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
- 1,962
- +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
- 829 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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 8,826 | $2.56M | 0.02% | +837+10.5% | Added |
| Callan Family Office, LLC | 8,752 | $2.54M | 0.08% | +4,811+122.1% | Added |
| 1832 Asset Management L.P. | 8,740 | $2.53M | 0.00% | −4,312−33.0% | Reduced |
| Richard Bernstein Advisors LLC | 8,727 | $2.53M | 0.06% | +8,727 | New |
| Northeast Financial Consultants Inc | 8,721 | $2.53M | 0.10% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 8,717 | $2.53M | 0.01% | −806−8.5% | Reduced |
| Bowman & Co S.C. | 8,703 | $2.52M | 1.12% | +6+0.1% | Added |
| Round Rock Advisors, LLC | 8,701 | $2.52M | 0.43% | −12−0.1% | Reduced |
| Roundview Capital LLC | 8,698 | $2.52M | 0.17% | +74+0.9% | Added |
| HighPoint Advisor Group LLC | 8,679 | $2.51M | 0.13% | −178−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,644 | $2.50M | 0.08% | −581−6.3% | Reduced |
| Phoenix Wealth Advisors | 8,615 | $2.50M | 1.05% | −452−5.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 8,602 | $2.49M | 0.21% | +45+0.5% | Added |
| Warren Averett Asset Management, LLC | 8,539 | $2.47M | 0.03% | +954+12.6% | Added |
| Alaethes Wealth LLC | 8,508 | $2.47M | 0.74% | +245+3.0% | Added |
| Accurate Wealth Management, LLC | 8,803 | $2.47M | 0.38% | −113−1.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 8,500 | $2.46M | 0.05% | +8,500 | New |
| Wright Investors Service Inc | 8,495 | $2.46M | 0.74% | +24+0.3% | Added |
| Bowen Hanes & Co Inc | 8,495 | $2.46M | 0.06% | +70+0.8% | Added |
| Cary Street Partners Financial LLC | 8,398 | $2.43M | 0.07% | −266−3.1% | Reduced |
| Naples Global Advisors, LLC | 8,336 | $2.42M | 0.21% | +548+7.0% | Added |
| Security National Bank | 8,333 | $2.41M | 0.42% | +223+2.7% | Added |
| Occudo Quantitative Strategies LP | 8,315 | $2.41M | 0.27% | −18,499−69.0% | Reduced |
| GAMMA Investing LLC | 8,295 | $2.40M | 0.15% | +1,394+20.2% | Added |
| MUFG Securities Americas Inc. | 8,259 | $2.39M | 0.20% | +1,663+25.2% | Added |
| McDonald Partners LLC | 8,187 | $2.39M | 0.57% | +110+1.4% | Added |
| Brown Brothers Harriman & Co | 8,238 | $2.39M | 0.02% | +378+4.8% | Added |
| Wetherby Asset Management Inc | 8,157 | $2.36M | 0.11% | +8,157 | New |
| Dynamic Advisor Solutions LLC | 8,070 | $2.34M | 0.07% | −21−0.3% | Reduced |
| TFG Advisers LLC | 8,067 | $2.34M | 0.80% | +136+1.7% | Added |
| Global Retirement Partners, LLC | 8,032 | $2.33M | 0.06% | +8,032 | New |
| Heritage Trust Co | 7,963 | $2.31M | 0.27% | −9−0.1% | Reduced |
| Concord Wealth Partners | 7,949 | $2.30M | 0.34% | −1,091−12.1% | Reduced |
| Concord Asset Management, LLC | 7,949 | $2.30M | 0.35% | +128+1.6% | Added |
| Aptus Capital Advisors, LLC | 7,939 | $2.30M | 0.02% | +1,423+21.8% | Added |
| HM Payson & Co | 7,931 | $2.30M | 0.04% | −1,240−13.5% | Reduced |
| Coastal Bridge Advisors, LLC | 7,906 | $2.29M | 0.19% | +7,906 | New |
| Delta Financial Advisors LLC | 7,881 | $2.28M | 0.80% | −29−0.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 7,858 | $2.28M | 0.58% | +395+5.3% | Added |
| Joel Isaacson & Co., LLC | 7,844 | $2.27M | 0.09% | −61−0.8% | Reduced |
| Central Valley Advisors, LLC | 7,828 | $2.27M | 0.77% | −78−1.0% | Reduced |
| Burney Co | 7,774 | $2.25M | 0.08% | −403−4.9% | Reduced |
| Parkside Financial Bank & Trust | 7,745 | $2.24M | 0.24% | +246+3.3% | Added |
| Davidson Trust Co | 7,704 | $2.23M | 1.03% | −128−1.6% | Reduced |
| PFG Advisors | 7,702 | $2.23M | 0.11% | +1,742+29.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,682 | $2.23M | 0.07% | −2,320−23.2% | Reduced |
| National Asset Management, Inc. | 7,682 | $2.23M | 0.11% | −2,045−21.0% | Reduced |
| Baxter Bros Inc | 7,661 | $2.22M | 0.27% | +128+1.7% | Added |
| WealthShield Partners, LLC | 7,645 | $2.21M | 0.27% | +6,661+676.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,615 | $2.21M | 1.68% | +90+1.2% | Added |
