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 |
|---|---|---|---|---|---|
| Cura Wealth Advisors, LLC | 748 | $243.7K | 0.11% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 749 | $244.0K | 0.13% | +51+7.3% | Added |
| Intrua Financial, LLC | 752 | $245.1K | 0.03% | −19−2.5% | Reduced |
| Avalon Trust Co | 753 | $245.4K | 0.02% | +321+74.3% | Added |
| Syverson Strege & Co | 754 | $245.8K | 0.06% | −20−2.6% | Reduced |
| Nadler Financial Group, Inc. | 754 | $245.8K | 0.02% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 755 | $246.2K | 0.04% | +8+1.1% | Added |
| Challenger Wealth Management | 756 | $246.3K | 0.20% | −67−8.1% | Reduced |
| Weatherly Asset Management L. P. | 754 | $246.4K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 757 | $247.0K | 0.00% | −3−0.4% | Reduced |
| Matauro, LLC | 758 | $247.0K | 0.04% | +758 | New |
| LifeGoal Wealth Advisors | 756 | $247.3K | 0.14% | +756 | New |
| Medallion Wealth Advisors, LLC | 760 | $247.7K | 0.08% | 00.0% | Unchanged |
| DV Trading LLC | 760 | $247.7K | 0.02% | +217+40.0% | Added |
| Alexander Labrunerie & Co., Inc. | 761 | $248.0K | 0.09% | 00.0% | Unchanged |
| Dover Advisors, LLC | 759 | $248.1K | 0.10% | −150−16.5% | Reduced |
| Van Diest Capital, LLC | 762 | $248.3K | 0.20% | −268−26.0% | Reduced |
| New Perspectives, Inc | 762 | $248.4K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 763 | $248.7K | 0.02% | +763 | New |
| Charter Research & Investment Group, Inc. | 765 | $249.3K | 0.17% | 00.0% | Unchanged |
| Tradewinds, LLC. | 766 | $249.9K | 0.08% | +74+10.7% | Added |
| Two Sigma Securities, LLC | 767 | $250.0K | 0.03% | −4,601−85.7% | Reduced |
| Omnia Family Wealth, LLC | 765 | $250.0K | 0.08% | −217−22.1% | Reduced |
| James J. Burns & Company, LLC | 769 | $250.5K | 0.03% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 770 | $251.0K | 0.04% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 770 | $251.0K | 0.05% | +770 | New |
| Sawgrass Asset Management LLC | 776 | $252.9K | 0.04% | +45+6.2% | Added |
| Wedge Capital Management L L P | 776 | $252.9K | 0.00% | +76+10.9% | Added |
| BluePath Capital Management, LLC | 779 | $253.8K | 0.18% | −3,910−83.4% | Reduced |
| True Wealth Design, LLC | 780 | $254.2K | 0.07% | +41+5.5% | Added |
| Amussen Hunsaker Associates LLC | 781 | $254.6K | 0.03% | −9−1.1% | Reduced |
| AGH Wealth Advisors, LLC | 781 | $254.6K | 0.19% | +65+9.1% | Added |
| Stokes Family Office, LLC | 783 | $255.2K | 0.03% | −127−14.0% | Reduced |
| Seed Wealth Management, Inc. | 785 | $255.9K | 0.18% | −10−1.3% | Reduced |
| Heritage Wealth Advisors | 786 | $256.2K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 788 | $256.8K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 788 | $257.3K | 0.04% | +17+2.2% | Added |
| Bill Few Associates, Inc. | 791 | $257.9K | 0.06% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 792 | $258.1K | 0.05% | −2−0.3% | Reduced |
| Thrive Wealth Management, LLC | 794 | $258.9K | 0.04% | +4+0.5% | Added |
| Leuthold Group, LLC | 796 | $259.4K | 0.03% | −24−2.9% | Reduced |
| Atticus Wealth Management, LLC | 798 | $260.0K | 0.07% | −78−8.9% | Reduced |
| Clark Estates Inc | 800 | $260.7K | 0.06% | 00.0% | Unchanged |
| Mendel Money Management | 802 | $261.4K | 0.11% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 800 | $261.5K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 803 | $261.7K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 805 | $262.4K | 0.01% | −24−2.9% | Reduced |
| Victory Financial Group, LLC | 806 | $262.7K | 0.03% | +806 | New |
| Trilogy Capital Inc. | 807 | $263.0K | 0.01% | −5−0.6% | Reduced |
| Sovereign Investment Advisors, LLC | 807 | $263.0K | 0.06% | +807 | New |
