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; 2,172 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
- 1,926
- +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
- 754 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 4,314 | $1.30M | 0.29% | −6,208−59.0% | Reduced |
| Formidable Asset Management, LLC | 4,313 | $1.30M | 0.22% | +12+0.3% | Added |
| Camden Capital, LLC | 4,290 | $1.30M | 0.14% | −201−4.5% | Reduced |
| Lakeside Advisors, INC. | 4,288 | $1.29M | 0.86% | +300+7.5% | Added |
| Sigma Planning Corp | 4,285 | $1.29M | 0.04% | −343−7.4% | Reduced |
| Greenline Partners, LLC | 4,282 | $1.29M | 0.19% | +4,282 | New |
| Beacon Investment Advisory Services, Inc. | 4,273 | $1.29M | 0.06% | +1,674+64.4% | Added |
| DF Dent & Co Inc | 4,255 | $1.28M | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,233 | $1.28M | 0.28% | +1,565+58.7% | Added |
| Frank, Rimerman Advisors LLC | 4,223 | $1.28M | 0.10% | +34+0.8% | Added |
| CSU Producer Resources, Inc. | 4,213 | $1.27M | 4.22% | 00.0% | Unchanged |
| Old National Bancorp | 4,213 | $1.27M | 0.03% | +172+4.3% | Added |
| Cito Capital Group, LLC | 4,200 | $1.27M | 0.48% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 4,210 | $1.27M | 0.09% | −212−4.8% | Reduced |
| Fisher Asset Management, LLC | 4,208 | $1.27M | 0.00% | −8,626−67.2% | Reduced |
| Golden State Equity Partners | 4,206 | $1.27M | 0.25% | −474−10.1% | Reduced |
| Balyasny Asset Management LLC | 4,192 | $1.27M | 0.00% | −2,857−40.5% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.27M | 0.69% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,177 | $1.26M | 0.06% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,163 | $1.26M | 0.09% | −25−0.6% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,130 | $1.25M | 0.68% | +72+1.8% | Added |
| Williams Jones Wealth Management, LLC. | 4,123 | $1.25M | 0.02% | −965−19.0% | Reduced |
| Old Point Trust & Financial Services N A | 4,117 | $1.24M | 0.44% | +210+5.4% | Added |
| Capital Investment Advisors, LLC | 4,111 | $1.24M | 0.02% | +277+7.2% | Added |
| RoundAngle Advisors LLC | 4,099 | $1.24M | 1.14% | +304+8.0% | Added |
| Walter & Keenan Financial Consulting Co | 4,075 | $1.23M | 0.37% | +98+2.5% | Added |
| Missouri Trust & Investment Co | 4,065 | $1.23M | 0.43% | +687+20.3% | Added |
| Financial Security Advisor, Inc. | 4,037 | $1.22M | 0.31% | −13−0.3% | Reduced |
| Cigna Investments Inc | 4,036 | $1.22M | 0.23% | −57−1.4% | Reduced |
| Farther Finance Advisors, LLC | 4,005 | $1.21M | 0.03% | +239+6.3% | Added |
| GSB Wealth Management, LLC | 3,976 | $1.20M | 0.32% | +478+13.7% | Added |
| TigerOak Management, L.L.C. | 3,968 | $1.20M | 0.46% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.20M | 0.40% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,963 | $1.20M | 0.23% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,954 | $1.19M | 0.07% | −100−2.5% | Reduced |
| Callan Family Office, LLC | 3,941 | $1.19M | 0.09% | +75+1.9% | Added |
| WBH Advisory Inc | 3,933 | $1.19M | 0.11% | −93−2.3% | Reduced |
| Grove Bank & Trust | 3,928 | $1.19M | 0.16% | +26+0.7% | Added |
| Promus Capital, LLC | 3,918 | $1.18M | 0.90% | +292+8.1% | Added |
| Csenge Advisory Group | 4,126 | $1.18M | 0.07% | −144−3.4% | Reduced |
| Galibier Capital Management Ltd. | 3,897 | $1.18M | 0.37% | −1,400−26.4% | Reduced |
| Rehmann Capital Advisory Group | 3,891 | $1.18M | 0.07% | −630−13.9% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,856 | $1.16M | 0.24% | +2+0.1% | Added |
| Marcum Wealth, LLC | 3,841 | $1.16M | 0.10% | +91+2.4% | Added |
| Transcend Wealth Collective, LLC | 3,838 | $1.16M | 0.08% | −65−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,834 | $1.16M | 0.14% | −189−4.7% | Reduced |
| Advisors Capital Management, LLC | 3,823 | $1.15M | 0.02% | +191+5.3% | Added |
| Umpqua Bank | 3,819 | $1.15M | 0.40% | +588+18.2% | Added |
