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, Q1 2026
Institutional positions in Chubb Ltd as of Mar 31, 2026. 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
- 2,125
- +98 vs. Q4 2025
- Shares held
- 351.8M
- +37.3M (+11.9%) vs. Q4 2025
- Total value
- $114.6B
- +$16.5B (+16.8%) vs. Q4 2025
- New holders
- 195
- 801 more added
- Sold out
- 97
- 791 more reduced
32 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monte Financial Group, LLC | 4,718 | $1.54M | 0.55% | −996−17.4% | Reduced |
| Montag A & Associates Inc | 4,725 | $1.54M | 0.07% | +600+14.5% | Added |
| Valley National Advisers Inc | 4,737 | $1.54M | 0.20% | −9−0.2% | Reduced |
| RoundAngle Advisors LLC | 4,740 | $1.54M | 1.15% | +68+1.5% | Added |
| Arista Wealth Management, LLC | 4,771 | $1.56M | 0.19% | 00.0% | Unchanged |
| Umpqua Bank | 4,778 | $1.56M | 0.44% | −71−1.5% | Reduced |
| Journey Advisory Group, LLC | 4,828 | $1.56M | 0.13% | −32−0.7% | Reduced |
| World Equity Group, Inc. | 4,806 | $1.57M | 0.41% | +3,214+201.9% | Added |
| Ballast, Inc. | 4,811 | $1.57M | 0.36% | +45+0.9% | Added |
| Aaron Wealth Advisors | 4,814 | $1.57M | 0.09% | +83+1.8% | Added |
| Crestwood Advisors Group LLC | 4,841 | $1.58M | 0.03% | +809+20.1% | Added |
| Legacy Private Trust Co. | 4,845 | $1.58M | 0.10% | −884−15.4% | Reduced |
| Magnolia Capital Advisors LLC | 4,858 | $1.58M | 0.31% | −774−13.7% | Reduced |
| Picton Mahoney Asset Management | 4,863 | $1.58M | 0.02% | +889+22.4% | Added |
| Wright Investors Service Inc | 4,877 | $1.59M | 0.50% | −50−1.0% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,891 | $1.59M | 1.36% | +96+2.0% | Added |
| Oak Thistle LLC | 4,898 | $1.60M | 0.15% | +4,898 | New |
| Fisher Asset Management, LLC | 4,929 | $1.61M | 0.00% | +40+0.8% | Added |
| Cumberland Partners Ltd | 5,000 | $1.63M | 0.12% | +5,000 | New |
| Webster Bank, N. A. | 5,025 | $1.64M | 0.16% | +169+3.5% | Added |
| Legacy Wealth Asset Management, LLC | 5,043 | $1.64M | 0.40% | −5,010−49.8% | Reduced |
| Impact Partnership Wealth, LLC | 5,064 | $1.65M | 0.20% | +5,064 | New |
| Burney Co | 5,072 | $1.65M | 0.05% | −2,314−31.3% | Reduced |
| Wealth Quarterback LLC | 5,074 | $1.65M | 0.65% | +22+0.4% | Added |
| Prosperity Consulting Group, LLC | 5,088 | $1.66M | 0.07% | +378+8.0% | Added |
| Waddell & Associates, LLC | 5,102 | $1.66M | 0.09% | +127+2.6% | Added |
| Claro Advisors LLC | 5,105 | $1.66M | 0.20% | +37+0.7% | Added |
| Evoke Wealth, LLC | 5,111 | $1.67M | 0.03% | −25−0.5% | Reduced |
| Parsons Capital Management Inc | 5,182 | $1.69M | 0.08% | +620+13.6% | Added |
| Kingsview Wealth Management, LLC | 5,204 | $1.70M | 0.02% | −75−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 5,206 | $1.70M | 0.54% | −325−5.9% | Reduced |
| Atomi Financial Group, Inc. | 5,209 | $1.70M | 0.05% | +578+12.5% | Added |
| Gateway Wealth Partners, LLC | 5,214 | $1.70M | 0.07% | +5,214 | New |
| Gs Investments, Inc. | 5,215 | $1.70M | 0.97% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 5,218 | $1.70M | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,229 | $1.70M | 0.22% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 5,259 | $1.71M | 0.24% | +286+5.8% | Added |
| Trust Co of Oklahoma | 5,270 | $1.72M | 0.50% | +133+2.6% | Added |
| Impact Capital Partners LLC | 5,284 | $1.72M | 0.52% | −216−3.9% | Reduced |
| RiverFront Investment Group, LLC | 5,288 | $1.72M | 0.03% | +1,930+57.5% | Added |
| Sepio Capital, LP | 5,290 | $1.72M | 0.09% | −108−2.0% | Reduced |
| Heritage Trust Co | 5,296 | $1.73M | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,301 | $1.73M | 0.05% | −489−8.4% | Reduced |
| IFP Advisors, Inc | 5,332 | $1.74M | 0.04% | +25+0.5% | Added |
| Banque Transatlantique SA | 5,358 | $1.75M | 0.04% | +5,358 | New |
| Sage Investment Counsel LLC | 5,358 | $1.75M | 1.94% | +100+1.9% | Added |
| Shayne & Co., LLC | 5,370 | $1.75M | 0.54% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,373 | $1.75M | 0.13% | −1,713−24.2% | Reduced |
