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 |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | 2,715 | $786.6K | 0.67% | −3−0.1% | Reduced |
| 1776 Wealth LLC | 2,712 | $785.8K | 0.32% | +7+0.3% | Added |
| Axq Capital, LP | 2,698 | $781.7K | 0.25% | −664−19.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,889 | $780.6K | 0.22% | +82+2.9% | 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 |
| Mesirow Financial Investment Management, Inc. | 2,682 | $777.1K | 0.02% | +45+1.7% | Added |
| Welch Group, LLC | 2,672 | $774.1K | 0.03% | +26+1.0% | Added |
| Crestwood Advisors Group LLC | 2,657 | $769.8K | 0.01% | +262+10.9% | Added |
| First Affirmative Financial Network | 2,655 | $769.2K | 0.40% | −59−2.2% | Reduced |
| Waterway Wealth Management, LLC | 2,655 | $769.2K | 0.23% | +1,805+212.4% | Added |
| Cross Staff Investments Inc | 2,649 | $767.5K | 0.57% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,726 | $763.3K | 0.12% | +104+4.0% | Added |
| Appleton Partners Inc | 2,634 | $763.0K | 0.05% | −25−0.9% | Reduced |
| 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 |
| Integrated Quantitative Investments LLC | 2,621 | $759.4K | 0.22% | +2,621 | New |
| Legacy Capital Wealth Partners, LLC | 2,609 | $755.8K | 0.17% | −57−2.1% | Reduced |
| Dempze Nancy E | 2,600 | $753.3K | 0.43% | −300−10.3% | Reduced |
| Everett Harris & Co | 2,579 | $747.2K | 0.01% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,576 | $746.3K | 0.49% | +12+0.5% | Added |
| Valley Brook Capital Group | 2,575 | $746.0K | 0.56% | −25−1.0% | Reduced |
| Western Wealth Management, LLC | 2,574 | $745.7K | 0.04% | +299+13.1% | Added |
| Peddock Capital Advisors, LLC | 2,572 | $745.2K | 0.17% | 00.0% | Unchanged |
| Baader Bank INC | 2,560 | $741.7K | 0.06% | −356−12.2% | Reduced |
| Essex Savings Bank | 2,537 | $735.0K | 0.18% | +311+14.0% | Added |
| Greenfield Savings Bank | 2,536 | $734.7K | 0.33% | +82+3.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 2,523 | $731.0K | 0.26% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,514 | $728.4K | 0.02% | +2,514 | New |
| Knollwood Investment Advisory, LLC | 2,500 | $724.3K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,495 | $722.9K | 0.18% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,486 | $722.1K | 0.31% | +94+3.9% | Added |
| Stance Capital LLC | 2,485 | $720.0K | 0.27% | +2,485 | New |
| Leavell Investment Management, Inc. | 2,460 | $715.2K | 0.03% | +143+6.2% | Added |
| Mairs & Power Inc | 2,466 | $714.5K | 0.01% | +123+5.2% | Added |
| Virtu Financial LLC | 2,461 | $713.0K | 0.04% | +2,461 | New |
| Apexium Financial, LP | 2,453 | $712.9K | 0.04% | −165−6.3% | Reduced |
| Impact Partnership Wealth, LLC | 2,438 | $706.4K | 0.13% | +2,438 | New |
| Burford Brothers, Inc. | 2,436 | $705.9K | 0.32% | +3+0.1% | Added |
| Catalyst Financial Partners LLC | 2,431 | $704.3K | 0.08% | +488+25.1% | Added |
| Tilia Fiduciary Partners, Inc. | 2,420 | $701.1K | 0.43% | +295+13.9% | Added |
| Ironwood Investment Counsel, LLC | 2,419 | $700.8K | 0.11% | +892+58.4% | Added |
| Sawyer & Company, Inc | 2,053 | $699.5K | 0.25% | +483+30.8% | Added |
| V-Square Quantitative Management LLC | 2,404 | $696.5K | 0.09% | +68+2.9% | Added |
| Somerville Kurt F | 2,400 | $695.3K | 0.12% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,397 | $694.5K | 0.12% | +38+1.6% | Added |
| Waterloo Capital, L.P. | 2,388 | $691.7K | 0.06% | +1,498+168.3% | Added |
| Venturi Wealth Management, LLC | 2,380 | $689.6K | 0.03% | −109−4.4% | Reduced |
| HMS Capital Management, LLC | 2,378 | $689.0K | 0.31% | −153−6.0% | Reduced |
| AdvisorNet Financial, Inc | 2,376 | $688.5K | 0.04% | +504+26.9% | Added |
