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, Q3 2025
Institutional positions in Chubb Ltd as of Sep 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
- 1,931
- +1 vs. Q2 2025
- Shares held
- 344.8M
- −7.51M (−2.1%) vs. Q2 2025
- Total value
- $97.3B
- −$4.62B (−4.5%) vs. Q2 2025
- New holders
- 135
- 766 more added
- Sold out
- 134
- 731 more reduced
32 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,126 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horizons Wealth Management | 282 | $79.6K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 283 | $80.2K | 0.03% | +23+8.8% | Added |
| Caldwell Trust Co | 284 | $80.2K | 0.01% | +30+11.8% | Added |
| Hemington Wealth Management | 290 | $81.0K | 0.01% | +8+2.8% | Added |
| Sound Income Strategies, LLC | 291 | $82.8K | 0.00% | +244+519.1% | Added |
| Investors Research Corp | 297 | $83.8K | 0.02% | 00.0% | Unchanged |
| Crews Bank & Trust | 298 | $84.1K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 300 | $84.7K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 308 | $86.9K | 0.01% | +2+0.7% | Added |
| Indiana Trust & Investment Management CO | 313 | $88.3K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 323 | $91.2K | 0.01% | −8−2.4% | Reduced |
| Anchor Investment Management, LLC | 325 | $91.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 328 | $92.6K | 0.06% | +328 | New |
| Thompson Investment Management, Inc. | 330 | $93.1K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 331 | $93.4K | 0.05% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 336 | $94.8K | 0.06% | −4−1.2% | Reduced |
| BFSG, LLC | 339 | $95.7K | 0.01% | −6−1.7% | Reduced |
| Rosenberg Matthew Hamilton | 351 | $99.1K | 0.02% | 00.0% | Unchanged |
| Imprint Wealth LLC | 352 | $99.4K | 0.32% | +352 | New |
| Avion Wealth | 358 | $101.0K | 0.02% | −9−2.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 361 | $101.9K | 0.05% | −34−8.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 369 | $104.2K | 0.03% | +369 | New |
| JFS Wealth Advisors, LLC | 380 | $107.3K | 0.01% | −2−0.5% | Reduced |
| First Financial Corp | 384 | $108.4K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 388 | $109.5K | 0.03% | +306+373.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 396 | $111.8K | 0.19% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 399 | $112.6K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 400 | $112.9K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 400 | $112.9K | 0.08% | 00.0% | Unchanged |
| Payden & Rygel | 400 | $113.0K | 0.01% | −35,800−98.9% | Reduced |
| Birchbrook, Inc. | 413 | $116.6K | 0.06% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 420 | $118.5K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 425 | $120.0K | 0.07% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 425 | $120.0K | 0.04% | +425 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 430 | $121.4K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 436 | $123.1K | 0.01% | +10+2.3% | Added |
| Wellington Shields & Co., LLC | 461 | $130.1K | 0.03% | −300−39.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 470 | $132.7K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 486 | $137.2K | 0.02% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 487 | $137.5K | 0.05% | +12+2.5% | Added |
| Rise Advisors, LLC | 489 | $138.0K | 0.05% | −295−37.6% | Reduced |
| SBI Securities Co., Ltd. | 493 | $139.1K | 0.00% | −45−8.4% | Reduced |
| Pinnacle Bancorp, Inc. | 509 | $143.7K | 0.04% | +145+39.8% | Added |
| Fortitude Family Office, LLC | 510 | $143.9K | 0.04% | −8−1.5% | Reduced |
| USA Financial Portformulas Corp | 516 | $145.6K | 0.03% | −864−62.6% | Reduced |
| Deseret Mutual Benefit Administrators | 516 | $145.6K | 0.06% | −40−7.2% | Reduced |
| Bey-Douglas LLC | 525 | $148.2K | 0.11% | +525 | New |
