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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 1,254 | $363.4K | 0.04% | +2+0.2% | Added |
| Wynn Capital, LLC | 1,251 | $362.4K | 0.19% | 00.0% | Unchanged |
| Sicart Associates LLC | 1,250 | $362.1K | 0.13% | −140−10.1% | Reduced |
| Quaker Wealth Management, LLC | 1,247 | $361.2K | 0.12% | +1,247 | New |
| Norway Savings Bank | 1,243 | $360.1K | 0.18% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,243 | $360.1K | 0.01% | +29+2.4% | Added |
| StrongBox Wealth, LLC | 1,243 | $360.1K | 0.14% | +57+4.8% | Added |
| Gitterman Wealth Management, LLC | 1,241 | $359.5K | 0.08% | +1,241 | New |
| Prestige Wealth Management Group LLC | 1,236 | $359.3K | 0.07% | −179−12.7% | Reduced |
| Stanley-Laman Group, Ltd. | 1,237 | $358.4K | 0.05% | +159+14.7% | Added |
| GTS Securities LLC | 1,232 | $356.9K | 0.02% | −1,137−48.0% | Reduced |
| KPP Advisory Services LLC | 1,230 | $356.4K | 0.06% | −2−0.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,229 | $356.1K | 0.02% | +26+2.2% | Added |
| Park Edge Advisors, LLC | 1,224 | $354.6K | 0.09% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 1,221 | $353.7K | 0.04% | +151+14.1% | Added |
| Broadwater Capital Management LLC | 353,458 | $353.5K | 0.27% | +352,238+28,872.0% | Added |
| Elgethun Capital Management | 1,219 | $353.2K | 0.07% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 1,208 | $350.0K | 0.08% | 00.0% | Unchanged |
| Promethium Advisors,llc | 1,203 | $349.7K | 0.21% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,206 | $349.4K | 0.13% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,205 | $349.1K | 0.01% | +5+0.4% | Added |
| Wealth Effects LLC | 1,205 | $349.1K | 0.13% | −25−2.0% | Reduced |
| Moment Partners, LLC | 1,203 | $348.5K | 0.07% | +7+0.6% | Added |
| TCG Advisory Services, LLC | 1,200 | $347.7K | 0.01% | +228+23.5% | Added |
| SummitTX Capital, L.P. | 1,200 | $347.7K | 0.02% | +1,200 | New |
| Robertson Stephens Wealth Management, LLC | 1,196 | $347.5K | 0.01% | −41−3.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,198 | $347.1K | 0.11% | +1+0.1% | Added |
| Walleye Capital LLC | 1,192 | $345.3K | 0.00% | −143−10.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,192 | $345.3K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 1,191 | $345.1K | 0.04% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,188 | $344.2K | 0.28% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,185 | $343.3K | 0.04% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 1,184 | $343.0K | 0.18% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,184 | $342.9K | 0.03% | +335+39.5% | Added |
| Capital Performance Advisors LLP | 1,183 | $342.9K | 0.07% | +117+11.0% | Added |
| Sax Wealth Advisors, LLC | 1,179 | $341.6K | 0.02% | +505+74.9% | Added |
| South Plains Financial, Inc. | 1,179 | $341.6K | 0.24% | +210+21.7% | Added |
| Farmers National Bank | 1,175 | $340.4K | 0.09% | −34−2.8% | Reduced |
| Fiduciary Family Office, LLC | 1,175 | $340.4K | 0.11% | +375+46.9% | Added |
| Breakwater Capital Group | 1,170 | $339.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,165 | $337.6K | 0.02% | +113+10.7% | Added |
| Advyzon Investment Management, LLC | 1,164 | $337.3K | 0.07% | +129+12.5% | Added |
| Octavia Wealth Advisors, LLC | 1,158 | $336.6K | 0.04% | +1,158 | New |
| Pacific Capital Wealth Advisors, Inc | 1,202 | $336.5K | 0.06% | −18−1.5% | Reduced |
| Reliant Investment Partners, LLC | 1,160 | $336.1K | 0.29% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,155 | $334.6K | 0.12% | −18−1.5% | Reduced |
| Cromwell Holdings LLC | 1,146 | $333.1K | 0.20% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,140 | $330.3K | 0.22% | +194+20.5% | Added |
| Essential Partners LLC | 1,139 | $330.0K | 0.13% | +1,139 | New |
