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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 2,060 | $596.7K | 0.05% | +282+15.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,054 | $595.2K | 0.17% | −278−11.9% | 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 |
| RFG Advisory, LLC | 2,048 | $593.2K | 0.01% | −634−23.6% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $589.0K | 0.19% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 2,032 | $588.7K | 0.09% | +309+17.9% | Added |
| Foundation Resource Management Inc | 2,025 | $586.7K | 0.09% | 00.0% | Unchanged |
| 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 |
| Southport Management, L.L.C. | 2,000 | $579.4K | 2.83% | +1,000+100.0% | Added |
| Simplicity Wealth,LLC | 1,992 | $577.1K | 0.02% | +1,316+194.7% | Added |
| Center for Financial Planning, Inc. | 1,981 | $574.0K | 0.07% | +32+1.6% | Added |
| AlTi Global, Inc. | 1,974 | $573.3K | 0.01% | +16+0.8% | Added |
| Resonant Capital Advisors, LLC | 1,968 | $572.1K | 0.04% | +119+6.4% | Added |
| Fosun International Ltd | 1,954 | $566.1K | 0.18% | 00.0% | Unchanged |
| Country Club Bank | 1,976 | $563.4K | 0.04% | +91+4.8% | Added |
| 180 Wealth Advisors, LLC | 1,942 | $562.8K | 0.08% | −172−8.1% | Reduced |
| Patron Partners Advisors, LLC | 1,934 | $560.3K | 0.28% | +83+4.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,930 | $559.2K | 0.27% | +243+14.4% | Added |
| Challenger Wealth Management | 1,915 | $554.9K | 0.38% | +102+5.6% | Added |
| Ashton Thomas Private Wealth, LLC | 1,906 | $554.0K | 0.02% | +217+12.8% | Added |
| Gladstone Institutional Advisory LLC | 1,911 | $553.6K | 0.02% | −75−3.8% | Reduced |
| Shore Point Advisors, LLC | 1,910 | $553.4K | 0.27% | +1+0.1% | Added |
| Gen-Wealth Partners Inc | 1,899 | $550.1K | 0.21% | −99−5.0% | Reduced |
| Rede Wealth, LLC | 1,897 | $549.6K | 0.20% | +1+0.1% | Added |
| Rothschild Investment LLC | 1,887 | $546.8K | 0.03% | −84−4.3% | Reduced |
| Belpointe Asset Management LLC | 1,885 | $546.1K | 0.02% | −63−3.2% | Reduced |
| Oakworth Capital, Inc. | 1,879 | $544.4K | 0.04% | −13−0.7% | Reduced |
| Vantage Point Financial LLC | 1,878 | $544.1K | 0.24% | +1,878 | New |
| Hartford Funds Management Co LLC | 1,876 | $544.1K | 0.05% | +1,876 | New |
| MONECO Advisors, LLC | 1,877 | $543.9K | 0.05% | +64+3.5% | Added |
| Strathmore Capital Advisors, Inc. | 1,942 | $543.8K | 0.24% | +1,942 | New |
| Strategic Wealth Partners, Ltd. | 1,873 | $542.8K | 0.04% | +1,873 | New |
| Tributary Capital Management, LLC | 1,870 | $541.8K | 0.05% | 00.0% | Unchanged |
| Curat Global, LLC | 1,865 | $540.3K | 0.52% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,864 | $540.0K | 0.07% | −8−0.4% | Reduced |
| Hara Capital LLC | 1,862 | $539.5K | 0.33% | 00.0% | Unchanged |
| TKG Advisors, LLC | 1,849 | $535.8K | 0.24% | +48+2.7% | Added |
| Wakefield Asset Management LLLP | 1,846 | $534.8K | 0.15% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,845 | $534.5K | 0.09% | −46−2.4% | Reduced |
| Atlantic Trust, LLC | 1,844 | $534.3K | 0.10% | +115+6.7% | Added |
| Peak Planning Group, LLC | 1,840 | $533.1K | 0.34% | −772−29.6% | Reduced |
| Stonebridge Capital Management Inc | 1,826 | $529.0K | 0.21% | 00.0% | Unchanged |
| Sym Financial Corp | 1,825 | $528.7K | 0.06% | +612+50.5% | Added |
| Boston Family Office LLC | 1,822 | $528.0K | 0.04% | +1,822 | New |
| Oak Harvest Investment Services | 1,819 | $527.0K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,817 | $526.4K | 0.11% | +1,817 | New |
| McElhenny Sheffield Capital Management, LLC | 1,810 | $524.4K | 0.14% | −65−3.5% | Reduced |
| KC Investment Advisors, LLC | 1,807 | $523.5K | 0.18% | +1,807 | New |
| Prosperity Consulting Group, LLC | 1,800 | $521.4K | 0.04% | +627+53.5% | Added |
