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, Q2 2025
Institutional positions in Chubb Ltd as of Jun 30, 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
- 1,962
- +61 vs. Q1 2025
- Shares held
- 356.7M
- −9.49M (−2.6%) vs. Q1 2025
- Total value
- $103.2B
- −$5.45B (−5.0%) vs. Q1 2025
- New holders
- 158
- 829 more added
- Sold out
- 97
- 649 more reduced
26 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 2,980 | $863.4K | 0.53% | +118+4.1% | Added |
| Net Worth Advisory Group | 2,997 | $868.3K | 0.19% | −73−2.4% | Reduced |
| Keel Point, LLC | 2,998 | $868.6K | 0.06% | +358+13.6% | Added |
| Finivi Inc. | 3,000 | $869.2K | 0.59% | 00.0% | Unchanged |
| Conning Inc. | 3,011 | $872.3K | 0.03% | −114−3.6% | Reduced |
| Delta Global Management LP | 3,028 | $877.3K | 0.06% | +3,028 | New |
| Bull Street Advisors, LLC | 3,050 | $884.0K | 0.43% | 00.0% | Unchanged |
| 1st Source Bank | 3,068 | $888.9K | 0.05% | −48−1.5% | Reduced |
| iA Global Asset Management Inc. | 3,068 | $889.0K | 0.01% | −613−16.7% | Reduced |
| Optimum Investment Advisors | 3,070 | $889.4K | 0.39% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,081 | $892.6K | 0.22% | +3,080+308,000.0% | Added |
| Stiles Financial Services Inc | 3,080 | $892.9K | 0.31% | +155+5.3% | Added |
| Natural Investments, LLC | 3,091 | $895.0K | 0.23% | +169+5.8% | Added |
| Northstar Asset Management LLC | 3,115 | $902.5K | 0.21% | −200−6.0% | Reduced |
| Northstar Group, Inc. | 3,139 | $909.5K | 0.14% | +85+2.8% | Added |
| Sage Mountain Advisors LLC | 3,162 | $916.1K | 0.06% | +450+16.6% | Added |
| Paradigm Financial Partners, LLC | 3,168 | $917.7K | 0.10% | +1,965+163.3% | Added |
| Journey Strategic Wealth LLC | 3,169 | $918.1K | 0.03% | +2,172+217.9% | Added |
| Saturna Capital CORP | 3,170 | $918.4K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,190 | $924.2K | 0.44% | +51+1.6% | Added |
| Mill Capital Management, LLC | 3,210 | $930.0K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,212 | $930.8K | 0.06% | −679−17.5% | Reduced |
| Henry James International Management, Inc. | 3,232 | $936.4K | 0.31% | −2−0.1% | Reduced |
| Fulton Bank, N.A. | 3,245 | $940.1K | 0.03% | −400−11.0% | Reduced |
| Atlas Legacy Advisors, LLC | 3,253 | $942.5K | 0.21% | +857+35.8% | Added |
| Advisor OS, LLC | 3,253 | $942.5K | 0.09% | +402+14.1% | Added |
| SkyView Investment Advisors, LLC | 3,342 | $953.0K | 0.14% | +27+0.8% | Added |
| Mattson Financial Services, LLC | 3,312 | $959.6K | 0.26% | −8−0.2% | Reduced |
| Meridian Wealth Management, LLC | 3,314 | $960.1K | 0.04% | +22+0.7% | Added |
| CTC Alternative Strategies, Ltd. | 3,330 | $964.8K | 0.84% | +3,330 | New |
| Cushing Capital Partners, LLC | 3,335 | $969.4K | 0.82% | +8+0.2% | Added |
| Viawealth, LLC | 3,359 | $973.2K | 0.58% | −177−5.0% | Reduced |
| One Capital Management, LLC | 3,362 | $974.2K | 0.03% | −142−4.1% | Reduced |
| Wealthspire Advisors, LLC | 3,371 | $976.7K | 0.01% | −385−10.3% | Reduced |
| Evoke Wealth, LLC | 3,360 | $976.8K | 0.02% | +1,211+56.4% | Added |
| Carnegie Lake Advisors LLC | 3,375 | $978.0K | 0.39% | −50−1.5% | Reduced |
| Harold Davidson & Associates Inc. | 3,383 | $980.1K | 0.64% | −1,469−30.3% | Reduced |
| American Trust Investment Advisors, LLC | 3,386 | $981.0K | 0.50% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 3,405 | $986.5K | 0.16% | −291−7.9% | Reduced |
| Premier Path Wealth Partners, LLC | 3,415 | $989.4K | 0.14% | +227+7.1% | Added |
| SRN Advisors, LLC | 3,430 | $993.7K | 0.91% | +74+2.2% | Added |
| Chicago Partners Investment Group LLC | 3,680 | $994.2K | 0.03% | +1,335+56.9% | Added |
| Fidelis Capital Partners, LLC | 3,691 | $995.2K | 0.09% | +165+4.7% | Added |
| Icon Wealth Advisors, LLC | 3,441 | $996.9K | 0.07% | +41+1.2% | Added |
| Simmons Bank | 3,458 | $1.00M | 0.07% | −119−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,460 | $1.00M | 0.05% | −46−1.3% | Reduced |
| Larson Financial Group LLC | 3,483 | $1.01M | 0.04% | +2,358+209.6% | Added |
