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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 1,090 | $315.8K | 0.05% | +230+26.7% | Added |
| Renaissance Group LLC | 1,101 | $319.0K | 0.01% | −167−13.2% | Reduced |
| Aprio Wealth Management, LLC | 1,105 | $320.1K | 0.04% | +97+9.6% | Added |
| LeClair Wealth Partners LLC | 1,108 | $321.0K | 0.22% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 1,110 | $322.6K | 0.04% | +116+11.7% | Added |
| J.Safra Asset Management Corp | 1,124 | $325.6K | 0.02% | +1+0.1% | Added |
| RiverFront Investment Group, LLC | 1,124 | $325.6K | 0.01% | +240+27.1% | Added |
| RB Capital Management, LLC | 1,124 | $325.7K | 0.07% | +27+2.5% | Added |
| LaSalle St. Investment Advisors, LLC | 1,126 | $326.0K | 0.09% | −251−18.2% | Reduced |
| Stone House Investment Management, LLC | 1,126 | $326.3K | 0.06% | +3+0.3% | Added |
| JT Stratford LLC | 1,127 | $326.5K | 0.05% | +38+3.5% | Added |
| Clear Street Markets LLC | 1,127 | $326.5K | 0.12% | +1,127 | New |
| Sentry Investment Management LLC | 1,177 | $329.0K | 0.18% | 00.0% | Unchanged |
| Essential Partners LLC | 1,139 | $330.0K | 0.13% | +1,139 | New |
| ASB Consultores, LLC | 1,140 | $330.3K | 0.22% | +194+20.5% | Added |
| Cromwell Holdings LLC | 1,146 | $333.1K | 0.20% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,155 | $334.6K | 0.12% | −18−1.5% | Reduced |
| Reliant Investment Partners, LLC | 1,160 | $336.1K | 0.29% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1,202 | $336.5K | 0.06% | −18−1.5% | Reduced |
| Octavia Wealth Advisors, LLC | 1,158 | $336.6K | 0.04% | +1,158 | New |
| Advyzon Investment Management, LLC | 1,164 | $337.3K | 0.07% | +129+12.5% | Added |
| Ameritas Advisory Services, LLC | 1,165 | $337.6K | 0.02% | +113+10.7% | Added |
| Breakwater Capital Group | 1,170 | $339.0K | 0.06% | 00.0% | Unchanged |
| Farmers National Bank | 1,175 | $340.4K | 0.09% | −34−2.8% | Reduced |
| Fiduciary Family Office, LLC | 1,175 | $340.4K | 0.11% | +375+46.9% | Added |
| South Plains Financial, Inc. | 1,179 | $341.6K | 0.24% | +210+21.7% | Added |
| Sax Wealth Advisors, LLC | 1,179 | $341.6K | 0.02% | +505+74.9% | Added |
| Capital Performance Advisors LLP | 1,183 | $342.9K | 0.07% | +117+11.0% | Added |
| Regal Investment Advisors LLC | 1,184 | $342.9K | 0.03% | +335+39.5% | Added |
| Cascades Capital Asset Management, LLC | 1,184 | $343.0K | 0.18% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,185 | $343.3K | 0.04% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,188 | $344.2K | 0.28% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,191 | $345.1K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,192 | $345.3K | 0.00% | −143−10.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,192 | $345.3K | 0.02% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 1,198 | $347.1K | 0.11% | +1+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 1,196 | $347.5K | 0.01% | −41−3.3% | Reduced |
| TCG Advisory Services, LLC | 1,200 | $347.7K | 0.01% | +228+23.5% | Added |
| SummitTX Capital, L.P. | 1,200 | $347.7K | 0.02% | +1,200 | New |
| Moment Partners, LLC | 1,203 | $348.5K | 0.07% | +7+0.6% | Added |
| Wealth Effects LLC | 1,205 | $349.1K | 0.13% | −25−2.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,205 | $349.1K | 0.01% | +5+0.4% | Added |
| Discipline Wealth Solutions, LLC | 1,206 | $349.4K | 0.13% | 00.0% | Unchanged |
| Promethium Advisors,llc | 1,203 | $349.7K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,208 | $350.0K | 0.08% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,219 | $353.2K | 0.07% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 353,458 | $353.5K | 0.27% | +352,238+28,872.0% | Added |
| NWF Advisory Services Inc. | 1,221 | $353.7K | 0.04% | +151+14.1% | Added |
