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 |
|---|---|---|---|---|---|
| Florida Financial Advisors, LLC | 1,373 | $397.7K | 0.13% | −145−9.6% | Reduced |
| Bridgewater Advisors Inc. | 1,481 | $397.7K | 0.03% | −8−0.5% | Reduced |
| Strategy Asset Managers LLC | 1,378 | $399.2K | 0.07% | +39+2.9% | Added |
| USA Financial Portformulas Corp | 1,380 | $399.8K | 0.07% | +4+0.3% | Added |
| Savvy Advisors, Inc. | 1,380 | $399.8K | 0.03% | +306+28.5% | Added |
| Diversify Advisory Services, LLC | 1,482 | $399.8K | 0.02% | +688+86.6% | Added |
| Dohj, LLC | 1,408 | $400.6K | 0.12% | +1,408 | New |
| DGS Capital Management, LLC | 1,383 | $400.7K | 0.08% | +79+6.1% | Added |
| Councilmark Asset Management, LLC | 1,387 | $401.8K | 0.25% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,388 | $402.1K | 0.26% | +8+0.6% | Added |
| Sivia Capital Partners, LLC | 1,392 | $403.3K | 0.14% | +175+14.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 1,394 | $403.9K | 0.19% | −40−2.8% | Reduced |
| Weik Capital Management | 1,395 | $404.2K | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,396 | $404.3K | 0.03% | −323−18.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,394 | $405.2K | 0.11% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,405 | $408.4K | 0.05% | +1,405 | New |
| Smithfield Trust Co | 1,414 | $409.0K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 1,421 | $411.8K | 0.10% | +177+14.2% | Added |
| Family Management Corp | 1,425 | $412.9K | 0.06% | +14+1.0% | Added |
| Clearview Wealth Advisors LLC | 1,434 | $415.4K | 0.29% | −6−0.4% | Reduced |
| BKD Wealth Advisors, LLC | 1,439 | $416.9K | 0.01% | +1,439 | New |
| Harbour Investments, Inc. | 1,441 | $417.4K | 0.01% | −96−6.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,443 | $417.9K | 0.03% | −61−4.1% | Reduced |
| Univest Financial Corp | 1,448 | $419.5K | 0.03% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,472 | $419.7K | 0.04% | −63−4.1% | Reduced |
| CWS Financial Advisors, LLC | 1,449 | $419.8K | 0.12% | +548+60.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,456 | $421.8K | 0.05% | +1,456 | New |
| Copley Financial Group, Inc. | 1,457 | $422.1K | 0.31% | −153−9.5% | Reduced |
| Integrated Advisors Network LLC | 1,457 | $422.1K | 0.02% | +455+45.4% | Added |
| Tectonic Advisors LLC | 1,457 | $422.2K | 0.02% | +4+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,462 | $423.6K | 0.06% | +1+0.1% | Added |
| Atom Investors LP | 1,472 | $426.5K | 0.04% | +1,472 | New |
| MQS Management LLC | 1,479 | $428.5K | 0.24% | +1,479 | New |
| 3Chopt Investment Partners, LLC | 1,487 | $432.3K | 0.10% | +710+91.4% | Added |
| Quotient Wealth Partners, LLC | 1,494 | $432.8K | 0.01% | +73+5.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,495 | $432.9K | 0.04% | +54+3.7% | Added |
| Alerus Financial NA | 1,496 | $433.4K | 0.03% | −29−1.9% | Reduced |
| Steinberg Asset Management LLC | 1,500 | $436.0K | 0.32% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 1,511 | $437.8K | 0.13% | +5+0.3% | Added |
| IFC Advisors LLC | 1,512 | $438.1K | 0.08% | +2+0.1% | Added |
| MFA Wealth Services | 1,516 | $439.2K | 0.33% | −6−0.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,516 | $439.2K | 0.05% | +35+2.4% | Added |
| Paradigm Capital Management, LLC | 1,520 | $440.0K | 0.43% | +50+3.4% | Added |
| Focus Financial Network, Inc. | 1,519 | $441.6K | 0.02% | +249+19.6% | Added |
| Broyhill Asset Management | 1,535 | $444.7K | 0.40% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,541 | $446.5K | 0.04% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,545 | $447.6K | 0.09% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,546 | $448.0K | 0.00% | −24,508−94.1% | Reduced |
| Brown Financial Advisors | 1,547 | $448.2K | 0.17% | −32−2.0% | Reduced |
| Linscomb & Williams, Inc. | 1,554 | $450.2K | 0.02% | −165−9.6% | Reduced |
