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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 984 | $285.1K | 0.13% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 982 | $284.5K | 0.11% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 978 | $283.4K | 0.23% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 976 | $282.7K | 0.22% | +2+0.2% | Added |
| Womack Financial LLC | 973 | $281.9K | 0.23% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 970 | $281.0K | 0.11% | −2−0.2% | Reduced |
| Pure Financial Advisors, Inc. | 969 | $280.8K | 0.00% | +969 | New |
| May Hill Capital, LLC | 969 | $280.7K | 0.09% | +74+8.3% | Added |
| E Fund Management Co., Ltd. | 964 | $279.3K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 964 | $279.3K | 0.01% | +131+15.7% | Added |
| Genesis Private Wealth, LLC | 957 | $277.3K | 0.13% | +13+1.4% | Added |
| Echo45 Advisors LLC | 957 | $277.2K | 0.17% | +39+4.2% | Added |
| McIlrath & Eck, LLC | 956 | $277.0K | 0.03% | 00.0% | Unchanged |
| Somerset Group LLC | 954 | $276.4K | 0.23% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 951 | $276.0K | 0.08% | −1−0.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 948 | $274.7K | 0.01% | −207−17.9% | Reduced |
| Harrington Investments, INC | 943 | $273.2K | 0.14% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 941 | $273.0K | 0.06% | +2+0.2% | Added |
| CVA Family Office, LLC | 938 | $271.8K | 0.04% | −6−0.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 932 | $271.2K | 0.10% | +139+17.5% | Added |
| Heritage Wealth Advisors | 935 | $271.0K | 0.01% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 935 | $270.9K | 0.02% | +935 | New |
| Zacks Investment Management | 932 | $270.0K | 0.00% | +41+4.6% | Added |
| Capital Analysts, LLC | 932 | $270.0K | 0.01% | −1−0.1% | Reduced |
| Samalin Investment Counsel, LLC | 931 | $269.9K | 0.10% | −24−2.5% | Reduced |
| Affinity Wealth Management LLC | 931 | $269.8K | 0.04% | −123−11.7% | Reduced |
| Diligent Investors, LLC | 931 | $269.7K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 960 | $268.9K | 0.03% | +23+2.5% | Added |
| Binnacle Investments Inc | 928 | $268.9K | 0.17% | +3+0.3% | Added |
| Omnia Family Wealth, LLC | 921 | $267.7K | 0.10% | +133+16.9% | Added |
| Verum Partners LLC | 923 | $267.5K | 0.06% | −2−0.2% | Reduced |
| BlueChip Wealth Advisors LLC | 921 | $266.8K | 0.12% | 00.0% | Unchanged |
| Bank of Hawaii | 917 | $265.7K | 0.01% | −1,924−67.7% | Reduced |
| Trilogy Capital Inc. | 916 | $265.4K | 0.01% | −8−0.9% | Reduced |
| Essex LLC | 916 | $265.4K | 0.05% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 915 | $265.1K | 0.01% | −12−1.3% | Reduced |
| TFB Advisors LLC | 912 | $264.2K | 0.07% | +912 | New |
| Sunbelt Securities, Inc. | 955 | $263.8K | 0.02% | −892−48.3% | Reduced |
| Arlington Trust Co LLC | 910 | $263.6K | 0.05% | −333−26.8% | Reduced |
| Parcion Private Wealth LLC | 907 | $262.8K | 0.02% | +211+30.3% | Added |
| New England Professional Planning Group Inc. | 906 | $262.5K | 0.12% | −141−13.5% | Reduced |
| Fiduciary Alliance LLC | 905 | $262.2K | 0.02% | +61+7.2% | Added |
| Mizuho Markets Americas LLC | 905 | $262.2K | 0.01% | −4,200−82.3% | Reduced |
| Seed Wealth Management, Inc. | 905 | $262.2K | 0.20% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 902 | $261.3K | 0.00% | +111+14.0% | Added |
| Aua Capital Management, LLC | 900 | $260.7K | 0.16% | 00.0% | Unchanged |
| Financial Insights, Inc. | 899 | $260.5K | 0.10% | +62+7.4% | Added |
| Accredited Investors Inc. | 893 | $258.7K | 0.02% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 890 | $257.9K | 0.07% | −15−1.7% | Reduced |
