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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,614 | $2.60M | 1.03% | +246+2.9% | Added |
| Penobscot Investment Management Company, Inc. | 8,557 | $2.58M | 0.24% | +421+5.2% | Added |
| Integrated Wealth Concepts LLC | 8,514 | $2.57M | 0.03% | −951−10.0% | Reduced |
| Wright Investors Service Inc | 8,471 | $2.56M | 0.85% | +31+0.4% | Added |
| Bowen Hanes & Co Inc | 8,425 | $2.54M | 0.07% | +398+5.0% | Added |
| Perigon Wealth Management, LLC | 8,424 | $2.54M | 0.07% | +370+4.6% | Added |
| United Services Automobile Association | 8,574 | $2.54M | 0.08% | +8,574 | New |
| Accurate Wealth Management, LLC | 8,916 | $2.53M | 0.48% | −226−2.5% | Reduced |
| HighPoint Advisor Group LLC | 8,857 | $2.52M | 0.15% | +40+0.5% | Added |
| Jump Financial, LLC | 8,300 | $2.51M | 0.04% | +7,185+644.4% | Added |
| Alaethes Wealth LLC | 8,263 | $2.50M | 0.92% | +259+3.2% | Added |
| Ghe, LLC | 8,230 | $2.48M | 1.12% | −145−1.7% | Reduced |
| Burney Co | 8,177 | $2.47M | 0.09% | −189−2.3% | Reduced |
| McDonald Partners LLC | 8,077 | $2.45M | 0.64% | +51+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 8,113 | $2.45M | 0.03% | −1,136−12.3% | Reduced |
| Security National Bank | 8,110 | $2.45M | 0.46% | +301+3.9% | Added |
| NewEdge Wealth, LLC | 8,103 | $2.45M | 0.04% | −515−6.0% | Reduced |
| Dynamic Advisor Solutions LLC | 8,091 | $2.44M | 0.08% | −325−3.9% | Reduced |
| Herold Advisors, Inc. | 8,087 | $2.44M | 0.54% | +701+9.5% | Added |
| Brooks, Moore & Associates, Inc. | 8,027 | $2.42M | 1.37% | +2,882+56.0% | Added |
| Savant Capital, LLC | 7,989 | $2.41M | 0.02% | −2,419−23.2% | Reduced |
| Heritage Trust Co | 7,972 | $2.41M | 0.29% | +799+11.1% | Added |
| Hutner Capital Management Inc | 7,943 | $2.40M | 1.02% | +1,487+23.0% | Added |
| TFG Advisers LLC | 7,931 | $2.40M | 0.87% | +373+4.9% | Added |
| Delta Financial Advisors LLC | 7,910 | $2.39M | 0.90% | +27+0.3% | Added |
| Central Valley Advisors, LLC | 7,906 | $2.39M | 0.90% | −124−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 7,905 | $2.39M | 0.11% | −376−4.5% | Reduced |
| Brown Brothers Harriman & Co | 7,860 | $2.37M | 0.02% | −3,981−33.6% | Reduced |
| Davidson Trust Co | 7,832 | $2.37M | 1.13% | −346−4.2% | Reduced |
| Naples Global Advisors, LLC | 7,788 | $2.36M | 0.22% | −29−0.4% | Reduced |
| Ritholtz Wealth Management | 7,791 | $2.35M | 0.07% | +426+5.8% | Added |
| Coldstream Capital Management Inc | 7,779 | $2.35M | 0.05% | +1,172+17.7% | Added |
| Two Sigma Securities, LLC | 7,699 | $2.33M | 0.36% | +7,699 | New |
| Chicago Capital, LLC | 7,695 | $2.32M | 0.07% | +818+11.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,090 | $2.30M | 0.02% | +103+1.3% | Added |
| Warren Averett Asset Management, LLC | 7,585 | $2.29M | 0.03% | +395+5.5% | Added |
| Lederer & Associates Investment Counsel | 7,570 | $2.29M | 1.67% | +128+1.7% | Added |
| Baxter Bros Inc | 7,533 | $2.27M | 0.30% | +602+8.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,525 | $2.27M | 1.89% | −300−3.8% | Reduced |
| XXEC, Inc. | 7,520 | $2.27M | 1.97% | −13,228−63.8% | Reduced |
| Parkside Financial Bank & Trust | 7,499 | $2.26M | 0.29% | −185−2.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 7,463 | $2.25M | 0.63% | +166+2.3% | Added |
| BKM Wealth Management, LLC | 7,460 | $2.25M | 0.93% | +671+9.9% | Added |
| Aries Wealth Management | 7,449 | $2.25M | 0.61% | +261+3.6% | Added |
| NBT Bank N A | 7,417 | $2.24M | 0.16% | −673−8.3% | Reduced |
| Equitable Trust Co | 7,410 | $2.24M | 0.12% | +6,286+559.3% | Added |
| Claro Advisors LLC | 7,369 | $2.23M | 0.30% | −241−3.2% | Reduced |
| Concord Asset Management, LLC | 7,821 | $2.23M | 0.49% | −1,083−12.2% | Reduced |
| FIL Ltd | 7,331 | $2.21M | 0.00% | −3,829−34.3% | Reduced |
| Boston Private Wealth LLC | 7,238 | $2.19M | 0.09% | −1,718−19.2% | Reduced |
