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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,776 | $514.5K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,780 | $515.7K | 0.04% | −49−2.7% | Reduced |
| Firethorn Wealth Partners, LLC | 1,782 | $516.3K | 0.22% | +289+19.4% | Added |
| Cobblestone Capital Advisors LLC | 1,783 | $516.6K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 1,785 | $517.2K | 0.01% | +291+19.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,788 | $518.0K | 0.07% | −20−1.1% | Reduced |
| Investment Partners Asset Management, Inc. | 1,789 | $518.3K | 0.36% | +290+19.3% | Added |
| Wambolt & Associates, LLC | 1,794 | $519.5K | 0.17% | +20+1.1% | Added |
| Modera Wealth Management, LLC | 1,796 | $520.3K | 0.01% | −28−1.5% | Reduced |
| Walleye Trading LLC | 1,799 | $521.2K | 0.01% | +1,799 | New |
| Prosperity Consulting Group, LLC | 1,800 | $521.4K | 0.04% | +627+53.5% | Added |
| KC Investment Advisors, LLC | 1,807 | $523.5K | 0.18% | +1,807 | New |
| McElhenny Sheffield Capital Management, LLC | 1,810 | $524.4K | 0.14% | −65−3.5% | Reduced |
| Machina Capital S.A.S. | 1,817 | $526.4K | 0.11% | +1,817 | New |
| Oak Harvest Investment Services | 1,819 | $527.0K | 0.07% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,822 | $528.0K | 0.04% | +1,822 | New |
| Sym Financial Corp | 1,825 | $528.7K | 0.06% | +612+50.5% | Added |
| Stonebridge Capital Management Inc | 1,826 | $529.0K | 0.21% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,840 | $533.1K | 0.34% | −772−29.6% | Reduced |
| Atlantic Trust, LLC | 1,844 | $534.3K | 0.10% | +115+6.7% | Added |
| Hohimer Wealth Management, LLC | 1,845 | $534.5K | 0.09% | −46−2.4% | Reduced |
| Wakefield Asset Management LLLP | 1,846 | $534.8K | 0.15% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,849 | $535.8K | 0.24% | +48+2.7% | Added |
| Hara Capital LLC | 1,862 | $539.5K | 0.33% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,864 | $540.0K | 0.07% | −8−0.4% | Reduced |
| Curat Global, LLC | 1,865 | $540.3K | 0.52% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 1,870 | $541.8K | 0.05% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,873 | $542.8K | 0.04% | +1,873 | New |
| Strathmore Capital Advisors, Inc. | 1,942 | $543.8K | 0.24% | +1,942 | New |
| MONECO Advisors, LLC | 1,877 | $543.9K | 0.05% | +64+3.5% | Added |
| Hartford Funds Management Co LLC | 1,876 | $544.1K | 0.05% | +1,876 | New |
| Vantage Point Financial LLC | 1,878 | $544.1K | 0.24% | +1,878 | New |
| Oakworth Capital, Inc. | 1,879 | $544.4K | 0.04% | −13−0.7% | Reduced |
| Belpointe Asset Management LLC | 1,885 | $546.1K | 0.02% | −63−3.2% | Reduced |
| Rothschild Investment LLC | 1,887 | $546.8K | 0.03% | −84−4.3% | Reduced |
| Rede Wealth, LLC | 1,897 | $549.6K | 0.20% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 1,899 | $550.1K | 0.21% | −99−5.0% | Reduced |
| Shore Point Advisors, LLC | 1,910 | $553.4K | 0.27% | +1+0.1% | Added |
| Gladstone Institutional Advisory LLC | 1,911 | $553.6K | 0.02% | −75−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,906 | $554.0K | 0.02% | +217+12.8% | Added |
| Challenger Wealth Management | 1,915 | $554.9K | 0.38% | +102+5.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,930 | $559.2K | 0.27% | +243+14.4% | Added |
| Patron Partners Advisors, LLC | 1,934 | $560.3K | 0.28% | +83+4.5% | Added |
| 180 Wealth Advisors, LLC | 1,942 | $562.8K | 0.08% | −172−8.1% | Reduced |
| Country Club Bank | 1,976 | $563.4K | 0.04% | +91+4.8% | Added |
| Fosun International Ltd | 1,954 | $566.1K | 0.18% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,968 | $572.1K | 0.04% | +119+6.4% | Added |
| AlTi Global, Inc. | 1,974 | $573.3K | 0.01% | +16+0.8% | Added |
| Center for Financial Planning, Inc. | 1,981 | $574.0K | 0.07% | +32+1.6% | Added |
| Simplicity Wealth,LLC | 1,992 | $577.1K | 0.02% | +1,316+194.7% | Added |
