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 |
|---|---|---|---|---|---|
| Arjuna Capital | 6,151 | $1.86M | 0.51% | −188−3.0% | Reduced |
| Thompson Davis & Co., Inc. | 6,125 | $1.85M | 1.46% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,099 | $1.84M | 0.03% | +133+2.2% | Added |
| Nicholson Wealth Management Group, LLC | 6,054 | $1.83M | 1.20% | +126+2.1% | Added |
| Resources Management Corp | 6,048 | $1.83M | 0.26% | −68−1.1% | Reduced |
| Equitable Holdings, Inc. | 6,047 | $1.83M | 0.02% | +734+13.8% | Added |
| Schechter Investment Advisors, LLC | 6,046 | $1.83M | 0.15% | −1,629−21.2% | Reduced |
| Eastern Bank | 6,045 | $1.83M | 0.04% | +1,471+32.2% | Added |
| Sierra Summit Advisors LLC | 6,023 | $1.82M | 0.39% | −338−5.3% | Reduced |
| Roxbury Financial LLC | 6,353 | $1.81M | 1.77% | −360−5.4% | Reduced |
| Eagle Global Advisors LLC | 6,000 | $1.81M | 0.07% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 5,969 | $1.80M | 0.06% | −35−0.6% | Reduced |
| PFG Advisors | 5,960 | $1.80M | 0.10% | +1,767+42.1% | Added |
| Penserra Capital Management LLC | 5,958 | $1.80M | 0.03% | +3,122+110.1% | Added |
| Snowden Capital Advisors LLC | 5,916 | $1.79M | 0.06% | −667−10.1% | Reduced |
| Advisors Asset Management, Inc. | 5,898 | $1.78M | 0.03% | −858−12.7% | Reduced |
| Exeter Financial, LLC | 5,853 | $1.77M | 0.79% | +90+1.6% | Added |
| Journey Advisory Group, LLC | 5,847 | $1.77M | 0.14% | −37−0.6% | Reduced |
| Transatlantique Private Wealth LLC | 5,821 | $1.76M | 0.70% | −191−3.2% | Reduced |
| Congress Wealth Management LLC | 5,867 | $1.76M | 0.02% | +3,991+212.7% | Added |
| Magnolia Capital Advisors LLC | 5,818 | $1.76M | 0.48% | +205+3.7% | Added |
| Smartleaf Asset Management LLC | 5,909 | $1.75M | 0.17% | +139+2.4% | Added |
| Two Sigma Investments, LP | 5,800 | $1.75M | 0.00% | +5,800 | New |
| Jacobi Capital Management LLC | 5,762 | $1.74M | 0.13% | +255+4.6% | Added |
| Impact Capital Partners LLC | 5,754 | $1.74M | 0.63% | −3,306−36.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,751 | $1.74M | 0.10% | −119−2.0% | Reduced |
| Valmark Advisers, Inc. | 5,690 | $1.72M | 0.03% | −43−0.8% | Reduced |
| Wedmont Private Capital | 5,965 | $1.69M | 0.09% | −26−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 5,580 | $1.69M | 0.03% | −2,521−31.1% | Reduced |
| Gs Investments, Inc. | 5,565 | $1.68M | 0.79% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 5,543 | $1.67M | 0.52% | −3,700−40.0% | Reduced |
| Trust Co of Oklahoma | 5,467 | $1.65M | 0.57% | −187−3.3% | Reduced |
| Wealth Quarterback LLC | 5,448 | $1.65M | 0.93% | −282−4.9% | Reduced |
| Paladin Advisory Group, LLC | 5,431 | $1.64M | 1.31% | 00.0% | Unchanged |
| Field & Main Bank | 5,412 | $1.63M | 0.58% | +211+4.1% | Added |
| Shayne & Co., LLC | 5,370 | $1.62M | 0.40% | −23−0.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,364 | $1.62M | 0.25% | −305−5.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,342 | $1.61M | 0.45% | +418+8.5% | Added |
| PFS Partners, LLC | 5,319 | $1.61M | 0.86% | +7+0.1% | Added |
| Virtus Investment Advisers, Inc. | 5,216 | $1.58M | 0.43% | +5,216 | New |
| Summitry LLC | 5,200 | $1.57M | 0.08% | +280+5.7% | Added |
| AlphaStar Capital Management, LLC | 5,194 | $1.57M | 0.16% | +186+3.7% | Added |
| Stablepoint Partners, LLC | 5,163 | $1.56M | 0.28% | +95+1.9% | Added |
| Kingsview Wealth Management, LLC | 5,130 | $1.55M | 0.03% | −1,011−16.5% | Reduced |
| Mizuho Markets Americas LLC | 5,105 | $1.54M | 0.03% | −3,991−43.9% | Reduced |
| AA Financial Advisors, LLC | 5,095 | $1.54M | 0.38% | +53+1.1% | Added |
| Canandaigua National Bank & Trust Co | 5,090 | $1.54M | 0.15% | −291−5.4% | Reduced |
| Profund Advisors LLC | 5,090 | $1.54M | 0.07% | −167−3.2% | Reduced |
| Mainstay Capital Management LLC | 5,080 | $1.53M | 0.21% | −15−0.3% | Reduced |
| First Bank & Trust | 5,055 | $1.53M | 0.30% | +4,253+530.3% | Added |
