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, 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| BancorpSouth Bank | 758 | $213.9K | 0.01% | +11+1.5% | Added |
| Intrua Financial, LLC | 759 | $214.2K | 0.03% | −130−14.6% | Reduced |
| Midland Wealth Advisors LLC | 759 | $214.2K | 0.01% | −40−5.0% | Reduced |
| Medallion Wealth Advisors, LLC | 760 | $214.5K | 0.08% | 00.0% | Unchanged |
| New Perspectives, Inc | 762 | $215.1K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 763 | $215.4K | 0.01% | −402−34.5% | Reduced |
| Charter Research & Investment Group, Inc. | 765 | $215.9K | 0.15% | −55−6.7% | Reduced |
| Kaufman Rossin Wealth, LLC | 766 | $216.2K | 0.12% | +766 | New |
| New Republic Capital, LLC | 764 | $216.3K | 0.07% | −95−11.1% | Reduced |
| Leelyn Smith, LLC | 770 | $217.3K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 773 | $218.2K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 773 | $218.2K | 0.01% | +773 | New |
| Wealthedge Investment Advisors, LLC | 773 | $218.4K | 0.08% | +773 | New |
| D'Orazio & Associates, Inc. | 779 | $219.8K | 0.03% | −25−3.1% | Reduced |
| Capital Analysts, LLC | 778 | $220.0K | 0.01% | −154−16.5% | Reduced |
| Accuvest Global Advisors | 780 | $220.0K | 0.14% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 781 | $220.4K | 0.02% | −624−44.4% | Reduced |
| Avantax Planning Partners, Inc. | 781 | $220.4K | 0.01% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 783 | $221.0K | 0.03% | −4−0.5% | Reduced |
| First American Trust, FSB | 786 | $221.9K | 0.02% | −55−6.5% | Reduced |
| Heritage Wealth Advisors | 787 | $222.1K | 0.01% | −148−15.8% | Reduced |
| Peachtree Investment Partners, LLC | 787 | $222.3K | 0.08% | −971−55.2% | Reduced |
| Patton Fund Management, Inc. | 788 | $222.4K | 0.04% | +788 | New |
| Symmetry Partners, LLC | 790 | $223.0K | 0.02% | +790 | New |
| Bill Few Associates, Inc. | 791 | $223.3K | 0.06% | 00.0% | Unchanged |
| Lynch & Associates | 792 | $223.5K | 0.04% | +100+14.5% | Added |
| Longboard Asset Management, LP | 794 | $224.1K | 0.36% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 794 | $224.1K | 0.04% | +794 | New |
| Affinity Wealth Management LLC | 794 | $224.2K | 0.03% | −137−14.7% | Reduced |
| Seed Wealth Management, Inc. | 795 | $224.4K | 0.15% | −110−12.2% | Reduced |
| MBL Wealth, LLC | 798 | $225.2K | 0.02% | −14−1.7% | Reduced |
| Prossimo Advisors, LLC | 798 | $225.2K | 1.66% | +15+1.9% | Added |
| Clark Estates Inc | 800 | $225.8K | 0.05% | 00.0% | Unchanged |
| Mendel Money Management | 802 | $226.4K | 0.10% | −10−1.2% | Reduced |
| Rainey & Randall Investment Management Inc. | 800 | $226.6K | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 804 | $226.9K | 0.03% | −7−0.9% | Reduced |
| Sentinus, LLC | 808 | $228.1K | 0.05% | +808 | New |
| Alexander Labrunerie & Co., Inc. | 811 | $228.9K | 0.08% | 00.0% | Unchanged |
| Innova Wealth Partners | 813 | $229.5K | 0.12% | +65+8.7% | Added |
| Signet Financial Management, LLC | 814 | $229.7K | 0.03% | +8+1.0% | Added |
| PBMares Wealth Management LLC | 815 | $230.0K | 0.04% | −18−2.2% | Reduced |
| Gould Asset Management LLC | 816 | $230.3K | 0.04% | +42+5.4% | Added |
| Poehling Capital Management, LLC | 818 | $230.9K | 0.05% | −1−0.1% | Reduced |
| Leuthold Group, LLC | 819 | $231.2K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 823 | $232.3K | 0.04% | −222−21.2% | Reduced |
| Ancora Advisors, LLC | 823 | $232.3K | 0.00% | −6−0.7% | Reduced |
| Rodgers Brothers Inc. | 823 | $232.3K | 0.03% | 00.0% | Unchanged |
| Aspiriant, LLC | 823 | $232.3K | 0.01% | −503−37.9% | Reduced |
| Salzhauer Michael | 824 | $232.6K | 0.14% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 825 | $232.9K | 0.07% | −56−6.4% | Reduced |
