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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 1,525 | $476.3K | 0.06% | +1,525 | New |
| Boothbay Fund Management, LLC | 1,532 | $478.2K | 0.01% | +569+59.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 1,533 | $478.5K | 0.02% | +1,533 | New |
| Broyhill Asset Management | 1,535 | $479.1K | 0.42% | 00.0% | Unchanged |
| Tannin Capital LLC | 1,539 | $480.4K | 0.43% | +1,539 | New |
| Ables, Iannone, Moore & Associates, Inc. | 1,541 | $481.0K | 0.26% | −45−2.8% | Reduced |
| Palisade Asset Management, LLC | 1,541 | $481.0K | 0.05% | 00.0% | Unchanged |
| Heron Bay Capital Management | 1,545 | $482.2K | 0.09% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,552 | $484.4K | 0.11% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,562 | $485.0K | 0.02% | +148+10.5% | Added |
| Linscomb & Williams, Inc. | 1,554 | $485.0K | 0.02% | −8−0.5% | Reduced |
| Trust Point Inc. | 1,567 | $489.1K | 0.04% | +19+1.2% | Added |
| Purkiss Capital Advisors LLC | 1,571 | $490.4K | 0.23% | +1+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,577 | $492.2K | 0.05% | −252−13.8% | Reduced |
| Wealth Science Advisors LLC | 1,577 | $492.2K | 0.28% | +1,577 | New |
| Foundations Investment Advisors, LLC | 1,577 | $492.3K | 0.01% | −4−0.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,576 | $493.4K | 0.03% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 1,582 | $493.7K | 0.13% | −197−11.1% | Reduced |
| Evermay Wealth Management LLC | 1,582 | $494.8K | 0.06% | −8−0.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,487 | $495.8K | 0.11% | −41−2.7% | Reduced |
| World Equity Group, Inc. | 1,592 | $496.9K | 0.14% | −7−0.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,589 | $497.5K | 0.11% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 1,601 | $499.7K | 0.30% | +34+2.2% | Added |
| DGS Capital Management, LLC | 1,603 | $500.3K | 0.09% | +220+15.9% | Added |
| BKD Wealth Advisors, LLC | 1,607 | $501.6K | 0.01% | +187+13.2% | Added |
| Investment Research Partners LLC | 1,608 | $501.9K | 0.22% | +160+11.0% | Added |
| Atlas Capital Advisors LLC | 1,614 | $503.8K | 0.06% | +1,614 | New |
| Eurizon SLJ Capital Ltd | 1,617 | $504.7K | 0.20% | +1,617 | New |
| Everpar Advisors LLC | 1,619 | $505.3K | 0.19% | +457+39.3% | Added |
| Sawyer & Company, Inc | 1,620 | $505.6K | 0.18% | +50+3.2% | Added |
| BIP Wealth, LLC | 1,628 | $508.2K | 0.02% | +787+93.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,629 | $508.4K | 0.14% | −343−17.4% | Reduced |
| Cynosure Management, LLC | 1,632 | $509.4K | 0.05% | +1,632 | New |
| Eagle Bluffs Wealth Management LLC | 1,631 | $510.6K | 0.21% | −15−0.9% | Reduced |
| Indivisible Partners | 1,642 | $512.5K | 0.06% | +1,642 | New |
| Fox Run Management, L.L.C. | 1,644 | $513.1K | 0.08% | −12−0.7% | Reduced |
| Salvus Wealth Management, LLC | 1,645 | $513.4K | 0.29% | +45+2.8% | Added |
| Optimize Financial Inc | 1,647 | $514.1K | 0.26% | +20+1.2% | Added |
| StrongBox Wealth, LLC | 1,647 | $514.1K | 0.17% | +49+3.1% | Added |
| Advyzon Investment Management, LLC | 1,648 | $514.3K | 0.06% | +329+24.9% | Added |
| Aspire Growth Partners LLC | 1,650 | $515.0K | 0.36% | −70−4.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,647 | $515.7K | 0.21% | −43−2.5% | Reduced |
| MFA Wealth Services | 1,653 | $516.0K | 0.35% | +82+5.2% | Added |
| Independence Bank of Kentucky | 1,662 | $518.7K | 0.06% | −15−0.9% | Reduced |
| Phillips Wealth Planners LLC | 1,737 | $521.1K | 0.42% | +31+1.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,669 | $522.3K | 0.16% | +600+56.1% | Added |
| Cambria Investment Management, L.P. | 1,677 | $523.4K | 0.03% | +1,677 | New |
| Clearwave Capital, LLC | 1,679 | $524.2K | 0.39% | +1,679 | New |
| Kera Capital Partners, Inc. | 1,696 | $525.0K | 0.06% | +40+2.4% | Added |