| Southport Management, L.L.C. | 2,000 | $579.4K | 2.83% | +1,000+100.0% | Added |
| Liberty Square Wealth Partners LLC | 2,019 | $584.9K | 0.20% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,019 | $584.9K | 0.08% | +265+15.1% | Added |
| Foundation Resource Management Inc | 2,025 | $586.7K | 0.09% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,032 | $588.7K | 0.09% | +309+17.9% | Added |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $589.0K | 0.19% | 00.0% | Unchanged |
| RFG Advisory, LLC | 2,048 | $593.2K | 0.01% | −634−23.6% | Reduced |
| Strategic Financial Services, Inc, | 2,050 | $593.9K | 0.03% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 2,050 | $593.9K | 0.59% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,050 | $593.9K | 0.35% | +40+2.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,054 | $595.2K | 0.17% | −278−11.9% | Reduced |
| Cardiff Park Advisors, LLC | 2,060 | $596.7K | 0.05% | +282+15.9% | Added |
| SageView Advisory Group, LLC | 2,244 | $597.0K | 0.02% | +2,244 | New |
| Crescent Sterling, Ltd. | 2,064 | $598.0K | 0.67% | +678+48.9% | Added |
| Global X Japan Co., Ltd. | 2,075 | $601.2K | 0.06% | −195−8.6% | Reduced |
| E&G Advisors, LP | 2,080 | $602.6K | 0.16% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,076 | $603.5K | 0.04% | +330+18.9% | Added |
| Independent Financial Group, LLC | 2,088 | $604.9K | 0.02% | +3+0.1% | Added |
| Harbor Investment Advisory, LLC | 2,088 | $604.9K | 0.05% | +27+1.3% | Added |
| Aaron Wealth Advisors | 2,089 | $605.2K | 0.06% | +202+10.7% | Added |
| Catalyst Funds Management Pty Ltd | 2,100 | $608.4K | 0.17% | +480+29.6% | Added |
| Graybill Bartz & Assoc Ltd | 2,110 | $611.3K | 0.20% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,110 | $611.3K | 0.22% | +3+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,116 | $613.1K | 0.05% | +217+11.4% | Added |
| Pflug Koory, LLC | 2,118 | $613.6K | 0.31% | +263+14.2% | Added |
| Cidel Asset Management Inc | 2,119 | $613.9K | 0.04% | −69−3.2% | Reduced |
| Baron Wealth Management LLC | 2,119 | $614.0K | 0.22% | +52+2.5% | Added |
| YANKCOM Partnership | 2,127 | $616.2K | 0.30% | +51+2.5% | Added |
| Triad Wealth Partners, LLC | 2,127 | $616.2K | 0.12% | +2,127 | New |
| Patrick M Sweeney & Associates, Inc | 2,174 | $617.1K | 0.42% | +55+2.6% | Added |
| Trust Point Inc. | 2,146 | $621.7K | 0.06% | +960+80.9% | Added |
| Everhart Financial Group, Inc. | 2,149 | $622.6K | 0.07% | +180+9.1% | Added |
| Brookstone Capital Management | 2,160 | $625.9K | 0.01% | +815+60.6% | Added |
| Delta Investment Management, LLC | 2,171 | $629.0K | 0.12% | +36+1.7% | Added |
| First City Capital Management, Inc. | 2,172 | $629.3K | 0.36% | −16−0.7% | Reduced |
| American Trust | 2,176 | $630.4K | 0.06% | −218−9.1% | Reduced |
| AlphaCore Capital LLC | 2,173 | $631.7K | 0.02% | +538+32.9% | Added |
| Grimes & Company, Inc. | 2,185 | $632.9K | 0.02% | +248+12.8% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,189 | $634.2K | 0.72% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,197 | $636.5K | 0.07% | −10−0.5% | Reduced |
| Encompass Wealth Advisors, LLC | 2,207 | $639.4K | 0.23% | +2+0.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $643.1K | 0.36% | 00.0% | Unchanged |
| G&S Capital LLC | 2,222 | $643.8K | 0.26% | −58−2.5% | Reduced |
| Bell Bank | 2,225 | $644.6K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,246 | $650.8K | 0.09% | +103+4.8% | Added |
| Thompson Siegel & Walmsley LLC | 2,246 | $651.0K | 0.01% | −4−0.2% | Reduced |
| Versor Investments LP | 2,271 | $658.0K | 0.12% | +2,271 | New |
| Coign Capital Advisors LLC | 2,272 | $658.3K | 0.45% | +31+1.4% | Added |
| PFG Investments, LLC | 2,273 | $658.5K | 0.04% | +311+15.9% | Added |
| Americana Partners, LLC | 2,286 | $662.3K | 0.02% | +816+55.5% | Added |