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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 2,832 | $883.9K | 0.05% | 00.0% | Unchanged |
| First American Bank | 2,814 | $878.3K | 0.05% | −64−2.2% | Reduced |
| Rossmore Private Capital | 2,794 | $874.6K | 0.08% | −10−0.4% | Reduced |
| Modern Wealth Management, LLC | 2,790 | $871.0K | 0.02% | −4,990−64.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,771 | $867.6K | 0.47% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,776 | $866.4K | 0.41% | −92−3.2% | Reduced |
| United Asset Strategies, Inc. | 2,772 | $865.3K | 0.07% | −28−1.0% | Reduced |
| Baader Bank INC | 2,768 | $863.9K | 0.07% | 00.0% | Unchanged |
| FORA Capital, LLC | 6,261 | $860.2K | 0.10% | +6,261 | New |
| Guardian Capital LP | 2,745 | $856.8K | 0.03% | +2,745 | New |
| Everhart Financial Group, Inc. | 2,743 | $856.1K | 0.08% | +237+9.5% | Added |
| Fullerton Fund Management Co Ltd. | 2,740 | $855.2K | 0.04% | −22−0.8% | Reduced |
| Chilton Investment Co LLC | 2,731 | $852.4K | 0.02% | −99−3.5% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 2,727 | $851.2K | 0.28% | +135+5.2% | Added |
| CenterBook Partners LP | 2,720 | $849.0K | 0.04% | +2,720 | New |
| LRI Investments, LLC | 2,704 | $844.0K | 0.07% | −40−1.5% | Reduced |
| PDS Planning, Inc | 2,698 | $842.1K | 0.06% | +56+2.1% | Added |
| Horizon Investment Services, LLC | 2,687 | $838.7K | 0.30% | 00.0% | Unchanged |
| Mount Lucas Management LP | 2,681 | $836.8K | 0.37% | +27+1.0% | Added |
| ProCore Advisors, LLC | 2,665 | $831.8K | 0.85% | +2,665 | New |
| Frec Markets, Inc. | 2,658 | $829.7K | 0.24% | +2,658 | New |
| Western Wealth Management, LLC | 2,651 | $827.5K | 0.04% | −10.0% | Reduced |
| Cross Staff Investments Inc | 2,649 | $826.8K | 0.51% | 00.0% | Unchanged |
| 1776 Wealth LLC | 2,640 | $824.1K | 0.31% | 00.0% | Unchanged |
| City State Bank | 2,633 | $821.8K | 0.23% | +4+0.2% | Added |
| Waterloo Capital, L.P. | 2,625 | $819.2K | 0.06% | +516+24.5% | Added |
| Mount Yale Investment Advisors, LLC | 2,614 | $818.6K | 0.04% | −3,209−55.1% | Reduced |
| Greenfield Savings Bank | 2,620 | $817.8K | 0.34% | +108+4.3% | Added |
| Resonant Capital Advisors, LLC | 2,595 | $812.4K | 0.04% | +351+15.6% | Added |
| Somerville Kurt F | 2,600 | $811.5K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,445 | $809.3K | 0.02% | +426+21.1% | Added |
| Rehmann Capital Advisory Group | 2,587 | $807.7K | 0.04% | −405−13.5% | Reduced |
| SageView Advisory Group, LLC | 2,565 | $800.7K | 0.03% | +268+11.7% | Added |
| Leavell Investment Management, Inc. | 2,545 | $796.7K | 0.03% | +30+1.2% | Added |
| Ashton Thomas Private Wealth, LLC | 2,526 | $790.9K | 0.02% | +14+0.6% | Added |
| Net Worth Advisory Group | 2,526 | $788.6K | 0.16% | −372−12.8% | Reduced |
| Pacitti Group Inc. | 2,507 | $784.3K | 0.29% | +27+1.1% | Added |
| GenTrust, LLC | 2,500 | $782.7K | 0.03% | +1,596+176.5% | Added |
| Stiles Financial Services Inc | 2,505 | $781.9K | 0.24% | −313−11.1% | Reduced |
| Knollwood Investment Advisory, LLC | 2,500 | $780.3K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 2,495 | $778.7K | 0.08% | −130−5.0% | Reduced |
| Monetary Management Group Inc | 2,495 | $778.7K | 0.18% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,491 | $777.6K | 0.41% | +61+2.5% | Added |
| Icon Wealth Advisors, LLC | 2,595 | $776.8K | 0.05% | +57+2.2% | Added |
| Sunesis Advisors, LLC | 2,483 | $775.0K | 0.35% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,482 | $774.7K | 0.01% | −68−2.7% | Reduced |
| FineMark National Bank & Trust | 2,477 | $773.1K | 0.02% | −152−5.8% | Reduced |
| Montecito Bank & Trust | 2,476 | $772.8K | 0.12% | −33−1.3% | Reduced |
| Headinvest, LLC | 2,473 | $771.9K | 0.15% | −104−4.0% | Reduced |
| Northeast Investment Management | 2,471 | $771.2K | 0.03% | −18−0.7% | Reduced |
