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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,878 | $530.1K | 0.04% | +923+96.6% | Added |
| Country Club Bank | 1,901 | $531.4K | 0.03% | −75−3.8% | Reduced |
| MONECO Advisors, LLC | 1,887 | $532.5K | 0.04% | +10+0.5% | Added |
| Sage Private Wealth Group, LLC | 1,895 | $534.9K | 0.30% | +147+8.4% | Added |
| Hartford Funds Management Co LLC | 1,899 | $536.4K | 0.05% | +23+1.2% | Added |
| HRT Financial LP | 1,912 | $539.0K | 0.00% | −52,729−96.5% | Reduced |
| Shore Point Advisors, LLC | 1,910 | $539.4K | 0.24% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 1,925 | $543.3K | 0.22% | −17−0.9% | Reduced |
| Clare Market Investments LLC | 1,929 | $544.5K | 0.11% | +1,929 | New |
| Baron Wealth Management LLC | 1,941 | $547.9K | 0.18% | −178−8.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,944 | $548.7K | 0.30% | +1,944 | New |
| Fosun International Ltd | 1,954 | $551.5K | 0.21% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,960 | $553.0K | 0.04% | −674−25.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,972 | $556.6K | 0.23% | +42+2.2% | Added |
| CSS LLC | 1,980 | $558.9K | 0.03% | +1,980 | New |
| HBK Sorce Advisory LLC | 2,019 | $561.8K | 0.01% | +234+13.1% | Added |
| Oakworth Capital, Inc. | 1,993 | $562.5K | 0.03% | +114+6.1% | Added |
| Northside Capital Management, LLC | 1,996 | $563.4K | 0.05% | −750−27.3% | Reduced |
| Capital Performance Advisors LLP | 2,000 | $564.6K | 0.09% | +817+69.1% | Added |
| Sound View Wealth Advisors Group, LLC | 2,005 | $565.9K | 0.04% | −111−5.2% | Reduced |
| Capstone Investment Advisors, LLC | 2,007 | $566.5K | 0.00% | +1,105+122.5% | Added |
| Essential Partners LLC | 2,007 | $566.5K | 0.19% | +868+76.2% | Added |
| Patron Partners Advisors, LLC | 2,007 | $566.5K | 0.26% | +73+3.8% | Added |
| Independent Financial Group, LLC | 2,010 | $567.3K | 0.01% | −78−3.7% | Reduced |
| Liberty Square Wealth Partners LLC | 2,019 | $569.9K | 0.18% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,025 | $571.6K | 0.12% | −547−21.3% | Reduced |
| Abacus Planning Group, Inc. | 2,028 | $572.4K | 0.08% | −4−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 2,028 | $572.5K | 0.02% | +117+6.1% | Added |
| TKG Advisors, LLC | 2,030 | $573.0K | 0.25% | +181+9.8% | Added |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $573.8K | 0.17% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 2,050 | $578.6K | 0.52% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,050 | $578.6K | 0.32% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,045 | $579.2K | 0.01% | +71+3.6% | Added |
| Strategic Financial Services, Inc, | 2,053 | $579.5K | 0.03% | +3+0.1% | Added |
| Cidel Asset Management Inc | 2,054 | $579.7K | 0.03% | −65−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 2,055 | $580.1K | 0.01% | +800+63.7% | Added |
| Ridgewood Investments LLC | 2,062 | $582.0K | 0.25% | +1,984+2,543.6% | Added |
| 180 Wealth Advisors, LLC | 2,062 | $582.1K | 0.07% | +120+6.2% | Added |
| Cardiff Park Advisors, LLC | 2,067 | $583.4K | 0.04% | +7+0.3% | Added |
| Bell Bank | 2,084 | $588.2K | 0.03% | −141−6.3% | Reduced |
| E&G Advisors, LP | 2,084 | $588.2K | 0.14% | +4+0.2% | Added |
| Sandy Cove Advisors, LLC | 2,092 | $590.5K | 0.19% | −18−0.9% | Reduced |
| R Squared Ltd | 2,100 | $592.7K | 0.26% | +2,100 | New |
| Baker Ellis Asset Management LLC | 2,104 | $593.9K | 0.07% | −250−10.6% | Reduced |
| Waterloo Capital, L.P. | 2,109 | $595.3K | 0.04% | −279−11.7% | Reduced |
| Graybill Bartz & Assoc Ltd | 2,110 | $595.5K | 0.18% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 2,129 | $600.9K | 0.09% | +104+5.1% | Added |
| Center for Financial Planning, Inc. | 2,130 | $601.2K | 0.06% | +149+7.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $601.8K | 0.29% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,137 | $603.2K | 0.08% | +10+0.5% | Added |