| AMG National Trust Bank | 3,815 | $1.15M | 0.03% | −83−2.1% | Reduced |
| Invera Wealth Advisors, LLC | 3,815 | $1.15M | 0.74% | +3,815 | New |
| J.W. Cole Advisors, Inc. | 3,813 | $1.15M | 0.04% | −5,968−61.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,143 | $1.14M | 0.37% | 00.0% | Unchanged |
| Advisory Resource Group | 3,759 | $1.14M | 0.23% | +20+0.5% | Added |
| Littlejohn Financial Services, Inc. | 3,758 | $1.13M | 0.90% | −663−15.0% | Reduced |
| Wealthspire Advisors, LLC | 3,756 | $1.13M | 0.01% | +15+0.4% | Added |
| X-Square Capital, LLC | 3,747 | $1.13M | 0.49% | +354+10.4% | Added |
| Checchi Capital Advisers, LLC | 3,746 | $1.13M | 0.08% | −10.0% | Reduced |
| Crux Wealth Advisors | 3,729 | $1.13M | 0.59% | −1,260−25.3% | Reduced |
| CNB Bank | 3,722 | $1.12M | 0.57% | +589+18.8% | Added |
| Numerai GP LLC | 3,717 | $1.12M | 0.21% | +3,717 | New |
| Epiq Partners, LLC | 3,714 | $1.12M | 0.59% | 00.0% | Unchanged |
| Sentry LLC | 3,701 | $1.12M | 0.22% | 00.0% | Unchanged |
| Emprise Bank | 3,699 | $1.12M | 0.60% | −121−3.2% | Reduced |
| Meridian Wealth Advisors, LLC | 3,696 | $1.12M | 0.19% | −94−2.5% | Reduced |
| Harbour Capital Advisors, LLC | 3,688 | $1.12M | 0.28% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,681 | $1.11M | 0.02% | +3,681 | New |
| Sage Investment Counsel LLC | 3,677 | $1.11M | 1.41% | +1,251+51.6% | Added |
| Tyler-Stone Wealth Management | 3,658 | $1.10M | 0.20% | −2,276−38.4% | Reduced |
| Syon Capital LLC | 3,650 | $1.10M | 0.09% | +85+2.4% | Added |
| Fulton Bank, N.A. | 3,645 | $1.10M | 0.04% | −258−6.6% | Reduced |
| LCNB Corp | 3,635 | $1.10M | 0.40% | +124+3.5% | Added |
| IFP Advisors, Inc | 3,632 | $1.10M | 0.03% | −176−4.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,628 | $1.10M | 0.07% | −1,319−26.7% | Reduced |
| Choate Investment Advisors | 3,627 | $1.10M | 0.03% | −176−4.6% | Reduced |
| Insigneo Advisory Services, LLC | 3,626 | $1.09M | 0.11% | −81−2.2% | Reduced |
| VestGen Advisors, LLC | 3,611 | $1.09M | 0.05% | +3,611 | New |
| Connecticut Wealth Management, LLC | 3,596 | $1.09M | 0.06% | −49−1.3% | Reduced |
| KRS Capital Management, LLC | 3,592 | $1.08M | 0.86% | −35−1.0% | Reduced |
| Simmons Bank | 3,577 | $1.08M | 0.08% | −909−20.3% | Reduced |
| BluePath Capital Management, LLC | 3,569 | $1.08M | 1.12% | −962−21.2% | Reduced |
| Sippican Capital Advisors | 3,565 | $1.08M | 0.81% | −25−0.7% | Reduced |
| Westpac Banking Corp | 3,558 | $1.07M | 0.08% | −38−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 3,541 | $1.07M | 0.02% | +305+9.4% | Added |
| Central Trust Co | 3,537 | $1.07M | 0.03% | −153−4.1% | Reduced |
| Viawealth, LLC | 3,536 | $1.07M | 0.66% | −212−5.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,506 | $1.06M | 0.06% | +11+0.3% | Added |
| One Capital Management, LLC | 3,504 | $1.06M | 0.04% | +304+9.5% | Added |
| Columbia Asset Management | 3,502 | $1.06M | 0.21% | −125−3.4% | Reduced |
| First Citizens Bank & Trust Co | 3,489 | $1.05M | 0.03% | −1,038−22.9% | Reduced |
| Principle Wealth Partners LLC | 3,488 | $1.05M | 0.08% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 3,458 | $1.04M | 0.25% | +85+2.5% | Added |
| Cim Investment Mangement Inc | 3,428 | $1.04M | 0.24% | −3−0.1% | Reduced |
| Carnegie Lake Advisors LLC | 3,425 | $1.03M | 0.42% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 3,404 | $1.03M | 0.17% | −144−4.1% | Reduced |
| Icon Wealth Advisors, LLC | 3,400 | $1.03M | 0.08% | +1,001+41.7% | Added |
| Gryphon Financial Partners LLC | 3,394 | $1.02M | 0.15% | −485−12.5% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $1.02M | 0.43% | 00.0% | Unchanged |
| Spinnaker Trust | 3,382 | $1.02M | 0.07% | 00.0% | Unchanged |
| CX Institutional | 3,367 | $1.02M | 0.04% | +488+17.0% | Added |
| Axq Capital, LP | 3,362 | $1.02M | 0.41% | +3,362 | New |