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 |
|---|---|---|---|---|---|
| Clarity Financial LLC | 618 | $201.4K | 0.02% | +618 | New |
| Teza Capital Management LLC | 619 | $201.8K | 0.74% | +619 | New |
| Alteri Wealth LLC | 623 | $203.2K | 0.07% | +623 | New |
| Perennial Investment Advisors, LLC | 624 | $203.3K | 0.02% | +624 | New |
| Steel Peak Wealth Management LLC | 622 | $203.3K | 0.01% | −229−26.9% | Reduced |
| Oak Harvest Investment Services | 626 | $204.0K | 0.02% | −590−48.5% | Reduced |
| Legacy Financial Group LLC | 630 | $205.2K | 0.03% | +630 | New |
| Ponta Wealth Partners, LLC | 630 | $205.3K | 0.17% | +630 | New |
| Allen Capital Group, LLC | 631 | $205.7K | 0.02% | +631 | New |
| Marino, Stram & Associates LLC | 631 | $205.7K | 0.04% | +631 | New |
| Vancity Investment Management Ltd | 632 | $206.0K | 0.03% | +632 | New |
| Gilman Hill Asset Management, LLC | 633 | $206.3K | 0.03% | +633 | New |
| Leisure Capital Management | 633 | $206.3K | 0.07% | +633 | New |
| Warren Street Wealth Advisors, LLC | 634 | $206.6K | 0.05% | +634 | New |
| Wendell David Associates Inc | 634 | $207.0K | 0.02% | +634 | New |
| Tradition Wealth Management, LLC | 638 | $207.9K | 0.01% | +638 | New |
| Pines Wealth Management, LLC | 638 | $207.9K | 0.07% | +638 | New |
| FORA Capital, LLC | 640 | $208.6K | 0.02% | −5,621−89.8% | Reduced |
| Ifrah Financial Services, Inc. | 640 | $208.6K | 0.06% | −21−3.2% | Reduced |
| Granite Harbor Advisors, Inc. | 640 | $208.6K | 0.09% | +640 | New |
| Elyxium Wealth, LLC | 640 | $208.7K | 0.07% | +26+4.2% | Added |
| Montz Harcus Wealth Management LLC | 644 | $209.8K | 0.08% | +2+0.3% | Added |
| Tactive Advisors, LLC | 645 | $210.1K | 0.06% | −43−6.3% | Reduced |
| Narus Financial Partners, LLC | 645 | $210.2K | 0.06% | +645 | New |
| Circle Wealth Management, LLC | 645 | $210.2K | 0.00% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 646 | $210.6K | 0.06% | −53−7.6% | Reduced |
| Schulhoff & Co Inc | 647 | $210.9K | 0.09% | 00.0% | Unchanged |
| HighRoad Wealth Advisors, LLC | 647 | $210.9K | 0.21% | +647 | New |
| Sage Rhino Capital LLC | 648 | $211.2K | 0.04% | 00.0% | Unchanged |
| Five Oceans Advisors | 648 | $211.2K | 0.08% | +1+0.2% | Added |
| Trust Co | 649 | $211.5K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 650 | $211.9K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 650 | $211.9K | 0.08% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 653 | $212.8K | 0.03% | +653 | New |
| Beto Financial Group, LLC | 664 | $213.3K | 0.12% | +5+0.8% | Added |
| Reflection Asset Management | 655 | $213.5K | 0.13% | +268+69.3% | Added |
| Clear Retirement Advice LLC | 656 | $213.8K | 0.17% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 657 | $214.1K | 0.05% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 659 | $214.8K | 0.02% | 00.0% | Unchanged |
| Meridian Financial, LLC | 661 | $215.4K | 0.12% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 664 | $216.3K | 0.03% | −1,125−62.9% | Reduced |
| Davidson Investment Advisors | 665 | $216.7K | 0.01% | +665 | New |
| Cogent Strategic Wealth LLC | 666 | $217.1K | 0.22% | −2−0.3% | Reduced |
| Delta Asset Management LLC | 667 | $217.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 666 | $217.7K | 0.03% | +666 | New |
| Bey-Douglas LLC | 669 | $218.0K | 0.19% | +669 | New |
| McGowan Group Asset Management, Inc. | 670 | $218.3K | 0.03% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 670 | $218.4K | 0.13% | +670 | New |
| Bahl & Gaynor Inc | 671 | $218.7K | 0.00% | +671 | New |
| Smith Shellnut Wilson LLC | 673 | $219.4K | 0.10% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 673 | $219.4K | 0.02% | +673 | New |
