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 |
|---|---|---|---|---|---|
| SRN Advisors, LLC | 3,356 | $1.01M | 1.14% | −80−2.3% | Reduced |
| VisionPoint Advisory Group, LLC | 3,338 | $1.01M | 0.35% | +490+17.2% | Added |
| Cushing Capital Partners, LLC | 3,327 | $1.01M | 0.91% | +284+9.3% | Added |
| Costello Asset Management, INC | 3,325 | $1.00M | 0.41% | +3,325 | New |
| Mattson Financial Services, LLC | 3,320 | $1.00M | 0.30% | −91−2.7% | Reduced |
| Northstar Asset Management LLC | 3,315 | $1.00M | 0.24% | +10+0.3% | Added |
| SkyView Investment Advisors, LLC | 3,315 | $1.00M | 0.15% | +207+6.7% | Added |
| Abbot Financial Management, Inc. | 3,294 | $994.7K | 0.52% | +10.0% | Added |
| Meridian Wealth Management, LLC | 3,292 | $994.2K | 0.05% | −216−6.2% | Reduced |
| Fidelis Capital Partners, LLC | 3,526 | $984.1K | 0.10% | −147−4.0% | Reduced |
| Beech Hill Advisors, Inc. | 3,240 | $978.4K | 0.39% | −120−3.6% | Reduced |
| Henry James International Management, Inc. | 3,234 | $976.6K | 0.33% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 3,210 | $969.4K | 0.08% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,188 | $962.8K | 0.15% | −23−0.7% | Reduced |
| Saturna Capital CORP | 3,170 | $957.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,144 | $949.2K | 0.01% | +352+12.6% | Added |
| Mitchell Sinkler & Starr | 3,139 | $947.9K | 0.27% | +360+13.0% | Added |
| Conning Inc. | 3,125 | $943.7K | 0.03% | −997−24.2% | Reduced |
| 1st Source Bank | 3,116 | $941.0K | 0.06% | +89+2.9% | Added |
| Atlantic Union Bankshares Corp | 3,116 | $940.9K | 0.06% | −137−4.2% | Reduced |
| Avestar Capital, LLC | 3,076 | $931.0K | 0.09% | +53+1.8% | Added |
| Northeast Investment Management | 3,081 | $930.4K | 0.04% | −729−19.1% | Reduced |
| Optimum Investment Advisors | 3,070 | $927.1K | 0.44% | −7−0.2% | Reduced |
| Net Worth Advisory Group | 3,070 | $927.1K | 0.29% | +656+27.2% | Added |
| NorthRock Partners, LLC | 3,058 | $926.2K | 0.03% | +13+0.4% | Added |
| International Assets Investment Management, LLC | 3,064 | $925.2K | 0.08% | −133−4.2% | Reduced |
| Northstar Group, Inc. | 3,054 | $922.3K | 0.15% | +435+16.6% | Added |
| Bull Street Advisors, LLC | 3,050 | $921.0K | 0.44% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,038 | $917.3K | 0.09% | −41−1.3% | Reduced |
| West Family Investments, Inc. | 3,034 | $916.2K | 0.35% | +265+9.6% | Added |
| AE Wealth Management LLC | 3,012 | $909.5K | 0.01% | +79+2.7% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,006 | $907.8K | 0.52% | +14+0.5% | Added |
| Finivi Inc. | 3,000 | $906.0K | 0.73% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,000 | $906.0K | 0.03% | +3,000 | New |
| Lindbrook Capital, LLC | 2,971 | $897.2K | 0.08% | +255+9.4% | Added |
| Stock Yards Bank & Trust Co | 2,934 | $886.0K | 0.03% | −205−6.5% | Reduced |
| Stiles Financial Services Inc | 2,925 | $884.7K | 0.34% | −240−7.6% | Reduced |
| Natural Investments, LLC | 2,922 | $882.0K | 0.25% | +4+0.1% | Added |
| Howard Capital Management Inc. | 2,917 | $880.8K | 0.02% | +292+11.1% | Added |
| Baader Bank INC | 2,916 | $880.6K | 0.09% | +366+14.4% | Added |
| Dempze Nancy E | 2,900 | $875.8K | 0.53% | 00.0% | Unchanged |
| Headinvest, LLC | 2,896 | $874.6K | 0.17% | −130−4.3% | Reduced |
| Dynasty Wealth Management, LLC | 2,885 | $871.4K | 0.01% | −420−12.7% | Reduced |
| First American Bank | 2,878 | $869.1K | 0.06% | +22+0.8% | Added |
| Ransom Advisory, Ltd | 2,874 | $867.9K | 0.43% | −50−1.7% | Reduced |
| NVWM, LLC | 2,863 | $864.7K | 0.23% | +5+0.2% | Added |
| Worth Financial Advisory Group, LLC | 2,862 | $864.3K | 0.55% | −2,284−44.4% | Reduced |
| Advisor OS, LLC | 2,851 | $861.0K | 0.10% | +748+35.6% | Added |
| Bank of Hawaii | 2,841 | $858.0K | 0.05% | −958−25.2% | Reduced |
| CFO4Life Group, LLC | 2,820 | $851.6K | 0.14% | −167−5.6% | Reduced |