| Advus Financial Partners, LLC | 816 | $265.8K | 0.07% | −10−1.2% | Reduced |
| Gould Asset Management LLC | 818 | $266.6K | 0.05% | +30+3.8% | Added |
| Marble Wealth, LLC | 819 | $266.9K | 0.05% | −585−41.7% | Reduced |
| Fiduciary Financial Group, LLC | 820 | $267.3K | 0.04% | +12+1.5% | Added |
| Rinkey Investments | 821 | $267.6K | 0.07% | −50−5.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 822 | $267.9K | 0.03% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 823 | $268.2K | 0.03% | 00.0% | Unchanged |
| Salzhauer Michael | 824 | $268.6K | 0.13% | 00.0% | Unchanged |
| Aspiriant, LLC | 827 | $269.5K | 0.01% | −297−26.4% | Reduced |
| Balentine LLC | 828 | $269.9K | 0.01% | +67+8.8% | Added |
| Jacobsen Capital Management | 829 | $270.2K | 0.09% | 00.0% | Unchanged |
| Aviso Financial Inc. | 831 | $270.8K | 0.01% | +28+3.5% | Added |
| Financial Solutions Advisory Group, Inc. | 831 | $270.8K | 0.04% | +831 | New |
| Fiduciary Alliance LLC | 828 | $270.9K | 0.02% | +6+0.7% | Added |
| Barry Investment Advisors, LLC | 830 | $271.4K | 0.06% | +9+1.1% | Added |
| Balboa Wealth Partners | 834 | $271.8K | 0.05% | +1+0.1% | Added |
| Signet Financial Management, LLC | 836 | $272.5K | 0.03% | +28+3.5% | Added |
| Fairfield, Bush & Co. | 840 | $273.8K | 0.15% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 841 | $274.4K | 0.04% | +164+24.2% | Added |
| WT Wealth Management | 842 | $274.4K | 0.08% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 842 | $274.4K | 0.28% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 843 | $274.8K | 0.04% | +1+0.1% | Added |
| Financial Management Professionals, Inc. | 842 | $275.3K | 0.03% | −9−1.1% | Reduced |
| Crown Wealth Group, LLC | 846 | $275.9K | 0.08% | +38+4.7% | Added |
| Renaissance Group LLC | 848 | $276.4K | 0.01% | −268−24.0% | Reduced |
| Symmetry Partners, LLC | 849 | $276.6K | 0.02% | +16+1.9% | Added |
| Moody National Bank Trust Division | 850 | $277.0K | 0.03% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 850 | $277.0K | 0.01% | +44+5.5% | Added |
| Capital Investment Advisory Services, LLC | 853 | $278.0K | 0.02% | −33−3.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 853 | $278.0K | 0.01% | +853 | New |
| Traynor Capital Management, Inc. | 856 | $278.5K | 0.02% | +21+2.5% | Added |
| Global Assets Advisory, LLC | 855 | $278.7K | 0.09% | +30+3.6% | Added |
| Center for Wealth Management Advisory | 856 | $278.8K | 0.20% | −4,874−85.1% | Reduced |
| Revolve Wealth Partners, LLC | 856 | $279.0K | 0.04% | +3+0.4% | Added |
| Capital Investment Management, Inc. | 857 | $279.4K | 0.10% | −56−6.1% | Reduced |
| Box Hill Private Wealth LLC | 859 | $280.0K | 0.28% | +3+0.4% | Added |
| Principal Street Partners, LLC | 860 | $280.3K | 0.05% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 862 | $281.0K | 0.03% | +862 | New |
| Fragasso Group Inc. | 861 | $281.3K | 0.02% | +861 | New |
| Founders Financial Securities LLC | 847 | $282.0K | 0.02% | −347−29.1% | Reduced |
| Abel Hall, LLC | 870 | $283.6K | 0.06% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 870 | $283.6K | 0.02% | +870 | New |
| Requisite Capital Management, LLC | 870 | $284.4K | 0.05% | +870 | New |
| Altfest L J & Co Inc | 876 | $285.5K | 0.03% | −4,099−82.4% | Reduced |
| New England Professional Planning Group Inc. | 877 | $285.8K | 0.12% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 877 | $285.8K | 0.01% | +10+1.2% | Added |
| Beck Mack & Oliver LLC | 878 | $286.2K | 0.01% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 880 | $286.8K | 0.20% | −1,339−60.3% | Reduced |
| Cullinan Associates Inc | 882 | $287.5K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 883 | $287.7K | 0.03% | +15+1.7% | Added |