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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 1,652 | $464.4K | 0.17% | −35−2.1% | Reduced |
| Gateway Investment Advisers LLC | 1,596 | $462.4K | 0.01% | −33−2.0% | Reduced |
| Private Wealth Asset Management, LLC | 1,596 | $462.3K | 0.06% | −10−0.6% | Reduced |
| Angeles Wealth Management, LLC | 1,593 | $461.5K | 0.03% | +236+17.4% | Added |
| Advisory Alpha, LLC | 1,582 | $458.8K | 0.01% | −3−0.2% | Reduced |
| World Equity Group, Inc. | 1,578 | $457.2K | 0.12% | −13−0.8% | Reduced |
| Bank of New Hampshire | 1,577 | $456.9K | 0.11% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,572 | $455.4K | 0.16% | +76+5.1% | Added |
| Interchange Capital Partners, LLC | 1,566 | $453.7K | 0.10% | +138+9.7% | Added |
| Sawgrass Asset Management LLC | 1,563 | $452.8K | 0.05% | +122+8.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,561 | $452.3K | 0.00% | +4+0.3% | Added |
| Ellevest, Inc. | 1,560 | $452.0K | 0.07% | −51−3.2% | Reduced |
| Linscomb & Williams, Inc. | 1,554 | $450.2K | 0.02% | −165−9.6% | Reduced |
| Brown Financial Advisors | 1,547 | $448.2K | 0.17% | −32−2.0% | Reduced |
| Ci Investments Inc. | 1,546 | $448.0K | 0.00% | −24,508−94.1% | Reduced |
| Heron Bay Capital Management | 1,545 | $447.6K | 0.09% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1,541 | $446.5K | 0.04% | 00.0% | Unchanged |
| Broyhill Asset Management | 1,535 | $444.7K | 0.40% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 1,519 | $441.6K | 0.02% | +249+19.6% | Added |
| Paradigm Capital Management, LLC | 1,520 | $440.0K | 0.43% | +50+3.4% | Added |
| Hudson Valley Investment Advisors Inc | 1,516 | $439.2K | 0.05% | +35+2.4% | Added |
| MFA Wealth Services | 1,516 | $439.2K | 0.33% | −6−0.4% | Reduced |
| IFC Advisors LLC | 1,512 | $438.1K | 0.08% | +2+0.1% | Added |
| Roberts Glore & Co Inc | 1,511 | $437.8K | 0.13% | +5+0.3% | Added |
| Steinberg Asset Management LLC | 1,500 | $436.0K | 0.32% | 00.0% | Unchanged |
| Alerus Financial NA | 1,496 | $433.4K | 0.03% | −29−1.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,495 | $432.9K | 0.04% | +54+3.7% | Added |
| Quotient Wealth Partners, LLC | 1,494 | $432.8K | 0.01% | +73+5.1% | Added |
| 3Chopt Investment Partners, LLC | 1,487 | $432.3K | 0.10% | +710+91.4% | Added |
| MQS Management LLC | 1,479 | $428.5K | 0.24% | +1,479 | New |
| Atom Investors LP | 1,472 | $426.5K | 0.04% | +1,472 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,462 | $423.6K | 0.06% | +1+0.1% | Added |
| Tectonic Advisors LLC | 1,457 | $422.2K | 0.02% | +4+0.3% | Added |
| Integrated Advisors Network LLC | 1,457 | $422.1K | 0.02% | +455+45.4% | Added |
| Copley Financial Group, Inc. | 1,457 | $422.1K | 0.31% | −153−9.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 1,456 | $421.8K | 0.05% | +1,456 | New |
| CWS Financial Advisors, LLC | 1,449 | $419.8K | 0.12% | +548+60.8% | Added |
| Voya Financial Advisors, Inc. | 1,472 | $419.7K | 0.04% | −63−4.1% | Reduced |
| Univest Financial Corp | 1,448 | $419.5K | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 1,443 | $417.9K | 0.03% | −61−4.1% | Reduced |
| Harbour Investments, Inc. | 1,441 | $417.4K | 0.01% | −96−6.2% | Reduced |
| BKD Wealth Advisors, LLC | 1,439 | $416.9K | 0.01% | +1,439 | New |
| Clearview Wealth Advisors LLC | 1,434 | $415.4K | 0.29% | −6−0.4% | Reduced |
| Family Management Corp | 1,425 | $412.9K | 0.06% | +14+1.0% | Added |
| Childress Capital Advisors, LLC | 1,421 | $411.8K | 0.10% | +177+14.2% | Added |
| Smithfield Trust Co | 1,414 | $409.0K | 0.02% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,405 | $408.4K | 0.05% | +1,405 | New |
| Atlanta Consulting Group Advisors, LLC | 1,394 | $405.2K | 0.11% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 1,396 | $404.3K | 0.03% | −323−18.8% | Reduced |