| Kidder Stephen W | 890 | $257.9K | 0.08% | +60+7.2% | Added |
| Northeast Planning Associates, Inc. | 889 | $257.6K | 0.24% | 00.0% | Unchanged |
| Intrua Financial, LLC | 889 | $257.4K | 0.04% | +104+13.2% | Added |
| Visionary Wealth Advisors | 888 | $257.3K | 0.01% | −129−12.7% | Reduced |
| GHP Investment Advisors, Inc. | 885 | $256.4K | 0.01% | +86+10.8% | Added |
| Continuum Advisory, LLC | 885 | $256.4K | 0.03% | +724+449.7% | Added |
| Cullinan Associates Inc | 882 | $255.5K | 0.02% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 881 | $255.1K | 0.10% | +881 | New |
| Kensington Investment Counsel, LLC | 880 | $255.0K | 0.11% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 879 | $254.7K | 0.03% | −201−18.6% | Reduced |
| Pacifica Partners Inc. | 890 | $253.8K | 0.10% | +40+4.7% | Added |
| Altfest L J & Co Inc | 873 | $252.8K | 0.03% | +46+5.6% | Added |
| Jefferies Financial Group Inc. | 872 | $252.6K | 0.00% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 871 | $252.4K | 0.16% | +871 | New |
| Abel Hall, LLC | 870 | $252.1K | 0.12% | −4−0.5% | Reduced |
| LaFleur & Godfrey LLC | 868 | $251.5K | 0.03% | −100−10.3% | Reduced |
| Change Path, LLC | 867 | $251.2K | 0.01% | +56+6.9% | Added |
| Excalibur Management Corp | 866 | $250.9K | 0.09% | +3+0.3% | Added |
| Sargent Investment Group, LLC | 927 | $249.9K | 0.03% | −251−21.3% | Reduced |
| New Republic Capital, LLC | 859 | $249.6K | 0.09% | +51+6.3% | Added |
| Optas, LLC | 861 | $249.4K | 0.05% | +7+0.8% | Added |
| Beck Mack & Oliver LLC | 858 | $248.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 854 | $247.3K | 0.17% | +491+135.3% | Added |
| Goldstein Advisors, LLC | 850 | $246.3K | 0.03% | −1,519−64.1% | Reduced |
| Balentine LLC | 850 | $246.3K | 0.01% | +59+7.5% | Added |
| Fairfield, Bush & Co. | 845 | $244.8K | 0.14% | −15−1.7% | Reduced |
| Princeton Capital Management LLC | 843 | $244.2K | 0.07% | +78+10.2% | Added |
| WT Wealth Management | 842 | $243.9K | 0.07% | 00.0% | Unchanged |
| First American Trust, FSB | 841 | $243.7K | 0.02% | +30+3.7% | Added |
| My Legacy Advisors, LLC | 867 | $243.2K | 0.09% | +867 | New |
| Linden Thomas Advisory Services, LLC | 839 | $243.1K | 0.03% | −21−2.4% | Reduced |
| Versant Capital Management, Inc | 837 | $242.5K | 0.04% | +94+12.7% | Added |
| BIP Wealth, LLC | 834 | $241.7K | 0.01% | −289−25.7% | Reduced |
| PBMares Wealth Management LLC | 833 | $241.3K | 0.04% | +95+12.9% | Added |
| Ancora Advisors, LLC | 829 | $240.2K | 0.01% | +35+4.4% | Added |
| Novem Group | 828 | $239.8K | 0.03% | −16−1.9% | Reduced |
| Barry Investment Advisors, LLC | 824 | $239.5K | 0.06% | +2+0.2% | Added |
| Salzhauer Michael | 824 | $238.7K | 0.15% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 824 | $238.7K | 0.14% | +26+3.3% | Added |
| Financial Management Professionals, Inc. | 821 | $238.7K | 0.03% | −117−12.5% | Reduced |
| Rodgers Brothers Inc. | 823 | $238.4K | 0.03% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 820 | $237.6K | 0.18% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 819 | $237.3K | 0.06% | −1−0.1% | Reduced |
| Leuthold Group, LLC | 819 | $237.3K | 0.03% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 817 | $236.8K | 0.06% | −33−3.9% | Reduced |
| MBL Wealth, LLC | 812 | $235.3K | 0.02% | −44−5.1% | Reduced |
| Mendel Money Management | 812 | $235.3K | 0.10% | −10−1.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 811 | $235.0K | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 811 | $235.0K | 0.03% | +22+2.8% | Added |
| Root Financial Partners, LLC | 811 | $235.0K | 0.02% | +811 | New |
| Morton Capital Management LLC | 809 | $234.5K | 0.04% | +809 | New |