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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 4,006 | $1.17M | 0.07% | −2,865−41.7% | Reduced |
| IFP Advisors, Inc | 3,971 | $1.17M | 0.03% | +339+9.3% | Added |
| Williams Jones Wealth Management, LLC. | 4,040 | $1.17M | 0.01% | −83−2.0% | Reduced |
| Financial Security Advisor, Inc. | 4,029 | $1.17M | 0.27% | −8−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 4,072 | $1.18M | 0.02% | +2,633+183.0% | Added |
| AE Wealth Management LLC | 4,095 | $1.19M | 0.01% | +1,083+36.0% | Added |
| Fisher Asset Management, LLC | 4,100 | $1.19M | 0.00% | −108−2.6% | Reduced |
| Castlekeep Investment Advisors LLC | 4,138 | $1.20M | 0.59% | −374−8.3% | Reduced |
| Grove Bank & Trust | 4,148 | $1.20M | 0.15% | +220+5.6% | Added |
| Lansing Street Advisors | 4,150 | $1.21M | 0.36% | +1,450+53.7% | Added |
| Profund Advisors LLC | 4,170 | $1.21M | 0.04% | −920−18.1% | Reduced |
| Cornerstone Wealth Management, LLC | 4,173 | $1.21M | 0.07% | +10+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 4,173 | $1.21M | 0.33% | −615−12.8% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.21M | 0.63% | 00.0% | Unchanged |
| Montag A & Associates Inc | 4,201 | $1.22M | 0.06% | +24+0.6% | Added |
| Legacy Private Trust Co. | 4,209 | $1.22M | 0.08% | −577−12.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,210 | $1.22M | 0.10% | +584+16.1% | Added |
| CSU Producer Resources, Inc. | 4,213 | $1.22M | 3.81% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 4,222 | $1.22M | 0.04% | +1,288+43.9% | Added |
| Missouri Trust & Investment Co | 4,228 | $1.22M | 0.40% | +163+4.0% | Added |
| Walter & Keenan Financial Consulting Co | 4,233 | $1.23M | 0.36% | +158+3.9% | Added |
| Umpqua Bank | 4,382 | $1.23M | 0.37% | +563+14.7% | Added |
| SRS Capital Advisors, Inc. | 4,250 | $1.23M | 0.06% | −784−15.6% | Reduced |
| DF Dent & Co Inc | 4,255 | $1.23M | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 4,256 | $1.23M | 0.02% | +715+20.2% | Added |
| Mattern Wealth Management LLC | 4,262 | $1.23M | 0.26% | −52−1.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,264 | $1.24M | 0.14% | −125−2.8% | Reduced |
| First Citizens Bank & Trust Co | 4,272 | $1.24M | 0.02% | +783+22.4% | Added |
| Advisors Capital Management, LLC | 4,275 | $1.24M | 0.02% | +452+11.8% | Added |
| New England Research & Management, Inc. | 4,282 | $1.24M | 0.59% | +4,282 | New |
| Advisors Asset Management, Inc. | 4,306 | $1.25M | 0.02% | −1,592−27.0% | Reduced |
| Foster & Motley Inc | 4,316 | $1.25M | 0.07% | −144−3.2% | Reduced |
| Csenge Advisory Group | 4,207 | $1.25M | 0.07% | +81+2.0% | Added |
| Trust Asset Management LLC | 4,329 | $1.25M | 0.09% | 00.0% | Unchanged |
| Applied Capital LLC | 4,329 | $1.25M | 0.93% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 4,330 | $1.25M | 0.85% | −55−1.3% | Reduced |
| Arkadios Wealth Advisors | 4,385 | $1.27M | 0.04% | +2,240+104.4% | Added |
| Qtron Investments LLC | 4,408 | $1.28M | 0.16% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 4,418 | $1.28M | 0.42% | +38+0.9% | Added |
| Asset Dedication, LLC | 4,422 | $1.28M | 0.09% | +50+1.1% | Added |
| MGB Wealth Management, LLC | 4,444 | $1.29M | 0.42% | −65−1.4% | Reduced |
| RoundAngle Advisors LLC | 4,450 | $1.29M | 1.08% | +351+8.6% | Added |
| Asset Planning,Inc | 4,456 | $1.29M | 0.97% | +14+0.3% | Added |
| Buckingham Strategic Partners | 4,466 | $1.29M | 0.02% | −2,532−36.2% | Reduced |
| Minot DeBlois Advisors LLC | 4,478 | $1.30M | 1.23% | −98−2.1% | Reduced |
| Formidable Asset Management, LLC | 4,313 | $1.30M | 0.22% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,500 | $1.30M | 0.25% | +65+1.5% | Added |
| Hennessy Advisors Inc | 4,500 | $1.30M | 0.04% | +1,500+50.0% | Added |
| Total Clarity Wealth Management, Inc. | 4,508 | $1.31M | 0.37% | +365+8.8% | Added |
