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; 2,172 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 | 2,172 | $119.2B |
| Q1 2026 | 2,125 | $114.6B |
| Q4 2025 | 2,059 | $110.6B |
| Q3 2025 | 1,930 | $97.3B |
| Q2 2025 | 1,961 | $103.2B |
| Q1 2025 | 1,926 | $108.9B |
| Q4 2024 | 1,909 | $99.4B |
| Q3 2024 | 1,811 | $103.7B |
| Q2 2024 | 1,715 | $92.2B |
| Q1 2024 | 1,704 | $93.6B |
| Q4 2023 | 1,607 | $81.8B |
| Q3 2023 | 1,486 | $75.4B |
| Q2 2023 | 1,488 | $69.5B |
| Q1 2023 | 1,471 | $71.1B |
| Q4 2022 | 1,489 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,410 | $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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 5,113 | $1.60M | 0.09% | +1,415+38.3% | Added |
| Claro Advisors LLC | 5,068 | $1.58M | 0.22% | +459+10.0% | Added |
| Wealth Quarterback LLC | 5,052 | $1.58M | 0.57% | +20.0% | Added |
| Saxon Interests, Inc. | 5,016 | $1.57M | 0.55% | −64−1.3% | Reduced |
| Waddell & Associates, LLC | 4,975 | $1.55M | 0.10% | +2,805+129.3% | Added |
| Altfest L J & Co Inc | 4,975 | $1.55M | 0.17% | +287+6.1% | Added |
| AA Financial Advisors, LLC | 4,973 | $1.55M | 0.29% | −443−8.2% | Reduced |
| Wright Investors Service Inc | 4,927 | $1.54M | 0.46% | +34+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 4,922 | $1.54M | 0.08% | −174−3.4% | Reduced |
| Fisher Asset Management, LLC | 4,889 | $1.53M | 0.00% | +999+25.7% | Added |
| Webster Bank, N. A. | 4,856 | $1.52M | 0.14% | +24+0.5% | Added |
| Umpqua Bank | 4,849 | $1.51M | 0.42% | +29+0.6% | Added |
| Journey Advisory Group, LLC | 4,860 | $1.51M | 0.13% | −717−12.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,795 | $1.50M | 1.33% | +6+0.1% | Added |
| Stonebrook Private Inc. | 4,792 | $1.50M | 0.31% | −6,799−58.7% | Reduced |
| BKM Wealth Management, LLC | 4,782 | $1.49M | 0.55% | −2,602−35.2% | Reduced |
| First Citizens Bank & Trust Co | 4,774 | $1.49M | 0.03% | +795+20.0% | Added |
| Arista Wealth Management, LLC | 4,771 | $1.49M | 0.18% | 00.0% | Unchanged |
| Ballast, Inc. | 4,766 | $1.49M | 0.35% | +29+0.6% | Added |
| Axxcess Wealth Management, LLC | 4,762 | $1.49M | 0.03% | +2,543+114.6% | Added |
| DRW Securities, LLC | 4,746 | $1.48M | 0.11% | −13,572−74.1% | Reduced |
| Valley National Advisers Inc | 4,746 | $1.48M | 0.21% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,741 | $1.48M | 0.04% | −20,803−81.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,739 | $1.48M | 0.14% | +1,002+26.8% | Added |
| Aaron Wealth Advisors | 4,731 | $1.48M | 0.08% | +1,215+34.6% | Added |
| Berry Wealth Group, LP | 4,723 | $1.47M | 5.18% | −98−2.0% | Reduced |
| Prosperity Consulting Group, LLC | 4,710 | $1.47M | 0.07% | +548+13.2% | Added |
| Centaurus Financial, Inc. | 4,707 | $1.47M | 0.07% | −10−0.2% | Reduced |
| BluePath Capital Management, LLC | 4,689 | $1.46M | 0.99% | +399+9.3% | Added |
| RoundAngle Advisors LLC | 4,672 | $1.46M | 1.06% | +273+6.2% | Added |
| TD Private Client Wealth LLC | 4,658 | $1.45M | 0.03% | +21+0.5% | Added |
| Advisory Resource Group | 4,658 | $1.45M | 0.26% | +35+0.8% | Added |
| Missouri Trust & Investment Co | 4,652 | $1.45M | 0.43% | +131+2.9% | Added |
| Laurel Oak Wealth Management, LLC | 4,639 | $1.45M | 0.24% | +4,639 | New |
| Atomi Financial Group, Inc. | 4,631 | $1.45M | 0.04% | +10+0.2% | Added |
| Minot DeBlois Advisors LLC | 4,604 | $1.44M | 1.29% | +61+1.3% | Added |
| AssuredPartners Investment Advisors, LLC | 4,582 | $1.43M | 0.21% | +2,012+78.3% | Added |
| Canandaigua National Bank & Trust Co | 4,582 | $1.43M | 0.13% | −432−8.6% | Reduced |
| Parsons Capital Management Inc | 4,562 | $1.42M | 0.08% | −40−0.9% | Reduced |
| XTX Topco Ltd | 4,558 | $1.42M | 0.04% | +4,558 | New |
| Brookstone Capital Management | 4,537 | $1.42M | 0.02% | −53−1.2% | Reduced |
| Asset Dedication, LLC | 4,525 | $1.41M | 0.09% | −18−0.4% | Reduced |
| Lansing Street Advisors | 4,506 | $1.41M | 0.36% | +66+1.5% | Added |
| Cito Capital Group, LLC | 4,500 | $1.41M | 0.41% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,483 | $1.40M | 0.07% | +296+7.1% | Added |
| Asset Planning,Inc | 4,481 | $1.40M | 0.98% | −144−3.1% | Reduced |