| Park Edge Advisors, LLC | 1,224 | $354.6K | 0.09% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,229 | $356.1K | 0.02% | +26+2.2% | Added |
| KPP Advisory Services LLC | 1,230 | $356.4K | 0.06% | −2−0.2% | Reduced |
| GTS Securities LLC | 1,232 | $356.9K | 0.02% | −1,137−48.0% | Reduced |
| Stanley-Laman Group, Ltd. | 1,237 | $358.4K | 0.05% | +159+14.7% | Added |
| Prestige Wealth Management Group LLC | 1,236 | $359.3K | 0.07% | −179−12.7% | Reduced |
| Gitterman Wealth Management, LLC | 1,241 | $359.5K | 0.08% | +1,241 | New |
| Norway Savings Bank | 1,243 | $360.1K | 0.18% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,243 | $360.1K | 0.01% | +29+2.4% | Added |
| StrongBox Wealth, LLC | 1,243 | $360.1K | 0.14% | +57+4.8% | Added |
| Quaker Wealth Management, LLC | 1,247 | $361.2K | 0.12% | +1,247 | New |
| Sicart Associates LLC | 1,250 | $362.1K | 0.13% | −140−10.1% | Reduced |
| Wynn Capital, LLC | 1,251 | $362.4K | 0.19% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 1,254 | $363.4K | 0.04% | +2+0.2% | Added |
| Baker Avenue Asset Management, LP | 1,255 | $363.6K | 0.01% | +132+11.8% | Added |
| Waddell & Associates, LLC | 1,270 | $368.0K | 0.04% | +1,270 | New |
| Kathmere Capital Management, LLC | 1,274 | $369.1K | 0.03% | +436+52.0% | Added |
| Dearborn Partners LLC | 1,276 | $369.8K | 0.02% | +1,276 | New |
| BlackDiamond Wealth Management Inc. | 1,278 | $370.1K | 0.21% | −88−6.4% | Reduced |
| Cornerstone Advisory, LLC | 1,278 | $370.3K | 0.04% | +25+2.0% | Added |
| Foundations Investment Advisors, LLC | 1,279 | $370.6K | 0.01% | +242+23.3% | Added |
| Tandem Wealth Advisors LLC | 1,281 | $371.1K | 0.18% | −155−10.8% | Reduced |
| Nordwand Advisors, LLC | 1,281 | $371.1K | 0.06% | +1,281 | New |
| BankPlus Trust Department | 1,289 | $373.4K | 0.11% | +428+49.7% | Added |
| Klingman & Associates, LLC | 1,290 | $373.7K | 0.02% | +444+52.5% | Added |
| Portside Wealth Group, LLC | 1,295 | $375.2K | 0.06% | +149+13.0% | Added |
| Empower Advisory Group, LLC | 1,296 | $375.5K | 0.00% | −69−5.1% | Reduced |
| Armis Advisers, LLC | 1,352 | $376.0K | 0.03% | +1,352 | New |
| SFMG, LLC | 1,301 | $376.9K | 0.03% | −18−1.4% | Reduced |
| Sage Financial Management Group, Inc. | 1,300 | $377.0K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 1,310 | $379.5K | 0.04% | +400+44.0% | Added |
| David Loasby | 1,421 | $380.0K | 0.03% | −27−1.9% | Reduced |
| Strategic Advisors LLC | 1,318 | $381.8K | 0.08% | +4+0.3% | Added |
| BostonPremier Wealth LLC | 1,323 | $383.3K | 0.21% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,324 | $383.6K | 0.25% | +48+3.8% | Added |
| RMR Capital Management, LLC | 1,325 | $383.9K | 0.27% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,326 | $384.2K | 0.01% | +498+60.1% | Added |
| Tyche Wealth Partners LLC | 1,326 | $384.3K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,329 | $385.1K | 0.01% | +18+1.4% | Added |
| Moss Adams Wealth Advisors LLC | 1,327 | $385.7K | 0.04% | +225+20.4% | Added |
| Fundamentun, LLC | 1,337 | $387.5K | 0.02% | +15+1.1% | Added |
| Bollard Group LLC | 1,340 | $388.0K | 0.01% | +50+3.9% | Added |
| Northern Financial Advisors Inc | 1,340 | $388.2K | 0.29% | −39−2.8% | Reduced |
| Burling Wealth Partners, LLC | 1,340 | $388.2K | 0.07% | −35−2.5% | Reduced |
| Courier Capital LLC | 1,344 | $389.4K | 0.02% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,345 | $389.7K | 0.03% | −10−0.7% | Reduced |
| Vicus Capital | 1,350 | $391.2K | 0.03% | −114−7.8% | Reduced |
| Drive Wealth Management, LLC | 1,350 | $392.0K | 0.09% | +59+4.6% | Added |
| 111 Capital | 1,355 | $392.6K | 0.07% | +1,355 | New |
| State of Wyoming | 1,356 | $392.9K | 0.05% | −174−11.4% | Reduced |
| waypoint wealth counsel | 1,356 | $392.9K | 0.19% | +1,356 | New |
| Purkiss Capital Advisors LLC | 1,361 | $394.4K | 0.22% | +1,361 | New |