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
- 2,059
- +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
- 698 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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 5,697 | $1.78M | 0.08% | +1,194+26.5% | Added |
| Vavra Capital Management, LLC | 5,701 | $1.78M | 1.75% | +5,701 | New |
| Dorsey & Whitney Trust CO LLC | 5,710 | $1.78M | 0.09% | +87+1.5% | Added |
| Monte Financial Group, LLC | 5,714 | $1.78M | 0.66% | +221+4.0% | Added |
| Nichols & Pratt Advisers LLP | 5,714 | $1.78M | 0.11% | +254+4.7% | Added |
| Legacy Private Trust Co. | 5,729 | $1.79M | 0.11% | −382−6.3% | Reduced |
| Center for Wealth Management Advisory | 5,730 | $1.79M | 1.32% | +5,730 | New |
| Stillwater Wealth Management Group | 5,741 | $1.79M | 1.22% | +89+1.6% | Added |
| Exeter Financial, LLC | 5,767 | $1.80M | 0.77% | −10−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 5,794 | $1.81M | 0.13% | +243+4.4% | Added |
| Snowden Capital Advisors LLC | 5,790 | $1.81M | 0.05% | −220−3.7% | Reduced |
| CSM Advisors, LLC | 5,887 | $1.84M | 0.05% | −7,185−55.0% | Reduced |
| Kempner Capital Management Inc. | 5,909 | $1.85M | 1.75% | −493−7.7% | Reduced |
| Chicago Partners Investment Group LLC | 6,176 | $1.86M | 0.05% | +2,132+52.7% | Added |
| Ambassador Advisors, LLC | 5,967 | $1.86M | 0.27% | −252−4.1% | Reduced |
| Convergence Investment Partners, LLC | 5,967 | $1.86M | 0.37% | +1,465+32.5% | Added |
| Dark Forest Capital Management LP | 5,977 | $1.87M | 0.09% | −21,764−78.5% | Reduced |
| Bayview Asset Management, LLC | 6,000 | $1.87M | 1.69% | −4,000−40.0% | Reduced |
| Eagle Global Advisors LLC | 6,000 | $1.87M | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,009 | $1.88M | 0.11% | −390−6.1% | Reduced |
| Valmark Advisers, Inc. | 6,047 | $1.89M | 0.02% | +84+1.4% | Added |
| Dividend Assets Capital, LLC | 6,072 | $1.90M | 0.36% | −1,093−15.3% | Reduced |
| New England Research & Management, Inc. | 6,075 | $1.90M | 0.83% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 6,080 | $1.90M | 0.17% | +6,080 | New |
| Ascent Group, LLC | 6,092 | $1.90M | 0.07% | +368+6.4% | Added |
| Thompson Davis & Co., Inc. | 6,125 | $1.91M | 1.14% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 6,133 | $1.91M | 0.82% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,221 | $1.94M | 0.59% | −159−2.5% | Reduced |
| Cunning Capital Partners, LP | 6,229 | $1.94M | 0.90% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,285 | $1.96M | 0.01% | +1,401+28.7% | Added |
| Baldwin Investment Management, LLC | 6,293 | $1.96M | 0.22% | +56+0.9% | Added |
| Mutual Advisors, LLC | 6,301 | $1.97M | 0.04% | +56+0.9% | Added |
| Main Street Financial Solutions, LLC | 6,304 | $1.97M | 0.15% | −6,747−51.7% | Reduced |
| Resources Management Corp | 6,305 | $1.97M | 0.25% | +147+2.4% | Added |
| Caerus Investment Advisors, LLC | 6,309 | $1.97M | 0.66% | +1,570+33.1% | Added |
| Schear Investment Advisers, LLC | 6,314 | $1.97M | 0.85% | −144−2.2% | Reduced |
| Summitry LLC | 6,337 | $1.98M | 0.08% | +674+11.9% | Added |
| Bridges Investment Management Inc | 6,398 | $2.00M | 0.03% | +15+0.2% | Added |
| Jefferson Bridge Capital, LLC | 6,407 | $2.00M | 2.01% | +6,407 | New |
| Fruth Investment Management | 6,421 | $2.00M | 0.54% | −5−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 6,421 | $2.00M | 0.04% | +67+1.1% | Added |
| Ossiam | 6,440 | $2.01M | 0.04% | −1,955−23.3% | Reduced |
| McMillan Office, Inc. | 6,486 | $2.02M | 0.24% | +6,486 | New |
| Guyasuta Investment Advisors Inc | 6,495 | $2.03M | 0.12% | −800−11.0% | Reduced |
| NBT Bank N A | 6,939 | $2.07M | 0.13% | −197−2.8% | Reduced |
| Wealthspire Advisors, LLC | 6,643 | $2.07M | 0.02% | +1,945+41.4% | Added |
| Mather Group, LLC. | 6,668 | $2.08M | 0.02% | −24−0.4% | Reduced |
| Family Legacy, Inc. | 6,678 | $2.08M | 0.62% | −5−0.1% | Reduced |
| Inscription Capital, LLC | 6,680 | $2.08M | 0.21% | +455+7.3% | Added |
