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
- 1,961
- +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
- 828 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 |
|---|---|---|---|---|---|
| Ballast, Inc. | 4,734 | $1.37M | 0.36% | +3+0.1% | Added |
| Westpac Banking Corp | 4,725 | $1.37M | 0.09% | +1,167+32.8% | Added |
| Applied Finance Capital Management, LLC | 4,662 | $1.35M | 0.09% | −351−7.0% | Reduced |
| Centaurus Financial, Inc. | 4,659 | $1.35M | 0.08% | +12+0.3% | Added |
| Fiduciary Group LLC | 4,605 | $1.33M | 0.13% | +36+0.8% | Added |
| Parsons Capital Management Inc | 4,602 | $1.33M | 0.08% | −175−3.7% | Reduced |
| Sage Investment Counsel LLC | 4,595 | $1.33M | 1.54% | +918+25.0% | Added |
| Raiffeisen Bank International AG | 4,705 | $1.33M | 0.02% | −85−1.8% | Reduced |
| Jump Financial, LLC | 4,591 | $1.33M | 0.02% | −3,709−44.7% | Reduced |
| Delphi Management Inc | 4,569 | $1.32M | 1.28% | −397−8.0% | Reduced |
| Panagora Asset Management Inc | 4,541 | $1.32M | 0.01% | −5,284−53.8% | Reduced |
| Claro Advisors LLC | 4,535 | $1.31M | 0.22% | −2,834−38.5% | Reduced |
| Bridges Investment Management Inc | 4,521 | $1.31M | 0.02% | +7+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 4,508 | $1.31M | 0.37% | +365+8.8% | Added |
| Hennessy Advisors Inc | 4,500 | $1.30M | 0.04% | +1,500+50.0% | Added |
| Huntleigh Advisors, Inc. | 4,500 | $1.30M | 0.25% | +65+1.5% | Added |
| Formidable Asset Management, LLC | 4,313 | $1.30M | 0.22% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 4,478 | $1.30M | 1.23% | −98−2.1% | Reduced |
| Buckingham Strategic Partners | 4,466 | $1.29M | 0.02% | −2,532−36.2% | Reduced |
| Asset Planning,Inc | 4,456 | $1.29M | 0.97% | +14+0.3% | Added |
| RoundAngle Advisors LLC | 4,450 | $1.29M | 1.08% | +351+8.6% | Added |
| MGB Wealth Management, LLC | 4,444 | $1.29M | 0.42% | −65−1.4% | Reduced |
| Asset Dedication, LLC | 4,422 | $1.28M | 0.09% | +50+1.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 4,418 | $1.28M | 0.42% | +38+0.9% | Added |
| Qtron Investments LLC | 4,408 | $1.28M | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,385 | $1.27M | 0.04% | +2,240+104.4% | Added |
| Meadow Creek Wealth Advisors LLC | 4,330 | $1.25M | 0.85% | −55−1.3% | Reduced |
| Trust Asset Management LLC | 4,329 | $1.25M | 0.09% | 00.0% | Unchanged |
| Applied Capital LLC | 4,329 | $1.25M | 0.93% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,207 | $1.25M | 0.07% | +81+2.0% | Added |
| Foster & Motley Inc | 4,316 | $1.25M | 0.07% | −144−3.2% | Reduced |
| Advisors Asset Management, Inc. | 4,306 | $1.25M | 0.02% | −1,592−27.0% | Reduced |
| New England Research & Management, Inc. | 4,282 | $1.24M | 0.59% | +4,282 | New |
| Advisors Capital Management, LLC | 4,275 | $1.24M | 0.02% | +452+11.8% | Added |
| First Citizens Bank & Trust Co | 4,272 | $1.24M | 0.02% | +783+22.4% | Added |
| Relyea Zuckerberg Hanson LLC | 4,264 | $1.24M | 0.14% | −125−2.8% | Reduced |
| Mattern Wealth Management LLC | 4,262 | $1.23M | 0.26% | −52−1.2% | Reduced |
| Exchange Traded Concepts, LLC | 4,256 | $1.23M | 0.02% | +715+20.2% | Added |
| DF Dent & Co Inc | 4,255 | $1.23M | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,250 | $1.23M | 0.06% | −784−15.6% | Reduced |
| Umpqua Bank | 4,382 | $1.23M | 0.37% | +563+14.7% | Added |
| Walter & Keenan Financial Consulting Co | 4,233 | $1.23M | 0.36% | +158+3.9% | Added |
| Missouri Trust & Investment Co | 4,228 | $1.22M | 0.40% | +163+4.0% | Added |
| Stock Yards Bank & Trust Co | 4,222 | $1.22M | 0.04% | +1,288+43.9% | Added |
| CSU Producer Resources, Inc. | 4,213 | $1.22M | 3.81% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,210 | $1.22M | 0.10% | +584+16.1% | Added |
| Legacy Private Trust Co. | 4,209 | $1.22M | 0.08% | −577−12.1% | Reduced |
| Montag A & Associates Inc | 4,201 | $1.22M | 0.06% | +24+0.6% | Added |
