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 |
|---|---|---|---|---|---|
| Pacitti Group Inc. | 2,392 | $724.0K | 0.34% | +5+0.2% | Added |
| Atlas Legacy Advisors, LLC | 2,396 | $723.6K | 0.18% | −762−24.1% | Reduced |
| Crestwood Advisors Group LLC | 2,395 | $723.3K | 0.01% | −2,153−47.3% | Reduced |
| American Trust | 2,394 | $723.0K | 0.18% | −4,382−64.7% | Reduced |
| MJP Associates Inc | 2,387 | $720.9K | 0.13% | +637+36.4% | 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 |
| Sky Investment Group LLC | 2,359 | $712.4K | 0.13% | +3+0.1% | Added |
| Baker Ellis Asset Management LLC | 2,349 | $709.4K | 0.10% | +390+19.9% | Added |
| Mairs & Power Inc | 2,343 | $707.6K | 0.01% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 2,339 | $706.5K | 0.18% | +176+8.1% | Added |
| Little House Capital LLC | 2,337 | $705.8K | 0.19% | +2,337 | New |
| V-Square Quantitative Management LLC | 2,336 | $705.4K | 0.10% | +199+9.3% | Added |
| Trust Co of Toledo NA | 2,332 | $704.2K | 0.09% | −38−1.6% | Reduced |
| Leavell Investment Management, Inc. | 2,317 | $701.9K | 0.03% | −45−1.9% | Reduced |
| Financial Advocates Investment Management | 2,307 | $696.5K | 0.05% | −1,347−36.9% | Reduced |
| Resurgent Financial Advisors LLC | 2,301 | $694.9K | 0.42% | −272−10.6% | Reduced |
| HMS Capital Management, LLC | 2,531 | $694.3K | 0.39% | −7,935−75.8% | Reduced |
| Means Investment Co., Inc. | 2,297 | $693.6K | 0.07% | −4−0.2% | Reduced |
| Farrell Financial LLC | 2,288 | $691.1K | 0.50% | +7+0.3% | Added |
| G&S Capital LLC | 2,280 | $688.5K | 0.29% | +67+3.0% | Added |
| Western Wealth Management, LLC | 2,275 | $686.9K | 0.05% | −14−0.6% | Reduced |
| Global X Japan Co., Ltd. | 2,270 | $685.5K | 0.08% | +500+28.2% | Added |
| Chicago Partners Investment Group LLC | 2,345 | $681.0K | 0.02% | +267+12.8% | Added |
| Thompson Siegel & Walmsley LLC | 2,250 | $679.0K | 0.01% | −49−2.1% | Reduced |
| Simon Quick Advisors, LLC | 2,243 | $677.4K | 0.04% | +502+28.8% | Added |
| Axxcess Wealth Management, LLC | 2,242 | $677.1K | 0.02% | −1,035−31.6% | Reduced |
| Coign Capital Advisors LLC | 2,241 | $676.9K | 0.52% | −60−2.6% | Reduced |
| InTrack Investment Management Inc | 2,237 | $675.6K | 0.61% | −331−12.9% | Reduced |
| Essex Savings Bank | 2,226 | $672.2K | 0.17% | −38−1.7% | Reduced |
| Bell Bank | 2,225 | $671.9K | 0.04% | −10−0.4% | Reduced |
| Chilton Investment Co LLC | 2,210 | $667.4K | 0.02% | −98,131−97.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,207 | $666.5K | 0.07% | −30−1.3% | Reduced |
| Encompass Wealth Advisors, LLC | 2,205 | $665.9K | 0.27% | 00.0% | Unchanged |
| Spire Wealth Management | 2,203 | $665.2K | 0.02% | −6,044−73.3% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,189 | $661.1K | 0.75% | −133−5.7% | Reduced |
| 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 |
| Sowell Financial Services LLC | 2,187 | $660.3K | 0.03% | +2,187 | New |
| Vestmark Advisory Solutions, Inc. | 2,182 | $658.9K | 0.02% | +1,017+87.3% | Added |
| Hudson Bay Capital Management LP | 2,166 | $654.1K | 0.00% | +2,166 | New |
| Evoke Wealth, LLC | 2,149 | $651.0K | 0.02% | +339+18.7% | Added |
| Arkadios Wealth Advisors | 2,145 | $647.6K | 0.02% | +103+5.0% | Added |
| Mayflower Financial Advisors, LLC | 2,143 | $647.2K | 0.10% | +92+4.5% | Added |
| Delta Investment Management, LLC | 2,135 | $644.8K | 0.13% | +326+18.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,332 | $644.3K | 0.21% | −6−0.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $643.1K | 0.36% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,125 | $641.8K | 0.43% | −18−0.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,119 | $639.9K | 0.48% | +20+1.0% | Added |
| 180 Wealth Advisors, LLC | 2,114 | $638.5K | 0.10% | +154+7.9% | Added |