| Principle Wealth Partners LLC | 3,487 | $1.01M | 0.06% | −10.0% | Reduced |
| Gratus Wealth Advisors, LLC | 3,503 | $1.01M | 0.15% | +99+2.9% | Added |
| Cito Capital Group, LLC | 3,500 | $1.02M | 0.35% | −700−16.7% | Reduced |
| VisionPoint Advisory Group, LLC | 3,521 | $1.02M | 0.22% | +183+5.5% | Added |
| Moloney Securities Asset Management, LLC | 3,532 | $1.02M | 0.13% | +832+30.8% | Added |
| Harbour Capital Advisors, LLC | 3,657 | $1.02M | 0.22% | −31−0.8% | Reduced |
| Central Trust Co | 3,536 | $1.02M | 0.02% | −10.0% | Reduced |
| West Family Investments, Inc. | 3,546 | $1.03M | 0.27% | +512+16.9% | Added |
| Columbia Asset Management | 3,550 | $1.03M | 0.20% | +48+1.4% | Added |
| Sippican Capital Advisors | 3,565 | $1.03M | 0.75% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 3,580 | $1.04M | 0.69% | −12−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,586 | $1.04M | 0.05% | −10−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 3,596 | $1.04M | 0.02% | +480+15.4% | Added |
| Emprise Bank | 3,598 | $1.04M | 0.50% | −101−2.7% | Reduced |
| Howard Capital Management Inc. | 3,604 | $1.04M | 0.02% | +687+23.6% | Added |
| LCNB Corp | 3,635 | $1.05M | 0.37% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,647 | $1.06M | 0.08% | +571+18.6% | Added |
| Tyler-Stone Wealth Management | 3,662 | $1.06M | 0.17% | +4+0.1% | Added |
| X-Square Capital, LLC | 3,667 | $1.06M | 0.38% | −80−2.1% | Reduced |
| Cigna Investments Inc | 3,686 | $1.07M | 0.18% | −350−8.7% | Reduced |
| Littlejohn Financial Services, Inc. | 3,700 | $1.07M | 0.83% | −58−1.5% | Reduced |
| Sentry LLC | 3,701 | $1.07M | 0.21% | 00.0% | Unchanged |
| Epiq Partners, LLC | 3,714 | $1.08M | 0.55% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,714 | $1.08M | 0.20% | −492−11.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,735 | $1.08M | 0.08% | −11−0.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,735 | $1.08M | 0.12% | −99−2.6% | Reduced |
| BluePath Capital Management, LLC | 3,740 | $1.08M | 0.95% | +171+4.8% | Added |
| AMG National Trust Bank | 3,745 | $1.09M | 0.03% | −70−1.8% | Reduced |
| Boston Private Wealth LLC | 3,751 | $1.09M | 0.06% | −3,487−48.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,765 | $1.09M | 0.04% | +3,234+609.0% | Added |
| WBH Advisory Inc | 3,766 | $1.09M | 0.09% | −167−4.2% | Reduced |
| StoneX Group Inc. | 3,765 | $1.09M | 0.05% | +2,592+221.0% | Added |
| CNB Bank | 3,778 | $1.09M | 0.52% | +56+1.5% | Added |
| Invera Wealth Advisors, LLC | 3,792 | $1.10M | 0.72% | −23−0.6% | Reduced |
| Spinnaker Trust | 3,792 | $1.10M | 0.07% | +410+12.1% | Added |
| Balyasny Asset Management LLC | 3,813 | $1.10M | 0.00% | −379−9.0% | Reduced |
| Ethos Financial Group, LLC | 3,809 | $1.11M | 0.10% | +3,809 | New |
| Camden Capital, LLC | 3,838 | $1.11M | 0.10% | −452−10.5% | Reduced |
| Gryphon Financial Partners LLC | 3,858 | $1.12M | 0.15% | +464+13.7% | Added |
| Advisory Resource Group | 3,859 | $1.12M | 0.21% | +100+2.7% | Added |
| Abbot Financial Management, Inc. | 3,881 | $1.12M | 0.52% | +587+17.8% | Added |
| Galibier Capital Management Ltd. | 3,897 | $1.13M | 0.34% | 00.0% | Unchanged |
| Syon Capital LLC | 3,901 | $1.13M | 0.07% | +251+6.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,927 | $1.14M | 0.21% | +71+1.8% | Added |
| TownSquare Capital, LLC | 3,949 | $1.14M | 0.11% | −11,610−74.6% | Reduced |
| TigerOak Management, L.L.C. | 3,957 | $1.15M | 0.39% | −11−0.3% | Reduced |
| GSB Wealth Management, LLC | 3,962 | $1.15M | 0.28% | −14−0.4% | Reduced |
| FRG Family Wealth Advisors LLC | 3,963 | $1.15M | 0.20% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.15M | 0.35% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,987 | $1.16M | 0.06% | +33+0.8% | Added |
| Lakeside Advisors, INC. | 3,988 | $1.16M | 0.74% | −300−7.0% | Reduced |
| Old Point Trust & Financial Services N A | 4,006 | $1.16M | 0.41% | −111−2.7% | Reduced |
| Sigma Planning Corp | 4,013 | $1.16M | 0.03% | −272−6.3% | Reduced |