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 |
|---|---|---|---|---|---|
| Dodge & Cox | 722 | $209.2K | 0.00% | 00.0% | Unchanged |
| Enhancing Capital LLC | 722 | $209.2K | 0.16% | 00.0% | Unchanged |
| United Community Bank | 724 | $209.8K | 0.07% | −34−4.5% | Reduced |
| Sharp Financial Services, LLC | 725 | $210.0K | 0.14% | +725 | New |
| Tiemann Investment Advisors, LLC | 726 | $210.3K | 0.09% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 726 | $210.3K | 0.07% | +3+0.4% | Added |
| Washington Capital Management Inc | 728 | $210.9K | 0.16% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 730 | $211.0K | 0.09% | −23−3.1% | Reduced |
| US Asset Management LLC | 730 | $211.5K | 0.18% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 729 | $211.9K | 0.01% | +51+7.5% | Added |
| Ewa, LLC | 732 | $212.2K | 0.07% | +732 | New |
| Wedge Capital Management L L P | 734 | $212.7K | 0.00% | −82−10.0% | Reduced |
| Fiduciary Financial Group, LLC | 736 | $213.1K | 0.04% | −7−0.9% | Reduced |
| CoreCap Advisors, LLC | 736 | $213.4K | 0.01% | −238−24.4% | Reduced |
| Allstate Corp | 737 | $213.5K | 0.02% | −10,998−93.7% | Reduced |
| Tactive Advisors, LLC | 737 | $213.5K | 0.07% | +737 | New |
| Thrive Wealth Management, LLC | 738 | $213.8K | 0.03% | −7−0.9% | Reduced |
| Crown Wealth Group, LLC | 739 | $214.0K | 0.08% | −56−7.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,985 | $214.1K | 0.03% | +1,985 | New |
| Godshalk Welsh Capital Management, Inc. | 740 | $214.4K | 0.13% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 740 | $214.4K | 0.03% | 00.0% | Unchanged |
| BancorpSouth Bank | 747 | $216.4K | 0.01% | +5+0.7% | Added |
| Innova Wealth Partners | 748 | $216.7K | 0.13% | +83+12.5% | Added |
| Westover Capital Advisors, LLC | 750 | $217.3K | 0.04% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 752 | $217.9K | 0.15% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 752 | $218.5K | 0.01% | +19+2.6% | Added |
| Provenance Wealth Advisors, LLC | 756 | $219.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 756 | $219.0K | 0.02% | +756 | New |
| Weatherly Asset Management L. P. | 754 | $219.0K | 0.02% | +14+1.9% | Added |
| Medallion Wealth Advisors, LLC | 760 | $220.1K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 761 | $220.5K | 0.06% | 00.0% | Unchanged |
| New Perspectives, Inc | 762 | $220.8K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 790 | $221.2K | 0.01% | +790 | New |
| Leelyn Smith, LLC | 770 | $223.1K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 773 | $224.0K | 0.03% | −25−3.1% | Reduced |
| Jacobsen Capital Management | 773 | $224.0K | 0.08% | +39+5.3% | Added |
| Gould Asset Management LLC | 774 | $224.2K | 0.04% | +28+3.8% | Added |
| Scott Marsh Financial, LLC | 778 | $225.4K | 0.08% | +778 | New |
| McAdam, LLC | 780 | $226.0K | 0.01% | +24+3.2% | Added |
| Accuvest Global Advisors | 780 | $226.0K | 0.15% | +780 | New |
| Avantax Planning Partners, Inc. | 781 | $226.3K | 0.01% | −2−0.3% | Reduced |
| Prossimo Advisors, LLC | 783 | $227.0K | 0.18% | +40+5.4% | Added |
| Rise Advisors, LLC | 784 | $227.3K | 0.09% | −57−6.8% | Reduced |
| Climber Capital SA | 789 | $227.3K | 0.15% | −50−6.0% | Reduced |
| Copperwynd Financial, LLC | 786 | $227.7K | 0.06% | +71+9.9% | Added |
| James J. Burns & Company, LLC | 787 | $228.0K | 0.04% | −11−1.4% | Reduced |
| Maia Wealth LLC | 788 | $228.3K | 0.04% | +9+1.2% | Added |
| Bill Few Associates, Inc. | 791 | $229.2K | 0.06% | +40+5.3% | Added |
| Longboard Asset Management, LP | 794 | $230.0K | 0.57% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 795 | $230.2K | 0.02% | −122−13.3% | Reduced |
