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 |
|---|---|---|---|---|---|
| Farrell Financial LLC | 2,296 | $665.1K | 0.45% | +8+0.3% | Added |
| Means Investment Co., Inc. | 2,298 | $665.7K | 0.06% | +10.0% | Added |
| Aigen Investment Management, LP | 2,324 | $673.3K | 0.09% | +2,324 | New |
| Trust Co of Toledo NA | 2,332 | $675.6K | 0.07% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 2,336 | $676.8K | 0.24% | +1,203+106.2% | Added |
| Hancock Whitney Corp | 2,343 | $678.8K | 0.01% | +459+24.4% | Added |
| Shelton Capital Management | 2,346 | $679.7K | 0.02% | −52−2.2% | Reduced |
| Financial & Tax Architects, LLC | 2,347 | $680.1K | 0.17% | +8+0.3% | Added |
| Resurgent Financial Advisors LLC | 2,349 | $680.6K | 0.37% | +48+2.1% | Added |
| Baker Ellis Asset Management LLC | 2,354 | $682.0K | 0.09% | +5+0.2% | Added |
| Axxcess Wealth Management, LLC | 2,356 | $682.6K | 0.02% | +114+5.1% | Added |
| Summit Global Investments | 2,375 | $688.0K | 0.04% | +2,375 | New |
| AdvisorNet Financial, Inc | 2,376 | $688.5K | 0.04% | +504+26.9% | Added |
| HMS Capital Management, LLC | 2,378 | $689.0K | 0.31% | −153−6.0% | Reduced |
| Venturi Wealth Management, LLC | 2,380 | $689.6K | 0.03% | −109−4.4% | Reduced |
| Waterloo Capital, L.P. | 2,388 | $691.7K | 0.06% | +1,498+168.3% | Added |
| Sky Investment Group LLC | 2,397 | $694.5K | 0.12% | +38+1.6% | Added |
| Somerville Kurt F | 2,400 | $695.3K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,404 | $696.5K | 0.09% | +68+2.9% | Added |
| Sawyer & Company, Inc | 2,053 | $699.5K | 0.25% | +483+30.8% | Added |
| Ironwood Investment Counsel, LLC | 2,419 | $700.8K | 0.11% | +892+58.4% | Added |
| Tilia Fiduciary Partners, Inc. | 2,420 | $701.1K | 0.43% | +295+13.9% | Added |
| Catalyst Financial Partners LLC | 2,431 | $704.3K | 0.08% | +488+25.1% | Added |
| Burford Brothers, Inc. | 2,436 | $705.9K | 0.32% | +3+0.1% | Added |
| Impact Partnership Wealth, LLC | 2,438 | $706.4K | 0.13% | +2,438 | New |
| Apexium Financial, LP | 2,453 | $712.9K | 0.04% | −165−6.3% | Reduced |
| Virtu Financial LLC | 2,461 | $713.0K | 0.04% | +2,461 | New |
| Mairs & Power Inc | 2,466 | $714.5K | 0.01% | +123+5.2% | Added |
| Leavell Investment Management, Inc. | 2,460 | $715.2K | 0.03% | +143+6.2% | Added |
| Stance Capital LLC | 2,485 | $720.0K | 0.27% | +2,485 | New |
| Pacitti Group Inc. | 2,486 | $722.1K | 0.31% | +94+3.9% | Added |
| Monetary Management Group Inc | 2,495 | $722.9K | 0.18% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,500 | $724.3K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,514 | $728.4K | 0.02% | +2,514 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 2,523 | $731.0K | 0.26% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,536 | $734.7K | 0.33% | +82+3.3% | Added |
| Essex Savings Bank | 2,537 | $735.0K | 0.18% | +311+14.0% | Added |
| Baader Bank INC | 2,560 | $741.7K | 0.06% | −356−12.2% | Reduced |
| Peddock Capital Advisors, LLC | 2,572 | $745.2K | 0.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,574 | $745.7K | 0.04% | +299+13.1% | Added |
| Valley Brook Capital Group | 2,575 | $746.0K | 0.56% | −25−1.0% | Reduced |
| Boyar Asset Management Inc. | 2,576 | $746.3K | 0.49% | +12+0.5% | Added |
| Everett Harris & Co | 2,579 | $747.2K | 0.01% | 00.0% | Unchanged |
| Dempze Nancy E | 2,600 | $753.3K | 0.43% | −300−10.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,609 | $755.8K | 0.17% | −57−2.1% | Reduced |
| Integrated Quantitative Investments LLC | 2,621 | $759.4K | 0.22% | +2,621 | New |
| City State Bank | 2,629 | $761.7K | 0.24% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 2,629 | $761.7K | 0.14% | +640+32.2% | Added |
| Appleton Partners Inc | 2,634 | $763.0K | 0.05% | −25−0.9% | Reduced |
| FSM Wealth Advisors, LLC | 2,726 | $763.3K | 0.12% | +104+4.0% | Added |
