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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 809 | $234.4K | 0.02% | −156−16.2% | Reduced |
| Gentry Private Wealth, LLC | 807 | $233.8K | 0.18% | +807 | New |
| AGH Wealth Advisors, LLC | 807 | $233.8K | 0.19% | −13−1.6% | Reduced |
| Signet Financial Management, LLC | 806 | $233.6K | 0.03% | +12+1.5% | Added |
| Bragg Financial Advisors, Inc | 806 | $233.5K | 0.01% | −18−2.2% | Reduced |
| Stratos Wealth Advisors, LLC | 806 | $233.5K | 0.01% | −7−0.9% | Reduced |
| Wayfinding Financial, LLC | 872 | $233.0K | 0.10% | −55−5.9% | Reduced |
| D'Orazio & Associates, Inc. | 804 | $232.8K | 0.03% | +40+5.2% | Added |
| Rainey & Randall Investment Management Inc. | 800 | $232.6K | 0.04% | 00.0% | Unchanged |
| Clark Estates Inc | 800 | $231.8K | 0.05% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 799 | $231.5K | 0.01% | −42−5.0% | Reduced |
| Clear Creek Financial Management, LLC | 795 | $230.2K | 0.02% | −122−13.3% | Reduced |
| Longboard Asset Management, LP | 794 | $230.0K | 0.57% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 791 | $229.2K | 0.06% | +40+5.3% | Added |
| Maia Wealth LLC | 788 | $228.3K | 0.04% | +9+1.2% | Added |
| James J. Burns & Company, LLC | 787 | $228.0K | 0.04% | −11−1.4% | Reduced |
| Copperwynd Financial, LLC | 786 | $227.7K | 0.06% | +71+9.9% | Added |
| Climber Capital SA | 789 | $227.3K | 0.15% | −50−6.0% | Reduced |
| Rise Advisors, LLC | 784 | $227.3K | 0.09% | −57−6.8% | Reduced |
| Prossimo Advisors, LLC | 783 | $227.0K | 0.18% | +40+5.4% | Added |
| Avantax Planning Partners, Inc. | 781 | $226.3K | 0.01% | −2−0.3% | Reduced |
| Accuvest Global Advisors | 780 | $226.0K | 0.15% | +780 | New |
| McAdam, LLC | 780 | $226.0K | 0.01% | +24+3.2% | Added |
| Scott Marsh Financial, LLC | 778 | $225.4K | 0.08% | +778 | New |
| Gould Asset Management LLC | 774 | $224.2K | 0.04% | +28+3.8% | Added |
| Bedel Financial Consulting, Inc. | 773 | $224.0K | 0.03% | −25−3.1% | Reduced |
| Jacobsen Capital Management | 773 | $224.0K | 0.08% | +39+5.3% | Added |
| Leelyn Smith, LLC | 770 | $223.1K | 0.04% | 00.0% | Unchanged |
| Apella Capital, LLC | 790 | $221.2K | 0.01% | +790 | New |
| New Perspectives, Inc | 762 | $220.8K | 0.11% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 761 | $220.5K | 0.06% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 760 | $220.1K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 754 | $219.0K | 0.02% | +14+1.9% | Added |
| Provenance Wealth Advisors, LLC | 756 | $219.0K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 756 | $219.0K | 0.02% | +756 | New |
| Steel Peak Wealth Management LLC | 752 | $218.5K | 0.01% | +19+2.6% | Added |
| LWM Advisory Services, LLC | 752 | $217.9K | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 750 | $217.3K | 0.04% | 00.0% | Unchanged |
| Innova Wealth Partners | 748 | $216.7K | 0.13% | +83+12.5% | Added |
| BancorpSouth Bank | 747 | $216.4K | 0.01% | +5+0.7% | Added |
| Godshalk Welsh Capital Management, Inc. | 740 | $214.4K | 0.13% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 740 | $214.4K | 0.03% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,985 | $214.1K | 0.03% | +1,985 | New |
| Crown Wealth Group, LLC | 739 | $214.0K | 0.08% | −56−7.0% | Reduced |
| Thrive Wealth Management, LLC | 738 | $213.8K | 0.03% | −7−0.9% | Reduced |
| Allstate Corp | 737 | $213.5K | 0.02% | −10,998−93.7% | Reduced |
| Tactive Advisors, LLC | 737 | $213.5K | 0.07% | +737 | New |
| CoreCap Advisors, LLC | 736 | $213.4K | 0.01% | −238−24.4% | Reduced |
| Fiduciary Financial Group, LLC | 736 | $213.1K | 0.04% | −7−0.9% | Reduced |
