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 |
|---|---|---|---|---|---|
| Cetera Trust Company, N.A | 2,050 | $578.6K | 0.32% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,033 | $573.8K | 0.17% | 00.0% | Unchanged |
| TKG Advisors, LLC | 2,030 | $573.0K | 0.25% | +181+9.8% | Added |
| Gladstone Institutional Advisory LLC | 2,028 | $572.5K | 0.02% | +117+6.1% | Added |
| Abacus Planning Group, Inc. | 2,028 | $572.4K | 0.08% | −4−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 2,025 | $571.6K | 0.12% | −547−21.3% | Reduced |
| Liberty Square Wealth Partners LLC | 2,019 | $569.9K | 0.18% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,010 | $567.3K | 0.01% | −78−3.7% | Reduced |
| Patron Partners Advisors, LLC | 2,007 | $566.5K | 0.26% | +73+3.8% | Added |
| Essential Partners LLC | 2,007 | $566.5K | 0.19% | +868+76.2% | Added |
| Capstone Investment Advisors, LLC | 2,007 | $566.5K | 0.00% | +1,105+122.5% | Added |
| Sound View Wealth Advisors Group, LLC | 2,005 | $565.9K | 0.04% | −111−5.2% | Reduced |
| Capital Performance Advisors LLP | 2,000 | $564.6K | 0.09% | +817+69.1% | Added |
| Northside Capital Management, LLC | 1,996 | $563.4K | 0.05% | −750−27.3% | Reduced |
| Oakworth Capital, Inc. | 1,993 | $562.5K | 0.03% | +114+6.1% | Added |
| HBK Sorce Advisory LLC | 2,019 | $561.8K | 0.01% | +234+13.1% | Added |
| CSS LLC | 1,980 | $558.9K | 0.03% | +1,980 | New |
| Cary Street Partner Investment Advisory LLC | 1,972 | $556.6K | 0.23% | +42+2.2% | Added |
| Appleton Partners Inc | 1,960 | $553.0K | 0.04% | −674−25.6% | Reduced |
| Fosun International Ltd | 1,954 | $551.5K | 0.21% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 1,944 | $548.7K | 0.30% | +1,944 | New |
| Baron Wealth Management LLC | 1,941 | $547.9K | 0.18% | −178−8.4% | Reduced |
| Clare Market Investments LLC | 1,929 | $544.5K | 0.11% | +1,929 | New |
| Strathmore Capital Advisors, Inc. | 1,925 | $543.3K | 0.22% | −17−0.9% | Reduced |
| Shore Point Advisors, LLC | 1,910 | $539.4K | 0.24% | 00.0% | Unchanged |
| HRT Financial LP | 1,912 | $539.0K | 0.00% | −52,729−96.5% | Reduced |
| Hartford Funds Management Co LLC | 1,899 | $536.4K | 0.05% | +23+1.2% | Added |
| Sage Private Wealth Group, LLC | 1,895 | $534.9K | 0.30% | +147+8.4% | Added |
| MONECO Advisors, LLC | 1,887 | $532.5K | 0.04% | +10+0.5% | Added |
| Country Club Bank | 1,901 | $531.4K | 0.03% | −75−3.8% | Reduced |
| Sunbelt Securities, Inc. | 1,878 | $530.1K | 0.04% | +923+96.6% | Added |
| Harbor Investment Advisory, LLC | 1,875 | $529.2K | 0.04% | −213−10.2% | Reduced |
| Firethorn Wealth Partners, LLC | 1,871 | $528.1K | 0.21% | +89+5.0% | Added |
| Curat Global, LLC | 1,865 | $526.0K | 0.49% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,862 | $526.0K | 0.03% | +40+2.2% | Added |
| BSW Wealth Partners | 1,862 | $525.5K | 0.07% | −2−0.1% | Reduced |
| Hara Capital LLC | 1,862 | $525.5K | 0.31% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,852 | $522.7K | 0.01% | +143+8.4% | Added |
| Vantage Point Financial LLC | 1,846 | $521.0K | 0.20% | −32−1.7% | Reduced |
| Atlantic Trust, LLC | 1,845 | $520.7K | 0.09% | +1+0.1% | Added |
| Clarius Group, LLC | 1,835 | $517.9K | 0.03% | −1,139−38.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,829 | $516.2K | 0.06% | +41+2.3% | Added |
| Tilia Fiduciary Partners, Inc. | 1,822 | $514.3K | 0.30% | −598−24.7% | Reduced |
| Oak Harvest Investment Services | 1,819 | $513.4K | 0.06% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,815 | $512.3K | 0.10% | +249+15.9% | Added |
| Modera Wealth Management, LLC | 1,801 | $508.3K | 0.01% | +5+0.3% | Added |
| Advisory Alpha, LLC | 1,805 | $508.3K | 0.01% | +223+14.1% | Added |
| Gen-Wealth Partners Inc | 1,800 | $508.0K | 0.17% | −99−5.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,799 | $507.8K | 0.00% | +238+15.2% | Added |
| Peak Planning Group, LLC | 1,796 | $506.8K | 0.26% | −44−2.4% | Reduced |
