2K | 0.03% | −505−27.2% | Reduced |
| Angeles Wealth Management, LLC | 1,357 | $409.8K | 0.03% | −292−17.7% | Reduced |
| Delta Financial Group, Inc. | 1,406 | $410.0K | 0.09% | +1+0.1% | Added |
| Empower Advisory Group, LLC | 1,365 | $412.2K | 0.00% | −123−8.3% | Reduced |
| Burling Wealth Partners, LLC | 1,375 | $415.2K | 0.09% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,376 | $415.5K | 0.07% | −410−23.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,377 | $416.0K | 0.10% | +21+1.5% | Added |
| Northern Financial Advisors Inc | 1,379 | $416.4K | 0.34% | −22−1.6% | Reduced |
| Carson Advisory Inc. | 1,380 | $416.9K | 0.28% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 1,386 | $418.6K | 0.43% | +388+38.9% | Added |
| Councilmark Asset Management, LLC | 1,387 | $418.9K | 0.28% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 1,480 | $419.9K | 0.32% | +260+21.3% | Added |
| Sicart Associates LLC | 1,390 | $421.0K | 0.15% | 00.0% | Unchanged |
| Weik Capital Management | 1,395 | $421.3K | 0.17% | −50−3.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,394 | $422.2K | 0.12% | −195−12.3% | Reduced |
| Bridgewater Advisors Inc. | 1,489 | $424.3K | 0.04% | +1,489 | New |
| Smithfield Trust Co | 1,414 | $425.0K | 0.02% | −32−2.2% | Reduced |
| Family Management Corp | 1,411 | $426.1K | 0.07% | +200+16.5% | Added |
| Legacy Advisors, LLC | 1,413 | $428.0K | 0.05% | +200+16.5% | Added |
| Prestige Wealth Management Group LLC | 1,415 | $428.6K | 0.09% | +8+0.6% | Added |
| Quotient Wealth Partners, LLC | 1,421 | $429.1K | 0.01% | +58+4.3% | Added |
| Earnest Partners LLC | 1,426 | $430.6K | 0.00% | −127−8.2% | Reduced |
| Interchange Capital Partners, LLC | 1,428 | $431.2K | 0.12% | +69+5.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,461 | $433.0K | 0.07% | +90+6.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,434 | $433.1K | 0.22% | −67−4.5% | Reduced |
| Soltis Investment Advisors LLC | 1,435 | $433.3K | 0.04% | +77+5.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,435 | $433.4K | 0.00% | −56,354−97.5% | Reduced |
| Tandem Wealth Advisors LLC | 1,436 | $433.7K | 0.23% | +54+3.9% | Added |
| Ontario Teachers Pension Plan Board | 1,439 | $434.6K | 0.01% | −1,423,181−99.9% | Reduced |
| True North Advisors, LLC | 1,439 | $434.6K | 0.08% | +1,439 | New |
| Clearview Wealth Advisors LLC | 1,440 | $435.0K | 0.32% | −47−3.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,441 | $435.0K | 0.04% | +315+28.0% | Added |
| Sawgrass Asset Management LLC | 1,441 | $435.2K | 0.05% | −46−3.1% | Reduced |
| Univest Financial Corp | 1,448 | $437.3K | 0.03% | +43+3.1% | Added |
| Tectonic Advisors LLC | 1,453 | $438.7K | 0.03% | +5+0.3% | Added |
| Quantitative Investment Management, LLC | 1,456 | $439.0K | 0.04% | −4,327−74.8% | Reduced |
| Vicus Capital | 1,464 | $442.1K | 0.04% | −16−1.1% | Reduced |
| Americana Partners, LLC | 1,470 | $443.9K | 0.02% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 1,470 | $444.0K | 0.45% | +80+5.8% | Added |
| Hudson Valley Investment Advisors Inc | 1,481 | $447.2K | 0.05% | −239−13.9% | Reduced |
| Firethorn Wealth Partners, LLC | 1,493 | $450.8K | 0.22% | +92+6.6% | Added |
| HBK Sorce Advisory LLC | 1,494 | $451.2K | 0.01% | +166+12.5% | Added |
| 44 Wealth Management LLC | 1,496 | $451.8K | 0.17% | −12−0.8% | Reduced |
| Investment Partners Asset Management, Inc. | 1,499 | $452.7K | 0.36% | +478+46.8% | Added |
| BTS Asset Management, Inc. | 1,500 | $453.0K | 0.51% | +1,500 | New |
| Mount Yale Investment Advisors, LLC | 1,504 | $454.0K | 0.04% | −296−16.4% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $454.4K | 0.37% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,506 | $454.8K | 0.14% | −15−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,535 | $455.0K | 0.05% | −25−1.6% | Reduced |