| Quantessence Capital LLC | 2,800 | $845.6K | 0.21% | +2,800 | New |
| Merrion Investment Management Co, LLC | 2,771 | $839.3K | 0.60% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,776 | $838.3K | 0.12% | +2,776 | New |
| Kennebec Savings Bank | 2,772 | $837.1K | 0.89% | +64+2.4% | Added |
| Rossmore Private Capital | 2,770 | $836.4K | 0.10% | −130−4.5% | Reduced |
| Proficio Capital Partners LLC | 2,758 | $832.8K | 0.06% | −184−6.3% | Reduced |
| LRI Investments, LLC | 2,749 | $830.2K | 0.08% | +7+0.3% | Added |
| Segment Wealth Management, LLC | 2,747 | $829.6K | 0.06% | +1,804+191.3% | Added |
| Legacy Financial Advisors, Inc. | 2,728 | $823.9K | 0.14% | +110+4.2% | Added |
| Sound Financial Strategies Group, LLC | 2,718 | $820.8K | 0.73% | −487−15.2% | Reduced |
| First Affirmative Financial Network | 2,714 | $819.7K | 0.50% | −173−6.0% | Reduced |
| Sage Mountain Advisors LLC | 2,712 | $819.0K | 0.06% | +245+9.9% | Added |
| Wealth Alliance | 2,707 | $817.4K | 0.10% | −416−13.3% | Reduced |
| 1776 Wealth LLC | 2,705 | $816.8K | 0.38% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 2,700 | $815.4K | 0.11% | −727−21.2% | Reduced |
| Lansing Street Advisors | 2,700 | $815.4K | 0.27% | +811+42.9% | Added |
| RFG Advisory, LLC | 2,682 | $809.9K | 0.02% | +240+9.8% | Added |
| SeaCrest Wealth Management, LLC | 2,679 | $809.0K | 0.09% | −105−3.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,666 | $805.0K | 0.20% | −187−6.6% | Reduced |
| Appleton Partners Inc | 2,659 | $803.0K | 0.06% | +1,475+124.6% | Added |
| Cross Staff Investments Inc | 2,649 | $800.0K | 0.60% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,807 | $798.5K | 0.27% | −403−12.6% | Reduced |
| Keel Point, LLC | 2,640 | $797.2K | 0.06% | +210+8.6% | Added |
| Mesirow Financial Investment Management, Inc. | 2,637 | $796.1K | 0.02% | −203−7.1% | Reduced |
| City State Bank | 2,629 | $793.9K | 0.26% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,630 | $792.8K | 0.24% | −495−15.8% | Reduced |
| Apexium Financial, LP | 2,618 | $792.7K | 0.05% | +63+2.5% | Added |
| FSM Wealth Advisors, LLC | 2,622 | $791.9K | 0.18% | +55+2.1% | Added |
| Connective Portfolio Management, LLC | 2,615 | $789.7K | 2.66% | +2,615 | New |
| Peak Planning Group, LLC | 2,612 | $789.0K | 0.33% | −203−7.2% | Reduced |
| EverSource Wealth Advisors, LLC | 2,609 | $788.1K | 0.04% | +361+16.1% | Added |
| Valley Brook Capital Group | 2,600 | $785.2K | 0.62% | +75+3.0% | Added |
| Welch Group, LLC | 2,646 | $784.4K | 0.03% | 00.0% | Unchanged |
| Everett Harris & Co | 2,579 | $778.8K | 0.01% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,572 | $776.7K | 0.20% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,564 | $774.3K | 0.56% | −281−9.9% | Reduced |
| PDS Planning, Inc | 2,564 | $774.3K | 0.07% | +91+3.7% | Added |
| Montecito Bank & Trust | 2,552 | $770.7K | 0.14% | −82−3.1% | Reduced |
| Plancorp, LLC | 2,526 | $762.8K | 0.03% | −76−2.9% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,523 | $761.9K | 0.29% | +360+16.6% | Added |
| Knollwood Investment Advisory, LLC | 2,500 | $755.0K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,495 | $753.5K | 0.20% | −1,535−38.1% | Reduced |
| Venturi Wealth Management, LLC | 2,489 | $751.7K | 0.04% | +62+2.6% | Added |
| CWA Asset Management Group, LLC | 2,466 | $744.7K | 0.04% | +88+3.7% | Added |
| Modern Wealth Management, LLC | 2,464 | $743.9K | 0.02% | +143+6.2% | Added |
| Greenfield Savings Bank | 2,454 | $741.1K | 0.36% | −140−5.4% | Reduced |
| Burford Brothers, Inc. | 2,433 | $734.8K | 0.36% | +2+0.1% | Added |
| Clarius Group, LLC | 2,417 | $729.9K | 0.05% | −122−4.8% | Reduced |
| Somerville Kurt F | 2,400 | $724.8K | 0.13% | 00.0% | Unchanged |
| Shelton Capital Management | 2,398 | $724.2K | 0.02% | −63−2.6% | Reduced |