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, Q4 2025
Institutional positions in Chubb Ltd as of Dec 31, 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
- 2,060
- +169 vs. Q3 2025
- Shares held
- 354.5M
- +10.9M (+3.2%) vs. Q3 2025
- Total value
- $110.6B
- +$13.6B (+14.0%) vs. Q3 2025
- New holders
- 279
- 801 more added
- Sold out
- 110
- 699 more reduced
40 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 3,182 | $993.1K | 0.14% | −99−3.0% | Reduced |
| Stanley-Laman Group, Ltd. | 3,187 | $994.7K | 0.13% | +3,187 | New |
| SkyView Investment Advisors, LLC | 3,195 | $997.0K | 0.13% | −101−3.1% | Reduced |
| Sym Financial Corp | 3,199 | $998.5K | 0.10% | +1,003+45.7% | Added |
| Mill Capital Management, LLC | 3,210 | $1.00M | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,210 | $1.00M | 0.12% | +3,210 | New |
| Flagship Harbor Advisors, LLC | 3,217 | $1.00M | 0.05% | −231−6.7% | Reduced |
| Gratus Wealth Advisors, LLC | 3,233 | $1.01M | 0.14% | −171−5.0% | Reduced |
| Welch Group, LLC | 3,237 | $1.01M | 0.04% | +16+0.5% | Added |
| Columbia Asset Management | 3,296 | $1.03M | 0.18% | −129−3.8% | Reduced |
| Hamilton Wealth, LLC | 3,308 | $1.03M | 0.20% | +549+19.9% | Added |
| Carnegie Lake Advisors LLC | 3,325 | $1.04M | 0.40% | −50−1.5% | Reduced |
| Meridian Wealth Management, LLC | 3,325 | $1.04M | 0.04% | +56+1.7% | Added |
| Csenge Advisory Group | 3,326 | $1.04M | 0.05% | −585−15.0% | Reduced |
| Compagnie Lombard Odier SCmA | 3,340 | $1.04M | 0.01% | −560−14.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,330 | $1.04M | 0.03% | +2,233+203.6% | Added |
| S-Bank Fund Management Ltd | 3,353 | $1.05M | 0.14% | −1,761−34.4% | Reduced |
| RiverFront Investment Group, LLC | 3,358 | $1.05M | 0.02% | +2,228+197.2% | Added |
| Edgestream Partners, L.P. | 3,362 | $1.05M | 0.03% | −5,527−62.2% | Reduced |
| Keel Point, LLC | 3,368 | $1.05M | 0.06% | +231+7.4% | Added |
| Cim Investment Mangement Inc | 3,377 | $1.05M | 0.28% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,386 | $1.06M | 0.57% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 3,387 | $1.06M | 0.34% | −66−1.9% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,428 | $1.06M | 0.10% | +756+28.3% | Added |
| Harbour Capital Advisors, LLC | 3,421 | $1.06M | 0.22% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,429 | $1.07M | 0.21% | −147−4.1% | Reduced |
| Money Concepts Capital Corp | 3,434 | $1.07M | 0.06% | +660+23.8% | Added |
| Castlekeep Investment Advisors LLC | 3,437 | $1.07M | 0.49% | −14−0.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,219 | $1.08M | 0.74% | +1,087+51.0% | Added |
| Avestar Capital, LLC | 3,478 | $1.09M | 0.07% | +213+6.5% | Added |
| Principle Wealth Partners LLC | 3,483 | $1.09M | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 3,486 | $1.09M | 0.14% | +51+1.5% | Added |
| Atlas Legacy Advisors, LLC | 3,516 | $1.09M | 0.19% | +692+24.5% | Added |
| Ticino Wealth | 3,517 | $1.10M | 0.41% | +3,517 | New |
| Sippican Capital Advisors | 3,525 | $1.10M | 0.71% | −40−1.1% | Reduced |
| LCNB Corp | 3,531 | $1.10M | 0.37% | −40−1.1% | Reduced |
| Central Trust Co | 3,532 | $1.10M | 0.02% | −41−1.1% | Reduced |
| Cigna Investments Inc | 3,535 | $1.10M | 0.16% | −104−2.9% | Reduced |
| Mattern Wealth Management LLC | 3,537 | $1.10M | 0.21% | −29−0.8% | Reduced |
| AMG National Trust Bank | 3,540 | $1.10M | 0.03% | −55−1.5% | Reduced |
| International Assets Investment Management, LLC | 3,546 | $1.11M | 0.08% | +595+20.2% | Added |
| KRS Capital Management, LLC | 3,551 | $1.11M | 0.64% | −10−0.3% | Reduced |
| X-Square Capital, LLC | 3,554 | $1.11M | 0.36% | −113−3.1% | Reduced |
| Inceptionr LLC | 3,575 | $1.12M | 0.31% | +3,575 | New |
| Emprise Bank | 3,591 | $1.12M | 0.47% | −12−0.3% | Reduced |
| Hartford Funds Management Co LLC | 3,596 | $1.12M | 0.09% | +1,697+89.4% | Added |
| Dempze Nancy E | 3,600 | $1.12M | 0.59% | +1,000+38.5% | Added |