| Challenger Wealth Management | 825 | $233.0K | 0.18% | −1,090−56.9% | Reduced |
| Fiduciary Alliance LLC | 826 | $233.2K | 0.02% | −79−8.7% | Reduced |
| Maia Wealth LLC | 812 | $234.1K | 0.04% | +24+3.0% | Added |
| Linden Thomas Advisory Services, LLC | 830 | $234.3K | 0.02% | −9−1.1% | Reduced |
| Financial Management Professionals, Inc. | 828 | $234.5K | 0.02% | +7+0.9% | Added |
| Principal Street Partners, LLC | 834 | $235.4K | 0.04% | −788−48.6% | Reduced |
| Jacobsen Capital Management | 837 | $236.2K | 0.08% | +64+8.3% | Added |
| Syverson Strege & Co | 840 | $237.1K | 0.06% | −181−17.7% | Reduced |
| Arlington Trust Co LLC | 841 | $237.4K | 0.04% | −69−7.6% | Reduced |
| BIP Wealth, LLC | 841 | $237.4K | 0.01% | +7+0.8% | Added |
| WT Wealth Management | 842 | $237.7K | 0.07% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 844 | $238.1K | 0.00% | +87+11.5% | Added |
| Private Wealth Asset Management, LLC | 845 | $238.4K | 0.03% | −751−47.1% | Reduced |
| Fairfield, Bush & Co. | 845 | $238.5K | 0.12% | 00.0% | Unchanged |
| Foster Group, Inc. | 850 | $239.9K | 0.01% | −143−14.4% | Reduced |
| AGH Wealth Advisors, LLC | 853 | $240.8K | 0.18% | +46+5.7% | Added |
| Armistice Capital, LLC | 857 | $241.9K | 0.01% | +857 | New |
| Beck Mack & Oliver LLC | 858 | $242.2K | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 857 | $242.7K | 0.01% | +105+14.0% | Added |
| Traynor Capital Management, Inc. | 861 | $243.0K | 0.01% | +155+22.0% | Added |
| Apella Capital, LLC | 911 | $244.4K | 0.01% | +121+15.3% | Added |
| Capital Investment Advisory Services, LLC | 867 | $244.7K | 0.02% | +58+7.2% | Added |
| Goldstein Advisors, LLC | 868 | $245.0K | 0.03% | +18+2.1% | Added |
| Abel Hall, LLC | 870 | $245.6K | 0.10% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 869 | $246.0K | 0.11% | −3−0.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 878 | $246.0K | 0.09% | +148+20.3% | Added |
| Financial Insights, Inc. | 872 | $246.1K | 0.08% | −27−3.0% | Reduced |
| Triangle Securities Wealth Management | 872 | $246.1K | 0.06% | +872 | New |
| Atticus Wealth Management, LLC | 874 | $246.7K | 0.06% | +287+48.9% | Added |
| Advus Financial Partners, LLC | 876 | $247.3K | 0.06% | −90−9.3% | Reduced |
| Knightsbridge Asset Management, LLC | 879 | $248.1K | 0.04% | +879 | New |
| Tactive Advisors, LLC | 881 | $248.7K | 0.07% | +144+19.5% | Added |
| Cullinan Associates Inc | 882 | $248.9K | 0.02% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 884 | $249.5K | 0.05% | +884 | New |
| GHP Investment Advisors, Inc. | 885 | $249.8K | 0.01% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 868 | $250.0K | 0.04% | +868 | New |
| Excalibur Management Corp | 887 | $250.4K | 0.09% | +21+2.4% | Added |
| Pacifica Partners Inc. | 890 | $250.5K | 0.09% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 886 | $250.7K | 0.06% | +62+7.5% | Added |
| Northeast Planning Associates, Inc. | 889 | $250.9K | 0.21% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 892 | $251.8K | 0.06% | +2+0.2% | Added |
| Root Financial Partners, LLC | 897 | $253.2K | 0.02% | +86+10.6% | Added |
| Aua Capital Management, LLC | 900 | $254.0K | 0.14% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 900 | $254.0K | 0.07% | +57+6.8% | Added |
| Visionary Wealth Advisors | 901 | $254.3K | 0.01% | +13+1.5% | Added |
| Verum Partners LLC | 902 | $254.6K | 0.05% | −21−2.3% | Reduced |
| Optas, LLC | 905 | $255.4K | 0.04% | +44+5.1% | Added |
| Fielder Capital Group LLC | 906 | $255.7K | 0.06% | +204+29.1% | Added |
| New England Professional Planning Group Inc. | 906 | $255.7K | 0.12% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 906 | $255.7K | 0.01% | −10−1.1% | Reduced |