| Golden State Wealth Management, LLC | 525 | $148.2K | 0.02% | +36+7.4% | Added |
| Dakota Community Bank & Trust NA | 527 | $148.7K | 0.59% | +41+8.4% | Added |
| Salomon & Ludwin, LLC | 541 | $153.6K | 0.01% | +272+101.1% | Added |
| ORG Partners LLC | 549 | $155.1K | 0.03% | −342−38.4% | Reduced |
| Rexford Capital Inc | 583 | $164.6K | 0.13% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 590 | $166.5K | 0.00% | +344+139.8% | Added |
| Hantz Financial Services, Inc. | 590 | $167.0K | 0.00% | +122+26.1% | Added |
| CoreFirst Bank & Trust | 599 | $169.1K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 607 | $171.3K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 638 | $180.1K | 0.06% | −489−43.4% | Reduced |
| Trust Co | 649 | $183.2K | 0.02% | −374−36.6% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 10,727 | $184.3K | 0.08% | +10,727 | New |
| LMR Partners LLP | 656 | $185.2K | 0.00% | +206+45.8% | Added |
| Bruce G. Allen Investments, LLC | 660 | $186.3K | 0.13% | −32−4.6% | Reduced |
| Delta Asset Management LLC | 667 | $188.3K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 670 | $189.5K | 0.04% | −8−1.2% | Reduced |
| First Command Advisory Services, Inc. | 676 | $190.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 680 | $191.9K | 0.07% | +641+1,643.6% | Added |
| GW&K Investment Management, LLC | 680 | $192.0K | 0.00% | +22+3.3% | Added |
| GPS Wealth Strategies Group, LLC | 683 | $192.8K | 0.02% | +15+2.2% | Added |
| CoreCap Advisors, LLC | 703 | $198.5K | 0.01% | −33−4.5% | Reduced |
| Versant Capital Management, Inc | 704 | $198.7K | 0.03% | −133−15.9% | Reduced |
| Southeast Asset Advisors Inc. | 710 | $200.4K | 0.02% | +6+0.9% | Added |
| Mosaic Financial Group, LLC | 712 | $201.0K | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 713 | $201.2K | 0.02% | −1−0.1% | Reduced |
| Live Oak Investment Partners | 714 | $201.5K | 0.13% | +714 | New |
| Hoxton Planning & Management, LLC | 715 | $201.8K | 0.06% | −11−1.5% | Reduced |
| WoodTrust Financial Corp | 717 | $202.0K | 0.02% | −330−31.5% | Reduced |
| Dodge & Cox | 722 | $203.8K | 0.00% | 00.0% | Unchanged |
| Enhancing Capital LLC | 722 | $203.8K | 0.15% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 726 | $204.9K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 724 | $205.1K | 0.01% | −5−0.7% | Reduced |
| Washington Capital Management Inc | 728 | $205.5K | 0.15% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 730 | $205.9K | 0.02% | +20+2.8% | Added |
| US Asset Management LLC | 730 | $206.0K | 0.17% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 731 | $206.3K | 0.03% | +731 | New |
| NTV Asset Management LLC | 732 | $206.6K | 0.02% | +14+1.9% | Added |
| Aviso Financial Inc. | 732 | $206.6K | 0.01% | +71+10.7% | Added |
| Wedge Capital Management L L P | 734 | $207.2K | 0.00% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 734 | $207.2K | 0.05% | +30+4.3% | Added |
| Stokes Family Office, LLC | 737 | $208.0K | 0.02% | +737 | New |
| Fiduciary Financial Group, LLC | 738 | $208.3K | 0.03% | +2+0.3% | Added |
| Tranquility Partners, LLC | 739 | $208.6K | 0.07% | +29+4.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 740 | $208.9K | 0.12% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 740 | $208.9K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 741 | $209.1K | 0.06% | +17+2.3% | Added |
| Thrive Wealth Management, LLC | 748 | $211.1K | 0.03% | +10+1.4% | Added |
| Nadler Financial Group, Inc. | 750 | $211.7K | 0.02% | +750 | New |
| LWM Advisory Services, LLC | 752 | $212.3K | 0.12% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 753 | $213.2K | 0.07% | −168−18.2% | Reduced |
| Crown Wealth Group, LLC | 756 | $213.3K | 0.06% | +17+2.3% | Added |
| Provenance Wealth Advisors, LLC | 756 | $213.4K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 754 | $213.4K | 0.02% | 00.0% | Unchanged |