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 |
|---|---|---|---|---|---|
| 1776 Wealth LLC | 2,640 | $745.1K | 0.29% | −72−2.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 2,631 | $742.6K | 0.04% | +2,631 | New |
| 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 |
| Trust Co of Toledo NA | 2,625 | $740.9K | 0.07% | +293+12.6% | Added |
| CWA Asset Management Group, LLC | 2,610 | $736.7K | 0.03% | −341−11.6% | Reduced |
| 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 |
| Evelyn Partners Investment Management (Europe) Ltd | 2,592 | $731.6K | 0.25% | +69+2.7% | Added |
| Everett Harris & Co | 2,579 | $727.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,577 | $727.4K | 0.03% | +197+8.3% | Added |
| Headinvest, LLC | 2,577 | $727.4K | 0.15% | −116−4.3% | Reduced |
| Golden State Equity Partners | 2,576 | $727.2K | 0.12% | −1,138−30.6% | Reduced |
| TownSquare Capital, LLC | 2,576 | $727.1K | 0.11% | −1,373−34.8% | Reduced |
| First Affirmative Financial Network | 2,575 | $726.8K | 0.34% | −80−3.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,570 | $725.3K | 0.16% | +925+56.2% | Added |
| Dynasty Wealth Management, LLC | 2,550 | $719.8K | 0.01% | −413−13.9% | Reduced |
| Icon Wealth Advisors, LLC | 2,538 | $716.5K | 0.05% | −903−26.2% | Reduced |
| Catalyst Financial Partners LLC | 2,527 | $713.2K | 0.09% | +96+3.9% | Added |
| Leavell Investment Management, Inc. | 2,515 | $712.2K | 0.03% | +55+2.2% | Added |
| Ashton Thomas Private Wealth, LLC | 2,512 | $711.4K | 0.02% | +606+31.8% | Added |
| Greenfield Savings Bank | 2,512 | $709.0K | 0.30% | −24−0.9% | Reduced |
| Montecito Bank & Trust | 2,509 | $708.2K | 0.11% | +2,509 | New |
| Everhart Financial Group, Inc. | 2,506 | $707.3K | 0.07% | +357+16.6% | Added |
| Legacy Capital Wealth Partners, LLC | 2,505 | $707.1K | 0.15% | −104−4.0% | Reduced |
| Knollwood Investment Advisory, LLC | 2,500 | $705.6K | 0.06% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,495 | $704.2K | 0.16% | 00.0% | Unchanged |
| Northeast Investment Management | 2,489 | $702.5K | 0.03% | −477−16.1% | Reduced |
| Pacitti Group Inc. | 2,480 | $701.7K | 0.27% | −6−0.2% | Reduced |
| Sunesis Advisors, LLC | 2,483 | $700.8K | 0.33% | +2,483 | New |
| Turtle Creek Wealth Advisors, LLC | 2,482 | $700.6K | 0.06% | +1,026+70.5% | Added |
| Ronald Blue Trust, Inc. | 2,480 | $699.9K | 0.01% | −403−14.0% | Reduced |
| Essex Savings Bank | 2,479 | $699.7K | 0.16% | −58−2.3% | Reduced |
| Summit Global Investments | 2,470 | $697.0K | 0.04% | +95+4.0% | Added |
| Apexium Financial, LP | 2,461 | $697.0K | 0.03% | +8+0.3% | Added |
| Sound Financial Strategies Group, LLC | 2,463 | $695.2K | 0.51% | −252−9.3% | Reduced |
| Valley Brook Capital Group | 2,455 | $692.9K | 0.47% | −120−4.7% | Reduced |
| AdvisorNet Financial, Inc | 2,447 | $690.7K | 0.04% | +71+3.0% | Added |
| Burford Brothers, Inc. | 2,435 | $687.2K | 0.29% | −10.0% | Reduced |
| Hohimer Wealth Management, LLC | 2,430 | $686.0K | 0.10% | +585+31.7% | Added |
| Coign Capital Advisors LLC | 2,430 | $686.0K | 0.38% | +158+7.0% | Added |
| Mayflower Financial Advisors, LLC | 2,428 | $685.4K | 0.09% | +182+8.1% | Added |
| PFG Investments, LLC | 2,423 | $683.9K | 0.04% | +150+6.6% | Added |
| Sky Investment Group LLC | 2,397 | $676.6K | 0.11% | 00.0% | Unchanged |
| McDonald Partners LLC | 2,394 | $675.7K | 0.20% | −5,793−70.8% | Reduced |
| Mairs & Power Inc | 2,392 | $675.1K | 0.01% | −74−3.0% | Reduced |
| Crescent Sterling, Ltd. | 2,387 | $673.7K | 0.71% | +323+15.6% | Added |
| American Trust | 2,371 | $669.2K | 0.06% | +195+9.0% | Added |
| Boyar Asset Management Inc. | 2,357 | $665.3K | 0.42% | −219−8.5% | Reduced |
| Hancock Whitney Corp | 2,352 | $663.9K | 0.01% | +9+0.4% | Added |