| Hohimer Wealth Management, LLC | 2,466 | $769.7K | 0.10% | +36+1.5% | Added |
| Crescent Sterling, Ltd. | 2,442 | $762.2K | 0.78% | +55+2.3% | Added |
| Burford Brothers, Inc. | 2,433 | $759.3K | 0.31% | −2−0.1% | Reduced |
| West Family Investments, Inc. | 2,426 | $757.2K | 0.18% | −866−26.3% | Reduced |
| Berkeley Capital Partners, LLC | 2,418 | $754.7K | 0.18% | +801+49.5% | Added |
| Everett Harris & Co | 2,412 | $752.8K | 0.01% | −167−6.5% | Reduced |
| Family Management Corp | 2,405 | $750.6K | 0.09% | +980+68.8% | Added |
| Valley Brook Capital Group | 2,405 | $750.6K | 0.50% | −50−2.0% | Reduced |
| Drive Wealth Management, LLC | 2,397 | $750.6K | 0.15% | +1,056+78.7% | Added |
| Sky Investment Group LLC | 2,404 | $750.3K | 0.12% | +7+0.3% | Added |
| Essex Savings Bank | 2,395 | $747.5K | 0.16% | −84−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 2,383 | $743.8K | 0.02% | −281−10.5% | Reduced |
| American Trust | 2,371 | $740.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,351 | $733.8K | 0.04% | −96−3.9% | Reduced |
| CWS Financial Advisors, LLC | 2,348 | $732.9K | 0.20% | +573+32.3% | Added |
| SeaCrest Wealth Management, LLC | 2,384 | $731.0K | 0.07% | −305−11.3% | Reduced |
| Hancock Whitney Corp | 2,342 | $731.0K | 0.01% | −10−0.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,338 | $729.7K | 0.20% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 2,336 | $729.1K | 0.22% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,335 | $728.8K | 0.03% | +92+4.1% | Added |
| Mairs & Power Inc | 2,334 | $728.5K | 0.01% | −58−2.4% | Reduced |
| Knightsbridge Asset Management, LLC | 2,327 | $726.3K | 0.12% | +1,448+164.7% | Added |
| FLC Capital Advisors | 2,312 | $721.6K | 0.13% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 2,300 | $717.8K | 0.06% | +10.0% | Added |
| Triad Wealth Partners, LLC | 2,299 | $717.6K | 0.07% | +162+7.6% | Added |
| Ironwood Investment Counsel, LLC | 2,299 | $717.6K | 0.10% | +27+1.2% | Added |
| Ronald Blue Trust, Inc. | 2,294 | $715.7K | 0.01% | −186−7.5% | Reduced |
| Covington Investment Advisors Inc. | 2,284 | $713.0K | 0.10% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,279 | $711.4K | 0.03% | −331−12.7% | Reduced |
| Farrell Financial LLC | 2,278 | $711.1K | 0.42% | −26−1.1% | Reduced |
| G&S Capital LLC | 2,271 | $708.8K | 0.25% | +34+1.5% | Added |
| PFG Investments, LLC | 2,259 | $705.1K | 0.03% | −164−6.8% | Reduced |
| Golden State Equity Partners | 2,258 | $704.9K | 0.11% | −318−12.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,258 | $704.8K | 0.19% | −16−0.7% | Reduced |
| YANKCOM Partnership | 2,256 | $704.1K | 0.30% | +52+2.4% | Added |
| Boyar Asset Management Inc. | 2,248 | $701.7K | 0.44% | −109−4.6% | Reduced |
| Credit Industriel Et Commercial | 2,248 | $701.6K | 0.10% | +765+51.6% | Added |
| Patrick M Sweeney & Associates, Inc | 2,247 | $701.5K | 0.44% | +13+0.6% | Added |
| Armis Advisers, LLC | 2,174 | $701.2K | 0.08% | +563+34.9% | Added |
| Plancorp, LLC | 2,241 | $699.5K | 0.02% | +14+0.6% | Added |
| Applied Finance Capital Management, LLC | 2,237 | $698.2K | 0.05% | −2,185−49.4% | Reduced |
| Henry James International Management, Inc. | 2,222 | $693.5K | 0.22% | +1,112+100.2% | Added |
| Grimes & Company, Inc. | 2,222 | $693.5K | 0.02% | +18+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 2,221 | $693.0K | 0.01% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 2,219 | $692.6K | 0.49% | −244−9.9% | Reduced |
| SmartHarvest Portfolios, LLC | 2,218 | $692.3K | 0.24% | +2,218 | New |
| Center for Financial Planning, Inc. | 2,210 | $689.8K | 0.07% | +80+3.8% | Added |
| Transamerica Financial Advisors, Inc. | 2,206 | $688.8K | 0.06% | +906+69.7% | Added |
| Delta Investment Management, LLC | 2,198 | $685.9K | 0.12% | +11+0.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,195 | $685.1K | 0.56% | +6+0.3% | Added |