| IFC Advisors LLC | 1,510 | $456.0K | 0.10% | −44−2.8% | Reduced |
| Florida Financial Advisors, LLC | 1,518 | $458.4K | 0.18% | +61+4.2% | Added |
| MFA Wealth Services | 1,522 | $459.6K | 0.38% | −147−8.8% | Reduced |
| Alerus Financial NA | 1,525 | $460.5K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 1,527 | $461.1K | 0.08% | −162−9.6% | Reduced |
| State of Wyoming | 1,530 | $462.0K | 0.06% | −395−20.5% | Reduced |
| Broyhill Asset Management | 1,535 | $463.6K | 0.38% | −35−2.2% | Reduced |
| Harbour Investments, Inc. | 1,537 | $464.3K | 0.01% | −219−12.5% | Reduced |
| Palisade Asset Management, LLC | 1,541 | $465.4K | 0.05% | +18+1.2% | Added |
| Heron Bay Capital Management | 1,545 | $466.6K | 0.10% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,550 | $468.1K | 0.01% | +650+72.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,557 | $470.3K | 0.00% | +372+31.4% | Added |
| Sherbrooke Park Advisers LLC | 1,558 | $470.5K | 0.22% | +1,558 | New |
| Sawyer & Company, Inc | 1,570 | $474.0K | 0.19% | −69−4.2% | Reduced |
| Bank of New Hampshire | 1,577 | $476.2K | 0.12% | −65−4.0% | Reduced |
| Brown Financial Advisors | 1,579 | $476.8K | 0.20% | −98−5.8% | Reduced |
| Marex Group plc | 1,583 | $478.1K | 0.01% | +3+0.2% | Added |
| Gries Financial LLC | 1,583 | $478.1K | 0.09% | +57+3.7% | Added |
| Advisory Alpha, LLC | 1,585 | $478.6K | 0.02% | +43+2.8% | Added |
| World Equity Group, Inc. | 1,591 | $478.7K | 0.14% | +51+3.3% | Added |
| L2 Asset Management, LLC | 1,595 | $481.7K | 0.10% | +144+9.9% | Added |
| Phillips Wealth Planners LLC | 1,702 | $482.3K | 0.51% | +262+18.2% | Added |
| Private Wealth Asset Management, LLC | 1,606 | $485.1K | 0.07% | +1,606 | New |
| Copley Financial Group, Inc. | 1,610 | $486.2K | 0.37% | −19−1.2% | Reduced |
| Sage Private Wealth Group, LLC | 1,610 | $486.3K | 0.37% | −23−1.4% | Reduced |
| Ellevest, Inc. | 1,611 | $486.5K | 0.03% | −136−7.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,613 | $488.6K | 0.26% | +4+0.2% | Added |
| Catalyst Funds Management Pty Ltd | 1,620 | $489.2K | 0.13% | −12,780−88.8% | Reduced |
| Gateway Investment Advisers LLC | 1,629 | $491.9K | 0.01% | −12−0.7% | Reduced |
| Callan Capital, LLC | 1,635 | $493.8K | 0.04% | +94+6.1% | Added |
| AlphaCore Capital LLC | 1,635 | $495.2K | 0.04% | +1,635 | New |
| Bedell Frazier Investment Counseling, LLC | 1,645 | $496.8K | 0.13% | −575−25.9% | Reduced |
| Avidian Wealth Solutions, LLC | 1,648 | $497.6K | 0.02% | +106+6.9% | Added |
| Evermay Wealth Management LLC | 1,646 | $497.8K | 0.07% | −26−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 1,655 | $499.8K | 0.14% | −50−2.9% | Reduced |
| Aspire Growth Partners LLC | 1,726 | $501.3K | 0.44% | +1,726 | New |
| Banque Pictet & Cie SA | 1,665 | $502.8K | 0.01% | −5,415−76.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,687 | $509.5K | 0.29% | +288+20.6% | Added |
| Revisor Wealth Management LLC | 1,687 | $510.7K | 0.23% | +710+72.7% | Added |
| Okabena Investment Services Inc | 1,692 | $511.0K | 0.13% | −55−3.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,689 | $511.5K | 0.02% | −413−19.6% | Reduced |
| DAGCO, Inc. | 1,695 | $511.9K | 0.17% | −218−11.4% | Reduced |
| Sentinel Trust Co Lba | 1,705 | $515.0K | 0.06% | −304−15.1% | Reduced |
| Goelzer Investment Management, Inc. | 1,707 | $515.5K | 0.03% | +367+27.4% | Added |
| FLC Capital Advisors | 1,711 | $516.7K | 0.12% | +120+7.5% | Added |
| Linscomb & Williams, Inc. | 1,719 | $519.1K | 0.03% | −127−6.9% | Reduced |
| Eqis Capital Management, Inc. | 1,719 | $519.2K | 0.04% | −63−3.5% | Reduced |
| Abacus Planning Group, Inc. | 1,723 | $520.3K | 0.09% | +315+22.4% | Added |