| We Are One Seven, LLC | 7,584 | $2.20M | 0.07% | +1,042+15.9% | Added |
| Lederer & Associates Investment Counsel | 7,545 | $2.19M | 1.45% | −25−0.3% | Reduced |
| Altman Advisors, Inc. | 7,548 | $2.19M | 0.89% | +50+0.7% | Added |
| Forum Financial Management, LP | 7,490 | $2.17M | 0.03% | +715+10.6% | Added |
| King Luther Capital Management Corp | 7,476 | $2.17M | 0.01% | +317+4.4% | Added |
| Brooks, Moore & Associates, Inc. | 8,127 | $2.16M | 1.17% | +100+1.2% | Added |
| Freedom Day Solutions, LLC | 7,462 | $2.16M | 0.64% | +7,462 | New |
| Aries Wealth Management | 7,439 | $2.16M | 0.56% | −10−0.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,346 | $2.13M | 0.94% | +183+2.6% | Added |
| Susquehanna Fundamental Investments, LLC | 7,300 | $2.11M | 0.06% | −1,800−19.8% | Reduced |
| Wealthcare Advisory Partners LLC | 7,293 | $2.11M | 0.05% | +732+11.2% | Added |
| Legacy Wealth Asset Management, LLC | 7,292 | $2.11M | 0.54% | +1,950+36.5% | Added |
| Guyasuta Investment Advisors Inc | 7,291 | $2.11M | 0.13% | +800+12.3% | Added |
| NBT Bank N A | 7,282 | $2.11M | 0.14% | −135−1.8% | Reduced |
| BKM Wealth Management, LLC | 7,235 | $2.10M | 0.82% | −225−3.0% | Reduced |
| Neville Rodie & Shaw Inc | 7,164 | $2.08M | 0.15% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,163 | $2.08M | 0.03% | −950−11.7% | Reduced |
| Monarch Capital Management Inc | 7,137 | $2.07M | 0.56% | +215+3.1% | Added |
| Los Angeles Capital Management LLC | 7,109 | $2.06M | 0.01% | −4,883−40.7% | Reduced |
| Concentric Capital Strategies, LP | 7,043 | $2.04M | 0.12% | +7,043 | New |
| Meridian Investment Counsel Inc. | 7,034 | $2.04M | 0.55% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 7,019 | $2.03M | 0.01% | +4,853+224.1% | Added |
| Perpetual Ltd | 7,010 | $2.03M | 0.02% | +215+3.2% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $2.03M | 1.06% | −4,000−36.4% | Reduced |
| Pallas Capital Advisors LLC | 6,978 | $2.02M | 0.08% | +2,123+43.7% | Added |
| Ballentine Partners, LLC | 6,951 | $2.01M | 0.03% | −1,678−19.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,949 | $2.01M | 0.56% | 00.0% | Unchanged |
| Old National Bancorp | 6,937 | $2.01M | 0.04% | +2,724+64.7% | Added |
| Clear Harbor Asset Management, LLC | 6,933 | $2.01M | 0.15% | +41+0.6% | Added |
| Choate Investment Advisors | 6,844 | $1.98M | 0.04% | +3,217+88.7% | Added |
| Dividend Assets Capital, LLC | 6,823 | $1.98M | 0.36% | −175−2.5% | Reduced |
| Engineers Gate Manager LP | 6,811 | $1.97M | 0.02% | +6,811 | New |
| Signaturefd, LLC | 6,798 | $1.97M | 0.03% | +699+11.5% | Added |
| Plato Investment Management Ltd | 6,820 | $1.97M | 0.15% | +9+0.1% | Added |
| Herold Advisors, Inc. | 6,788 | $1.97M | 0.41% | −1,299−16.1% | Reduced |
| XXEC, Inc. | 6,772 | $1.96M | 1.58% | −748−9.9% | Reduced |
| J. W. Coons Advisors, LLC | 6,758 | $1.96M | 0.44% | 00.0% | Unchanged |
| Mather Group, LLC. | 6,746 | $1.95M | 0.02% | +33+0.5% | Added |
| Equitable Holdings, Inc. | 6,712 | $1.94M | 0.02% | +665+11.0% | Added |
| Family Legacy, Inc. | 6,696 | $1.94M | 0.63% | −203−2.9% | Reduced |
| FWL Investment Management, LLC | 6,695 | $1.94M | 0.59% | +179+2.7% | Added |
| Dark Forest Capital Management LP | 6,692 | $1.94M | 0.08% | +6,692 | New |
| Cim Investment Mangement Inc | 6,844 | $1.94M | 0.37% | +3,416+99.6% | Added |
| Valeo Financial Advisors, LLC | 6,667 | $1.93M | 0.05% | +1,958+41.6% | Added |
| Atria Wealth Solutions, Inc. | 6,630 | $1.92M | 0.04% | −7,530−53.2% | Reduced |
| Thoroughbred Financial Services, LLC | 6,634 | $1.92M | 0.13% | −3,219−32.7% | Reduced |
| Fruth Investment Management | 6,621 | $1.92M | 0.52% | −60−0.9% | Reduced |
| Cordatus Wealth Management LLC | 6,609 | $1.92M | 0.47% | +39+0.6% | Added |
| Point72 (DIFC) Ltd | 6,599 | $1.91M | 0.15% | +6,599 | New |
| Gilliland Jeter Wealth Management LLC | 6,591 | $1.91M | 0.62% | −26−0.4% | Reduced |