| Wedge Capital Management L L P | 734 | $212.7K | 0.00% | −82−10.0% | Reduced |
| Ewa, LLC | 732 | $212.2K | 0.07% | +732 | New |
| Salem Investment Counselors Inc | 729 | $211.9K | 0.01% | +51+7.5% | Added |
| US Asset Management LLC | 730 | $211.5K | 0.18% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 730 | $211.0K | 0.09% | −23−3.1% | Reduced |
| Washington Capital Management Inc | 728 | $210.9K | 0.16% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 726 | $210.3K | 0.09% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 726 | $210.3K | 0.07% | +3+0.4% | Added |
| Sharp Financial Services, LLC | 725 | $210.0K | 0.14% | +725 | New |
| United Community Bank | 724 | $209.8K | 0.07% | −34−4.5% | Reduced |
| Dodge & Cox | 722 | $209.2K | 0.00% | 00.0% | Unchanged |
| Enhancing Capital LLC | 722 | $209.2K | 0.16% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 721 | $208.9K | 0.06% | −63−8.0% | Reduced |
| Aspen Grove Capital, LLC | 718 | $208.7K | 0.04% | +55+8.3% | Added |
| NTV Asset Management LLC | 718 | $208.0K | 0.02% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 715 | $207.2K | 0.05% | +5+0.7% | Added |
| Invst, LLC | 714 | $206.8K | 0.03% | −6−0.8% | Reduced |
| BLB&B Advisors, LLC | 712 | $206.3K | 0.01% | −90−11.2% | Reduced |
| Mosaic Financial Group, LLC | 712 | $206.0K | 0.16% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 710 | $205.7K | 0.02% | +3+0.4% | Added |
| Tranquility Partners, LLC | 710 | $205.7K | 0.07% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 708 | $205.1K | 0.11% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 706 | $204.5K | 0.01% | +706 | New |
| Chancellor Financial Group WB LP | 705 | $204.3K | 0.16% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 704 | $204.0K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 704 | $204.0K | 0.02% | +11+1.6% | Added |
| Fielder Capital Group LLC | 702 | $203.4K | 0.05% | +702 | New |
| Smith Shellnut Wilson LLC | 700 | $202.8K | 0.09% | −471−40.2% | Reduced |
| Sapient Capital LLC | 697 | $202.6K | 0.00% | −60−7.9% | Reduced |
| Facet Wealth, Inc. | 757 | $201.3K | 0.00% | +757 | New |
| Lynch & Associates | 692 | $200.6K | 0.04% | +692 | New |
| Bruce G. Allen Investments, LLC | 692 | $200.5K | 0.15% | −155−18.3% | Reduced |
| Pavion Blue Capital, LLC | 691 | $200.2K | 0.09% | 00.0% | Unchanged |
| Five Oceans Advisors | 691 | $200.2K | 0.09% | +8+1.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 678 | $196.8K | 0.07% | +156+29.9% | Added |
| First Command Advisory Services, Inc. | 676 | $195.9K | 0.00% | −3−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 668 | $193.6K | 0.02% | +4+0.6% | Added |
| Delta Asset Management LLC | 667 | $193.2K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 661 | $191.5K | 0.01% | +25+3.9% | Added |
| GW&K Investment Management, LLC | 658 | $191.0K | 0.00% | +27+4.3% | Added |
| Virtus ETF Advisers LLC | 617 | $178.8K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Co | 607 | $175.8K | 0.03% | +1+0.2% | Added |
| CoreFirst Bank & Trust | 599 | $173.5K | 0.10% | +599 | New |
| Atticus Wealth Management, LLC | 587 | $170.1K | 0.05% | +477+433.6% | Added |
| ORG Partners LLC | 891 | $169.3K | 0.04% | +42+4.9% | Added |
| Rexford Capital Inc | 583 | $168.9K | 0.14% | +583 | New |
| Deseret Mutual Benefit Administrators | 556 | $161.1K | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 538 | $155.9K | 0.00% | −25−4.4% | Reduced |
| Fortitude Family Office, LLC | 518 | $150.1K | 0.05% | +143+38.1% | Added |
| Horizon Bancorp Inc | 500 | $145.0K | 0.07% | +500 | New |
| Golden State Wealth Management, LLC | 489 | $141.7K | 0.02% | −60−10.9% | Reduced |