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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 2,482 | $700.6K | 0.06% | +1,026+70.5% | Added |
| Sunesis Advisors, LLC | 2,483 | $700.8K | 0.33% | +2,483 | New |
| Pacitti Group Inc. | 2,480 | $701.7K | 0.27% | −6−0.2% | Reduced |
| Northeast Investment Management | 2,489 | $702.5K | 0.03% | −477−16.1% | Reduced |
| Monetary Management Group Inc | 2,495 | $704.2K | 0.16% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,500 | $705.6K | 0.06% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,505 | $707.1K | 0.15% | −104−4.0% | Reduced |
| Everhart Financial Group, Inc. | 2,506 | $707.3K | 0.07% | +357+16.6% | Added |
| Montecito Bank & Trust | 2,509 | $708.2K | 0.11% | +2,509 | New |
| Greenfield Savings Bank | 2,512 | $709.0K | 0.30% | −24−0.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,512 | $711.4K | 0.02% | +606+31.8% | Added |
| Leavell Investment Management, Inc. | 2,515 | $712.2K | 0.03% | +55+2.2% | Added |
| Catalyst Financial Partners LLC | 2,527 | $713.2K | 0.09% | +96+3.9% | Added |
| Icon Wealth Advisors, LLC | 2,538 | $716.5K | 0.05% | −903−26.2% | Reduced |
| Dynasty Wealth Management, LLC | 2,550 | $719.8K | 0.01% | −413−13.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,570 | $725.3K | 0.16% | +925+56.2% | Added |
| First Affirmative Financial Network | 2,575 | $726.8K | 0.34% | −80−3.0% | Reduced |
| TownSquare Capital, LLC | 2,576 | $727.1K | 0.11% | −1,373−34.8% | Reduced |
| Golden State Equity Partners | 2,576 | $727.2K | 0.12% | −1,138−30.6% | Reduced |
| Headinvest, LLC | 2,577 | $727.4K | 0.15% | −116−4.3% | Reduced |
| Venturi Wealth Management, LLC | 2,577 | $727.4K | 0.03% | +197+8.3% | Added |
| Everett Harris & Co | 2,579 | $727.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 2,592 | $731.6K | 0.25% | +69+2.7% | Added |
| Dempze Nancy E | 2,600 | $733.9K | 0.40% | 00.0% | Unchanged |
| Somerville Kurt F | 2,600 | $733.9K | 0.12% | +200+8.3% | Added |
| CWA Asset Management Group, LLC | 2,610 | $736.7K | 0.03% | −341−11.6% | Reduced |
| Trust Co of Toledo NA | 2,625 | $740.9K | 0.07% | +293+12.6% | Added |
| FineMark National Bank & Trust | 2,629 | $742.0K | 0.02% | −303−10.3% | Reduced |
| City State Bank | 2,629 | $742.0K | 0.21% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,631 | $742.6K | 0.04% | +2,631 | New |
| 1776 Wealth LLC | 2,640 | $745.1K | 0.29% | −72−2.7% | Reduced |
| PDS Planning, Inc | 2,642 | $745.7K | 0.05% | −51−1.9% | Reduced |
| Cross Staff Investments Inc | 2,649 | $747.7K | 0.52% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,652 | $748.4K | 0.04% | +78+3.0% | Added |
| Mount Lucas Management LP | 2,654 | $749.1K | 0.34% | −73−2.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,664 | $751.6K | 0.01% | −18−0.7% | Reduced |
| Savvy Advisors, Inc. | 2,671 | $753.9K | 0.03% | +1,291+93.6% | Added |
| Horizon Investment Services, LLC | 2,687 | $758.4K | 0.29% | −15,827−85.5% | Reduced |
| Nilsine Partners, LLC | 2,714 | $766.0K | 0.07% | −9,341−77.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 2,672 | $767.1K | 0.08% | +2,672 | New |
| SeaCrest Wealth Management, LLC | 2,689 | $772.1K | 0.08% | −43−1.6% | Reduced |
| LRI Investments, LLC | 2,744 | $774.5K | 0.06% | +4+0.1% | Added |
| Hamilton Wealth, LLC | 2,759 | $778.8K | 0.16% | +38+1.4% | Added |
| Fullerton Fund Management Co Ltd. | 2,762 | $779.6K | 0.03% | +2,762 | New |
| Baader Bank INC | 2,768 | $781.3K | 0.06% | +208+8.1% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $782.1K | 0.45% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,774 | $783.0K | 0.05% | +1,686+155.0% | Added |
| Canopy Partners, LLC | 2,777 | $783.8K | 0.26% | −38−1.3% | Reduced |
| Conning Inc. | 2,780 | $784.7K | 0.03% | −231−7.7% | Reduced |
| United Asset Strategies, Inc. | 2,800 | $790.4K | 0.06% | +13+0.5% | Added |
