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
- 1,930
- +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
- 730 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 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| First Bank & Trust | 4,841 | $1.37M | 0.23% | −164−3.3% | Reduced |
| Webster Bank, N. A. | 4,832 | $1.36M | 0.13% | −217−4.3% | Reduced |
| Berry Wealth Group, LP | 4,821 | $1.36M | 4.44% | −8,838−64.7% | Reduced |
| Delta Global Management LP | 4,814 | $1.36M | 0.10% | +1,786+59.0% | Added |
| DB Fitzpatrick & Co, Inc | 4,789 | $1.35M | 1.22% | −96−2.0% | Reduced |
| Harold Davidson & Associates Inc. | 4,785 | $1.35M | 0.61% | +1,402+41.4% | Added |
| Arista Wealth Management, LLC | 4,771 | $1.35M | 0.17% | 00.0% | Unchanged |
| Umpqua Bank | 4,820 | $1.34M | 0.37% | +438+10.0% | Added |
| Skopos Labs, Inc. | 4,700 | $1.34M | 0.18% | −132−2.7% | Reduced |
| Valley National Advisers Inc | 4,746 | $1.34M | 0.21% | +3+0.1% | Added |
| Caerus Investment Advisors, LLC | 4,739 | $1.34M | 0.55% | +4,739 | New |
| Ballast, Inc. | 4,737 | $1.34M | 0.33% | +3+0.1% | Added |
| Centaurus Financial, Inc. | 4,717 | $1.33M | 0.06% | +58+1.2% | Added |
| Wealthspire Advisors, LLC | 4,698 | $1.33M | 0.01% | +1,327+39.4% | Added |
| Altfest L J & Co Inc | 4,688 | $1.32M | 0.15% | +3,815+437.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,678 | $1.32M | 0.00% | −487−9.4% | Reduced |
| TD Private Client Wealth LLC | 4,637 | $1.31M | 0.03% | −998−17.7% | Reduced |
| 111 Capital | 4,636 | $1.31M | 0.25% | +3,281+242.1% | Added |
| Asset Planning,Inc | 4,625 | $1.31M | 0.94% | +169+3.8% | Added |
| IFP Advisors, Inc | 4,624 | $1.31M | 0.03% | +653+16.4% | Added |
| Advisory Resource Group | 4,623 | $1.30M | 0.23% | +764+19.8% | Added |
| Atomi Financial Group, Inc. | 4,621 | $1.30M | 0.04% | −1,035−18.3% | Reduced |
| Claro Advisors LLC | 4,609 | $1.30M | 0.19% | +74+1.6% | Added |
| Parsons Capital Management Inc | 4,602 | $1.30M | 0.07% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,590 | $1.30M | 0.02% | +2,430+112.5% | Added |
| Delphi Management Inc | 4,576 | $1.29M | 1.20% | +7+0.2% | Added |
| Valeo Financial Advisors, LLC | 4,551 | $1.28M | 0.03% | −2,116−31.7% | Reduced |
| Minot DeBlois Advisors LLC | 4,543 | $1.28M | 1.16% | +65+1.5% | Added |
| Asset Dedication, LLC | 4,543 | $1.28M | 0.09% | +121+2.7% | Added |
| Providence First Trust Co | 4,532 | $1.28M | 0.44% | −371−7.6% | Reduced |
| Missouri Trust & Investment Co | 4,521 | $1.28M | 0.38% | +293+6.9% | Added |
| Syon Capital LLC | 4,515 | $1.27M | 0.07% | +614+15.7% | Added |
| Shorepoint Capital Partners LLC | 4,514 | $1.27M | 0.25% | +4,514 | New |
| Cito Capital Group, LLC | 4,500 | $1.27M | 0.37% | +1,000+28.6% | Added |
| Zions Bancorporation, National Association | 4,503 | $1.27M | 0.06% | −252−5.3% | Reduced |
| Convergence Investment Partners, LLC | 4,502 | $1.27M | 0.29% | +3,685+451.0% | Added |
| Lansing Street Advisors | 4,440 | $1.26M | 0.33% | +290+7.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,434 | $1.25M | 0.19% | −394−8.2% | Reduced |
| Applied Finance Capital Management, LLC | 4,422 | $1.25M | 0.09% | −240−5.1% | Reduced |
| Formidable Asset Management, LLC | 4,291 | $1.24M | 0.20% | −22−0.5% | Reduced |
| RoundAngle Advisors LLC | 4,399 | $1.24M | 0.96% | −51−1.1% | Reduced |
| Huntleigh Advisors, Inc. | 4,389 | $1.24M | 0.21% | −111−2.5% | Reduced |
| Abbot Financial Management, Inc. | 4,373 | $1.23M | 0.53% | +492+12.7% | Added |
| Stock Yards Bank & Trust Co | 4,363 | $1.23M | 0.04% | +141+3.3% | Added |
| Larson Financial Group LLC | 4,355 | $1.23M | 0.04% | +872+25.0% | Added |
| Trust Asset Management LLC | 4,329 | $1.22M | 0.08% | 00.0% | Unchanged |
| Applied Capital LLC | 4,329 | $1.22M | 0.87% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,305 | $1.22M | 0.06% | +299+7.5% | Added |
| Foster & Motley Inc | 4,312 | $1.22M | 0.07% | −4−0.1% | Reduced |