| Walleye Trading LLC | 1,799 | $521.2K | 0.01% | +1,799 | New |
| Modera Wealth Management, LLC | 1,796 | $520.3K | 0.01% | −28−1.5% | Reduced |
| Wambolt & Associates, LLC | 1,794 | $519.5K | 0.17% | +20+1.1% | Added |
| Investment Partners Asset Management, Inc. | 1,789 | $518.3K | 0.36% | +290+19.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,788 | $518.0K | 0.07% | −20−1.1% | Reduced |
| HBK Sorce Advisory LLC | 1,785 | $517.2K | 0.01% | +291+19.5% | Added |
| Cobblestone Capital Advisors LLC | 1,783 | $516.6K | 0.03% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,782 | $516.3K | 0.22% | +289+19.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,780 | $515.7K | 0.04% | −49−2.7% | Reduced |
| Alta Advisers Ltd | 1,776 | $514.5K | 0.18% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,773 | $513.7K | 0.27% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 1,758 | $509.2K | 0.19% | +1,085+161.2% | Added |
| Legal Advantage Investments, Inc. | 1,750 | $507.0K | 0.24% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,748 | $506.7K | 0.32% | +138+8.6% | Added |
| Soltis Investment Advisors LLC | 1,737 | $503.4K | 0.04% | +302+21.0% | Added |
| West Oak Capital, LLC | 1,735 | $502.7K | 0.20% | 00.0% | Unchanged |
| Tower Bridge Advisors | 1,735 | $502.7K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,733 | $502.1K | 0.02% | +85+5.2% | Added |
| Evernest Financial Advisors, LLC | 1,725 | $499.7K | 0.16% | +564+48.6% | Added |
| Earnest Partners LLC | 1,724 | $499.5K | 0.00% | +298+20.9% | Added |
| Independence Bank of Kentucky | 1,717 | $497.4K | 0.07% | −244−12.4% | Reduced |
| Aspire Growth Partners LLC | 1,715 | $496.9K | 0.41% | −11−0.6% | Reduced |
| FLC Capital Advisors | 1,714 | $496.6K | 0.10% | +3+0.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,705 | $495.7K | 0.23% | −138−7.5% | Reduced |
| Crux Wealth Advisors | 1,710 | $495.5K | 0.21% | −2,019−54.1% | Reduced |
| Atlas Capital Advisors LLC | 1,710 | $495.4K | 0.06% | −27−1.6% | Reduced |
| Associated Banc-Corp | 1,709 | $495.1K | 0.01% | −25−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 1,707 | $494.7K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,705 | $494.0K | 0.05% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,705 | $494.0K | 0.01% | −505−22.9% | Reduced |
| Bingham Private Wealth, LLC | 1,703 | $493.4K | 0.47% | +1,703 | New |
| Brookwood Investment Group LLC | 1,699 | $492.2K | 0.08% | +1,699 | New |
| DAGCO, Inc. | 1,695 | $491.1K | 0.14% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 1,692 | $490.2K | 0.11% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,688 | $489.1K | 0.02% | −499−22.8% | Reduced |
| Evermay Wealth Management LLC | 1,684 | $488.7K | 0.06% | +38+2.3% | Added |
| L2 Asset Management, LLC | 1,669 | $483.5K | 0.08% | +74+4.6% | Added |
| Banque Pictet & Cie SA | 1,665 | $482.4K | 0.01% | 00.0% | Unchanged |
| First County Bank | 1,662 | $481.5K | 0.26% | −68−3.9% | Reduced |
| Gries Financial LLC | 1,659 | $480.6K | 0.09% | +76+4.8% | Added |
| Phillips Wealth Planners LLC | 1,705 | $477.3K | 0.43% | +3+0.2% | Added |
| AssuredPartners Investment Advisors, LLC | 1,645 | $476.6K | 0.12% | −3,180−65.9% | Reduced |
| Principal Street Partners, LLC | 1,622 | $469.9K | 0.05% | +811+100.0% | Added |
| Eagle Bluffs Wealth Management LLC | 1,616 | $469.8K | 0.22% | +3+0.2% | Added |
| Spire Wealth Management | 1,615 | $467.8K | 0.02% | −588−26.7% | Reduced |
| Berkeley Capital Partners, LLC | 1,609 | $466.2K | 0.12% | −46−2.8% | Reduced |
| Salvus Wealth Management, LLC | 1,608 | $465.9K | 0.27% | +1,608 | New |
| American Institute for Advanced Investment Management, LLP | 1,575 | $465.2K | 0.33% | +95+6.4% | Added |