| E&G Advisors, LP | 1,684 | $525.6K | 0.12% | −400−19.2% | Reduced |
| Northern Oak Wealth Management Inc | 1,687 | $526.5K | 0.07% | −66−3.8% | Reduced |
| DAGCO, Inc. | 1,695 | $529.0K | 0.12% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,695 | $529.0K | 0.15% | −101−5.6% | Reduced |
| Okabena Investment Services Inc | 1,696 | $529.4K | 0.10% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,695 | $529.7K | 0.01% | −110−6.1% | Reduced |
| Angeles Wealth Management, LLC | 1,693 | $530.1K | 0.03% | +185+12.3% | Added |
| Rede Wealth, LLC | 1,703 | $531.5K | 0.18% | +1,703 | New |
| Sowell Financial Services LLC | 1,703 | $531.6K | 0.02% | +319+23.0% | Added |
| Harbor Investment Advisory, LLC | 1,704 | $531.9K | 0.04% | −171−9.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,709 | $533.5K | 0.02% | −31−1.8% | Reduced |
| Flatrock Wealth Partners LLC | 1,712 | $535.8K | 0.26% | +1,712 | New |
| Tilia Fiduciary Partners, Inc. | 1,722 | $537.6K | 0.30% | −100−5.5% | Reduced |
| Riversedge Advisors, LLC | 1,729 | $539.7K | 0.09% | +685+65.6% | Added |
| Tributary Capital Management, LLC | 1,735 | $541.5K | 0.05% | −50−2.8% | Reduced |
| Legal Advantage Investments, Inc. | 1,750 | $546.2K | 0.25% | 00.0% | Unchanged |
| Coerente Capital Management | 1,750 | $546.2K | 0.10% | +1,750 | New |
| TCG Advisory Services, LLC | 1,755 | $547.8K | 0.01% | +618+54.4% | Added |
| First County Bank | 1,767 | $551.5K | 0.29% | +59+3.5% | Added |
| Bingham Private Wealth, LLC | 1,768 | $551.8K | 0.48% | +1,768 | New |
| Tandem Wealth Advisors LLC | 1,773 | $553.4K | 0.25% | +267+17.7% | Added |
| Oakworth Capital, Inc. | 1,777 | $554.6K | 0.03% | −216−10.8% | Reduced |
| Independent Financial Group, LLC | 1,783 | $556.5K | 0.01% | −227−11.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,783 | $556.6K | 0.03% | +136+8.3% | Added |
| HMS Capital Management, LLC | 1,787 | $557.9K | 0.23% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,789 | $558.5K | 0.07% | +66+3.8% | Added |
| Argos Wealth Advisors, LLC | 1,798 | $561.2K | 0.16% | +1,798 | New |
| National Philanthropic Trust | 1,801 | $562.1K | 0.01% | +1,801 | New |
| MidFirst Bank | 2,341 | $563.1K | 0.04% | +2,341 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,822 | $568.8K | 0.00% | +23+1.3% | Added |
| QP Wealth Management, LLC | 1,825 | $569.6K | 0.50% | +1,825 | New |
| Atlantic Trust, LLC | 1,826 | $570.1K | 0.09% | −19−1.0% | Reduced |
| Summit Global Investments | 1,840 | $574.0K | 0.03% | −630−25.5% | Reduced |
| Associated Banc-Corp | 1,852 | $578.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,861 | $580.9K | 0.03% | +465+33.3% | Added |
| Boston Family Office LLC | 1,862 | $581.0K | 0.04% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,862 | $581.2K | 0.03% | +885+90.6% | Added |
| Curat Global, LLC | 1,865 | $582.1K | 0.65% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,866 | $582.5K | 0.07% | −562−23.1% | Reduced |
| Modera Wealth Management, LLC | 1,867 | $582.7K | 0.01% | +66+3.7% | Added |
| Hara Capital LLC | 1,862 | $583.0K | 0.32% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,867 | $583.0K | 0.05% | −1,645−46.8% | Reduced |
| Gateway Investment Advisers LLC | 1,868 | $583.0K | 0.01% | +311+20.0% | Added |
| Madrid Wealth Management, LLC | 1,868 | $583.0K | 0.47% | +1,868 | New |
| Sunbelt Securities, Inc. | 1,870 | $583.8K | 0.04% | −8−0.4% | Reduced |
| L2 Asset Management, LLC | 1,871 | $584.0K | 0.08% | +99+5.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,881 | $587.2K | 0.04% | +124+7.1% | Added |
| QVR LLC | 1,888 | $589.3K | 0.41% | +1,888 | New |
| Sage Private Wealth Group, LLC | 1,889 | $589.7K | 0.32% | −6−0.3% | Reduced |
| MONECO Advisors, LLC | 1,892 | $590.4K | 0.05% | +5+0.3% | Added |
| Vantage Point Financial LLC | 1,911 | $596.5K | 0.21% | +65+3.5% | Added |