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, 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 | 2,172 | $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 |
|---|---|---|---|---|---|
| TSFG, LLC | 55 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 57 | $16.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 57 | $16.5K | 0.00% | +49+612.5% | Added |
| Painted Porch Advisors LLC | 58 | $16.8K | 0.01% | −6−9.4% | Reduced |
| West Branch Capital LLC | 58 | $16.8K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 58 | $16.8K | 0.02% | +30+107.1% | Added |
| Northwest Capital Management Inc | 59 | $17.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 59 | $17.1K | 0.01% | +59 | New |
| Cornerstone Planning Group LLC | 65 | $17.4K | 0.00% | +2+3.2% | Added |
| Kilter Group LLC | 61 | $17.7K | 0.01% | +61 | New |
| Iron Horse Wealth Management, LLC | 62 | $18.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 68 | $18.1K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 63 | $18.3K | 0.01% | +63 | New |
| Solstein Capital, LLC | 69 | $20.0K | 0.01% | +69 | New |
| Toth Financial Advisory Corp | 70 | $20.3K | 0.00% | +5+7.7% | Added |
| Tower Trust & Investment Co | 72 | $20.9K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 75 | $21.7K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 75 | $21.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 76 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 78 | $22.6K | 0.01% | +52+200.0% | Added |
| Bullock Wealth Management Group | 79 | $22.9K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 79 | $22.9K | 0.02% | +14+21.5% | Added |
| Tortoise Investment Management, LLC | 79 | $22.9K | 0.00% | +18+29.5% | Added |
| Howard Hughes Medical Institute | 80 | $23.2K | 0.01% | +80 | New |
| Cherry Tree Wealth Management, LLC | 81 | $23.5K | 0.01% | −38−31.9% | Reduced |
| True Wealth Design, LLC | 82 | $23.8K | 0.01% | +34+70.8% | Added |
| Rossby Financial, LCC | 84 | $24.3K | 0.01% | +34+68.0% | Added |
| MTM Investment Management, LLC | 84 | $24.3K | 0.01% | +84 | New |
| Abound Wealth Management | 86 | $24.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 87 | $25.0K | 0.00% | −3−3.3% | Reduced |
| Crewe Advisors LLC | 90 | $26.1K | 0.00% | −25−21.7% | Reduced |
| Centennial Bank | 92 | $26.7K | 0.01% | +13+16.5% | Added |
| Financial Perspectives, Inc | 94 | $27.2K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 99 | $28.7K | 0.00% | −97−49.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 101 | $29.3K | 0.01% | +17+20.2% | Added |
| North Capital, Inc. | 103 | $29.8K | 0.03% | +16+18.4% | Added |
| Crowley Wealth Management, Inc. | 105 | $30.4K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 105 | $30.5K | 0.00% | +3+2.9% | Added |
| N.E.W. Advisory Services LLC | 107 | $30.9K | 0.00% | −106−49.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 108 | $31.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $31.9K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 110 | $31.9K | 0.01% | +110 | New |
| Glen Eagle Advisors, LLC | 112 | $32.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 112 | $32.4K | 0.01% | −21−15.8% | Reduced |
| Wellington Shields Capital Management, LLC | 112 | $32.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 115 | $33.3K | 0.02% | +1+0.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 118 | $34.3K | 0.02% | 00.0% | Unchanged |
| Maseco LLP | 121 | $35.0K | 0.00% | +121 | New |
| Tradewinds Capital Management, LLC | 123 | $35.6K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 124 | $35.9K | 0.03% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 125 | $36.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $36.2K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 126 | $36.6K | 0.03% | +24+23.5% | Added |
| Atwood & Palmer Inc | 130 | $37.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 132 | $38.1K | 0.01% | +1+0.8% | Added |
| BOK Financial Private Wealth, Inc. | 132 | $38.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 134 | $38.8K | 0.00% | −13−8.8% | Reduced |
| Colonial Trust Advisors | 135 | $39.1K | 0.00% | −50−27.0% | Reduced |
| 1248 Management, LLC | 137 | $39.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 140 | $40.6K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 140 | $40.6K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 142 | $41.0K | 0.02% | 00.0% | Unchanged |
| Access Investment Management LLC | 142 | $41.1K | 0.01% | +142 | New |
| Albion Financial Group | 144 | $41.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 145 | $42.0K | 0.02% | +17+13.3% | Added |
| Trifecta Capital Advisors, LLC | 147 | $42.6K | 0.01% | +130+764.7% | Added |
| Intelligent Financial Strategies | 149 | $43.3K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $43.4K | 0.01% | +132+733.3% | Added |
| Chilton Capital Management LLC | 151 | $43.7K | 0.00% | −17−10.1% | Reduced |
| Hollencrest Capital Management | 152 | $44.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 153 | $44.3K | 0.03% | +3+2.0% | Added |
| Key Financial Inc | 156 | $45.2K | 0.01% | −86−35.5% | Reduced |
| First United Bank Trust | 159 | $46.1K | 0.02% | −33−17.2% | Reduced |
| Hurley Capital, LLC | 159 | $46.1K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 162 | $46.9K | 0.00% | −13−7.4% | Reduced |
| Sachetta, LLC | 162 | $46.9K | 0.02% | +6+3.8% | Added |
| WPG Advisers, LLC | 163 | $47.2K | 0.04% | +53+48.2% | Added |
| Scarborough Advisors, LLC | 167 | $48.4K | 0.01% | +167 | New |
| Loomis Sayles & Co L P | 170 | $49.3K | 0.00% | +107+169.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 173 | $50.1K | 0.03% | +1+0.6% | Added |
| Garde Capital, Inc. | 175 | $50.7K | 0.00% | +50+40.0% | Added |
| Main Street Group, LTD | 176 | $51.0K | 0.02% | −8−4.3% | Reduced |
| JNBA Financial Advisors | 179 | $51.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 179 | $51.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 180 | $52.0K | 0.02% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 180 | $52.1K | 0.01% | −20−10.0% | Reduced |
| Old Second National Bank of Aurora | 180 | $52.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 181 | $52.3K | 0.01% | −1−0.5% | Reduced |
| Operose Advisors LLC | 181 | $52.4K | 0.01% | +22+13.8% | Added |
| TFC Financial Management | 183 | $53.0K | 0.01% | −12−6.2% | Reduced |
| Clean Yield Group | 187 | $54.2K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 187 | $54.2K | 0.00% | +74+65.5% | Added |
| Tompkins Financial Corp | 189 | $54.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $55.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 200 | $57.9K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 200 | $57.9K | 0.03% | −889−81.6% | Reduced |