| FRG Family Wealth Advisors LLC | 3,620 | $1.13M | 0.18% | −343−8.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,620 | $1.13M | 0.39% | +2,694+290.9% | Added |
| Sigma Planning Corp | 3,623 | $1.13M | 0.03% | −111−3.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,634 | $1.13M | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,637 | $1.14M | 0.07% | −17−0.5% | Reduced |
| WBH Advisory Inc | 3,637 | $1.14M | 0.08% | −71−1.9% | Reduced |
| Financial Security Advisor, Inc. | 3,641 | $1.14M | 0.22% | −382−9.5% | Reduced |
| Fidelis Capital Partners, LLC | 3,666 | $1.14M | 0.08% | −41−1.1% | Reduced |
| Ark Wealth Advisors LLC | 3,673 | $1.15M | 1.23% | +3,673 | New |
| Edmond de Rothschild Holding S.A. | 3,675 | $1.15M | 0.02% | +725+24.6% | Added |
| RMR Wealth Builders | 3,689 | $1.15M | 0.09% | +16+0.4% | Added |
| Sentry LLC | 3,701 | $1.16M | 0.32% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 3,702 | $1.16M | 0.73% | −84−2.2% | Reduced |
| Epiq Partners, LLC | 3,714 | $1.16M | 0.54% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,736 | $1.17M | 0.03% | +2,237+149.2% | Added |
| Jefferies Financial Group Inc. | 3,741 | $1.17M | 0.01% | −491−11.6% | Reduced |
| Stamos Capital Partners, L.P. | 3,751 | $1.17M | 0.19% | +1,606+74.9% | Added |
| Spinnaker Trust | 3,763 | $1.17M | 0.06% | +65+1.8% | Added |
| Profund Advisors LLC | 3,808 | $1.19M | 0.04% | −1,090−22.3% | Reduced |
| Gryphon Financial Partners LLC | 3,811 | $1.19M | 0.13% | −64−1.7% | Reduced |
| EFG International AG | 3,816 | $1.19M | 0.02% | +3,816 | New |
| Grove Bank & Trust | 3,821 | $1.19M | 0.13% | +37+1.0% | Added |
| Richard Bernstein Advisors LLC | 3,844 | $1.20M | 0.04% | −423−9.9% | Reduced |
| Paradigm Financial Partners, LLC | 3,864 | $1.21M | 0.12% | +527+15.8% | Added |
| Lakeside Advisors, INC. | 3,868 | $1.21M | 0.77% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,292 | $1.21M | 0.18% | +10.0% | Added |
| GSB Wealth Management, LLC | 3,896 | $1.22M | 0.27% | −69−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,907 | $1.22M | 0.08% | +2,138+120.9% | Added |
| Integrated Quantitative Investments LLC | 3,914 | $1.22M | 0.26% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,729 | $1.23M | 0.18% | −15−0.4% | Reduced |
| TigerOak Management, L.L.C. | 3,957 | $1.24M | 0.38% | 00.0% | Unchanged |
| FC Advisory LLC | 3,964 | $1.24M | 0.36% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3,974 | $1.24M | 0.01% | +3,974 | New |
| Legacy Financial Advisors, Inc. | 4,019 | $1.25M | 0.17% | +937+30.4% | Added |
| Crestwood Advisors Group LLC | 4,032 | $1.26M | 0.02% | +1,153+40.0% | Added |
| Stock Yards Bank & Trust Co | 4,071 | $1.27M | 0.04% | −292−6.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,076 | $1.27M | 0.07% | +4,076 | New |
| WSFS Capital Management, LLC | 4,078 | $1.27M | 0.06% | +87+2.2% | Added |
| waypoint wealth counsel | 4,118 | $1.29M | 0.47% | +1,784+76.4% | Added |
| Essential Partners LLC | 4,120 | $1.29M | 0.40% | +2,113+105.3% | Added |
| Insigneo Advisory Services, LLC | 4,123 | $1.29M | 0.09% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 4,124 | $1.29M | 0.53% | −249−5.7% | Reduced |
| Montag A & Associates Inc | 4,125 | $1.29M | 0.06% | +145+3.6% | Added |
| Jump Financial, LLC | 4,152 | $1.30M | 0.02% | −11,175−72.9% | Reduced |
| Trust Asset Management LLC | 4,171 | $1.30M | 0.09% | −158−3.6% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.31M | 0.62% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 4,191 | $1.31M | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,196 | $1.31M | 0.20% | −238−5.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,219 | $1.32M | 0.04% | −860−16.9% | Reduced |
| Disciplined Investors, L.L.C. | 4,233 | $1.32M | 0.87% | +3,256+333.3% | Added |
| DF Dent & Co Inc | 4,245 | $1.32M | 0.02% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,247 | $1.33M | 0.32% | +48+1.1% | Added |
| Walleye Capital LLC | 4,251 | $1.33M | 0.01% | −920−17.8% | Reduced |