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
- 1,926
- +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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 18,650 | $5.63M | 0.04% | +4,448+31.3% | Added |
| Perkins Coie Trust Co | 18,599 | $5.62M | 1.27% | +101+0.5% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 18,426 | $5.56M | 1.67% | 00.0% | Unchanged |
| Concorde Financial Corp | 18,404 | $5.56M | 3.06% | +541+3.0% | Added |
| NovaPoint Capital, LLC | 18,043 | $5.45M | 1.68% | +511+2.9% | Added |
| Wealth Advisory Solutions, LLC | 18,041 | $5.45M | 1.44% | −1,548−7.9% | Reduced |
| Wesbanco Bank Inc | 18,002 | $5.44M | 0.19% | +185+1.0% | Added |
| Middleton & Co Inc | 17,950 | $5.42M | 0.63% | −301−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 17,918 | $5.41M | 1.34% | −653−3.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 17,893 | $5.40M | 3.34% | −1,318−6.9% | Reduced |
| Trajan Wealth LLC | 17,880 | $5.40M | 0.29% | −735−3.9% | Reduced |
| Mirador Capital Partners LP | 17,743 | $5.36M | 0.94% | +13,332+302.2% | Added |
| Hamilton Capital Partners Inc. | 17,729 | $5.35M | 0.34% | +4,096+30.0% | Added |
| Northwest Bancshares, Inc. | 17,725 | $5.35M | 0.98% | +60.0% | Added |
| New Mexico Educational Retirement Board | 17,537 | $5.30M | 0.19% | −400−2.2% | Reduced |
| Gamco Investors, Inc. Et Al | 17,399 | $5.25M | 0.06% | +3,100+21.7% | Added |
| Davis-Rea Ltd. | 16,944 | $5.12M | 1.36% | +16,944 | New |
| Liberty Capital Management, Inc. | 16,777 | $5.07M | 1.13% | +48+0.3% | Added |
| ING Groep NV | 16,715 | $5.05M | 0.04% | −228−1.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,671 | $5.03M | 0.02% | +5,172+45.0% | Added |
| Citizens Financial Group Inc | 16,592 | $5.02M | 0.10% | +1,218+7.9% | Added |
| Greenleaf Trust | 16,635 | $5.02M | 0.05% | −1,871−10.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,473 | $4.97M | 1.77% | +306+1.9% | Added |
| KCM Investment Advisors LLC | 16,373 | $4.94M | 0.18% | −254−1.5% | Reduced |
| Summit Financial, LLC | 16,364 | $4.94M | 0.14% | +1,330+8.8% | Added |
| Rock Point Advisors, LLC | 16,297 | $4.92M | 1.52% | +148+0.9% | Added |
| Wedbush Securities Inc | 16,252 | $4.91M | 0.18% | +188+1.2% | Added |
| Compass Wealth Management LLC | 16,177 | $4.89M | 1.25% | +531+3.4% | Added |
| Boit C F David | 16,165 | $4.88M | 2.45% | 00.0% | Unchanged |
| Whittier Trust Co | 16,084 | $4.86M | 0.07% | −852−5.0% | Reduced |
| Inspire Trust Co, N.A. | 16,000 | $4.83M | 1.15% | +3,000+23.1% | Added |
| Citizens National Bank Trust Department | 15,900 | $4.80M | 1.03% | +158+1.0% | Added |
| Romano Brothers and Company | 15,848 | $4.79M | 0.62% | +309+2.0% | Added |
| Radnor Capital Management, LLC | 15,823 | $4.78M | 0.80% | −84−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,782 | $4.77M | 0.02% | −2,732−14.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 15,759 | $4.76M | 0.02% | −5,441−25.7% | Reduced |
| Davenport & Co LLC | 15,714 | $4.75M | 0.03% | +837+5.6% | Added |
| TownSquare Capital, LLC | 15,559 | $4.70M | 0.05% | +4,314+38.4% | Added |
| Plimoth Trust Co LLC | 15,532 | $4.69M | 1.22% | −428−2.7% | Reduced |
| Corbyn Investment Management Inc | 15,466 | $4.67M | 1.74% | −79−0.5% | Reduced |
| Stonebridge Financial Group, LLC | 15,453 | $4.67M | 0.50% | +294+1.9% | Added |
| Merit Financial Group, LLC | 15,422 | $4.66M | 0.07% | +6,355+70.1% | Added |
| Highland Capital Management, LLC | 15,418 | $4.66M | 0.28% | −120−0.8% | Reduced |
| Berkshire Bank | 15,341 | $4.63M | 1.13% | −365−2.3% | Reduced |
| Chicago Trust Co NA | 15,241 | $4.60M | 0.82% | −412−2.6% | Reduced |
| EP Wealth Advisors, LLC | 15,230 | $4.60M | 0.04% | +7,562+98.6% | Added |
| Stephens Inc | 15,160 | $4.58M | 0.07% | +850+5.9% | Added |
| Legacy Wealth Management, LLC | 15,138 | $4.57M | 1.49% | 00.0% | Unchanged |
| First National Bank of Omaha | 15,097 | $4.56M | 0.31% | +1,736+13.0% | Added |
| Thomasville National Bank | 15,056 | $4.55M | 0.33% | +390+2.7% | Added |