| Midland Wealth Advisors LLC | 799 | $231.5K | 0.01% | −42−5.0% | Reduced |
| Clark Estates Inc | 800 | $231.8K | 0.05% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 800 | $232.6K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 804 | $232.8K | 0.03% | +40+5.2% | Added |
| Wayfinding Financial, LLC | 872 | $233.0K | 0.10% | −55−5.9% | Reduced |
| Stratos Wealth Advisors, LLC | 806 | $233.5K | 0.01% | −7−0.9% | Reduced |
| Bragg Financial Advisors, Inc | 806 | $233.5K | 0.01% | −18−2.2% | Reduced |
| Signet Financial Management, LLC | 806 | $233.6K | 0.03% | +12+1.5% | Added |
| AGH Wealth Advisors, LLC | 807 | $233.8K | 0.19% | −13−1.6% | Reduced |
| Gentry Private Wealth, LLC | 807 | $233.8K | 0.18% | +807 | New |
| Capital Investment Advisory Services, LLC | 809 | $234.4K | 0.02% | −156−16.2% | Reduced |
| Morton Capital Management LLC | 809 | $234.5K | 0.04% | +809 | New |
| Alexander Labrunerie & Co., Inc. | 811 | $235.0K | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 811 | $235.0K | 0.03% | +22+2.8% | Added |
| Root Financial Partners, LLC | 811 | $235.0K | 0.02% | +811 | New |
| MBL Wealth, LLC | 812 | $235.3K | 0.02% | −44−5.1% | Reduced |
| Mendel Money Management | 812 | $235.3K | 0.10% | −10−1.2% | Reduced |
| Convergence Investment Partners, LLC | 817 | $236.8K | 0.06% | −33−3.9% | Reduced |
| Poehling Capital Management, LLC | 819 | $237.3K | 0.06% | −1−0.1% | Reduced |
| Leuthold Group, LLC | 819 | $237.3K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 820 | $237.6K | 0.18% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 823 | $238.4K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 821 | $238.7K | 0.03% | −117−12.5% | Reduced |
| Salzhauer Michael | 824 | $238.7K | 0.15% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 824 | $238.7K | 0.14% | +26+3.3% | Added |
| Barry Investment Advisors, LLC | 824 | $239.5K | 0.06% | +2+0.2% | Added |
| Novem Group | 828 | $239.8K | 0.03% | −16−1.9% | Reduced |
| Ancora Advisors, LLC | 829 | $240.2K | 0.01% | +35+4.4% | Added |
| PBMares Wealth Management LLC | 833 | $241.3K | 0.04% | +95+12.9% | Added |
| BIP Wealth, LLC | 834 | $241.7K | 0.01% | −289−25.7% | Reduced |
| Versant Capital Management, Inc | 837 | $242.5K | 0.04% | +94+12.7% | Added |
| Linden Thomas Advisory Services, LLC | 839 | $243.1K | 0.03% | −21−2.4% | Reduced |
| My Legacy Advisors, LLC | 867 | $243.2K | 0.09% | +867 | New |
| First American Trust, FSB | 841 | $243.7K | 0.02% | +30+3.7% | Added |
| WT Wealth Management | 842 | $243.9K | 0.07% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 843 | $244.2K | 0.07% | +78+10.2% | Added |
| Fairfield, Bush & Co. | 845 | $244.8K | 0.14% | −15−1.7% | Reduced |
| Goldstein Advisors, LLC | 850 | $246.3K | 0.03% | −1,519−64.1% | Reduced |
| Balentine LLC | 850 | $246.3K | 0.01% | +59+7.5% | Added |
| Richardson Financial Services Inc. | 854 | $247.3K | 0.17% | +491+135.3% | Added |
| Beck Mack & Oliver LLC | 858 | $248.6K | 0.00% | 00.0% | Unchanged |
| Optas, LLC | 861 | $249.4K | 0.05% | +7+0.8% | Added |
| New Republic Capital, LLC | 859 | $249.6K | 0.09% | +51+6.3% | Added |
| Sargent Investment Group, LLC | 927 | $249.9K | 0.03% | −251−21.3% | Reduced |
| Excalibur Management Corp | 866 | $250.9K | 0.09% | +3+0.3% | Added |
| Change Path, LLC | 867 | $251.2K | 0.01% | +56+6.9% | Added |
| LaFleur & Godfrey LLC | 868 | $251.5K | 0.03% | −100−10.3% | Reduced |
| Abel Hall, LLC | 870 | $252.1K | 0.12% | −4−0.5% | Reduced |
| QTR Family Wealth, LLC | 871 | $252.4K | 0.16% | +871 | New |
| Jefferies Financial Group Inc. | 872 | $252.6K | 0.00% | 00.0% | Unchanged |