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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 2,242 | $677.1K | 0.02% | −1,035−31.6% | Reduced |
| Simon Quick Advisors, LLC | 2,243 | $677.4K | 0.04% | +502+28.8% | Added |
| Thompson Siegel & Walmsley LLC | 2,250 | $679.0K | 0.01% | −49−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 2,345 | $681.0K | 0.02% | +267+12.8% | Added |
| Global X Japan Co., Ltd. | 2,270 | $685.5K | 0.08% | +500+28.2% | Added |
| Western Wealth Management, LLC | 2,275 | $686.9K | 0.05% | −14−0.6% | Reduced |
| G&S Capital LLC | 2,280 | $688.5K | 0.29% | +67+3.0% | Added |
| Farrell Financial LLC | 2,288 | $691.1K | 0.50% | +7+0.3% | Added |
| Means Investment Co., Inc. | 2,297 | $693.6K | 0.07% | −4−0.2% | Reduced |
| HMS Capital Management, LLC | 2,531 | $694.3K | 0.39% | −7,935−75.8% | Reduced |
| Resurgent Financial Advisors LLC | 2,301 | $694.9K | 0.42% | −272−10.6% | Reduced |
| Financial Advocates Investment Management | 2,307 | $696.5K | 0.05% | −1,347−36.9% | Reduced |
| Leavell Investment Management, Inc. | 2,317 | $701.9K | 0.03% | −45−1.9% | Reduced |
| Trust Co of Toledo NA | 2,332 | $704.2K | 0.09% | −38−1.6% | Reduced |
| V-Square Quantitative Management LLC | 2,336 | $705.4K | 0.10% | +199+9.3% | Added |
| Little House Capital LLC | 2,337 | $705.8K | 0.19% | +2,337 | New |
| Financial & Tax Architects, LLC | 2,339 | $706.5K | 0.18% | +176+8.1% | Added |
| Mairs & Power Inc | 2,343 | $707.6K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,349 | $709.4K | 0.10% | +390+19.9% | Added |
| Sky Investment Group LLC | 2,359 | $712.4K | 0.13% | +3+0.1% | Added |
| GTS Securities LLC | 2,369 | $715.4K | 0.03% | −1,028−30.3% | Reduced |
| Goldstein Advisors, LLC | 2,369 | $715.4K | 0.10% | −108−4.4% | Reduced |
| MJP Associates Inc | 2,387 | $720.9K | 0.13% | +637+36.4% | Added |
| American Trust | 2,394 | $723.0K | 0.18% | −4,382−64.7% | Reduced |
| Crestwood Advisors Group LLC | 2,395 | $723.3K | 0.01% | −2,153−47.3% | Reduced |
| Atlas Legacy Advisors, LLC | 2,396 | $723.6K | 0.18% | −762−24.1% | Reduced |
| Pacitti Group Inc. | 2,392 | $724.0K | 0.34% | +5+0.2% | Added |
| Shelton Capital Management | 2,398 | $724.2K | 0.02% | −63−2.6% | Reduced |
| Somerville Kurt F | 2,400 | $724.8K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,417 | $729.9K | 0.05% | −122−4.8% | Reduced |
| Burford Brothers, Inc. | 2,433 | $734.8K | 0.36% | +2+0.1% | Added |
| Greenfield Savings Bank | 2,454 | $741.1K | 0.36% | −140−5.4% | Reduced |
| Modern Wealth Management, LLC | 2,464 | $743.9K | 0.02% | +143+6.2% | Added |
| CWA Asset Management Group, LLC | 2,466 | $744.7K | 0.04% | +88+3.7% | Added |
| Venturi Wealth Management, LLC | 2,489 | $751.7K | 0.04% | +62+2.6% | Added |
| Monetary Management Group Inc | 2,495 | $753.5K | 0.20% | −1,535−38.1% | Reduced |
| Knollwood Investment Advisory, LLC | 2,500 | $755.0K | 0.08% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 2,523 | $761.9K | 0.29% | +360+16.6% | Added |
| Plancorp, LLC | 2,526 | $762.8K | 0.03% | −76−2.9% | Reduced |
| Montecito Bank & Trust | 2,552 | $770.7K | 0.14% | −82−3.1% | Reduced |
| PDS Planning, Inc | 2,564 | $774.3K | 0.07% | +91+3.7% | Added |
| Boyar Asset Management Inc. | 2,564 | $774.3K | 0.56% | −281−9.9% | Reduced |
| Peddock Capital Advisors, LLC | 2,572 | $776.7K | 0.20% | 00.0% | Unchanged |
| Everett Harris & Co | 2,579 | $778.8K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 2,646 | $784.4K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,600 | $785.2K | 0.62% | +75+3.0% | Added |
| EverSource Wealth Advisors, LLC | 2,609 | $788.1K | 0.04% | +361+16.1% | Added |
| Peak Planning Group, LLC | 2,612 | $789.0K | 0.33% | −203−7.2% | Reduced |
| Connective Portfolio Management, LLC | 2,615 | $789.7K | 2.66% | +2,615 | New |