| Shelton Capital Management | 2,346 | $662.2K | 0.01% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 2,338 | $659.9K | 0.14% | +1,130+93.5% | Added |
| Cove Private Wealth, LLC | 2,336 | $659.3K | 0.21% | 00.0% | Unchanged |
| waypoint wealth counsel | 2,334 | $658.8K | 0.26% | +978+72.1% | Added |
| FLC Capital Advisors | 2,312 | $652.6K | 0.13% | +598+34.9% | Added |
| Farrell Financial LLC | 2,304 | $650.2K | 0.41% | +8+0.3% | Added |
| Means Investment Co., Inc. | 2,299 | $648.8K | 0.06% | +10.0% | Added |
| SageView Advisory Group, LLC | 2,297 | $648.5K | 0.02% | +53+2.4% | Added |
| Covington Investment Advisors Inc. | 2,284 | $645.0K | 0.08% | +2,284 | New |
| Walter & Keenan Financial Consulting Co | 2,274 | $641.8K | 0.18% | −1,959−46.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,272 | $641.3K | 0.09% | −147−6.1% | Reduced |
| Global X Japan Co., Ltd. | 2,271 | $641.0K | 0.06% | +196+9.4% | Added |
| Resonant Capital Advisors, LLC | 2,244 | $635.5K | 0.04% | +276+14.0% | Added |
| Fulton Bank, N.A. | 2,243 | $633.1K | 0.02% | −1,002−30.9% | Reduced |
| G&S Capital LLC | 2,237 | $631.4K | 0.23% | +15+0.7% | Added |
| Patrick M Sweeney & Associates, Inc | 2,234 | $630.6K | 0.41% | +60+2.8% | Added |
| Plancorp, LLC | 2,227 | $628.6K | 0.02% | −575−20.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,221 | $627.0K | 0.01% | −25−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 2,219 | $626.3K | 0.01% | −137−5.8% | Reduced |
| Encompass Wealth Advisors, LLC | 2,207 | $622.9K | 0.21% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 2,204 | $622.2K | 0.02% | +19+0.9% | Added |
| YANKCOM Partnership | 2,204 | $622.1K | 0.28% | +77+3.6% | Added |
| Sym Financial Corp | 2,196 | $619.8K | 0.07% | +371+20.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,189 | $617.8K | 0.61% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,187 | $617.3K | 0.11% | +16+0.7% | Added |
| Waddell & Associates, LLC | 2,170 | $612.6K | 0.05% | +900+70.9% | Added |
| Resurgent Financial Advisors LLC | 2,165 | $611.1K | 0.30% | −184−7.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,153 | $607.7K | 0.06% | −44−2.0% | Reduced |
| First City Capital Management, Inc. | 2,150 | $606.8K | 0.33% | −22−1.0% | Reduced |
| Pflug Koory, LLC | 2,146 | $605.7K | 0.29% | +28+1.3% | Added |
| Stamos Capital Partners, L.P. | 2,145 | $605.4K | 0.11% | −484−18.4% | Reduced |
| Triad Wealth Partners, LLC | 2,137 | $603.2K | 0.08% | +10+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $601.8K | 0.29% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,130 | $601.2K | 0.06% | +149+7.5% | Added |
| Foundation Resource Management Inc | 2,129 | $600.9K | 0.09% | +104+5.1% | Added |
| Graybill Bartz & Assoc Ltd | 2,110 | $595.5K | 0.18% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,109 | $595.3K | 0.04% | −279−11.7% | Reduced |
| Baker Ellis Asset Management LLC | 2,104 | $593.9K | 0.07% | −250−10.6% | Reduced |
| R Squared Ltd | 2,100 | $592.7K | 0.26% | +2,100 | New |
| Sandy Cove Advisors, LLC | 2,092 | $590.5K | 0.19% | −18−0.9% | Reduced |
| 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 |
| Cardiff Park Advisors, LLC | 2,067 | $583.4K | 0.04% | +7+0.3% | Added |
| 180 Wealth Advisors, LLC | 2,062 | $582.1K | 0.07% | +120+6.2% | Added |
| Ridgewood Investments LLC | 2,062 | $582.0K | 0.25% | +1,984+2,543.6% | Added |
| Baker Avenue Asset Management, LP | 2,055 | $580.1K | 0.01% | +800+63.7% | Added |
| Cidel Asset Management Inc | 2,054 | $579.7K | 0.03% | −65−3.1% | Reduced |
| Strategic Financial Services, Inc, | 2,053 | $579.5K | 0.03% | +3+0.1% | Added |
| AlTi Global, Inc. | 2,045 | $579.2K | 0.01% | +71+3.6% | Added |
| Bolthouse Investments, LLC | 2,050 | $578.6K | 0.52% | 00.0% | Unchanged |