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
- 1,961
- +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
- 828 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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 7,293 | $2.11M | 0.05% | +732+11.2% | Added |
| Susquehanna Fundamental Investments, LLC | 7,300 | $2.11M | 0.06% | −1,800−19.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,346 | $2.13M | 0.94% | +183+2.6% | Added |
| Aries Wealth Management | 7,439 | $2.16M | 0.56% | −10−0.1% | Reduced |
| Freedom Day Solutions, LLC | 7,462 | $2.16M | 0.64% | +7,462 | New |
| Brooks, Moore & Associates, Inc. | 8,127 | $2.16M | 1.17% | +100+1.2% | Added |
| King Luther Capital Management Corp | 7,476 | $2.17M | 0.01% | +317+4.4% | Added |
| Forum Financial Management, LP | 7,490 | $2.17M | 0.03% | +715+10.6% | Added |
| Altman Advisors, Inc. | 7,548 | $2.19M | 0.89% | +50+0.7% | Added |
| Lederer & Associates Investment Counsel | 7,545 | $2.19M | 1.45% | −25−0.3% | Reduced |
| We Are One Seven, LLC | 7,584 | $2.20M | 0.07% | +1,042+15.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,615 | $2.21M | 1.68% | +90+1.2% | Added |
| WealthShield Partners, LLC | 7,645 | $2.21M | 0.27% | +6,661+676.9% | Added |
| Baxter Bros Inc | 7,661 | $2.22M | 0.27% | +128+1.7% | Added |
| National Asset Management, Inc. | 7,682 | $2.23M | 0.11% | −2,045−21.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,682 | $2.23M | 0.07% | −2,320−23.2% | Reduced |
| PFG Advisors | 7,702 | $2.23M | 0.11% | +1,742+29.2% | Added |
| Davidson Trust Co | 7,704 | $2.23M | 1.03% | −128−1.6% | Reduced |
| Parkside Financial Bank & Trust | 7,745 | $2.24M | 0.24% | +246+3.3% | Added |
| Burney Co | 7,774 | $2.25M | 0.08% | −403−4.9% | Reduced |
| Central Valley Advisors, LLC | 7,828 | $2.27M | 0.77% | −78−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 7,844 | $2.27M | 0.09% | −61−0.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 7,858 | $2.28M | 0.58% | +395+5.3% | Added |
| Delta Financial Advisors LLC | 7,881 | $2.28M | 0.80% | −29−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 7,906 | $2.29M | 0.19% | +7,906 | New |
| HM Payson & Co | 7,931 | $2.30M | 0.04% | −1,240−13.5% | Reduced |
| Aptus Capital Advisors, LLC | 7,939 | $2.30M | 0.02% | +1,423+21.8% | Added |
| Concord Wealth Partners | 7,949 | $2.30M | 0.34% | −1,091−12.1% | Reduced |
| Concord Asset Management, LLC | 7,949 | $2.30M | 0.35% | +128+1.6% | Added |
| Heritage Trust Co | 7,963 | $2.31M | 0.27% | −9−0.1% | Reduced |
| Global Retirement Partners, LLC | 8,032 | $2.33M | 0.06% | +8,032 | New |
| TFG Advisers LLC | 8,067 | $2.34M | 0.80% | +136+1.7% | Added |
| Dynamic Advisor Solutions LLC | 8,070 | $2.34M | 0.07% | −21−0.3% | Reduced |
| Wetherby Asset Management Inc | 8,157 | $2.36M | 0.11% | +8,157 | New |
| Brown Brothers Harriman & Co | 8,238 | $2.39M | 0.02% | +378+4.8% | Added |
| McDonald Partners LLC | 8,187 | $2.39M | 0.57% | +110+1.4% | Added |
| MUFG Securities Americas Inc. | 8,259 | $2.39M | 0.20% | +1,663+25.2% | Added |
| GAMMA Investing LLC | 8,295 | $2.40M | 0.15% | +1,394+20.2% | Added |
| Occudo Quantitative Strategies LP | 8,315 | $2.41M | 0.27% | −18,499−69.0% | Reduced |
| Security National Bank | 8,333 | $2.41M | 0.42% | +223+2.7% | Added |
| Naples Global Advisors, LLC | 8,336 | $2.42M | 0.21% | +548+7.0% | Added |
| Cary Street Partners Financial LLC | 8,398 | $2.43M | 0.07% | −266−3.1% | Reduced |
| Wright Investors Service Inc | 8,495 | $2.46M | 0.74% | +24+0.3% | Added |
| Bowen Hanes & Co Inc | 8,495 | $2.46M | 0.06% | +70+0.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 8,500 | $2.46M | 0.05% | +8,500 | New |
| Accurate Wealth Management, LLC | 8,803 | $2.47M | 0.38% | −113−1.3% | Reduced |
| Alaethes Wealth LLC | 8,508 | $2.47M | 0.74% | +245+3.0% | Added |
| Warren Averett Asset Management, LLC | 8,539 | $2.47M | 0.03% | +954+12.6% | Added |
| Penobscot Investment Management Company, Inc. | 8,602 | $2.49M | 0.21% | +45+0.5% | Added |