| National Asset Management, Inc. | 6,690 | $2.09M | 0.10% | −192−2.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 6,747 | $2.11M | 1.24% | −7−0.1% | Reduced |
| Capital Investment Advisors, LLC | 6,764 | $2.11M | 0.03% | +1,004+17.4% | Added |
| Kovitz Investment Group Partners, LLC | 6,775 | $2.11M | 0.05% | −95,462−93.4% | Reduced |
| Joel Isaacson & Co., LLC | 6,789 | $2.12M | 0.07% | −1,055−13.4% | Reduced |
| Parallel Advisors, LLC | 6,800 | $2.12M | 0.04% | +506+8.0% | Added |
| Quadcap Wealth Management, LLC | 6,811 | $2.13M | 0.24% | −8−0.1% | Reduced |
| TMB Capital Partners, LLC | 6,827 | $2.13M | 0.73% | +6,827 | New |
| Plato Investment Management Ltd | 6,820 | $2.14M | 0.14% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,894 | $2.15M | 0.56% | −48−0.7% | Reduced |
| Raiffeisen Bank International AG | 6,875 | $2.16M | 0.03% | −291−4.1% | Reduced |
| Ostrum Asset Management | 6,936 | $2.16M | 0.10% | −6,272−47.5% | Reduced |
| Eastern Bank | 6,944 | $2.17M | 0.04% | +1,227+21.5% | Added |
| First National Trust Co | 6,948 | $2.17M | 0.07% | +92+1.3% | Added |
| Clear Harbor Asset Management, LLC | 6,995 | $2.18M | 0.15% | +42+0.6% | Added |
| Dynamic Advisor Solutions LLC | 7,046 | $2.20M | 0.07% | −1,130−13.8% | Reduced |
| Skopos Labs, Inc. | 7,005 | $2.20M | 0.10% | +2,305+49.0% | Added |
| Neville Rodie & Shaw Inc | 7,084 | $2.21M | 0.16% | −80−1.1% | Reduced |
| Advisor OS, LLC | 7,086 | $2.21M | 0.18% | +24+0.3% | Added |
| Bowen Hanes & Co Inc | 7,095 | $2.21M | 0.06% | −1,400−16.5% | Reduced |
| CrossGen Wealth, LLC | 7,101 | $2.22M | 1.95% | +7,101 | New |
| U.S. Capital Wealth Advisors, LLC | 7,113 | $2.22M | 0.06% | −399−5.3% | Reduced |
| Nations Financial Group Inc, | 7,170 | $2.24M | 0.12% | +419+6.2% | Added |
| Davidson Trust Co | 7,174 | $2.24M | 0.93% | −553−7.2% | Reduced |
| Meridian Investment Counsel Inc. | 7,194 | $2.25M | 0.54% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,229 | $2.26M | 0.18% | +1,430+24.7% | Added |
| Ballentine Partners, LLC | 7,273 | $2.27M | 0.03% | +541+8.0% | Added |
| EverSource Wealth Advisors, LLC | 7,273 | $2.27M | 0.08% | +1,729+31.2% | Added |
| Burney Co | 7,386 | $2.31M | 0.07% | −285−3.7% | Reduced |
| Aries Wealth Management | 7,422 | $2.32M | 0.51% | −17−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 8,771 | $2.32M | 0.06% | +291+3.4% | Added |
| Shikiar Asset Management Inc | 7,435 | $2.32M | 0.58% | −4,205−36.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 7,445 | $2.32M | 1.51% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,447 | $2.32M | 0.04% | +1,048+16.4% | Added |
| Forum Financial Management, LP | 7,464 | $2.33M | 0.03% | −30−0.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,470 | $2.33M | 0.97% | +89+1.2% | Added |
| Smartleaf Asset Management LLC | 7,431 | $2.33M | 0.09% | +968+15.0% | Added |
| Monarch Capital Management Inc | 7,487 | $2.34M | 0.58% | −40−0.5% | Reduced |
| Central Valley Advisors, LLC | 7,506 | $2.34M | 0.70% | −309−4.0% | Reduced |
| Lederer & Associates Investment Counsel | 7,510 | $2.34M | 1.57% | +88+1.2% | Added |
| Frank, Rimerman Advisors LLC | 7,514 | $2.35M | 0.15% | +1,703+29.3% | Added |
| VestGen Advisors, LLC | 7,522 | $2.35M | 0.10% | −518−6.4% | Reduced |
| Arkadios Wealth Advisors | 7,558 | $2.36M | 0.05% | +1,675+28.5% | Added |
| TCW Group Inc | 7,608 | $2.37M | 0.02% | +7,608 | New |
| Ghe, LLC | 7,613 | $2.38M | 0.79% | +7,613 | New |
| Herold Advisors, Inc. | 7,630 | $2.38M | 0.53% | +10.0% | Added |
| Wealthcare Advisory Partners LLC | 7,712 | $2.41M | 0.05% | +278+3.7% | Added |
| Donoghue Forlines LLC | 7,728 | $2.41M | 0.75% | +7,728 | New |
| Prime Capital Investment Advisors, LLC | 7,748 | $2.42M | 0.03% | +823+11.9% | Added |
| Westpac Banking Corp | 7,855 | $2.45M | 0.15% | +2,579+48.9% | Added |
| Delta Financial Advisors LLC | 7,925 | $2.47M | 0.64% | −37−0.5% | Reduced |