| Weik Capital Management | 1,395 | $404.2K | 0.16% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 1,394 | $403.9K | 0.19% | −40−2.8% | Reduced |
| Sivia Capital Partners, LLC | 1,392 | $403.3K | 0.14% | +175+14.4% | Added |
| Carson Advisory Inc. | 1,388 | $402.1K | 0.26% | +8+0.6% | Added |
| Councilmark Asset Management, LLC | 1,387 | $401.8K | 0.25% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,383 | $400.7K | 0.08% | +79+6.1% | Added |
| Dohj, LLC | 1,408 | $400.6K | 0.12% | +1,408 | New |
| Diversify Advisory Services, LLC | 1,482 | $399.8K | 0.02% | +688+86.6% | Added |
| USA Financial Portformulas Corp | 1,380 | $399.8K | 0.07% | +4+0.3% | Added |
| Savvy Advisors, Inc. | 1,380 | $399.8K | 0.03% | +306+28.5% | Added |
| Strategy Asset Managers LLC | 1,378 | $399.2K | 0.07% | +39+2.9% | Added |
| Bridgewater Advisors Inc. | 1,481 | $397.7K | 0.03% | −8−0.5% | Reduced |
| Florida Financial Advisors, LLC | 1,373 | $397.7K | 0.13% | −145−9.6% | Reduced |
| Purkiss Capital Advisors LLC | 1,361 | $394.4K | 0.22% | +1,361 | New |
| waypoint wealth counsel | 1,356 | $392.9K | 0.19% | +1,356 | New |
| State of Wyoming | 1,356 | $392.9K | 0.05% | −174−11.4% | Reduced |
| 111 Capital | 1,355 | $392.6K | 0.07% | +1,355 | New |
| Drive Wealth Management, LLC | 1,350 | $392.0K | 0.09% | +59+4.6% | Added |
| Vicus Capital | 1,350 | $391.2K | 0.03% | −114−7.8% | Reduced |
| Hemenway Trust Co LLC | 1,345 | $389.7K | 0.03% | −10−0.7% | Reduced |
| Courier Capital LLC | 1,344 | $389.4K | 0.02% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,340 | $388.2K | 0.29% | −39−2.8% | Reduced |
| Burling Wealth Partners, LLC | 1,340 | $388.2K | 0.07% | −35−2.5% | Reduced |
| Bollard Group LLC | 1,340 | $388.0K | 0.01% | +50+3.9% | Added |
| Fundamentun, LLC | 1,337 | $387.5K | 0.02% | +15+1.1% | Added |
| Moss Adams Wealth Advisors LLC | 1,327 | $385.7K | 0.04% | +225+20.4% | Added |
| Green Harvest Asset Management LLC | 1,329 | $385.1K | 0.01% | +18+1.4% | Added |
| Tyche Wealth Partners LLC | 1,326 | $384.3K | 0.08% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,326 | $384.2K | 0.01% | +498+60.1% | Added |
| RMR Capital Management, LLC | 1,325 | $383.9K | 0.27% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,324 | $383.6K | 0.25% | +48+3.8% | Added |
| BostonPremier Wealth LLC | 1,323 | $383.3K | 0.21% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,318 | $381.8K | 0.08% | +4+0.3% | Added |
| David Loasby | 1,421 | $380.0K | 0.03% | −27−1.9% | Reduced |
| Forte Capital LLC | 1,310 | $379.5K | 0.04% | +400+44.0% | Added |
| Sage Financial Management Group, Inc. | 1,300 | $377.0K | 0.13% | 00.0% | Unchanged |
| SFMG, LLC | 1,301 | $376.9K | 0.03% | −18−1.4% | Reduced |
| Armis Advisers, LLC | 1,352 | $376.0K | 0.03% | +1,352 | New |
| Empower Advisory Group, LLC | 1,296 | $375.5K | 0.00% | −69−5.1% | Reduced |
| Portside Wealth Group, LLC | 1,295 | $375.2K | 0.06% | +149+13.0% | Added |
| Klingman & Associates, LLC | 1,290 | $373.7K | 0.02% | +444+52.5% | Added |
| BankPlus Trust Department | 1,289 | $373.4K | 0.11% | +428+49.7% | Added |
| Tandem Wealth Advisors LLC | 1,281 | $371.1K | 0.18% | −155−10.8% | Reduced |
| Nordwand Advisors, LLC | 1,281 | $371.1K | 0.06% | +1,281 | New |
| Foundations Investment Advisors, LLC | 1,279 | $370.6K | 0.01% | +242+23.3% | Added |
| Cornerstone Advisory, LLC | 1,278 | $370.3K | 0.04% | +25+2.0% | Added |
| BlackDiamond Wealth Management Inc. | 1,278 | $370.1K | 0.21% | −88−6.4% | Reduced |
| Dearborn Partners LLC | 1,276 | $369.8K | 0.02% | +1,276 | New |
| Kathmere Capital Management, LLC | 1,274 | $369.1K | 0.03% | +436+52.0% | Added |
| Waddell & Associates, LLC | 1,270 | $368.0K | 0.04% | +1,270 | New |
| Baker Avenue Asset Management, LP | 1,255 | $363.6K | 0.01% | +132+11.8% | Added |