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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 1,729 | $522.1K | 0.12% | −51−2.9% | Reduced |
| First County Bank | 1,730 | $522.4K | 0.29% | +80+4.8% | Added |
| Associated Banc-Corp | 1,734 | $523.6K | 0.02% | +59+3.5% | Added |
| Tower Bridge Advisors | 1,735 | $524.0K | 0.06% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $524.0K | 0.20% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,737 | $524.6K | 0.07% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,750 | $528.5K | 0.29% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,746 | $528.9K | 0.04% | −127−6.8% | Reduced |
| Manchester Capital Management LLC | 1,754 | $529.7K | 0.07% | −11−0.6% | Reduced |
| Wambolt & Associates, LLC | 1,774 | $534.7K | 0.18% | +189+11.9% | Added |
| Pointe Capital Management LLC | 1,773 | $535.4K | 0.31% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,775 | $536.0K | 0.01% | −207−10.4% | Reduced |
| Alta Advisers Ltd | 1,776 | $536.3K | 0.23% | −40−2.2% | Reduced |
| Cardiff Park Advisors, LLC | 1,778 | $536.9K | 0.05% | −494−21.7% | Reduced |
| Cobblestone Capital Advisors LLC | 1,783 | $538.4K | 0.03% | +1,783 | New |
| TKG Advisors, LLC | 1,801 | $544.0K | 0.27% | −33−1.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 1,806 | $545.4K | 0.13% | +146+8.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,808 | $546.0K | 0.08% | +31+1.7% | Added |
| Challenger Wealth Management | 1,813 | $547.5K | 0.43% | −139−7.1% | Reduced |
| MONECO Advisors, LLC | 1,813 | $547.6K | 0.06% | +56+3.2% | Added |
| Oak Harvest Investment Services | 1,819 | $549.3K | 0.08% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,824 | $550.8K | 0.01% | −299−14.1% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $551.0K | 0.24% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,829 | $552.3K | 0.05% | +143+8.5% | Added |
| Money Concepts Capital Corp | 1,834 | $553.9K | 0.04% | +20+1.1% | Added |
| Wakefield Asset Management LLLP | 1,846 | $557.5K | 0.17% | +1,846 | New |
| Sunbelt Securities, Inc. | 1,847 | $557.7K | 0.05% | +892+93.4% | Added |
| Wetzel Investment Advisors, Inc. | 1,843 | $558.1K | 0.28% | −22−1.2% | Reduced |
| Country Club Bank | 1,885 | $558.8K | 0.04% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,851 | $558.9K | 0.30% | +255+16.0% | Added |
| Resonant Capital Advisors, LLC | 1,849 | $559.9K | 0.04% | +173+10.3% | Added |
| Pflug Koory, LLC | 1,855 | $560.2K | 0.31% | +23+1.3% | Added |
| Hara Capital LLC | 1,862 | $562.3K | 0.38% | 00.0% | Unchanged |
| Curat Global, LLC | 1,865 | $563.2K | 0.69% | +1,865 | New |
| Tributary Capital Management, LLC | 1,870 | $564.7K | 0.05% | +185+11.0% | Added |
| BSW Wealth Partners | 1,872 | $565.3K | 0.09% | −171−8.4% | Reduced |
| AdvisorNet Financial, Inc | 1,872 | $565.4K | 0.04% | −11−0.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,875 | $566.2K | 0.21% | +1,875 | New |
| Hancock Whitney Corp | 1,884 | $569.0K | 0.02% | −2,009−51.6% | Reduced |
| Aaron Wealth Advisors | 1,887 | $569.9K | 0.07% | +103+5.8% | Added |
| Hohimer Wealth Management, LLC | 1,891 | $571.1K | 0.11% | +1,891 | New |
| Oakworth Capital, Inc. | 1,892 | $571.4K | 0.04% | +17+0.9% | Added |
| Rede Wealth, LLC | 1,896 | $572.6K | 0.20% | −4−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,899 | $573.5K | 0.05% | +23+1.2% | Added |
| Winton Group Ltd | 1,903 | $574.7K | 0.03% | +1,903 | New |
| Shore Point Advisors, LLC | 1,909 | $576.7K | 0.31% | +1+0.1% | Added |
| Grimes & Company, Inc. | 1,937 | $585.0K | 0.02% | +14+0.7% | Added |
| Catalyst Financial Partners LLC | 1,943 | $586.8K | 0.11% | +65+3.5% | Added |
| Belpointe Asset Management LLC | 1,948 | $588.5K | 0.03% | −114−5.5% | Reduced |
| Center for Financial Planning, Inc. | 1,949 | $588.6K | 0.08% | +134+7.4% | Added |