| Sentry Investment Management LLC | 1,177 | $329.0K | 0.18% | 00.0% | Unchanged |
| JT Stratford LLC | 1,127 | $326.5K | 0.05% | +38+3.5% | Added |
| Clear Street Markets LLC | 1,127 | $326.5K | 0.12% | +1,127 | New |
| Stone House Investment Management, LLC | 1,126 | $326.3K | 0.06% | +3+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 1,126 | $326.0K | 0.09% | −251−18.2% | Reduced |
| RB Capital Management, LLC | 1,124 | $325.7K | 0.07% | +27+2.5% | Added |
| RiverFront Investment Group, LLC | 1,124 | $325.6K | 0.01% | +240+27.1% | Added |
| J.Safra Asset Management Corp | 1,124 | $325.6K | 0.02% | +1+0.1% | Added |
| Naviter Wealth, LLC | 1,110 | $322.6K | 0.04% | +116+11.7% | Added |
| LeClair Wealth Partners LLC | 1,108 | $321.0K | 0.22% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,105 | $320.1K | 0.04% | +97+9.6% | Added |
| Renaissance Group LLC | 1,101 | $319.0K | 0.01% | −167−13.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,090 | $315.8K | 0.05% | +230+26.7% | Added |
| Money Concepts Capital Corp | 1,088 | $315.2K | 0.02% | −746−40.7% | Reduced |
| Founders Financial Alliance, LLC | 1,087 | $314.9K | 0.07% | +1+0.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 1,080 | $312.9K | 0.08% | −565−34.3% | Reduced |
| Alpha Family Trust | 1,080 | $312.9K | 0.15% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 1,079 | $312.6K | 0.42% | +1,079 | New |
| Zullo Investment Group, Inc. | 1,077 | $312.0K | 0.13% | +6+0.6% | Added |
| Cypress Capital Group | 1,074 | $311.2K | 0.04% | +5+0.5% | Added |
| Reynders McVeigh Capital Management, LLC | 1,074 | $311.0K | 0.02% | +5+0.5% | Added |
| Real Talk Capital, LLC | 1,059 | $306.9K | 0.37% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 1,056 | $305.9K | 0.02% | +27+2.6% | Added |
| Guardian Wealth Advisors, LLC | 1,050 | $304.1K | 0.18% | +21+2.0% | Added |
| WoodTrust Financial Corp | 1,047 | $303.0K | 0.04% | +70+7.2% | Added |
| Integrated Investment Consultants, LLC | 1,045 | $302.8K | 0.06% | +1,045 | New |
| VeraBank, N.A. | 1,039 | $301.0K | 0.06% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,036 | $300.1K | 0.07% | −1,594−60.6% | Reduced |
| MCF Advisors LLC | 1,031 | $299.7K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,032 | $299.0K | 0.05% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 1,032 | $299.0K | 0.00% | 00.0% | Unchanged |
| IMZ Advisory Inc | 1,088 | $298.2K | 0.12% | +42+4.0% | Added |
| Parthenon LLC | 1,027 | $297.5K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 1,024 | $296.7K | 0.04% | +333+48.2% | Added |
| McLean Asset Management Corp | 1,059 | $296.6K | 0.08% | +29+2.8% | Added |
| Trust Co | 1,023 | $296.4K | 0.03% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,023 | $296.4K | 0.13% | +292+39.9% | Added |
| Syverson Strege & Co | 1,021 | $295.8K | 0.07% | +1,021 | New |
| Financial Advisors, LLC | 1,020 | $295.5K | 0.06% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 1,015 | $294.1K | 0.01% | +1,015 | New |
| Atwater Malick LLC | 1,010 | $292.6K | 0.09% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,004 | $291.0K | 0.03% | +71+7.6% | Added |
| American National Bank | 1,003 | $290.6K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $289.7K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,000 | $289.7K | 0.14% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $289.7K | 0.03% | +1,000 | New |
| Norden Group LLC | 998 | $289.3K | 0.03% | +201+25.2% | Added |
| Foster Group, Inc. | 993 | $287.7K | 0.01% | +119+13.6% | Added |
| Three Bridge Wealth Advisors, LLC | 991 | $287.1K | 0.08% | +991 | New |
| Onefund, LLC | 987 | $286.0K | 0.21% | −10−1.0% | Reduced |
| Rainier Family Wealth Inc | 987 | $286.0K | 0.29% | −178−15.3% | Reduced |