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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 642 | $200.3K | 0.08% | +642 | New |
| Clifford Group, LLC | 643 | $200.7K | 0.15% | +643 | New |
| Cogent Strategic Wealth LLC | 668 | $201.0K | 0.22% | +668 | New |
| Circle Wealth Management, LLC | 645 | $201.3K | 0.00% | +645 | New |
| Affinity Wealth Management LLC | 645 | $201.4K | 0.03% | −149−18.8% | Reduced |
| Secure Asset Management, LLC | 646 | $201.8K | 0.03% | +646 | New |
| Schulhoff & Co Inc | 647 | $201.9K | 0.09% | +647 | New |
| Five Oceans Advisors | 647 | $201.9K | 0.07% | +647 | New |
| Sage Rhino Capital LLC | 648 | $202.3K | 0.04% | +648 | New |
| Trust Co | 649 | $202.6K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 649 | $202.6K | 0.03% | +649 | New |
| NTV Asset Management LLC | 650 | $202.9K | 0.02% | −82−11.2% | Reduced |
| Bigelow Investment Advisors, LLC | 650 | $202.9K | 0.08% | +650 | New |
| XML Financial, LLC | 651 | $203.0K | 0.02% | +651 | New |
| CenterStar Asset Management, LLC | 651 | $203.4K | 0.32% | +651 | New |
| Accurate Wealth Management, LLC | 666 | $204.4K | 0.03% | +666 | New |
| Rockline Wealth Management, LLC | 657 | $205.1K | 0.04% | +657 | New |
| Beto Financial Group, LLC | 659 | $205.1K | 0.14% | +659 | New |
| Invst, LLC | 659 | $205.7K | 0.02% | −54−7.6% | Reduced |
| Charter Oak Capital Management, LLC | 659 | $205.7K | 0.02% | +659 | New |
| Meridian Financial, LLC | 661 | $206.3K | 0.11% | +661 | New |
| Ifrah Financial Services, Inc. | 661 | $206.3K | 0.05% | +661 | New |
| BLB&B Advisors, LLC | 661 | $206.3K | 0.01% | +661 | New |
| Barlow Wealth Partners, Inc. | 673 | $206.5K | 0.02% | +673 | New |
| Hamilton Capital, LLC | 663 | $207.0K | 0.01% | +663 | New |
| Delta Asset Management LLC | 667 | $208.2K | 0.02% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 670 | $209.0K | 0.03% | +670 | New |
| Peachtree Investment Partners, LLC | 672 | $209.7K | 0.07% | −115−14.6% | Reduced |
| Janney Capital Management LLC | 674 | $210.0K | 0.01% | −22,383−97.1% | Reduced |
| Smith Shellnut Wilson LLC | 673 | $210.1K | 0.08% | +673 | New |
| Wealth Alliance | 674 | $210.2K | 0.02% | +674 | New |
| Royal Capital Wealth Management, LLC | 675 | $210.7K | 0.12% | +675 | New |
| Baker Tilly Wealth Management, LLC | 676 | $211.0K | 0.05% | +676 | New |
| Integrity Advisory Solutions, LLC | 677 | $211.3K | 0.03% | +677 | New |
| Canvas Wealth Advisors, LLC | 677 | $212.0K | 0.04% | +677 | New |
| Americana Partners, LLC | 680 | $212.2K | 0.01% | −792−53.8% | Reduced |
| Phoenix Holdings Ltd. | 685 | $213.6K | 0.00% | +685 | New |
| 55 North Private Wealth, LLC | 685 | $213.8K | 0.06% | +685 | New |
| Excelsior Advisor Network LLC | 685 | $213.8K | 0.10% | +685 | New |
| Vantus Wealth LLC | 686 | $214.1K | 0.16% | +686 | New |
| Intesa Sanpaolo S.p.A. | 683 | $214.6K | 0.01% | +683 | New |
| Tactive Advisors, LLC | 688 | $214.9K | 0.06% | −193−21.9% | Reduced |
| Pavion Blue Capital, LLC | 691 | $215.7K | 0.09% | +691 | New |
| RDA Financial Network | 691 | $215.7K | 0.05% | +691 | New |
| Tradewinds, LLC. | 692 | $216.0K | 0.05% | +692 | New |
| Clear Retirement Advice LLC | 656 | $216.1K | 0.17% | +656 | New |
| HBE Wealth Management, LLC | 694 | $216.6K | 0.20% | +694 | New |
| Ewa, LLC | 698 | $217.9K | 0.05% | +698 | New |
| Evergreen Wealth Management, LLC | 698 | $218.0K | 0.11% | +698 | New |
| Intergy Private Wealth, LLC | 699 | $218.2K | 0.07% | +699 | New |
| Aster Capital Management (DIFC) Ltd | 699 | $218.2K | 0.10% | +699 | New |
