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 |
|---|---|---|---|---|---|
| Somerset Group LLC | 954 | $292.5K | 0.22% | 00.0% | Unchanged |
| BCS Wealth Management | 940 | $293.4K | 0.03% | +940 | New |
| Samalin Investment Counsel, LLC | 941 | $293.8K | 0.10% | −29−3.0% | Reduced |
| Sentry Investment Management LLC | 956 | $298.0K | 0.20% | 00.0% | Unchanged |
| Capital Analysts, LLC | 956 | $298.0K | 0.01% | +178+22.9% | Added |
| Compass Ion Advisors, LLC | 957 | $298.7K | 0.03% | +227+31.1% | Added |
| McLean Asset Management Corp | 999 | $300.9K | 0.05% | −6−0.6% | Reduced |
| Naviter Wealth, LLC | 962 | $301.2K | 0.04% | −383−28.5% | Reduced |
| AlphaGrep UK Ltd | 965 | $301.2K | 0.10% | +965 | New |
| Sargent Investment Group, LLC | 967 | $301.8K | 0.04% | +967 | New |
| Strategic Investment Advisors | 969 | $302.4K | 0.03% | −72−6.9% | Reduced |
| United Advisor Group, LLC | 970 | $303.0K | 0.04% | −22−2.2% | Reduced |
| Womack Financial LLC | 973 | $303.7K | 0.22% | 00.0% | Unchanged |
| RB Capital Management, LLC | 976 | $304.7K | 0.06% | −20−2.0% | Reduced |
| Intellectus Partners, LLC | 974 | $304.9K | 0.06% | −69−6.6% | Reduced |
| M.E. Allison & Co., Inc. | 979 | $305.4K | 0.21% | +1+0.1% | Added |
| Change Path, LLC | 979 | $305.6K | 0.01% | −104−9.6% | Reduced |
| Sunflower Bank, N.A. | 980 | $305.9K | 0.08% | +88+9.9% | Added |
| Omnia Family Wealth, LLC | 982 | $307.4K | 0.09% | +229+30.4% | Added |
| Foster Group, Inc. | 989 | $308.7K | 0.01% | +139+16.4% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 1,000 | $309.3K | 0.05% | +1,000 | New |
| Hyperion Capital Advisors LP | 995 | $310.6K | 0.15% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 996 | $310.8K | 0.05% | −96−8.8% | Reduced |
| Dorato Capital Management | 1,033 | $310.9K | 0.23% | +1,033 | New |
| RBF Capital, LLC | 1,000 | $312.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,000 | $312.1K | 0.09% | +25+2.6% | Added |
| McIlrath & Eck, LLC | 1,000 | $312.1K | 0.03% | +44+4.6% | Added |
| Duncker Streett & Co Inc | 1,003 | $313.1K | 0.06% | −29−2.8% | Reduced |
| Atwater Malick LLC | 1,010 | $315.2K | 0.09% | 00.0% | Unchanged |
| Anchyra Partners LLC | 1,013 | $316.2K | 0.10% | +1,013 | New |
| Sax Wealth Advisors, LLC | 1,017 | $317.4K | 0.01% | −148−12.7% | Reduced |
| 44 Wealth Management LLC | 1,022 | $319.0K | 0.11% | −542−34.7% | Reduced |
| Parthenon LLC | 1,027 | $320.5K | 0.03% | 00.0% | Unchanged |
| Van Diest Capital, LLC | 1,030 | $321.5K | 0.48% | +1,030 | New |
| EJMK Ventures LLC | 1,034 | $322.7K | 0.20% | +1,034 | New |
| Chapin Davis, Inc. | 1,034 | $322.8K | 0.08% | +32+3.2% | Added |
| VeraBank, N.A. | 1,039 | $324.3K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,040 | $324.6K | 0.04% | −121−10.4% | Reduced |
| CVA Family Office, LLC | 1,041 | $324.9K | 0.04% | +55+5.6% | Added |
| Earnest Partners LLC | 1,043 | $325.5K | 0.00% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 1,042 | $325.6K | 0.03% | −115−9.9% | Reduced |
| Sicart Associates LLC | 1,050 | $327.7K | 0.09% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 1,055 | $329.3K | 0.11% | 00.0% | Unchanged |
| Edmp, Inc. | 1,055 | $329.3K | 0.27% | +1,055 | New |
| Real Talk Capital, LLC | 1,058 | $330.2K | 0.33% | −22−2.0% | Reduced |
| Wellington Shields & Co., LLC | 1,061 | $331.2K | 0.08% | +600+130.2% | Added |
| Moment Partners, LLC | 1,058 | $331.3K | 0.07% | −172−14.0% | Reduced |
| Zullo Investment Group, Inc. | 1,064 | $332.1K | 0.12% | −13−1.2% | Reduced |
| Cypress Capital Group | 1,065 | $332.4K | 0.04% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,067 | $332.9K | 0.02% | −176−14.2% | Reduced |
| Nolet Wealth Management, LLC | 1,075 | $335.6K | 0.19% | +1,075 | New |