| Cincinnati Indemnity Co | 15,047 | $4.54M | 10.87% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 15,000 | $4.53M | 0.65% | −641−4.1% | Reduced |
| Community Bank, N.A. | 14,999 | $4.53M | 0.61% | +436+3.0% | Added |
| GeoWealth Management, LLC | 14,963 | $4.52M | 0.18% | +2,562+20.7% | Added |
| Brown Miller Wealth Management, LLC | 14,940 | $4.51M | 1.56% | +2,076+16.1% | Added |
| Ar Asset Management Inc | 14,906 | $4.50M | 1.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 14,786 | $4.47M | 0.06% | +2,285+18.3% | Added |
| Twin Capital Management Inc | 14,773 | $4.46M | 0.52% | −427−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 14,739 | $4.45M | 0.04% | −101−0.7% | Reduced |
| SPC Financial, Inc. | 14,659 | $4.43M | 0.39% | −249−1.7% | Reduced |
| Somerset Trust Co | 14,627 | $4.42M | 1.57% | +374+2.6% | Added |
| Great Valley Advisor Group, Inc. | 14,579 | $4.40M | 0.09% | −18,706−56.2% | Reduced |
| Sig Brokerage, LP | 14,504 | $4.38M | 1.28% | +14,504 | New |
| Pinnacle Associates Ltd | 14,488 | $4.38M | 0.06% | −807−5.3% | Reduced |
| Van Eck Associates Corp | 14,461 | $4.37M | 0.01% | +1,070+8.0% | Added |
| Weil Company, Inc. | 14,322 | $4.33M | 1.29% | +30.0% | Added |
| Financial Advisory Partners, LLC | 14,277 | $4.31M | 1.44% | −45−0.3% | Reduced |
| Everence Capital Management Inc | 14,240 | $4.30M | 0.29% | +1,240+9.5% | Added |
| Atria Wealth Solutions, Inc. | 14,160 | $4.29M | 0.05% | −1,983−12.3% | Reduced |
| Coastline Trust Co | 14,196 | $4.29M | 0.53% | −979−6.5% | Reduced |
| First National Advisers, LLC | 14,189 | $4.28M | 0.69% | +1,468+11.5% | Added |
| Investment Research & Advisory Group, Inc. | 14,110 | $4.26M | 1.79% | +609+4.5% | Added |
| New Hampshire Trust | 14,098 | $4.26M | 0.97% | −240−1.7% | Reduced |
| Hanson & Doremus Investment Management | 14,061 | $4.25M | 0.62% | +499+3.7% | Added |
| Johnson Investment Counsel Inc | 13,999 | $4.23M | 0.04% | −11−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,911 | $4.20M | 0.47% | −110−0.8% | Reduced |
| Bessemer Group Inc | 13,880 | $4.19M | 0.01% | −11,407−45.1% | Reduced |
| LMG Wealth Partners, LLC | 13,858 | $4.18M | 0.93% | +1,701+14.0% | Added |
| Nicollet Investment Management, Inc. | 13,783 | $4.16M | 1.46% | +400+3.0% | Added |
| Vinva Investment Management Ltd | 14,001 | $4.15M | 0.17% | +270+2.0% | Added |
| South Dakota Investment Council | 13,714 | $4.14M | 0.08% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 13,688 | $4.13M | 3.23% | −624−4.4% | Reduced |
| Unison Advisors LLC | 13,544 | $4.10M | 0.52% | +44+0.3% | Added |
| Heritage Wealth Management, Inc. | 13,466 | $4.07M | 1.38% | −100−0.7% | Reduced |
| Occidental Asset Management, LLC | 13,392 | $4.04M | 0.61% | +1,031+8.3% | Added |
| Central Bank & Trust Co | 13,323 | $4.02M | 0.67% | +25+0.2% | Added |
| Concurrent Investment Advisors, LLC | 13,219 | $3.99M | 0.10% | −3,480−20.8% | Reduced |
| Delta Capital Management LLC | 13,155 | $3.97M | 2.31% | −332−2.5% | Reduced |
| 1832 Asset Management L.P. | 13,052 | $3.94M | 0.01% | −1,946−13.0% | Reduced |
| Tower Research Capital LLC (TRC) | 13,071 | $3.93M | 0.12% | −8,554−39.6% | Reduced |
| Confluence Wealth Services, Inc. | 13,747 | $3.91M | 0.25% | +3,594+35.4% | Added |
| Brendel Financial Advisors LLC | 12,946 | $3.91M | 2.38% | +752+6.2% | Added |
| Greenwood Capital Associates LLC | 12,910 | $3.90M | 0.53% | +1,149+9.8% | Added |
| Vista Investment Partners LLC | 12,828 | $3.87M | 1.18% | +246+2.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12,821 | $3.87M | 0.65% | +2,643+26.0% | Added |
| Principal Securities, Inc. | 13,925 | $3.85M | 0.09% | +61+0.4% | Added |
| Investment Management Corp of Ontario | 12,684 | $3.83M | 0.08% | +100+0.8% | Added |
| Woodline Partners LP | 12,599 | $3.80M | 0.02% | +1,449+13.0% | Added |
| Level Four Advisory Services, LLC | 12,541 | $3.79M | 0.16% | −591−4.5% | Reduced |
| Northcape Wealth Management, LLC | 12,530 | $3.78M | 1.22% | −118−0.9% | Reduced |