| 111 Capital | 700 | $218.5K | 0.05% | −3,936−84.9% | Reduced |
| Wedge Capital Management L L P | 700 | $218.5K | 0.00% | −34−4.6% | Reduced |
| Chancellor Financial Group WB LP | 705 | $220.0K | 0.15% | +705 | New |
| Perryman Financial Advisory Inc | 709 | $221.3K | 0.03% | +709 | New |
| Retirement Planning Group | 709 | $221.3K | 0.01% | +709 | New |
| Midland Wealth Advisors LLC | 711 | $221.9K | 0.01% | −48−6.3% | Reduced |
| First Command Advisory Services, Inc. | 711 | $221.9K | 0.00% | +35+5.2% | Added |
| Mosaic Financial Group, LLC | 712 | $222.0K | 0.15% | 00.0% | Unchanged |
| Destination Wealth Management | 713 | $222.5K | 0.01% | +713 | New |
| Snowwater Investment Partners, LLC | 711 | $222.6K | 0.20% | +711 | New |
| Tiemann Investment Advisors, LLC | 715 | $223.2K | 0.09% | −11−1.5% | Reduced |
| AGH Wealth Advisors, LLC | 716 | $223.5K | 0.17% | −137−16.1% | Reduced |
| WoodTrust Financial Corp | 717 | $224.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 721 | $225.2K | 0.01% | +18+2.6% | Added |
| Dodge & Cox | 722 | $225.4K | 0.00% | 00.0% | Unchanged |
| Enhancing Capital LLC | 722 | $225.4K | 0.16% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 723 | $225.7K | 0.04% | −24,778−97.2% | Reduced |
| US Asset Management LLC | 725 | $226.3K | 0.18% | −5−0.7% | Reduced |
| Salem Investment Counselors Inc | 724 | $226.7K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 727 | $227.0K | 0.00% | +137+23.2% | Added |
| Washington Capital Management Inc | 728 | $227.2K | 0.18% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 731 | $228.2K | 0.03% | +731 | New |
| Raab & Moskowitz Asset Management LLC | 734 | $229.1K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 737 | $230.0K | 0.04% | +99+15.5% | Added |
| True Wealth Design, LLC | 739 | $230.7K | 0.07% | +351+90.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 740 | $231.0K | 0.13% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 740 | $231.0K | 0.03% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 746 | $232.8K | 0.07% | +31+4.3% | Added |
| Maia Wealth LLC | 701 | $233.2K | 0.04% | −111−13.7% | Reduced |
| Drucker Wealth 3.0, LLC | 747 | $233.3K | 0.04% | +747 | New |
| Cura Wealth Advisors, LLC | 748 | $233.4K | 0.09% | +748 | New |
| Nadler Financial Group, Inc. | 754 | $235.3K | 0.02% | +4+0.5% | Added |
| Weatherly Asset Management L. P. | 754 | $236.0K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 756 | $236.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 760 | $237.0K | 0.00% | +80+11.8% | Added |
| Medallion Wealth Advisors, LLC | 760 | $237.2K | 0.08% | 00.0% | Unchanged |
| Balentine LLC | 761 | $237.5K | 0.01% | −282−27.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 761 | $237.5K | 0.09% | −50−6.2% | Reduced |
| New Perspectives, Inc | 762 | $237.8K | 0.08% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 765 | $238.8K | 0.16% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 724 | $239.6K | 0.09% | +724 | New |
| James J. Burns & Company, LLC | 769 | $240.1K | 0.03% | −14−1.8% | Reduced |
| Leelyn Smith, LLC | 770 | $240.3K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 771 | $240.6K | 0.03% | +12+1.6% | Added |
| BancorpSouth Bank | 772 | $241.0K | 0.01% | +14+1.8% | Added |
| United Community Bank | 772 | $241.0K | 0.09% | +31+4.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 771 | $241.1K | 0.05% | +101+15.1% | Added |
| Syverson Strege & Co | 774 | $241.6K | 0.06% | −66−7.9% | Reduced |
| Northern Financial Advisors Inc | 779 | $243.1K | 0.28% | −516−39.8% | Reduced |