| Bridges Investment Management Inc | 4,521 | $1.31M | 0.02% | +7+0.2% | Added |
| Claro Advisors LLC | 4,535 | $1.31M | 0.22% | −2,834−38.5% | Reduced |
| Panagora Asset Management Inc | 4,541 | $1.32M | 0.01% | −5,284−53.8% | Reduced |
| Delphi Management Inc | 4,569 | $1.32M | 1.28% | −397−8.0% | Reduced |
| Jump Financial, LLC | 4,591 | $1.33M | 0.02% | −3,709−44.7% | Reduced |
| Raiffeisen Bank International AG | 4,705 | $1.33M | 0.02% | −85−1.8% | Reduced |
| Sage Investment Counsel LLC | 4,595 | $1.33M | 1.54% | +918+25.0% | Added |
| Parsons Capital Management Inc | 4,602 | $1.33M | 0.08% | −175−3.7% | Reduced |
| Fiduciary Group LLC | 4,605 | $1.33M | 0.13% | +36+0.8% | Added |
| Centaurus Financial, Inc. | 4,659 | $1.35M | 0.08% | +12+0.3% | Added |
| Applied Finance Capital Management, LLC | 4,662 | $1.35M | 0.09% | −351−7.0% | Reduced |
| Westpac Banking Corp | 4,725 | $1.37M | 0.09% | +1,167+32.8% | Added |
| Ballast, Inc. | 4,734 | $1.37M | 0.36% | +3+0.1% | Added |
| Valley National Advisers Inc | 4,743 | $1.37M | 0.22% | +3+0.1% | Added |
| IHT Wealth Management, LLC | 4,743 | $1.37M | 0.04% | +186+4.1% | Added |
| RMR Wealth Builders | 4,737 | $1.38M | 0.13% | +205+4.5% | Added |
| Zions Bancorporation, National Association | 4,755 | $1.38M | 0.07% | +145+3.1% | Added |
| Point72 Europe (London) LLP | 4,764 | $1.38M | 0.07% | −18,236−79.3% | Reduced |
| Arista Wealth Management, LLC | 4,771 | $1.38M | 0.19% | +4,771 | New |
| VestGen Advisors, LLC | 4,772 | $1.38M | 0.06% | +1,161+32.2% | Added |
| NorthRock Partners, LLC | 4,782 | $1.39M | 0.04% | +1,724+56.4% | Added |
| Promus Capital, LLC | 4,824 | $1.40M | 0.91% | +906+23.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,828 | $1.40M | 0.23% | −43−0.9% | Reduced |
| Skopos Labs, Inc. | 4,832 | $1.40M | 0.18% | +599+14.2% | Added |
| EverSource Wealth Advisors, LLC | 4,841 | $1.40M | 0.06% | +2,232+85.6% | Added |
| DB Fitzpatrick & Co, Inc | 4,885 | $1.42M | 1.26% | +44+0.9% | Added |
| Providence First Trust Co | 4,903 | $1.42M | 0.50% | +8+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 4,909 | $1.42M | 0.27% | +3,698+305.4% | Added |
| Laurion Capital Management LP | 4,918 | $1.42M | 0.16% | +4,918 | New |
| Nichols & Pratt Advisers LLP | 4,925 | $1.43M | 0.10% | +715+17.0% | Added |
| Frank, Rimerman Advisors LLC | 4,936 | $1.43M | 0.10% | +713+16.9% | Added |
| Virtus Investment Advisers, Inc. | 4,964 | $1.44M | 0.49% | −252−4.8% | Reduced |
| AA Financial Advisors, LLC | 4,971 | $1.44M | 0.31% | −124−2.4% | Reduced |
| Brighton Jones LLC | 4,980 | $1.44M | 0.04% | +2,890+138.3% | Added |
| Private Trust Co NA | 4,990 | $1.45M | 0.14% | −5,473−52.3% | Reduced |
| First Bank & Trust | 5,005 | $1.45M | 0.26% | −50−1.0% | Reduced |
| Canandaigua National Bank & Trust Co | 5,015 | $1.45M | 0.13% | −75−1.5% | Reduced |
| Webster Bank, N. A. | 5,049 | $1.46M | 0.15% | +143+2.9% | Added |
| Kingsview Wealth Management, LLC | 5,070 | $1.47M | 0.02% | −60−1.2% | Reduced |
| Saxon Interests, Inc. | 4,868 | $1.47M | 0.69% | 00.0% | Unchanged |
| Pitcairn Co | 5,110 | $1.48M | 0.10% | −1,091−17.6% | Reduced |
| Integrity Alliance, LLC. | 5,119 | $1.48M | 0.08% | −4,328−45.8% | Reduced |
| Gsa Capital Partners LLP | 5,130 | $1.49M | 0.10% | +5,130 | New |
| Stratos Wealth Partners, LTD. | 5,131 | $1.49M | 0.02% | −449−8.0% | Reduced |
| Smartleaf Asset Management LLC | 5,227 | $1.49M | 0.13% | −682−11.5% | Reduced |
| Summitry LLC | 5,152 | $1.49M | 0.07% | −48−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,165 | $1.50M | 0.01% | +3,730+259.9% | Added |
| S-Bank Fund Management Ltd | 5,181 | $1.50M | 0.22% | +5,181 | New |
| Essex Financial Services, Inc. | 5,197 | $1.51M | 0.10% | +607+13.2% | Added |
| Trueblood Wealth Management, LLC | 5,219 | $1.51M | 0.63% | +228+4.6% | Added |
| FIL Ltd | 5,230 | $1.52M | 0.00% | −2,101−28.7% | Reduced |