| Facet Wealth, Inc. | 1,106 | $335.7K | 0.01% | +262+31.0% | Added |
| Ethos Financial Group, LLC | 1,076 | $336.9K | 0.02% | −470−30.4% | Reduced |
| Sharp Financial Services, LLC | 1,082 | $337.7K | 0.17% | 00.0% | Unchanged |
| Onefund, LLC | 1,082 | $337.7K | 0.20% | +55+5.4% | Added |
| Fundamentun, LLC | 1,083 | $338.2K | 0.01% | −164−13.2% | Reduced |
| First American Trust, FSB | 1,085 | $338.6K | 0.02% | +299+38.0% | Added |
| Optas, LLC | 1,085 | $338.6K | 0.05% | +180+19.9% | Added |
| Farringdon Capital, Ltd. | 1,088 | $339.6K | 0.08% | +1,088 | New |
| Hudson Valley Investment Advisors Inc | 1,089 | $339.9K | 0.04% | −392−26.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,092 | $340.0K | 0.05% | +58+5.6% | Added |
| IMZ Advisory Inc | 1,092 | $340.7K | 0.12% | +4+0.4% | Added |
| Zacks Investment Management | 1,094 | $341.5K | 0.00% | −18−1.6% | Reduced |
| Falcon Wealth Planning | 1,099 | $343.1K | 0.03% | +1,099 | New |
| MCF Advisors LLC | 1,100 | $344.4K | 0.02% | +77+7.5% | Added |
| Lynch & Associates | 1,109 | $346.1K | 0.07% | +317+40.0% | Added |
| Renaissance Group LLC | 1,116 | $348.3K | 0.01% | +15+1.4% | Added |
| Busey Wealth Management | 1,118 | $348.9K | 0.01% | +62+5.9% | Added |
| Guardian Wealth Advisors, LLC | 1,118 | $348.9K | 0.02% | +98+9.6% | Added |
| Cascades Capital Asset Management, LLC | 1,123 | $350.5K | 0.15% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,124 | $350.8K | 0.01% | +301+36.6% | Added |
| Reliant Investment Partners, LLC | 1,126 | $351.4K | 0.28% | −34−2.9% | Reduced |
| Financial Advisory Service, Inc. | 1,126 | $351.5K | 0.02% | +1,126 | New |
| McDonald Partners LLC | 1,128 | $352.1K | 0.11% | −1,266−52.9% | Reduced |
| Planned Solutions, Inc. | 1,130 | $352.7K | 0.11% | +200+21.5% | Added |
| RBA Wealth Management, LLC | 1,133 | $353.7K | 0.12% | −22−1.9% | Reduced |
| Stone House Investment Management, LLC | 1,136 | $354.7K | 0.06% | +4+0.4% | Added |
| Breakwater Capital Group | 1,137 | $354.9K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 1,142 | $356.4K | 0.02% | −693−37.8% | Reduced |
| Argyle Capital Partners, LLC | 1,146 | $357.7K | 0.26% | −42−3.5% | Reduced |
| Cromwell Holdings LLC | 1,146 | $358.8K | 0.20% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,154 | $360.2K | 0.01% | +3+0.3% | Added |
| Founders Financial Alliance, LLC | 1,158 | $361.2K | 0.07% | +70+6.4% | Added |
| KPP Advisory Services LLC | 1,176 | $367.1K | 0.05% | −31−2.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,177 | $367.4K | 0.10% | −22−1.8% | Reduced |
| Fielder Capital Group LLC | 1,187 | $370.5K | 0.08% | +281+31.0% | Added |
| Engineers Gate Manager LP | 1,189 | $371.1K | 0.00% | −7,241−85.9% | Reduced |
| Broadwater Capital Management LLC | 1,190 | $371.4K | 0.28% | −30−2.5% | Reduced |
| Carret Asset Management, LLC | 1,191 | $371.7K | 0.04% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,191 | $371.8K | 0.10% | +55+4.8% | Added |
| Belpointe Asset Management LLC | 1,191 | $371.8K | 0.01% | −323−21.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,192 | $372.0K | 0.02% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,194 | $372.7K | 0.02% | +1,194 | New |
| Portside Wealth Group, LLC | 1,196 | $373.3K | 0.05% | +77+6.9% | Added |
| Paladin Advisory Group, LLC | 1,198 | $373.9K | 0.27% | +71+6.3% | Added |
| Prelude Capital Management, LLC | 1,200 | $374.5K | 0.03% | +1,200 | New |
| Pacific Capital Wealth Advisors, Inc | 1,202 | $375.2K | 0.06% | −23−1.9% | Reduced |
| Promethium Advisors,llc | 1,203 | $376.6K | 0.20% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 1,216 | $379.5K | 0.04% | −603−33.2% | Reduced |
| Elgethun Capital Management | 1,219 | $380.5K | 0.07% | 00.0% | Unchanged |