| Gries Financial LLC | 1,791 | $505.5K | 0.08% | +132+8.0% | Added |
| Moran Wealth Management, LLC | 1,788 | $504.7K | 0.02% | +1,788 | New |
| HMS Capital Management, LLC | 1,787 | $504.5K | 0.21% | −591−24.9% | Reduced |
| Tributary Capital Management, LLC | 1,785 | $503.8K | 0.05% | −85−4.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,779 | $502.1K | 0.14% | −275−13.4% | Reduced |
| Alta Advisers Ltd | 1,776 | $501.3K | 0.15% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,775 | $501.0K | 0.14% | +326+22.5% | Added |
| GTS Securities LLC | 1,774 | $500.7K | 0.02% | +542+44.0% | Added |
| L2 Asset Management, LLC | 1,772 | $500.2K | 0.07% | +103+6.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,769 | $499.3K | 0.04% | −11−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,757 | $496.0K | 0.04% | −116−6.2% | Reduced |
| Nordwand Advisors, LLC | 1,756 | $495.6K | 0.08% | +475+37.1% | Added |
| Northern Oak Wealth Management Inc | 1,753 | $494.8K | 0.06% | +1,753 | New |
| Legal Advantage Investments, Inc. | 1,750 | $493.9K | 0.22% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,747 | $493.1K | 0.03% | +812+86.8% | Added |
| Avidian Wealth Solutions, LLC | 1,740 | $491.2K | 0.02% | +7+0.4% | Added |
| Goelzer Investment Management, Inc. | 1,738 | $490.6K | 0.03% | +31+1.8% | Added |
| Tower Bridge Advisors | 1,735 | $489.7K | 0.05% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,735 | $489.7K | 0.20% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,706 | $488.6K | 0.41% | +1+0.1% | Added |
| Brookwood Investment Group LLC | 1,723 | $486.4K | 0.06% | +24+1.4% | Added |
| Aspire Growth Partners LLC | 1,720 | $485.3K | 0.35% | +5+0.3% | Added |
| Hudson Bay Capital Management LP | 1,712 | $483.2K | 0.00% | −5,307−75.6% | Reduced |
| Childress Capital Advisors, LLC | 1,708 | $482.2K | 0.09% | +287+20.2% | Added |
| First County Bank | 1,708 | $482.1K | 0.25% | +46+2.8% | Added |
| Okabena Investment Services Inc | 1,696 | $478.7K | 0.09% | +4+0.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,690 | $478.6K | 0.20% | −15−0.9% | Reduced |
| DAGCO, Inc. | 1,695 | $478.4K | 0.12% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,691 | $477.3K | 0.11% | +1,691 | New |
| Independence Bank of Kentucky | 1,677 | $473.3K | 0.06% | −40−2.3% | Reduced |
| Ci Investments Inc. | 1,657 | $468.0K | 0.00% | +111+7.2% | Added |
| Fox Run Management, L.L.C. | 1,656 | $467.4K | 0.07% | +1,656 | New |
| Kera Capital Partners, Inc. | 1,656 | $467.4K | 0.07% | +1,656 | New |
| Investment Partners Asset Management, Inc. | 1,654 | $466.8K | 0.31% | −135−7.5% | Reduced |
| Qtron Investments LLC | 1,653 | $466.6K | 0.06% | −2,755−62.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 1,646 | $466.2K | 0.20% | +30+1.9% | Added |
| Soltis Investment Advisors LLC | 1,650 | $465.7K | 0.03% | −87−5.0% | Reduced |
| Requisite Capital Management, LLC | 1,649 | $465.4K | 0.08% | +1,649 | New |
| Ausdal Financial Partners, Inc. | 1,647 | $464.7K | 0.02% | +1,647 | New |
| Optimize Financial Inc | 1,627 | $459.2K | 0.24% | +1,627 | New |
| Berkeley Capital Partners, LLC | 1,617 | $456.4K | 0.11% | +8+0.5% | Added |
| QTR Family Wealth, LLC | 1,614 | $455.5K | 0.22% | +743+85.3% | Added |
| Sawyer & Company, Inc | 1,570 | $455.0K | 0.17% | −483−23.5% | Reduced |
| Focus Financial Network, Inc. | 1,607 | $453.7K | 0.02% | +88+5.8% | Added |
| Pointe Capital Management LLC | 1,606 | $453.3K | 0.22% | −167−9.4% | Reduced |
| Salvus Wealth Management, LLC | 1,600 | $451.6K | 0.25% | −8−0.5% | Reduced |
| World Equity Group, Inc. | 1,599 | $451.3K | 0.10% | +21+1.3% | Added |
| StrongBox Wealth, LLC | 1,598 | $451.0K | 0.15% | +355+28.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 1,589 | $450.0K | 0.11% | +195+14.0% | Added |
| Evermay Wealth Management LLC | 1,590 | $449.6K | 0.05% | −94−5.6% | Reduced |