| Savvy Advisors, Inc. | 4,466 | $1.39M | 0.05% | +1,795+67.2% | Added |
| Advisors Asset Management, Inc. | 4,456 | $1.39M | 0.02% | +522+13.3% | Added |
| CNB Bank | 4,448 | $1.39M | 0.57% | +244+5.8% | Added |
| Fiduciary Group LLC | 4,422 | $1.38M | 0.12% | −610−12.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,368 | $1.36M | 0.87% | −23−0.5% | Reduced |
| Huntleigh Advisors, Inc. | 4,362 | $1.36M | 0.23% | −27−0.6% | Reduced |
| Harold Davidson & Associates Inc. | 4,346 | $1.36M | 0.60% | −439−9.2% | Reduced |
| Parcion Private Wealth LLC | 4,345 | $1.36M | 0.08% | +3,041+233.2% | Added |
| Pine Valley Investments Ltd Liability Co | 4,331 | $1.36M | 0.07% | +26+0.6% | Added |
| Applied Capital LLC | 4,339 | $1.35M | 0.93% | +10+0.2% | Added |
| Mach-1 Financial Group, Inc. | 4,330 | $1.35M | 0.28% | +4,330 | New |
| Foster & Motley Inc | 4,312 | $1.35M | 0.07% | 00.0% | Unchanged |
| Northstar Group, Inc. | 4,275 | $1.33M | 0.18% | +810+23.4% | Added |
| MGB Wealth Management, LLC | 4,270 | $1.33M | 0.38% | +10.0% | Added |
| Walleye Capital LLC | 4,251 | $1.33M | 0.01% | −920−17.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,247 | $1.33M | 0.32% | +48+1.1% | Added |
| DF Dent & Co Inc | 4,245 | $1.32M | 0.02% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 4,233 | $1.32M | 0.87% | +3,256+333.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,219 | $1.32M | 0.04% | −860−16.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,196 | $1.31M | 0.20% | −238−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,191 | $1.31M | 0.13% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,190 | $1.31M | 0.62% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,171 | $1.30M | 0.09% | −158−3.6% | Reduced |
| Jump Financial, LLC | 4,152 | $1.30M | 0.02% | −11,175−72.9% | Reduced |
| Montag A & Associates Inc | 4,125 | $1.29M | 0.06% | +145+3.6% | Added |
| Abbot Financial Management, Inc. | 4,124 | $1.29M | 0.53% | −249−5.7% | Reduced |
| Insigneo Advisory Services, LLC | 4,123 | $1.29M | 0.09% | 00.0% | Unchanged |
| Essential Partners LLC | 4,120 | $1.29M | 0.40% | +2,113+105.3% | Added |
| waypoint wealth counsel | 4,118 | $1.29M | 0.47% | +1,784+76.4% | Added |
| WSFS Capital Management, LLC | 4,078 | $1.27M | 0.06% | +87+2.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,076 | $1.27M | 0.07% | +4,076 | New |
| Stock Yards Bank & Trust Co | 4,071 | $1.27M | 0.04% | −292−6.7% | Reduced |
| Crestwood Advisors Group LLC | 4,032 | $1.26M | 0.02% | +1,153+40.0% | Added |
| Legacy Financial Advisors, Inc. | 4,019 | $1.25M | 0.17% | +937+30.4% | Added |
| Picton Mahoney Asset Management | 3,974 | $1.24M | 0.01% | +3,974 | New |
| FC Advisory LLC | 3,964 | $1.24M | 0.36% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,957 | $1.24M | 0.38% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,729 | $1.23M | 0.18% | −15−0.4% | Reduced |
| Integrated Quantitative Investments LLC | 3,914 | $1.22M | 0.26% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,907 | $1.22M | 0.08% | +2,138+120.9% | Added |
| GSB Wealth Management, LLC | 3,896 | $1.22M | 0.27% | −69−1.7% | Reduced |
| Formidable Asset Management, LLC | 4,292 | $1.21M | 0.18% | +10.0% | Added |
| Lakeside Advisors, INC. | 3,868 | $1.21M | 0.77% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 3,864 | $1.21M | 0.12% | +527+15.8% | Added |
| Richard Bernstein Advisors LLC | 3,844 | $1.20M | 0.04% | −423−9.9% | Reduced |
| Grove Bank & Trust | 3,821 | $1.19M | 0.13% | +37+1.0% | Added |
| EFG International AG | 3,816 | $1.19M | 0.02% | +3,816 | New |
| Gryphon Financial Partners LLC | 3,811 | $1.19M | 0.13% | −64−1.7% | Reduced |
| Profund Advisors LLC | 3,808 | $1.19M | 0.04% | −1,090−22.3% | Reduced |
| Spinnaker Trust | 3,763 | $1.17M | 0.06% | +65+1.8% | Added |
| Stamos Capital Partners, L.P. | 3,751 | $1.17M | 0.19% | +1,606+74.9% | Added |
| Jefferies Financial Group Inc. | 3,741 | $1.17M | 0.01% | −491−11.6% | Reduced |
| Journey Strategic Wealth LLC | 3,736 | $1.17M | 0.03% | +2,237+149.2% | Added |
| Epiq Partners, LLC | 3,714 | $1.16M | 0.54% | 00.0% | Unchanged |