| FSM Wealth Advisors, LLC | 2,622 | $791.9K | 0.18% | +55+2.1% | Added |
| Apexium Financial, LP | 2,618 | $792.7K | 0.05% | +63+2.5% | Added |
| ORG Wealth Partners, LLC | 2,630 | $792.8K | 0.24% | −495−15.8% | Reduced |
| City State Bank | 2,629 | $793.9K | 0.26% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,637 | $796.1K | 0.02% | −203−7.1% | Reduced |
| Keel Point, LLC | 2,640 | $797.2K | 0.06% | +210+8.6% | Added |
| Astoria Portfolio Advisors LLC. | 2,807 | $798.5K | 0.27% | −403−12.6% | Reduced |
| Cross Staff Investments Inc | 2,649 | $800.0K | 0.60% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,659 | $803.0K | 0.06% | +1,475+124.6% | Added |
| Legacy Capital Wealth Partners, LLC | 2,666 | $805.0K | 0.20% | −187−6.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,679 | $809.0K | 0.09% | −105−3.8% | Reduced |
| RFG Advisory, LLC | 2,682 | $809.9K | 0.02% | +240+9.8% | Added |
| Lansing Street Advisors | 2,700 | $815.4K | 0.27% | +811+42.9% | Added |
| Moloney Securities Asset Management, LLC | 2,700 | $815.4K | 0.11% | −727−21.2% | Reduced |
| 1776 Wealth LLC | 2,705 | $816.8K | 0.38% | +10.0% | Added |
| Wealth Alliance | 2,707 | $817.4K | 0.10% | −416−13.3% | Reduced |
| Sage Mountain Advisors LLC | 2,712 | $819.0K | 0.06% | +245+9.9% | Added |
| First Affirmative Financial Network | 2,714 | $819.7K | 0.50% | −173−6.0% | Reduced |
| Sound Financial Strategies Group, LLC | 2,718 | $820.8K | 0.73% | −487−15.2% | Reduced |
| Legacy Financial Advisors, Inc. | 2,728 | $823.9K | 0.14% | +110+4.2% | Added |
| Segment Wealth Management, LLC | 2,747 | $829.6K | 0.06% | +1,804+191.3% | Added |
| LRI Investments, LLC | 2,749 | $830.2K | 0.08% | +7+0.3% | Added |
| Proficio Capital Partners LLC | 2,758 | $832.8K | 0.06% | −184−6.3% | Reduced |
| Rossmore Private Capital | 2,770 | $836.4K | 0.10% | −130−4.5% | Reduced |
| Kennebec Savings Bank | 2,772 | $837.1K | 0.89% | +64+2.4% | Added |
| Fieldview Capital Management, LLC | 2,776 | $838.3K | 0.12% | +2,776 | New |
| Merrion Investment Management Co, LLC | 2,771 | $839.3K | 0.60% | 00.0% | Unchanged |
| Quantessence Capital LLC | 2,800 | $845.6K | 0.21% | +2,800 | New |
| CFO4Life Group, LLC | 2,820 | $851.6K | 0.14% | −167−5.6% | Reduced |
| Bank of Hawaii | 2,841 | $858.0K | 0.05% | −958−25.2% | Reduced |
| Advisor OS, LLC | 2,851 | $861.0K | 0.10% | +748+35.6% | Added |
| Worth Financial Advisory Group, LLC | 2,862 | $864.3K | 0.55% | −2,284−44.4% | Reduced |
| NVWM, LLC | 2,863 | $864.7K | 0.23% | +5+0.2% | Added |
| Ransom Advisory, Ltd | 2,874 | $867.9K | 0.43% | −50−1.7% | Reduced |
| First American Bank | 2,878 | $869.1K | 0.06% | +22+0.8% | Added |
| Dynasty Wealth Management, LLC | 2,885 | $871.4K | 0.01% | −420−12.7% | Reduced |
| Headinvest, LLC | 2,896 | $874.6K | 0.17% | −130−4.3% | Reduced |
| Dempze Nancy E | 2,900 | $875.8K | 0.53% | 00.0% | Unchanged |
| Baader Bank INC | 2,916 | $880.6K | 0.09% | +366+14.4% | Added |
| Howard Capital Management Inc. | 2,917 | $880.8K | 0.02% | +292+11.1% | Added |
| Natural Investments, LLC | 2,922 | $882.0K | 0.25% | +4+0.1% | Added |
| Stiles Financial Services Inc | 2,925 | $884.7K | 0.34% | −240−7.6% | Reduced |
| Stock Yards Bank & Trust Co | 2,934 | $886.0K | 0.03% | −205−6.5% | Reduced |
| Lindbrook Capital, LLC | 2,971 | $897.2K | 0.08% | +255+9.4% | Added |
| Finivi Inc. | 3,000 | $906.0K | 0.73% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $906.0K | 0.03% | +3,000 | New |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,006 | $907.8K | 0.52% | +14+0.5% | Added |
| AE Wealth Management LLC | 3,012 | $909.5K | 0.01% | +79+2.7% | Added |
| West Family Investments, Inc. | 3,034 | $916.2K | 0.35% | +265+9.6% | Added |
| United Asset Strategies, Inc. | 3,038 | $917.3K | 0.09% | −41−1.3% | Reduced |
| Bull Street Advisors, LLC | 3,050 | $921.0K | 0.44% | 00.0% | Unchanged |