| Westhampton Capital, LLC | 4,190 | $1.21M | 0.63% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 4,173 | $1.21M | 0.33% | −615−12.8% | Reduced |
| Cornerstone Wealth Management, LLC | 4,173 | $1.21M | 0.07% | +10+0.2% | Added |
| Profund Advisors LLC | 4,170 | $1.21M | 0.04% | −920−18.1% | Reduced |
| Lansing Street Advisors | 4,150 | $1.21M | 0.36% | +1,450+53.7% | Added |
| Grove Bank & Trust | 4,148 | $1.20M | 0.15% | +220+5.6% | Added |
| Castlekeep Investment Advisors LLC | 4,138 | $1.20M | 0.59% | −374−8.3% | Reduced |
| Fisher Asset Management, LLC | 4,100 | $1.19M | 0.00% | −108−2.6% | Reduced |
| AE Wealth Management LLC | 4,095 | $1.19M | 0.01% | +1,083+36.0% | Added |
| Ontario Teachers Pension Plan Board | 4,072 | $1.18M | 0.02% | +2,633+183.0% | Added |
| Financial Security Advisor, Inc. | 4,029 | $1.17M | 0.27% | −8−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,040 | $1.17M | 0.01% | −83−2.0% | Reduced |
| IFP Advisors, Inc | 3,971 | $1.17M | 0.03% | +339+9.3% | Added |
| Pine Valley Investments Ltd Liability Co | 4,006 | $1.17M | 0.07% | −2,865−41.7% | Reduced |
| Sigma Planning Corp | 4,013 | $1.16M | 0.03% | −272−6.3% | Reduced |
| Old Point Trust & Financial Services N A | 4,006 | $1.16M | 0.41% | −111−2.7% | Reduced |
| Lakeside Advisors, INC. | 3,988 | $1.16M | 0.74% | −300−7.0% | Reduced |
| WSFS Capital Management, LLC | 3,987 | $1.16M | 0.06% | +33+0.8% | Added |
| FC Advisory LLC | 3,964 | $1.15M | 0.35% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 3,963 | $1.15M | 0.20% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,962 | $1.15M | 0.28% | −14−0.4% | Reduced |
| TigerOak Management, L.L.C. | 3,957 | $1.15M | 0.39% | −11−0.3% | Reduced |
| TownSquare Capital, LLC | 3,949 | $1.14M | 0.11% | −11,610−74.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,927 | $1.14M | 0.21% | +71+1.8% | Added |
| Syon Capital LLC | 3,901 | $1.13M | 0.07% | +251+6.9% | Added |
| Galibier Capital Management Ltd. | 3,897 | $1.13M | 0.34% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 3,881 | $1.12M | 0.52% | +587+17.8% | Added |
| Advisory Resource Group | 3,859 | $1.12M | 0.21% | +100+2.7% | Added |
| Gryphon Financial Partners LLC | 3,858 | $1.12M | 0.15% | +464+13.7% | Added |
| Camden Capital, LLC | 3,838 | $1.11M | 0.10% | −452−10.5% | Reduced |
| Ethos Financial Group, LLC | 3,809 | $1.11M | 0.10% | +3,809 | New |
| Balyasny Asset Management LLC | 3,813 | $1.10M | 0.00% | −379−9.0% | Reduced |
| Invera Wealth Advisors, LLC | 3,792 | $1.10M | 0.72% | −23−0.6% | Reduced |
| Spinnaker Trust | 3,792 | $1.10M | 0.07% | +410+12.1% | Added |
| CNB Bank | 3,778 | $1.09M | 0.52% | +56+1.5% | Added |
| StoneX Group Inc. | 3,765 | $1.09M | 0.05% | +2,592+221.0% | Added |
| WBH Advisory Inc | 3,766 | $1.09M | 0.09% | −167−4.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,765 | $1.09M | 0.04% | +3,234+609.0% | Added |
| Boston Private Wealth LLC | 3,751 | $1.09M | 0.06% | −3,487−48.2% | Reduced |
| AMG National Trust Bank | 3,745 | $1.09M | 0.03% | −70−1.8% | Reduced |
| BluePath Capital Management, LLC | 3,740 | $1.08M | 0.95% | +171+4.8% | Added |
| Pekin Hardy Strauss, Inc. | 3,735 | $1.08M | 0.12% | −99−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 3,735 | $1.08M | 0.08% | −11−0.3% | Reduced |
| Golden State Equity Partners | 3,714 | $1.08M | 0.20% | −492−11.7% | Reduced |
| Epiq Partners, LLC | 3,714 | $1.08M | 0.55% | 00.0% | Unchanged |
| Sentry LLC | 3,701 | $1.07M | 0.21% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 3,700 | $1.07M | 0.83% | −58−1.5% | Reduced |
| Cigna Investments Inc | 3,686 | $1.07M | 0.18% | −350−8.7% | Reduced |
| X-Square Capital, LLC | 3,667 | $1.06M | 0.38% | −80−2.1% | Reduced |
| Tyler-Stone Wealth Management | 3,662 | $1.06M | 0.17% | +4+0.1% | Added |
| Avestar Capital, LLC | 3,647 | $1.06M | 0.08% | +571+18.6% | Added |
| LCNB Corp | 3,635 | $1.05M | 0.37% | 00.0% | Unchanged |