| Ellevest, Inc. | 1,560 | $452.0K | 0.07% | −51−3.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,561 | $452.3K | 0.00% | +4+0.3% | Added |
| Sawgrass Asset Management LLC | 1,563 | $452.8K | 0.05% | +122+8.5% | Added |
| Interchange Capital Partners, LLC | 1,566 | $453.7K | 0.10% | +138+9.7% | Added |
| 44 Wealth Management LLC | 1,572 | $455.4K | 0.16% | +76+5.1% | Added |
| Bank of New Hampshire | 1,577 | $456.9K | 0.11% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,578 | $457.2K | 0.12% | −13−0.8% | Reduced |
| Advisory Alpha, LLC | 1,582 | $458.8K | 0.01% | −3−0.2% | Reduced |
| Angeles Wealth Management, LLC | 1,593 | $461.5K | 0.03% | +236+17.4% | Added |
| Private Wealth Asset Management, LLC | 1,596 | $462.3K | 0.06% | −10−0.6% | Reduced |
| Gateway Investment Advisers LLC | 1,596 | $462.4K | 0.01% | −33−2.0% | Reduced |
| Revisor Wealth Management LLC | 1,652 | $464.4K | 0.17% | −35−2.1% | Reduced |
| American Institute for Advanced Investment Management, LLP | 1,575 | $465.2K | 0.33% | +95+6.4% | Added |
| Salvus Wealth Management, LLC | 1,608 | $465.9K | 0.27% | +1,608 | New |
| Berkeley Capital Partners, LLC | 1,609 | $466.2K | 0.12% | −46−2.8% | Reduced |
| Spire Wealth Management | 1,615 | $467.8K | 0.02% | −588−26.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,616 | $469.8K | 0.22% | +3+0.2% | Added |
| Principal Street Partners, LLC | 1,622 | $469.9K | 0.05% | +811+100.0% | Added |
| AssuredPartners Investment Advisors, LLC | 1,645 | $476.6K | 0.12% | −3,180−65.9% | Reduced |
| Phillips Wealth Planners LLC | 1,705 | $477.3K | 0.43% | +3+0.2% | Added |
| Gries Financial LLC | 1,659 | $480.6K | 0.09% | +76+4.8% | Added |
| First County Bank | 1,662 | $481.5K | 0.26% | −68−3.9% | Reduced |
| Banque Pictet & Cie SA | 1,665 | $482.4K | 0.01% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,669 | $483.5K | 0.08% | +74+4.6% | Added |
| Evermay Wealth Management LLC | 1,684 | $488.7K | 0.06% | +38+2.3% | Added |
| Sowell Financial Services LLC | 1,688 | $489.1K | 0.02% | −499−22.8% | Reduced |
| Okabena Investment Services Inc | 1,692 | $490.2K | 0.11% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,695 | $491.1K | 0.14% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,699 | $492.2K | 0.08% | +1,699 | New |
| Bingham Private Wealth, LLC | 1,703 | $493.4K | 0.47% | +1,703 | New |
| Chilton Investment Co LLC | 1,705 | $494.0K | 0.01% | −505−22.9% | Reduced |
| Sentinel Trust Co Lba | 1,705 | $494.0K | 0.05% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 1,707 | $494.7K | 0.03% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,709 | $495.1K | 0.01% | −25−1.4% | Reduced |
| Atlas Capital Advisors LLC | 1,710 | $495.4K | 0.06% | −27−1.6% | Reduced |
| Crux Wealth Advisors | 1,710 | $495.5K | 0.21% | −2,019−54.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,705 | $495.7K | 0.23% | −138−7.5% | Reduced |
| FLC Capital Advisors | 1,714 | $496.6K | 0.10% | +3+0.2% | Added |
| Aspire Growth Partners LLC | 1,715 | $496.9K | 0.41% | −11−0.6% | Reduced |
| Independence Bank of Kentucky | 1,717 | $497.4K | 0.07% | −244−12.4% | Reduced |
| Earnest Partners LLC | 1,724 | $499.5K | 0.00% | +298+20.9% | Added |
| Evernest Financial Advisors, LLC | 1,725 | $499.7K | 0.16% | +564+48.6% | Added |
| Avidian Wealth Solutions, LLC | 1,733 | $502.1K | 0.02% | +85+5.2% | Added |
| Tower Bridge Advisors | 1,735 | $502.7K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $502.7K | 0.20% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,737 | $503.4K | 0.04% | +302+21.0% | Added |
| Sage Private Wealth Group, LLC | 1,748 | $506.7K | 0.32% | +138+8.6% | Added |
| Legal Advantage Investments, Inc. | 1,750 | $507.0K | 0.24% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,758 | $509.2K | 0.19% | +1,085+161.2% | Added |
| Pointe Capital Management LLC | 1,773 | $513.7K | 0.27% | 00.0% | Unchanged |