| Rossmore Private Capital | 2,804 | $791.3K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,818 | $795.3K | 0.25% | −262−8.5% | Reduced |
| Atlas Legacy Advisors, LLC | 2,824 | $797.1K | 0.15% | −429−13.2% | Reduced |
| Worth Financial Advisory Group, LLC | 2,825 | $797.4K | 0.45% | −155−5.2% | Reduced |
| Chilton Investment Co LLC | 2,830 | $798.8K | 0.02% | +1,125+66.0% | Added |
| Segment Wealth Management, LLC | 2,832 | $799.3K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,835 | $800.1K | 0.05% | −327−10.3% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,868 | $809.5K | 0.39% | −22−0.8% | Reduced |
| First American Bank | 2,878 | $812.3K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,879 | $812.6K | 0.01% | +222+8.4% | Added |
| Net Worth Advisory Group | 2,898 | $818.0K | 0.24% | −99−3.3% | Reduced |
| Elevate Capital Advisors, LLC | 2,913 | $822.2K | 0.57% | +2,913 | New |
| FSM Wealth Advisors, LLC | 2,926 | $825.7K | 0.12% | +200+7.3% | Added |
| Kennebec Savings Bank | 2,948 | $832.1K | 0.76% | +69+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 2,950 | $832.6K | 0.01% | +200+7.3% | Added |
| Moloney Securities Asset Management, LLC | 2,959 | $835.2K | 0.10% | −573−16.2% | Reduced |
| Rehmann Capital Advisory Group | 2,992 | $838.2K | 0.05% | −220−6.8% | Reduced |
| Beech Hill Advisors, Inc. | 2,980 | $841.1K | 0.39% | 00.0% | Unchanged |
| Finivi Inc. | 3,000 | $846.8K | 0.54% | 00.0% | Unchanged |
| 1st Source Bank | 3,022 | $853.0K | 0.04% | −46−1.5% | Reduced |
| Bull Street Advisors, LLC | 3,025 | $854.0K | 0.40% | −25−0.8% | Reduced |
| International Assets Investment Management, LLC | 2,951 | $854.6K | 0.07% | 00.0% | Unchanged |
| MQS Management LLC | 3,031 | $855.5K | 0.50% | +1,552+104.9% | Added |
| Premier Path Wealth Partners, LLC | 3,032 | $855.8K | 0.11% | −383−11.2% | Reduced |
| Howard Capital Management Inc. | 3,060 | $863.7K | 0.01% | −544−15.1% | Reduced |
| Optimum Investment Advisors | 3,070 | $866.5K | 0.34% | 00.0% | Unchanged |
| Natural Investments, LLC | 3,082 | $869.0K | 0.22% | −9−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,082 | $869.9K | 0.12% | +309+11.1% | Added |
| One Capital Management, LLC | 3,086 | $871.2K | 0.03% | −276−8.2% | Reduced |
| Simmons Bank | 3,088 | $871.6K | 0.06% | −370−10.7% | Reduced |
| Northstar Asset Management LLC | 3,090 | $872.2K | 0.19% | −25−0.8% | Reduced |
| Allred Capital Management, LLC | 3,094 | $873.3K | 0.30% | +3,094 | New |
| Keel Point, LLC | 3,137 | $885.4K | 0.05% | +139+4.6% | Added |
| Oak Harbor Wealth Partners, LLC | 3,155 | $890.5K | 0.22% | −1,018−24.4% | Reduced |
| Viawealth, LLC | 3,156 | $890.8K | 0.49% | −203−6.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,168 | $894.2K | 0.01% | −872−21.6% | Reduced |
| Saturna Capital CORP | 3,170 | $894.7K | 0.01% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,183 | $898.4K | 0.40% | −7−0.2% | Reduced |
| AlphaCore Capital LLC | 3,174 | $899.1K | 0.03% | +1,001+46.1% | Added |
| Granite Investment Partners, LLC | 3,190 | $900.4K | 0.05% | −34,406−91.5% | Reduced |
| Mill Capital Management, LLC | 3,210 | $906.0K | 0.07% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,219 | $908.6K | 0.02% | −12,492−79.5% | Reduced |
| Welch Group, LLC | 3,221 | $909.1K | 0.04% | +549+20.5% | Added |
| Meridian Wealth Management, LLC | 3,269 | $922.7K | 0.04% | −45−1.4% | Reduced |
| Avestar Capital, LLC | 3,265 | $923.0K | 0.07% | −382−10.5% | Reduced |
| Meridian Wealth Advisors, LLC | 3,281 | $926.2K | 0.13% | −124−3.6% | Reduced |
| Cushing Capital Partners, LLC | 3,275 | $927.5K | 0.73% | −60−1.8% | Reduced |
| West Family Investments, Inc. | 3,292 | $929.2K | 0.21% | −254−7.2% | Reduced |
| SkyView Investment Advisors, LLC | 3,296 | $930.0K | 0.12% | −46−1.4% | Reduced |
| Bridgefront Capital, LLC | 3,300 | $931.4K | 0.27% | +3,300 | New |