| Summit Global Investments | 2,375 | $688.0K | 0.04% | +2,375 | New |
| Axxcess Wealth Management, LLC | 2,356 | $682.6K | 0.02% | +114+5.1% | Added |
| Baker Ellis Asset Management LLC | 2,354 | $682.0K | 0.09% | +5+0.2% | Added |
| Resurgent Financial Advisors LLC | 2,349 | $680.6K | 0.37% | +48+2.1% | Added |
| Financial & Tax Architects, LLC | 2,347 | $680.1K | 0.17% | +8+0.3% | Added |
| Shelton Capital Management | 2,346 | $679.7K | 0.02% | −52−2.2% | Reduced |
| Hancock Whitney Corp | 2,343 | $678.8K | 0.01% | +459+24.4% | Added |
| Cove Private Wealth, LLC | 2,336 | $676.8K | 0.24% | +1,203+106.2% | Added |
| Trust Co of Toledo NA | 2,332 | $675.6K | 0.07% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,324 | $673.3K | 0.09% | +2,324 | New |
| Means Investment Co., Inc. | 2,298 | $665.7K | 0.06% | +10.0% | Added |
| Farrell Financial LLC | 2,296 | $665.1K | 0.45% | +8+0.3% | Added |
| Americana Partners, LLC | 2,286 | $662.3K | 0.02% | +816+55.5% | Added |
| PFG Investments, LLC | 2,273 | $658.5K | 0.04% | +311+15.9% | Added |
| Coign Capital Advisors LLC | 2,272 | $658.3K | 0.45% | +31+1.4% | Added |
| Versor Investments LP | 2,271 | $658.0K | 0.12% | +2,271 | New |
| Thompson Siegel & Walmsley LLC | 2,246 | $651.0K | 0.01% | −4−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 2,246 | $650.8K | 0.09% | +103+4.8% | Added |
| Bell Bank | 2,225 | $644.6K | 0.03% | 00.0% | Unchanged |
| G&S Capital LLC | 2,222 | $643.8K | 0.26% | −58−2.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $643.1K | 0.36% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,207 | $639.4K | 0.23% | +2+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,197 | $636.5K | 0.07% | −10−0.5% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,189 | $634.2K | 0.72% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,185 | $632.9K | 0.02% | +248+12.8% | Added |
| AlphaCore Capital LLC | 2,173 | $631.7K | 0.02% | +538+32.9% | Added |
| American Trust | 2,176 | $630.4K | 0.06% | −218−9.1% | Reduced |
| First City Capital Management, Inc. | 2,172 | $629.3K | 0.36% | −16−0.7% | Reduced |
| Delta Investment Management, LLC | 2,171 | $629.0K | 0.12% | +36+1.7% | Added |
| Brookstone Capital Management | 2,160 | $625.9K | 0.01% | +815+60.6% | Added |
| Everhart Financial Group, Inc. | 2,149 | $622.6K | 0.07% | +180+9.1% | Added |
| Trust Point Inc. | 2,146 | $621.7K | 0.06% | +960+80.9% | Added |
| Patrick M Sweeney & Associates, Inc | 2,174 | $617.1K | 0.42% | +55+2.6% | Added |
| Triad Wealth Partners, LLC | 2,127 | $616.2K | 0.12% | +2,127 | New |
| YANKCOM Partnership | 2,127 | $616.2K | 0.30% | +51+2.5% | Added |
| Baron Wealth Management LLC | 2,119 | $614.0K | 0.22% | +52+2.5% | Added |
| Cidel Asset Management Inc | 2,119 | $613.9K | 0.04% | −69−3.2% | Reduced |
| Pflug Koory, LLC | 2,118 | $613.6K | 0.31% | +263+14.2% | Added |
| Sound View Wealth Advisors Group, LLC | 2,116 | $613.1K | 0.05% | +217+11.4% | Added |
| Sandy Cove Advisors, LLC | 2,110 | $611.3K | 0.22% | +3+0.1% | Added |
| Graybill Bartz & Assoc Ltd | 2,110 | $611.3K | 0.20% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,100 | $608.4K | 0.17% | +480+29.6% | Added |
| Aaron Wealth Advisors | 2,089 | $605.2K | 0.06% | +202+10.7% | 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 |
| Foster Dykema Cabot & Partners, LLC | 2,076 | $603.5K | 0.04% | +330+18.9% | Added |
| E&G Advisors, LP | 2,080 | $602.6K | 0.16% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,075 | $601.2K | 0.06% | −195−8.6% | Reduced |
| Crescent Sterling, Ltd. | 2,064 | $598.0K | 0.67% | +678+48.9% | Added |
| SageView Advisory Group, LLC | 2,244 | $597.0K | 0.02% | +2,244 | New |