| Cross Staff Investments Inc | 2,649 | $767.5K | 0.57% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 2,655 | $769.2K | 0.23% | +1,805+212.4% | Added |
| First Affirmative Financial Network | 2,655 | $769.2K | 0.40% | −59−2.2% | Reduced |
| Crestwood Advisors Group LLC | 2,657 | $769.8K | 0.01% | +262+10.9% | Added |
| Welch Group, LLC | 2,672 | $774.1K | 0.03% | +26+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 2,682 | $777.1K | 0.02% | +45+1.7% | Added |
| Headinvest, LLC | 2,693 | $780.2K | 0.17% | −203−7.0% | Reduced |
| PDS Planning, Inc | 2,693 | $780.2K | 0.06% | +129+5.0% | Added |
| Astoria Portfolio Advisors LLC. | 2,889 | $780.6K | 0.22% | +82+2.9% | Added |
| Axq Capital, LP | 2,698 | $781.7K | 0.25% | −664−19.8% | Reduced |
| 1776 Wealth LLC | 2,712 | $785.8K | 0.32% | +7+0.3% | Added |
| Sound Financial Strategies Group, LLC | 2,715 | $786.6K | 0.67% | −3−0.1% | Reduced |
| Hamilton Wealth, LLC | 2,721 | $788.3K | 0.18% | −737−21.3% | Reduced |
| Mount Lucas Management LP | 2,727 | $790.1K | 0.38% | −3,760−58.0% | Reduced |
| SeaCrest Wealth Management, LLC | 2,732 | $791.5K | 0.09% | +53+2.0% | Added |
| LRI Investments, LLC | 2,740 | $793.8K | 0.07% | −9−0.3% | Reduced |
| ICONIQ Capital, LLC | 2,743 | $794.7K | 0.01% | +968+54.5% | Added |
| Northside Capital Management, LLC | 2,746 | $795.6K | 0.06% | +2,746 | New |
| Edmond de Rothschild Holding S.A. | 2,750 | $796.7K | 0.01% | +1,200+77.4% | Added |
| Mutual Advisors, LLC | 2,977 | $801.2K | 0.02% | +767+34.7% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $802.8K | 0.52% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,773 | $803.3K | 0.13% | +45+1.6% | Added |
| United Asset Strategies, Inc. | 2,787 | $807.3K | 0.07% | −251−8.3% | Reduced |
| Plancorp, LLC | 2,802 | $811.8K | 0.03% | +276+10.9% | Added |
| Rossmore Private Capital | 2,804 | $812.2K | 0.09% | +34+1.2% | Added |
| Canopy Partners, LLC | 2,815 | $815.6K | 0.30% | −2,033−41.9% | Reduced |
| Proficio Capital Partners LLC | 2,820 | $816.9K | 0.05% | +62+2.2% | Added |
| Segment Wealth Management, LLC | 2,832 | $820.5K | 0.05% | +85+3.1% | Added |
| MJP Associates Inc | 2,838 | $822.3K | 0.12% | +451+18.9% | Added |
| Modern Wealth Management, LLC | 2,844 | $824.0K | 0.02% | +380+15.4% | Added |
| NVWM, LLC | 2,849 | $825.5K | 0.20% | −14−0.5% | Reduced |
| Wealth Alliance | 2,851 | $826.0K | 0.09% | +144+5.3% | Added |
| Ransom Advisory, Ltd | 2,874 | $832.7K | 0.39% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,876 | $833.2K | 0.13% | +56+2.0% | Added |
| First American Bank | 2,878 | $833.8K | 0.06% | 00.0% | Unchanged |
| Kennebec Savings Bank | 2,879 | $834.1K | 0.82% | +107+3.9% | Added |
| Entropy Technologies, LP | 2,879 | $834.1K | 0.07% | +2,879 | New |
| Ronald Blue Trust, Inc. | 2,883 | $835.1K | 0.01% | −261−8.3% | Reduced |
| Two Sigma Securities, LLC | 2,886 | $836.1K | 0.10% | −4,813−62.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,890 | $837.3K | 0.43% | −116−3.9% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,907 | $842.2K | 0.53% | −1,223−29.6% | Reduced |
| FineMark National Bank & Trust | 2,932 | $849.5K | 0.03% | +899+44.2% | Added |
| ISAM Funds (UK) Ltd | 2,937 | $850.9K | 0.19% | +2,937 | New |
| International Assets Investment Management, LLC | 2,951 | $854.9K | 0.07% | −113−3.7% | Reduced |
| CWA Asset Management Group, LLC | 2,951 | $855.0K | 0.04% | +485+19.7% | Added |
| Dynasty Wealth Management, LLC | 2,963 | $858.5K | 0.01% | +78+2.7% | Added |
| Northeast Investment Management | 2,966 | $859.3K | 0.04% | −115−3.7% | Reduced |
| Clarius Group, LLC | 2,974 | $861.6K | 0.05% | +557+23.0% | Added |
| Empirical Asset Management, LLC | 2,978 | $862.7K | 0.27% | +2,978 | New |
| Beech Hill Advisors, Inc. | 2,980 | $863.4K | 0.39% | −260−8.0% | Reduced |