| Cordatus Wealth Management LLC | 5,377 | $1.75M | 0.42% | +19+0.4% | Added |
| Independent Advisor Alliance | 5,381 | $1.75M | 0.02% | −23,449−81.3% | Reduced |
| Trueblood Wealth Management, LLC | 5,385 | $1.76M | 0.69% | −67−1.2% | Reduced |
| Scotia Capital Inc. | 5,385 | $1.76M | 0.01% | +34+0.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,409 | $1.76M | 0.24% | −35−0.6% | Reduced |
| Ellevest, Inc. | 5,441 | $1.77M | 0.25% | +150+2.8% | Added |
| Missouri Trust & Investment Co | 5,451 | $1.78M | 0.52% | +799+17.2% | Added |
| Golden State Equity Partners | 5,460 | $1.78M | 0.13% | +3,202+141.8% | Added |
| Roxbury Financial LLC | 5,483 | $1.79M | 1.61% | −11−0.2% | Reduced |
| Wedmont Private Capital | 5,384 | $1.79M | 0.06% | +140+2.7% | Added |
| Field & Main Bank | 5,507 | $1.79M | 0.52% | −42−0.8% | Reduced |
| Integrity Alliance, LLC. | 5,511 | $1.80M | 0.07% | −160−2.8% | Reduced |
| Life Cycle Investment Partners Ltd | 5,518 | $1.80M | 0.01% | +5,518 | New |
| Dorsey & Whitney Trust CO LLC | 5,523 | $1.80M | 0.10% | −187−3.3% | Reduced |
| Graham Capital Management, L.P. | 5,532 | $1.80M | 0.06% | +5,532 | New |
| Essex Financial Services, Inc. | 5,569 | $1.82M | 0.10% | +48+0.9% | Added |
| Syon Capital LLC | 5,589 | $1.82M | 0.09% | +244+4.6% | Added |
| Jacobi Capital Management LLC | 5,596 | $1.82M | 0.10% | +51+0.9% | Added |
| Sumitomo Life Insurance Co | 5,615 | $1.83M | 0.04% | +153+2.8% | Added |
| Mount Yale Investment Advisors, LLC | 5,611 | $1.83M | 0.04% | +2,997+114.7% | Added |
| Berkeley Capital Partners, LLC | 5,655 | $1.84M | 0.43% | +3,237+133.9% | Added |
| Sage Capital Advisors,llc | 5,665 | $1.85M | 0.43% | +5,665 | New |
| CSM Advisors, LLC | 5,690 | $1.85M | 0.05% | −197−3.3% | Reduced |
| Shikiar Asset Management Inc | 5,700 | $1.86M | 0.54% | −1,735−23.3% | Reduced |
| Vavra Capital Management, LLC | 5,701 | $1.86M | 1.81% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 5,714 | $1.86M | 0.03% | −7,804−57.7% | Reduced |
| Demars Financial Group, LLC | 5,720 | $1.86M | 0.61% | +233+4.2% | Added |
| Valmark Advisers, Inc. | 5,723 | $1.87M | 0.02% | −324−5.4% | Reduced |
| Guyasuta Investment Advisors Inc | 5,749 | $1.87M | 0.11% | −746−11.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,760 | $1.88M | 0.11% | +1,684+41.3% | Added |
| Exeter Financial, LLC | 5,767 | $1.88M | 0.77% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 5,774 | $1.88M | 0.28% | +283+5.2% | Added |
| Sierra Summit Advisors LLC | 5,784 | $1.89M | 0.27% | +255+4.6% | Added |
| Inscription Capital, LLC | 5,789 | $1.89M | 0.20% | −891−13.3% | Reduced |
| IHT Wealth Management, LLC | 5,816 | $1.90M | 0.04% | +274+4.9% | Added |
| Nichols & Pratt Advisers LLP | 5,841 | $1.90M | 0.12% | +127+2.2% | Added |
| Dividend Assets Capital, LLC | 5,967 | $1.94M | 0.39% | −105−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 5,989 | $1.95M | 0.00% | −18,482−75.5% | Reduced |
| Thoroughbred Financial Services, LLC | 5,999 | $1.96M | 0.12% | −10−0.2% | Reduced |
| Eagle Global Advisors LLC | 6,000 | $1.96M | 0.07% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 6,025 | $1.96M | 1.31% | −100−1.6% | Reduced |
| TCW Group Inc | 6,052 | $1.97M | 0.01% | −1,556−20.5% | Reduced |
| Alyeska Investment Group, L.P. | 6,099 | $1.99M | 0.01% | +6,099 | New |
| Wescott Financial Advisory Group, LLC | 6,100 | $1.99M | 0.17% | +20+0.3% | Added |
| Convergence Investment Partners, LLC | 6,125 | $2.00M | 0.33% | +158+2.6% | Added |
| Trail Ridge Investment Advisors, LLC | 6,133 | $2.00M | 0.87% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,162 | $2.01M | 0.59% | −59−0.9% | Reduced |
| Kentucky Retirement Systems | 20,786 | $2.01M | 0.15% | −2,580−11.0% | Reduced |
| Schear Investment Advisers, LLC | 6,178 | $2.01M | 0.89% | −136−2.2% | Reduced |
| Rothschild Investment LLC | 6,191 | $2.02M | 0.11% | +1,078+21.1% | Added |
| Baldwin Investment Management, LLC | 6,193 | $2.02M | 0.24% | −100−1.6% | Reduced |
| Mutual Advisors, LLC | 6,210 | $2.02M | 0.04% | −91−1.4% | Reduced |