| BluePath Capital Management, LLC | 4,290 | $1.21M | 0.89% | +550+14.7% | Added |
| MGB Wealth Management, LLC | 4,269 | $1.20M | 0.34% | −175−3.9% | Reduced |
| Richard Bernstein Advisors LLC | 4,267 | $1.20M | 0.03% | −4,460−51.1% | Reduced |
| DF Dent & Co Inc | 4,245 | $1.20M | 0.02% | −10−0.2% | Reduced |
| Jefferies Financial Group Inc. | 4,232 | $1.19M | 0.01% | +3,360+385.3% | Added |
| CSU Producer Resources, Inc. | 4,213 | $1.19M | 3.51% | 00.0% | Unchanged |
| CNB Bank | 4,204 | $1.19M | 0.49% | +426+11.3% | Added |
| Total Clarity Wealth Management, Inc. | 4,199 | $1.19M | 0.31% | −309−6.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,191 | $1.18M | 0.12% | −73−1.7% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.18M | 0.58% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,187 | $1.18M | 0.07% | +14+0.3% | Added |
| Beverly Hills Private Wealth, LLC | 4,186 | $1.18M | 0.21% | −723−14.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,391 | $1.18M | 0.78% | +61+1.4% | Added |
| Prosperity Consulting Group, LLC | 4,162 | $1.17M | 0.06% | +2,362+131.2% | Added |
| JT Stratford LLC | 4,162 | $1.17M | 0.16% | +3,035+269.3% | Added |
| Insigneo Advisory Services, LLC | 4,123 | $1.16M | 0.08% | −87−2.1% | Reduced |
| Financial Security Advisor, Inc. | 4,023 | $1.14M | 0.24% | −6−0.1% | Reduced |
| Pitcairn Co | 4,024 | $1.14M | 0.09% | −1,086−21.3% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $1.13M | 0.55% | −3,000−42.9% | Reduced |
| WSFS Capital Management, LLC | 3,991 | $1.13M | 0.06% | +4+0.1% | Added |
| Montag A & Associates Inc | 3,980 | $1.13M | 0.05% | −221−5.3% | Reduced |
| First Citizens Bank & Trust Co | 3,979 | $1.12M | 0.02% | −293−6.9% | Reduced |
| GSB Wealth Management, LLC | 3,965 | $1.12M | 0.25% | +3+0.1% | Added |
| FC Advisory LLC | 3,964 | $1.12M | 0.33% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,951 | $1.12M | 0.05% | +186+4.9% | Added |
| FRG Family Wealth Advisors LLC | 3,963 | $1.12M | 0.18% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,957 | $1.12M | 0.35% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,044 | $1.11M | 0.03% | +364+9.9% | Added |
| Signal Advisors Wealth, LLC | 3,935 | $1.11M | 0.10% | −2,473−38.6% | Reduced |
| Advisors Asset Management, Inc. | 3,934 | $1.11M | 0.02% | −372−8.6% | Reduced |
| Integrated Quantitative Investments LLC | 3,914 | $1.10M | 0.31% | +1,293+49.3% | Added |
| Csenge Advisory Group | 3,911 | $1.10M | 0.05% | −296−7.0% | Reduced |
| Compagnie Lombard Odier SCmA | 3,900 | $1.10M | 0.01% | −1,377−26.1% | Reduced |
| Galibier Capital Management Ltd. | 3,897 | $1.10M | 0.37% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,890 | $1.10M | 0.00% | −210−5.1% | Reduced |
| Gryphon Financial Partners LLC | 3,875 | $1.09M | 0.12% | +17+0.4% | Added |
| Lakeside Advisors, INC. | 3,868 | $1.09M | 0.69% | −120−3.0% | Reduced |
| Invera Wealth Advisors, LLC | 3,786 | $1.07M | 0.66% | −6−0.2% | Reduced |
| Grove Bank & Trust | 3,784 | $1.07M | 0.12% | −364−8.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,737 | $1.05M | 0.11% | +2+0.1% | Added |
| Evoke Wealth, LLC | 3,722 | $1.05M | 0.02% | +362+10.8% | Added |
| Sigma Planning Corp | 3,734 | $1.05M | 0.03% | −279−7.0% | Reduced |
| Epiq Partners, LLC | 3,714 | $1.05M | 0.50% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,708 | $1.05M | 0.08% | −58−1.5% | Reduced |
| Sivia Capital Partners, LLC | 3,707 | $1.05M | 0.30% | +2,315+166.3% | Added |
| Fidelis Capital Partners, LLC | 3,707 | $1.05M | 0.08% | +16+0.4% | Added |
| Sentry LLC | 3,701 | $1.04M | 0.26% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,698 | $1.04M | 0.06% | +1,811+96.0% | Added |
| Spinnaker Trust | 3,698 | $1.04M | 0.06% | −94−2.5% | Reduced |
| RMR Wealth Builders | 3,673 | $1.04M | 0.09% | −1,064−22.5% | Reduced |
| X-Square Capital, LLC | 3,667 | $1.03M | 0.32% | 00.0% | Unchanged |