| Philip James Wealth Mangement, LLC | 5,054 | $1.53M | 0.19% | +4,170+471.7% | Added |
| TD Private Client Wealth LLC | 5,041 | $1.52M | 0.04% | −223−4.2% | Reduced |
| SRS Capital Advisors, Inc. | 5,034 | $1.52M | 0.10% | +2,686+114.4% | Added |
| Applied Finance Capital Management, LLC | 5,013 | $1.51M | 0.11% | +370+8.0% | Added |
| Pictet & Cie (Europe) SA | 5,000 | $1.51M | 0.04% | +224+4.7% | Added |
| Trueblood Wealth Management, LLC | 4,991 | $1.51M | 0.70% | +821+19.7% | Added |
| Delphi Management Inc | 4,966 | $1.50M | 1.53% | −289−5.5% | Reduced |
| Monte Financial Group, LLC | 5,204 | $1.49M | 0.65% | +83+1.6% | Added |
| Webster Bank, N. A. | 4,906 | $1.48M | 0.16% | −114−2.3% | Reduced |
| Providence First Trust Co | 4,895 | $1.48M | 0.60% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,871 | $1.47M | 0.36% | −427−8.1% | Reduced |
| Saxon Interests, Inc. | 4,868 | $1.47M | 0.69% | −8−0.2% | Reduced |
| Wolverine Trading, LLC | 4,954 | $1.47M | 0.05% | +271+5.8% | Added |
| Pallas Capital Advisors LLC | 4,855 | $1.47M | 0.06% | +1,736+55.7% | Added |
| Harold Davidson & Associates Inc. | 4,852 | $1.47M | 0.80% | −1,389−22.3% | Reduced |
| Canopy Partners, LLC | 4,848 | $1.46M | 0.57% | +30+0.6% | Added |
| DB Fitzpatrick & Co, Inc | 4,841 | $1.46M | 1.39% | −611−11.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 4,825 | $1.46M | 0.28% | +85+1.8% | Added |
| Oak Harbor Wealth Partners, LLC | 4,788 | $1.45M | 0.41% | −2,466−34.0% | Reduced |
| Legacy Private Trust Co. | 4,786 | $1.45M | 0.10% | −5,832−54.9% | Reduced |
| Parsons Capital Management Inc | 4,777 | $1.44M | 0.08% | −60−1.2% | Reduced |
| Wolf Group Capital Advisors | 4,754 | $1.44M | 0.48% | −19−0.4% | Reduced |
| Valley National Advisers Inc | 4,740 | $1.43M | 0.26% | −10−0.2% | Reduced |
| Atomi Financial Group, Inc. | 4,732 | $1.43M | 0.07% | −46−1.0% | Reduced |
| Ballast, Inc. | 4,731 | $1.43M | 0.40% | −3−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 4,709 | $1.42M | 0.04% | −405−7.9% | Reduced |
| Raiffeisen Bank International AG | 4,790 | $1.42M | 0.02% | −354−6.9% | Reduced |
| Centaurus Financial, Inc. | 4,647 | $1.40M | 0.08% | −239−4.9% | Reduced |
| Shorepoint Capital Partners LLC | 4,625 | $1.40M | 0.32% | −365−7.3% | Reduced |
| Zions Bancorporation, National Association | 4,610 | $1.39M | 0.09% | +4,610 | New |
| Essex Financial Services, Inc. | 4,590 | $1.39M | 0.10% | −634−12.1% | Reduced |
| Minot DeBlois Advisors LLC | 4,576 | $1.38M | 1.38% | −285−5.9% | Reduced |
| Fiduciary Group LLC | 4,569 | $1.38M | 0.14% | +354+8.4% | Added |
| IHT Wealth Management, LLC | 4,557 | $1.38M | 0.04% | +534+13.3% | Added |
| HRT Financial LP | 4,558 | $1.38M | 0.01% | +4,558 | New |
| RMR Wealth Builders | 4,532 | $1.37M | 0.14% | +49+1.1% | Added |
| Ascent Group, LLC | 4,540 | $1.37M | 0.06% | +1,985+77.7% | Added |
| Bridges Investment Management Inc | 4,514 | $1.36M | 0.02% | −839−15.7% | Reduced |
| Castlekeep Investment Advisors LLC | 4,512 | $1.36M | 0.70% | +98+2.2% | Added |
| MGB Wealth Management, LLC | 4,509 | $1.36M | 0.49% | +103+2.3% | Added |
| Foster & Motley Inc | 4,460 | $1.35M | 0.08% | −15−0.3% | Reduced |
| Asset Planning,Inc | 4,442 | $1.34M | 1.05% | +14+0.3% | Added |
| Huntleigh Advisors, Inc. | 4,435 | $1.34M | 0.22% | +63+1.4% | Added |
| Qtron Investments LLC | 4,408 | $1.33M | 0.20% | −2,608−37.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,389 | $1.33M | 0.18% | −49−1.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,385 | $1.32M | 0.99% | +146+3.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,380 | $1.32M | 0.45% | +4,380 | New |
| Asset Dedication, LLC | 4,372 | $1.32M | 0.11% | −447−9.3% | Reduced |
| Trust Asset Management LLC | 4,329 | $1.31M | 0.11% | −501−10.4% | Reduced |
| Applied Capital LLC | 4,329 | $1.31M | 1.05% | −50−1.1% | Reduced |