| Summit Trail Advisors, LLC | 7,174 | $2.17M | 0.07% | +549+8.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,163 | $2.16M | 1.01% | −45−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 7,164 | $2.16M | 0.17% | −310−4.1% | Reduced |
| Vestcor Inc | 7,158 | $2.16M | 0.07% | +15+0.2% | Added |
| King Luther Capital Management Corp | 7,159 | $2.16M | 0.01% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 7,498 | $2.15M | 0.99% | +128+1.7% | Added |
| Meridian Investment Counsel Inc. | 7,034 | $2.12M | 0.63% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 6,998 | $2.11M | 0.03% | +2,165+44.8% | Added |
| Dividend Assets Capital, LLC | 6,998 | $2.11M | 0.40% | −763−9.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,949 | $2.10M | 0.61% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 6,922 | $2.10M | 0.58% | +16+0.2% | Added |
| GAMMA Investing LLC | 6,901 | $2.08M | 0.16% | +1,258+22.3% | Added |
| Family Legacy, Inc. | 6,899 | $2.08M | 0.71% | −31−0.4% | Reduced |
| Clear Harbor Asset Management, LLC | 6,892 | $2.08M | 0.17% | +149+2.2% | Added |
| Pine Valley Investments Ltd Liability Co | 6,871 | $2.08M | 0.13% | +17+0.2% | Added |
| Plato Investment Management Ltd | 6,811 | $2.08M | 0.18% | −38−0.6% | Reduced |
| L & S Advisors Inc | 6,831 | $2.06M | 0.25% | +6,831 | New |
| Perpetual Ltd | 6,795 | $2.05M | 0.02% | −87−1.3% | Reduced |
| Forum Financial Management, LP | 6,775 | $2.05M | 0.03% | −13−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 6,758 | $2.04M | 0.54% | +100+1.5% | Added |
| Mach-1 Financial Group, Inc. | 6,715 | $2.03M | 0.61% | +6,715 | New |
| Mather Group, LLC. | 6,713 | $2.03M | 0.02% | +130+2.0% | Added |
| Lincoln Capital LLC | 6,962 | $2.02M | 0.42% | +39+0.6% | Added |
| Fruth Investment Management | 6,681 | $2.02M | 0.56% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,617 | $2.00M | 0.71% | −18−0.3% | Reduced |
| Stillwater Wealth Management Group | 6,614 | $2.00M | 1.73% | +2,483+60.1% | Added |
| MUFG Securities Americas Inc. | 6,596 | $1.99M | 0.23% | +1,061+19.2% | Added |
| Procyon Private Wealth Partners, LLC | 6,592 | $1.99M | 0.12% | −10−0.2% | Reduced |
| Cordatus Wealth Management LLC | 6,570 | $1.98M | 0.54% | −23−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 6,561 | $1.98M | 0.05% | +265+4.2% | Added |
| We Are One Seven, LLC | 6,542 | $1.98M | 0.08% | −2,179−25.0% | Reduced |
| Horizon Investments, LLC | 6,534 | $1.97M | 0.06% | +218+3.5% | Added |
| Prudential PLC | 6,522 | $1.97M | 0.01% | −2,229−25.5% | Reduced |
| Aptus Capital Advisors, LLC | 6,516 | $1.97M | 0.02% | −219−3.3% | Reduced |
| FWL Investment Management, LLC | 6,516 | $1.97M | 0.73% | −202−3.0% | Reduced |
| Guyasuta Investment Advisors Inc | 6,491 | $1.96M | 0.13% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 6,488 | $1.96M | 0.01% | −4,311−39.9% | Reduced |
| Mount Lucas Management LP | 6,487 | $1.96M | 0.92% | +3,367+107.9% | Added |
| ExodusPoint Capital Management, LP | 6,485 | $1.96M | 0.03% | −52,017−88.9% | Reduced |
| Schear Investment Advisers, LLC | 6,398 | $1.93M | 1.11% | −604−8.6% | Reduced |
| Quadcap Wealth Management, LLC | 6,304 | $1.90M | 0.28% | −38−0.6% | Reduced |
| Virginia Retirement Systems Et Al | 6,300 | $1.90M | 0.01% | +6,300 | New |
| Trail Ridge Investment Advisors, LLC | 6,278 | $1.90M | 0.98% | +145+2.4% | Added |
| Baldwin Investment Management, LLC | 6,262 | $1.89M | 0.23% | +1,357+27.7% | Added |
| Cunning Capital Partners, LP | 6,229 | $1.88M | 1.20% | −36−0.6% | Reduced |
| Parallel Advisors, LLC | 6,217 | $1.88M | 0.04% | +133+2.2% | Added |
| Left Brain Wealth Management, LLC | 6,211 | $1.88M | 0.82% | −187−2.9% | Reduced |
| Pitcairn Co | 6,201 | $1.87M | 0.11% | +271+4.6% | Added |
| Ambassador Advisors, LLC | 6,198 | $1.87M | 0.33% | −1,434−18.8% | Reduced |
| Inscription Capital, LLC | 7,208 | $1.87M | 0.31% | +7,208 | New |