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 |
|---|---|---|---|---|---|
| Sarver Vrooman Wealth Advisors | 204 | $59.1K | 0.04% | −67−24.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 225 | $60.7K | 0.02% | +225 | New |
| Caldwell Sutter Capital, Inc. | 213 | $61.7K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 215 | $62.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 220 | $64.0K | 0.02% | −822−78.9% | Reduced |
| Beacon Capital Management, LLC | 223 | $64.6K | 0.01% | +18+8.8% | Added |
| Boyd Watterson Asset Management LLC | 226 | $65.5K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 228 | $66.1K | 0.04% | 00.0% | Unchanged |
| Oakmont Corp | 240 | $69.5K | 0.01% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 246 | $71.3K | 0.00% | +226+1,130.0% | Added |
| Caldwell Trust Co | 254 | $73.6K | 0.01% | +73+40.3% | Added |
| Bell Investment Advisors, Inc | 255 | $73.9K | 0.01% | +26+11.4% | Added |
| Cove Street Capital, LLC | 260 | $75.3K | 0.11% | 00.0% | Unchanged |
| Granite FO LLC | 260 | $75.3K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 269 | $75.3K | 0.01% | −1−0.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 260 | $75.5K | 0.03% | +63+32.0% | Added |
| Acima Private Wealth, LLC | 264 | $76.5K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 275 | $79.7K | 0.00% | −2−0.7% | Reduced |
| MB, Levis & Associates, LLC | 277 | $80.2K | 0.04% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 277 | $80.3K | 0.06% | +32+13.1% | Added |
| Wood Tarver Financial Group, LLC | 282 | $81.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 282 | $81.0K | 0.01% | +12+4.4% | Added |
| Horizons Wealth Management | 282 | $81.7K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 297 | $86.0K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 298 | $86.3K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $86.9K | 0.04% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 304 | $88.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 305 | $88.4K | 0.06% | −54−15.0% | Reduced |
| UMA Financial Services, Inc. | 306 | $88.7K | 0.01% | +10+3.4% | Added |
| Meeder Asset Management Inc | 306 | $88.7K | 0.01% | +35+12.9% | Added |
| Union Savings Bank | 336 | $89.4K | 0.04% | −105−23.8% | Reduced |
| Indiana Trust & Investment Management CO | 313 | $90.7K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 325 | $94.0K | 0.01% | −5−1.5% | Reduced |
| Thompson Investment Management, Inc. | 330 | $95.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 331 | $95.8K | 0.01% | +126+61.5% | Added |
| Bank of Jackson Hole Trust | 331 | $95.9K | 0.05% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 340 | $98.5K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 345 | $100.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 351 | $101.7K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 361 | $104.6K | 0.00% | −45−11.1% | Reduced |
| Pinnacle Bancorp, Inc. | 364 | $105.5K | 0.03% | −88−19.5% | Reduced |
| Avion Wealth | 367 | $106.0K | 0.02% | +29+8.6% | Added |
| JFS Wealth Advisors, LLC | 382 | $110.7K | 0.01% | +5+1.3% | Added |
| First Financial Corp | 384 | $111.3K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 395 | $114.4K | 0.06% | +34+9.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $114.7K | 0.19% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 399 | $115.6K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 400 | $115.9K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 400 | $115.9K | 0.10% | +85+27.0% | Added |
| Birchbrook, Inc. | 413 | $119.7K | 0.06% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $121.7K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 425 | $123.1K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 426 | $123.4K | 0.01% | −52−10.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 430 | $124.6K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 432 | $125.1K | 0.01% | −183−29.8% | Reduced |
| LMR Partners LLP | 450 | $130.4K | 0.00% | +450 | New |
| Hantz Financial Services, Inc. | 468 | $136.0K | 0.00% | +190+68.3% | Added |
| Brown, Lisle/Cummings, Inc. | 470 | $136.2K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 475 | $137.6K | 0.06% | −2−0.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 486 | $140.8K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 486 | $140.8K | 0.63% | +32+7.0% | Added |
| Golden State Wealth Management, LLC | 489 | $141.7K | 0.02% | −60−10.9% | Reduced |
| Horizon Bancorp Inc | 500 | $145.0K | 0.07% | +500 | New |
| Fortitude Family Office, LLC | 518 | $150.1K | 0.05% | +143+38.1% | Added |
| SBI Securities Co., Ltd. | 538 | $155.9K | 0.00% | −25−4.4% | Reduced |
| Deseret Mutual Benefit Administrators | 556 | $161.1K | 0.08% | 00.0% | Unchanged |
| Rexford Capital Inc | 583 | $168.9K | 0.14% | +583 | New |
| ORG Partners LLC | 891 | $169.3K | 0.04% | +42+4.9% | Added |
| Atticus Wealth Management, LLC | 587 | $170.1K | 0.05% | +477+433.6% | Added |
| CoreFirst Bank & Trust | 599 | $173.5K | 0.10% | +599 | New |
| Colonial Trust Co | 607 | $175.8K | 0.03% | +1+0.2% | Added |
| Virtus ETF Advisers LLC | 617 | $178.8K | 0.11% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 658 | $191.0K | 0.00% | +27+4.3% | Added |
| Aviso Financial Inc. | 661 | $191.5K | 0.01% | +25+3.9% | Added |
| Delta Asset Management LLC | 667 | $193.2K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 668 | $193.6K | 0.02% | +4+0.6% | Added |
| First Command Advisory Services, Inc. | 676 | $195.9K | 0.00% | −3−0.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 678 | $196.8K | 0.07% | +156+29.9% | Added |
| Pavion Blue Capital, LLC | 691 | $200.2K | 0.09% | 00.0% | Unchanged |
| Five Oceans Advisors | 691 | $200.2K | 0.09% | +8+1.2% | Added |
| Bruce G. Allen Investments, LLC | 692 | $200.5K | 0.15% | −155−18.3% | Reduced |
| Lynch & Associates | 692 | $200.6K | 0.04% | +692 | New |
| Facet Wealth, Inc. | 757 | $201.3K | 0.00% | +757 | New |
| Sapient Capital LLC | 697 | $202.6K | 0.00% | −60−7.9% | Reduced |
| Smith Shellnut Wilson LLC | 700 | $202.8K | 0.09% | −471−40.2% | Reduced |
| Fielder Capital Group LLC | 702 | $203.4K | 0.05% | +702 | New |
| Raab & Moskowitz Asset Management LLC | 704 | $204.0K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 704 | $204.0K | 0.02% | +11+1.6% | Added |
| Chancellor Financial Group WB LP | 705 | $204.3K | 0.16% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 706 | $204.5K | 0.01% | +706 | New |
| Westbourne Investments, Inc. | 708 | $205.1K | 0.11% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 710 | $205.7K | 0.07% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 710 | $205.7K | 0.02% | +3+0.4% | Added |
| Mosaic Financial Group, LLC | 712 | $206.0K | 0.16% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 712 | $206.3K | 0.01% | −90−11.2% | Reduced |
| Invst, LLC | 714 | $206.8K | 0.03% | −6−0.8% | Reduced |
| Inlet Private Wealth, LLC | 715 | $207.2K | 0.05% | +5+0.7% | Added |
| NTV Asset Management LLC | 718 | $208.0K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 718 | $208.7K | 0.04% | +55+8.3% | Added |
| Chapin Davis, Inc. | 721 | $208.9K | 0.06% | −63−8.0% | Reduced |