| Stamos Capital Partners, L.P. | 2,145 | $605.4K | 0.11% | −484−18.4% | Reduced |
| Pflug Koory, LLC | 2,146 | $605.7K | 0.29% | +28+1.3% | Added |
| First City Capital Management, Inc. | 2,150 | $606.8K | 0.33% | −22−1.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,153 | $607.7K | 0.06% | −44−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 2,165 | $611.1K | 0.30% | −184−7.8% | Reduced |
| Waddell & Associates, LLC | 2,170 | $612.6K | 0.05% | +900+70.9% | Added |
| Delta Investment Management, LLC | 2,187 | $617.3K | 0.11% | +16+0.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,189 | $617.8K | 0.61% | 00.0% | Unchanged |
| Sym Financial Corp | 2,196 | $619.8K | 0.07% | +371+20.3% | Added |
| YANKCOM Partnership | 2,204 | $622.1K | 0.28% | +77+3.6% | Added |
| Grimes & Company, Inc. | 2,204 | $622.2K | 0.02% | +19+0.9% | Added |
| Encompass Wealth Advisors, LLC | 2,207 | $622.9K | 0.21% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,219 | $626.3K | 0.01% | −137−5.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,221 | $627.0K | 0.01% | −25−1.1% | Reduced |
| Plancorp, LLC | 2,227 | $628.6K | 0.02% | −575−20.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,234 | $630.6K | 0.41% | +60+2.8% | Added |
| G&S Capital LLC | 2,237 | $631.4K | 0.23% | +15+0.7% | Added |
| Fulton Bank, N.A. | 2,243 | $633.1K | 0.02% | −1,002−30.9% | Reduced |
| Resonant Capital Advisors, LLC | 2,244 | $635.5K | 0.04% | +276+14.0% | Added |
| Global X Japan Co., Ltd. | 2,271 | $641.0K | 0.06% | +196+9.4% | Added |
| Ironwood Investment Counsel, LLC | 2,272 | $641.3K | 0.09% | −147−6.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,274 | $641.8K | 0.18% | −1,959−46.3% | Reduced |
| Covington Investment Advisors Inc. | 2,284 | $645.0K | 0.08% | +2,284 | New |
| SageView Advisory Group, LLC | 2,297 | $648.5K | 0.02% | +53+2.4% | Added |
| Means Investment Co., Inc. | 2,299 | $648.8K | 0.06% | +10.0% | Added |
| Farrell Financial LLC | 2,304 | $650.2K | 0.41% | +8+0.3% | Added |
| FLC Capital Advisors | 2,312 | $652.6K | 0.13% | +598+34.9% | Added |
| waypoint wealth counsel | 2,334 | $658.8K | 0.26% | +978+72.1% | Added |
| Cove Private Wealth, LLC | 2,336 | $659.3K | 0.21% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,338 | $659.9K | 0.14% | +1,130+93.5% | Added |
| Shelton Capital Management | 2,346 | $662.2K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Corp | 2,352 | $663.9K | 0.01% | +9+0.4% | Added |
| Boyar Asset Management Inc. | 2,357 | $665.3K | 0.42% | −219−8.5% | Reduced |
| American Trust | 2,371 | $669.2K | 0.06% | +195+9.0% | Added |
| Crescent Sterling, Ltd. | 2,387 | $673.7K | 0.71% | +323+15.6% | Added |
| Mairs & Power Inc | 2,392 | $675.1K | 0.01% | −74−3.0% | Reduced |
| McDonald Partners LLC | 2,394 | $675.7K | 0.20% | −5,793−70.8% | Reduced |
| Sky Investment Group LLC | 2,397 | $676.6K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,423 | $683.9K | 0.04% | +150+6.6% | Added |
| Mayflower Financial Advisors, LLC | 2,428 | $685.4K | 0.09% | +182+8.1% | Added |
| Coign Capital Advisors LLC | 2,430 | $686.0K | 0.38% | +158+7.0% | Added |
| Hohimer Wealth Management, LLC | 2,430 | $686.0K | 0.10% | +585+31.7% | Added |
| Burford Brothers, Inc. | 2,435 | $687.2K | 0.29% | −10.0% | Reduced |
| AdvisorNet Financial, Inc | 2,447 | $690.7K | 0.04% | +71+3.0% | Added |
| Valley Brook Capital Group | 2,455 | $692.9K | 0.47% | −120−4.7% | Reduced |
| Sound Financial Strategies Group, LLC | 2,463 | $695.2K | 0.51% | −252−9.3% | Reduced |
| Apexium Financial, LP | 2,461 | $697.0K | 0.03% | +8+0.3% | Added |
| Summit Global Investments | 2,470 | $697.0K | 0.04% | +95+4.0% | Added |
| Essex Savings Bank | 2,479 | $699.7K | 0.16% | −58−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,480 | $699.9K | 0.01% | −403−14.0% | Reduced |