| Fosun International Ltd | 1,954 | $590.1K | 0.17% | +463+31.1% | Added |
| Independence Bank of Kentucky | 1,961 | $592.2K | 0.09% | −196−9.1% | Reduced |
| PFG Investments, LLC | 1,962 | $592.6K | 0.04% | −349−15.1% | Reduced |
| AlTi Global, Inc. | 1,958 | $593.1K | 0.02% | −5−0.3% | Reduced |
| Everhart Financial Group, Inc. | 1,969 | $594.6K | 0.08% | +196+11.1% | Added |
| Rothschild Investment LLC | 1,971 | $595.2K | 0.04% | +34+1.8% | Added |
| Gladstone Institutional Advisory LLC | 1,986 | $599.7K | 0.03% | −10,892−84.6% | Reduced |
| Stamos Capital Partners, L.P. | 1,989 | $600.7K | 0.16% | +169+9.3% | Added |
| Gen-Wealth Partners Inc | 1,998 | $603.3K | 0.25% | −61−3.0% | Reduced |
| Cetera Trust Company, N.A | 2,010 | $607.0K | 0.39% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 2,019 | $609.7K | 0.23% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,025 | $611.5K | 0.10% | −104−4.9% | Reduced |
| FineMark National Bank & Trust | 2,033 | $613.9K | 0.02% | −60−2.9% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $613.9K | 0.22% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,210 | $616.8K | 0.02% | +139+6.7% | Added |
| Strategic Financial Services, Inc, | 2,050 | $619.1K | 0.04% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 2,050 | $619.1K | 0.65% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,061 | $622.4K | 0.06% | −641−23.7% | Reduced |
| Baron Wealth Management LLC | 2,067 | $624.3K | 0.27% | +184+9.8% | Added |
| YANKCOM Partnership | 2,076 | $626.9K | 0.34% | −19−0.9% | Reduced |
| E&G Advisors, LP | 2,080 | $628.1K | 0.18% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,085 | $629.6K | 0.02% | −36−1.7% | Reduced |
| Hodges Capital Management Inc. | 2,085 | $630.0K | 0.06% | +818+64.6% | Added |
| Brighton Jones LLC | 2,090 | $631.3K | 0.02% | +145+7.5% | Added |
| Beach Investment Counsel Inc | 2,105 | $636.0K | 0.09% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,107 | $636.3K | 0.26% | +37+1.8% | Added |
| Graybill Bartz & Assoc Ltd | 2,110 | $637.2K | 0.22% | +2,110 | New |
| 180 Wealth Advisors, LLC | 2,114 | $638.5K | 0.10% | +154+7.9% | Added |
| Patrick M Sweeney & Associates, Inc | 2,119 | $639.9K | 0.48% | +20+1.0% | Added |
| Tilia Fiduciary Partners, Inc. | 2,125 | $641.8K | 0.43% | −18−0.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $643.1K | 0.36% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 2,332 | $644.3K | 0.21% | −6−0.3% | Reduced |
| Delta Investment Management, LLC | 2,135 | $644.8K | 0.13% | +326+18.0% | Added |
| Mayflower Financial Advisors, LLC | 2,143 | $647.2K | 0.10% | +92+4.5% | Added |
| Arkadios Wealth Advisors | 2,145 | $647.6K | 0.02% | +103+5.0% | Added |
| Evoke Wealth, LLC | 2,149 | $651.0K | 0.02% | +339+18.7% | Added |
| Hudson Bay Capital Management LP | 2,166 | $654.1K | 0.00% | +2,166 | New |
| Vestmark Advisory Solutions, Inc. | 2,182 | $658.9K | 0.02% | +1,017+87.3% | Added |
| Sowell Financial Services LLC | 2,187 | $660.3K | 0.03% | +2,187 | New |
| Cidel Asset Management Inc | 2,188 | $660.8K | 0.04% | −85−3.7% | Reduced |
| First City Capital Management, Inc. | 2,188 | $660.8K | 0.40% | −50−2.2% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,189 | $661.1K | 0.75% | −133−5.7% | Reduced |
| Spire Wealth Management | 2,203 | $665.2K | 0.02% | −6,044−73.3% | Reduced |
| Encompass Wealth Advisors, LLC | 2,205 | $665.9K | 0.27% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,207 | $666.5K | 0.07% | −30−1.3% | Reduced |
| Chilton Investment Co LLC | 2,210 | $667.4K | 0.02% | −98,131−97.8% | Reduced |
| Bell Bank | 2,225 | $671.9K | 0.04% | −10−0.4% | Reduced |
| Essex Savings Bank | 2,226 | $672.2K | 0.17% | −38−1.7% | Reduced |
| InTrack Investment Management Inc | 2,237 | $675.6K | 0.61% | −331−12.9% | Reduced |
| Coign Capital Advisors LLC | 2,241 | $676.9K | 0.52% | −60−2.6% | Reduced |