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, 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
- 2,126
- +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
- 792 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 | 2,173 | $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, 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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 56 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 56 | $18.3K | 0.00% | +8+16.7% | Added |
| Cornerstone Financial Management LLC | 57 | $18.6K | 0.02% | +6+11.8% | Added |
| West Branch Capital LLC | 58 | $18.9K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 59 | $19.2K | 0.01% | −8−11.9% | Reduced |
| Burk Holdings LLC | 59 | $19.2K | 0.01% | +59 | New |
| Clear Street Markets LLC | 60 | $19.6K | 0.01% | −677−91.9% | Reduced |
| Community Financial Services Group, LLC | 60 | $19.6K | 0.00% | +60 | New |
| Tripletail Wealth Management, LLC | 60 | $19.7K | 0.03% | −100−62.5% | Reduced |
| Raffa Wealth Management, LLC | 62 | $20.2K | 0.00% | +2+3.3% | Added |
| Park Square Financial Group, LLC | 63 | $20.5K | 0.16% | −95−60.1% | Reduced |
| TSFG, LLC | 65 | $21.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $21.2K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 65 | $21.2K | 0.01% | 00.0% | Unchanged |
| Atomic Invest LLC | 66 | $21.5K | 0.01% | +14+26.9% | Added |
| Barnes Dennig Private Wealth Management LLC | 67 | $21.8K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 69 | $22.0K | 0.00% | −18−20.7% | Reduced |
| Global Trust Asset Management, LLC | 68 | $22.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 68 | $22.2K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 70 | $22.8K | 0.01% | +30+75.0% | Added |
| Whipplewood Advisors, LLC | 70 | $22.8K | 0.01% | +64+1,066.7% | Added |
| Tower Trust & Investment Co | 72 | $23.5K | 0.02% | 00.0% | Unchanged |
| Entrust Financial LLC | 74 | $24.0K | 0.02% | −4−5.1% | Reduced |
| Parvin Asset Management, LLC | 75 | $24.4K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 76 | $24.8K | 0.01% | 00.0% | Unchanged |
| QVR LLC | 76 | $24.8K | 0.01% | −1,812−96.0% | Reduced |
| Canton Hathaway, LLC | 76 | $24.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 77 | $25.1K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 79 | $25.8K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 80 | $26.1K | 0.01% | +37+86.0% | Added |
| Frazier Financial Advisors, LLC | 82 | $26.7K | 0.01% | +38+86.4% | Added |
| Crewe Advisors LLC | 82 | $26.7K | 0.00% | −9−9.9% | Reduced |
| PlanVest Financial, Inc | 84 | $27.4K | 0.02% | +84 | New |
| Financial Consulate, Inc | 85 | $27.7K | 0.00% | +12+16.4% | Added |
| Merkkuri Wealth Advisors LLC | 88 | $28.7K | 0.02% | +88 | New |
| Cedar Mountain Advisors, LLC | 91 | $29.7K | 0.01% | −1−1.1% | Reduced |
| Wellington Grp LLC | 92 | $30.0K | 0.01% | −43−31.9% | Reduced |
| Centennial Bank | 92 | $30.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 96 | $31.3K | 0.00% | +96 | New |
| Plante Moran Financial Advisors, LLC | 97 | $31.6K | 0.00% | +20+26.0% | Added |
| Protective Life Corp | 97 | $31.6K | 0.11% | +97 | New |
| Financial Network Wealth Advisors LLC | 98 | $31.9K | 0.03% | +24+32.4% | Added |
| Joseph Group Capital Management | 98 | $31.9K | 0.01% | +52+113.0% | Added |
| Philadelphia Investment Partners, LLC | 100 | $32.6K | 0.02% | +100 | New |
| True Link Financial Advisors, LLC | 101 | $32.9K | 0.00% | +101 | New |
| Kozak & Associates, Inc. | 100 | $33.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $33.0K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 103 | $33.9K | 0.04% | −2−1.9% | Reduced |
| Vision Retirement, LLC | 104 | $33.9K | 0.01% | +4+4.0% | Added |
| Ares Financial Consulting, LLC | 104 | $34.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 104 | $34.0K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 108 | $35.1K | 0.00% | −107−49.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 108 | $35.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 108 | $35.4K | 0.01% | +4+3.8% | Added |
| Financial Perspectives, Inc | 109 | $35.5K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $35.9K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 112 | $36.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 112 | $36.5K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 114 | $37.2K | 0.02% | +35+44.3% | Added |
| EFG International AG | 115 | $37.5K | 0.00% | −3,701−97.0% | Reduced |
| Hickory Point Bank & Trust | 115 | $37.5K | 0.02% | +115 | New |
| Avion Wealth | 120 | $39.0K | 0.01% | +11+10.1% | Added |
| Loomis Sayles & Co L P | 120 | $39.1K | 0.00% | −47−28.1% | Reduced |
| Creative Financial Designs Inc | 120 | $39.2K | 0.00% | −13−9.8% | Reduced |
| IMA Wealth, Inc. | 122 | $39.9K | 0.00% | −1−0.8% | Reduced |
| Bank & Trust Co | 124 | $40.4K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 125 | $40.7K | 0.03% | −2−1.6% | Reduced |
| Kimelman & Baird, LLC | 125 | $40.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 127 | $41.3K | 0.01% | +1+0.8% | Added |
| GoalVest Advisory LLC | 129 | $42.0K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 129 | $42.0K | 0.02% | +129 | New |
| Atwood & Palmer Inc | 130 | $42.4K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 131 | $42.7K | 0.00% | −38−22.5% | Reduced |
| Tradewinds Capital Management, LLC | 135 | $44.0K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 137 | $44.8K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 139 | $45.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 140 | $45.6K | 0.01% | −70−33.3% | Reduced |
| Gables Capital Management Inc. | 140 | $45.6K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 140 | $45.6K | 0.03% | +13+10.2% | Added |
| Investors Research Corp | 142 | $46.3K | 0.01% | −155−52.2% | Reduced |
| Access Investment Management LLC | 142 | $46.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 145 | $47.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 150 | $48.9K | 0.01% | −19−11.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 150 | $48.9K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 151 | $49.2K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 158 | $51.5K | 0.04% | +158 | New |
| SHP Wealth Management | 160 | $52.2K | 0.00% | +104+185.7% | Added |
| Hollencrest Capital Management | 162 | $52.8K | 0.00% | +110+211.5% | Added |
| Ogorek Anthony Joseph | 164 | $53.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 164 | $53.5K | 0.00% | −15−8.4% | Reduced |
| Bogart Wealth, LLC | 165 | $53.8K | 0.00% | +17+11.5% | Added |
| Scarborough Advisors, LLC | 167 | $54.4K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 168 | $54.8K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 168 | $54.9K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 168 | $55.0K | 0.04% | −363−68.4% | Reduced |
| TFC Financial Management | 170 | $55.4K | 0.01% | −13−7.1% | Reduced |
| Marquette Asset Management, LLC | 170 | $55.4K | 0.01% | +31+22.3% | Added |
| Truvestments Capital LLC | 171 | $55.9K | 0.01% | −4−2.3% | Reduced |
| Lodestone Wealth Management LLC | 172 | $56.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 174 | $56.7K | 0.03% | +6+3.6% | Added |