| Graybill Bartz & Assoc Ltd | 2,110 | $637.2K | 0.22% | +2,110 | New |
| Sandy Cove Advisors, LLC | 2,107 | $636.3K | 0.26% | +37+1.8% | Added |
| Beach Investment Counsel Inc | 2,105 | $636.0K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,090 | $631.3K | 0.02% | +145+7.5% | Added |
| Hodges Capital Management Inc. | 2,085 | $630.0K | 0.06% | +818+64.6% | Added |
| Independent Financial Group, LLC | 2,085 | $629.6K | 0.02% | −36−1.7% | Reduced |
| E&G Advisors, LP | 2,080 | $628.1K | 0.18% | 00.0% | Unchanged |
| YANKCOM Partnership | 2,076 | $626.9K | 0.34% | −19−0.9% | Reduced |
| Baron Wealth Management LLC | 2,067 | $624.3K | 0.27% | +184+9.8% | Added |
| Harbor Investment Advisory, LLC | 2,061 | $622.4K | 0.06% | −641−23.7% | Reduced |
| 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 |
| Mutual Advisors, LLC | 2,210 | $616.8K | 0.02% | +139+6.7% | Added |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $613.9K | 0.22% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 2,033 | $613.9K | 0.02% | −60−2.9% | Reduced |
| Foundation Resource Management Inc | 2,025 | $611.5K | 0.10% | −104−4.9% | Reduced |
| Liberty Square Wealth Partners LLC | 2,019 | $609.7K | 0.23% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,010 | $607.0K | 0.39% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,998 | $603.3K | 0.25% | −61−3.0% | Reduced |
| Stamos Capital Partners, L.P. | 1,989 | $600.7K | 0.16% | +169+9.3% | Added |
| Gladstone Institutional Advisory LLC | 1,986 | $599.7K | 0.03% | −10,892−84.6% | Reduced |
| Rothschild Investment LLC | 1,971 | $595.2K | 0.04% | +34+1.8% | Added |
| Everhart Financial Group, Inc. | 1,969 | $594.6K | 0.08% | +196+11.1% | Added |
| AlTi Global, Inc. | 1,958 | $593.1K | 0.02% | −5−0.3% | Reduced |
| PFG Investments, LLC | 1,962 | $592.6K | 0.04% | −349−15.1% | Reduced |
| Independence Bank of Kentucky | 1,961 | $592.2K | 0.09% | −196−9.1% | Reduced |
| Fosun International Ltd | 1,954 | $590.1K | 0.17% | +463+31.1% | Added |
| Center for Financial Planning, Inc. | 1,949 | $588.6K | 0.08% | +134+7.4% | Added |
| Belpointe Asset Management LLC | 1,948 | $588.5K | 0.03% | −114−5.5% | Reduced |
| Catalyst Financial Partners LLC | 1,943 | $586.8K | 0.11% | +65+3.5% | Added |
| Grimes & Company, Inc. | 1,937 | $585.0K | 0.02% | +14+0.7% | Added |
| Shore Point Advisors, LLC | 1,909 | $576.7K | 0.31% | +1+0.1% | Added |
| Winton Group Ltd | 1,903 | $574.7K | 0.03% | +1,903 | New |
| Sound View Wealth Advisors Group, LLC | 1,899 | $573.5K | 0.05% | +23+1.2% | Added |
| Rede Wealth, LLC | 1,896 | $572.6K | 0.20% | −4−0.2% | Reduced |
| Oakworth Capital, Inc. | 1,892 | $571.4K | 0.04% | +17+0.9% | Added |
| Hohimer Wealth Management, LLC | 1,891 | $571.1K | 0.11% | +1,891 | New |
| Aaron Wealth Advisors | 1,887 | $569.9K | 0.07% | +103+5.8% | Added |
| Hancock Whitney Corp | 1,884 | $569.0K | 0.02% | −2,009−51.6% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,875 | $566.2K | 0.21% | +1,875 | New |
| AdvisorNet Financial, Inc | 1,872 | $565.4K | 0.04% | −11−0.6% | Reduced |
| BSW Wealth Partners | 1,872 | $565.3K | 0.09% | −171−8.4% | Reduced |
| Tributary Capital Management, LLC | 1,870 | $564.7K | 0.05% | +185+11.0% | Added |
| Curat Global, LLC | 1,865 | $563.2K | 0.69% | +1,865 | New |
| Hara Capital LLC | 1,862 | $562.3K | 0.38% | 00.0% | Unchanged |
| Pflug Koory, LLC | 1,855 | $560.2K | 0.31% | +23+1.3% | Added |
| Resonant Capital Advisors, LLC | 1,849 | $559.9K | 0.04% | +173+10.3% | Added |
| Patron Partners Advisors, LLC | 1,851 | $558.9K | 0.30% | +255+16.0% | Added |
| Country Club Bank | 1,885 | $558.8K | 0.04% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,843 | $558.1K | 0.28% | −22−1.2% | Reduced |