| Phoenix Wealth Advisors | 8,615 | $2.50M | 1.05% | −452−5.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,644 | $2.50M | 0.08% | −581−6.3% | Reduced |
| HighPoint Advisor Group LLC | 8,679 | $2.51M | 0.13% | −178−2.0% | Reduced |
| Roundview Capital LLC | 8,698 | $2.52M | 0.17% | +74+0.9% | Added |
| Round Rock Advisors, LLC | 8,701 | $2.52M | 0.43% | −12−0.1% | Reduced |
| Bowman & Co S.C. | 8,703 | $2.52M | 1.12% | +6+0.1% | Added |
| Fort Washington Investment Advisors Inc | 8,717 | $2.53M | 0.01% | −806−8.5% | Reduced |
| Northeast Financial Consultants Inc | 8,721 | $2.53M | 0.10% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 8,727 | $2.53M | 0.06% | +8,727 | New |
| 1832 Asset Management L.P. | 8,740 | $2.53M | 0.00% | −4,312−33.0% | Reduced |
| Callan Family Office, LLC | 8,752 | $2.54M | 0.08% | +4,811+122.1% | Added |
| Savant Capital, LLC | 8,826 | $2.56M | 0.02% | +837+10.5% | Added |
| Ritholtz Wealth Management | 8,838 | $2.56M | 0.06% | +1,047+13.4% | Added |
| DRW Securities, LLC | 8,885 | $2.57M | 0.18% | +8,185+1,169.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,924 | $2.59M | 0.96% | +310+3.6% | Added |
| Perigon Wealth Management, LLC | 8,929 | $2.59M | 0.06% | +505+6.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,962 | $2.60M | 0.02% | +872+10.8% | Added |
| Lockheed Martin Investment Management Co | 8,980 | $2.60M | 0.10% | −250−2.7% | Reduced |
| Vista Investment Partners II, LLC | 9,016 | $2.61M | 1.26% | +20+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 9,028 | $2.62M | 0.31% | 00.0% | Unchanged |
| Lantz Financial LLC | 9,107 | $2.64M | 0.66% | −99−1.1% | Reduced |
| Pictet North America Advisors SA | 9,117 | $2.64M | 0.27% | −280−3.0% | Reduced |
| Cohen Klingenstein LLC | 9,120 | $2.64M | 0.09% | 00.0% | Unchanged |
| Haverford Trust Co | 9,168 | $2.66M | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,177 | $2.66M | 0.06% | −5,402−37.1% | Reduced |
| Platform Technology Partners | 9,206 | $2.67M | 0.70% | +72+0.8% | Added |
| Vestcor Inc | 9,251 | $2.68M | 0.08% | +2,093+29.2% | Added |
| Coldstream Capital Management Inc | 9,257 | $2.68M | 0.04% | +1,478+19.0% | Added |
| Douglass Winthrop Advisors, LLC | 9,392 | $2.72M | 0.05% | +475+5.3% | Added |
| Lincoln Capital LLC | 9,446 | $2.74M | 0.53% | +2,484+35.7% | Added |
| Smith, Salley & Associates | 9,452 | $2.74M | 0.16% | +272+3.0% | Added |
| First National Trust Co | 9,546 | $2.77M | 0.10% | −269−2.7% | Reduced |
| CFS Investment Advisory Services, LLC | 9,573 | $2.77M | 0.23% | −185−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 9,627 | $2.79M | 0.14% | +460+5.0% | Added |
| Chicago Capital, LLC | 9,631 | $2.79M | 0.07% | +1,936+25.2% | Added |
| Equitable Trust Co | 9,714 | $2.81M | 0.14% | +2,304+31.1% | Added |
| L & S Advisors Inc | 9,743 | $2.82M | 0.28% | +2,912+42.6% | Added |
| WCM Investment Management, LLC | 9,969 | $2.84M | 0.01% | +68+0.7% | Added |
| Hutner Capital Management Inc | 9,816 | $2.84M | 1.29% | +1,873+23.6% | Added |
| Exencial Wealth Advisors, LLC | 9,825 | $2.85M | 0.10% | +521+5.6% | Added |
| Portland Global Advisors LLC | 9,917 | $2.87M | 0.34% | −126−1.3% | Reduced |
| Summit Trail Advisors, LLC | 9,910 | $2.88M | 0.05% | +2,736+38.1% | Added |
| Ostrum Asset Management | 9,958 | $2.89M | 0.14% | −1,251−11.2% | Reduced |
| Nelson Capital Management, LLC | 9,988 | $2.89M | 0.38% | +413+4.3% | Added |
| Argyle Capital Management Inc. | 9,998 | $2.90M | 1.05% | −246−2.4% | Reduced |
| Nations Financial Group Inc, | 10,012 | $2.90M | 0.20% | −158−1.6% | Reduced |
| Ossiam | 10,041 | $2.91M | 0.03% | −69−0.7% | Reduced |
| CIBC World Markets Inc. | 10,071 | $2.92M | 0.01% | −54,069−84.3% | Reduced |
| GeoWealth Management, LLC | 10,089 | $2.92M | 0.11% | −4,874−32.6% | Reduced |
| Griffin Asset Management, Inc. | 10,123 | $2.93M | 0.35% | −114−1.1% | Reduced |
| Legato Capital Management LLC | 10,200 | $2.96M | 0.35% | 00.0% | Unchanged |