| Game Plan Financial Advisors, LLC | 674 | $219.7K | 0.10% | +674 | New |
| Royal Capital Wealth Management, LLC | 675 | $220.0K | 0.14% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 675 | $220.1K | 0.05% | −1−0.1% | Reduced |
| Henrickson Nauta Wealth Advisors, Inc. | 674 | $220.3K | 0.06% | −326−32.6% | Reduced |
| Cooper Financial Group | 676 | $220.4K | 0.02% | +676 | New |
| Kestra Investment Management, LLC | 678 | $220.8K | 0.00% | +678 | New |
| RDA Financial Network | 683 | $222.6K | 0.06% | −8−1.2% | Reduced |
| 55 North Private Wealth, LLC | 683 | $222.6K | 0.06% | −2−0.3% | Reduced |
| Barlow Wealth Partners, Inc. | 673 | $222.6K | 0.02% | 00.0% | Unchanged |
| Seven Mile Advisory | 685 | $223.3K | 0.16% | −234−25.5% | Reduced |
| Excelsior Advisor Network LLC | 685 | $223.3K | 0.09% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 691 | $225.2K | 0.10% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 692 | $225.6K | 0.24% | +692 | New |
| Canvas Wealth Advisors, LLC | 691 | $225.9K | 0.04% | +14+2.1% | Added |
| HBE Wealth Management, LLC | 694 | $226.2K | 0.20% | 00.0% | Unchanged |
| Sageworth Trust Co | 694 | $226.2K | 0.01% | +694 | New |
| McDonald Partners LLC | 695 | $226.5K | 0.05% | −433−38.4% | Reduced |
| Phoenix Holdings Ltd. | 700 | $228.0K | 0.00% | +15+2.2% | Added |
| Accurate Wealth Management, LLC | 698 | $228.7K | 0.03% | +32+4.8% | Added |
| Retirement Planning Group | 703 | $229.1K | 0.01% | −6−0.8% | Reduced |
| Maia Wealth LLC | 704 | $229.6K | 0.04% | +3+0.4% | Added |
| US Asset Management LLC | 708 | $230.8K | 0.20% | −17−2.3% | Reduced |
| Perryman Financial Advisory Inc | 709 | $231.1K | 0.03% | 00.0% | Unchanged |
| New Republic Capital, LLC | 708 | $231.4K | 0.08% | −568−44.5% | Reduced |
| Snowwater Investment Partners, LLC | 711 | $232.4K | 0.22% | 00.0% | Unchanged |
| Ewa, LLC | 714 | $232.7K | 0.05% | +16+2.3% | Added |
| Mosaic Financial Group, LLC | 715 | $233.0K | 0.17% | +3+0.4% | Added |
| United Community Bank | 715 | $233.0K | 0.08% | −57−7.4% | Reduced |
| Tiemann Investment Advisors, LLC | 715 | $233.0K | 0.09% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 715 | $233.0K | 0.17% | +10+1.4% | Added |
| Provenance Wealth Advisors, LLC | 716 | $233.4K | 0.02% | −40−5.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 716 | $233.6K | 0.01% | +716 | New |
| Delos Wealth Advisors, LLC | 720 | $234.7K | 0.13% | +720 | New |
| Hoxton Planning & Management, LLC | 721 | $235.0K | 0.07% | −25−3.4% | Reduced |
| Dodge & Cox | 722 | $235.3K | 0.00% | 00.0% | Unchanged |
| Enhancing Capital LLC | 722 | $235.3K | 0.17% | 00.0% | Unchanged |
| Clifford Group, LLC | 725 | $236.3K | 0.18% | +82+12.8% | Added |
| CoreCap Advisors, LLC | 727 | $237.1K | 0.01% | +6+0.8% | Added |
| Washington Capital Management Inc | 728 | $237.3K | 0.20% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 729 | $237.6K | 0.03% | +729 | New |
| Mechanics Bank Trust Department | 730 | $237.9K | 0.03% | +730 | New |
| Hamilton Capital, LLC | 732 | $238.4K | 0.01% | +69+10.4% | Added |
| Meramec Financial Planners, LLC | 724 | $238.9K | 0.09% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 731 | $239.0K | 0.01% | +7+1.0% | Added |
| Raab & Moskowitz Asset Management LLC | 734 | $239.2K | 0.05% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 735 | $239.6K | 0.01% | +24+3.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 740 | $241.2K | 0.14% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 740 | $241.2K | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 743 | $242.2K | 0.00% | −387,166−99.8% | Reduced |