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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 5,088 | $1.66M | 0.07% | +378+8.0% | Added |
| Wealth Quarterback LLC | 5,074 | $1.65M | 0.65% | +22+0.4% | Added |
| Burney Co | 5,072 | $1.65M | 0.05% | −2,314−31.3% | Reduced |
| Impact Partnership Wealth, LLC | 5,064 | $1.65M | 0.20% | +5,064 | New |
| Legacy Wealth Asset Management, LLC | 5,043 | $1.64M | 0.40% | −5,010−49.8% | Reduced |
| Webster Bank, N. A. | 5,025 | $1.64M | 0.16% | +169+3.5% | Added |
| Cumberland Partners Ltd | 5,000 | $1.63M | 0.12% | +5,000 | New |
| Fisher Asset Management, LLC | 4,929 | $1.61M | 0.00% | +40+0.8% | Added |
| Oak Thistle LLC | 4,898 | $1.60M | 0.15% | +4,898 | New |
| DB Fitzpatrick & Co, Inc | 4,891 | $1.59M | 1.36% | +96+2.0% | Added |
| Wright Investors Service Inc | 4,877 | $1.59M | 0.50% | −50−1.0% | Reduced |
| Picton Mahoney Asset Management | 4,863 | $1.58M | 0.02% | +889+22.4% | Added |
| Magnolia Capital Advisors LLC | 4,858 | $1.58M | 0.31% | −774−13.7% | Reduced |
| Legacy Private Trust Co. | 4,845 | $1.58M | 0.10% | −884−15.4% | Reduced |
| Crestwood Advisors Group LLC | 4,841 | $1.58M | 0.03% | +809+20.1% | Added |
| Aaron Wealth Advisors | 4,814 | $1.57M | 0.09% | +83+1.8% | Added |
| Ballast, Inc. | 4,811 | $1.57M | 0.36% | +45+0.9% | Added |
| World Equity Group, Inc. | 4,806 | $1.57M | 0.41% | +3,214+201.9% | Added |
| Journey Advisory Group, LLC | 4,828 | $1.56M | 0.13% | −32−0.7% | Reduced |
| Umpqua Bank | 4,778 | $1.56M | 0.44% | −71−1.5% | Reduced |
| Arista Wealth Management, LLC | 4,771 | $1.56M | 0.19% | 00.0% | Unchanged |
| RoundAngle Advisors LLC | 4,740 | $1.54M | 1.15% | +68+1.5% | Added |
| Valley National Advisers Inc | 4,737 | $1.54M | 0.20% | −9−0.2% | Reduced |
| Montag A & Associates Inc | 4,725 | $1.54M | 0.07% | +600+14.5% | Added |
| Monte Financial Group, LLC | 4,718 | $1.54M | 0.55% | −996−17.4% | Reduced |
| Stonebrook Private Inc. | 4,701 | $1.53M | 0.33% | −91−1.9% | Reduced |
| First Citizens Bank & Trust Co | 4,701 | $1.53M | 0.03% | −73−1.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,680 | $1.53M | 0.07% | −242−4.9% | Reduced |
| Elevate Capital Advisors, LLC | 4,652 | $1.52M | 0.98% | −525−10.1% | Reduced |
| Centaurus Financial, Inc. | 4,651 | $1.52M | 0.07% | −56−1.2% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,624 | $1.51M | 0.25% | −15−0.3% | Reduced |
| Minot DeBlois Advisors LLC | 4,619 | $1.51M | 1.37% | +15+0.3% | Added |
| Applied Capital LLC | 4,609 | $1.50M | 1.09% | +270+6.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 4,573 | $1.49M | 0.18% | +4,484+5,038.2% | Added |
| TD Private Client Wealth LLC | 4,568 | $1.49M | 0.03% | −90−1.9% | Reduced |
| Brookstone Capital Management | 4,565 | $1.49M | 0.02% | +28+0.6% | Added |
| DF Dent & Co Inc | 4,545 | $1.48M | 0.03% | +300+7.1% | Added |
| Caerus Investment Advisors, LLC | 4,539 | $1.48M | 0.62% | −1,770−28.1% | Reduced |
| Wolff Wiese Magana LLC | 4,529 | $1.48M | 0.81% | +4,524+90,480.0% | Added |
| Berry Wealth Group, LP | 4,515 | $1.47M | 5.50% | −208−4.4% | Reduced |
| Cito Capital Group, LLC | 4,500 | $1.47M | 0.45% | 00.0% | Unchanged |
| Advisory Resource Group | 4,511 | $1.47M | 0.25% | −147−3.2% | Reduced |
| Asset Planning,Inc | 4,495 | $1.46M | 1.04% | +14+0.3% | Added |
| CNB Bank | 4,478 | $1.46M | 0.61% | +30+0.7% | Added |
| Journey Strategic Wealth LLC | 4,475 | $1.46M | 0.04% | +739+19.8% | Added |
| Huntleigh Advisors, Inc. | 4,454 | $1.45M | 0.25% | +92+2.1% | Added |
| Relyea Zuckerberg Hanson LLC | 4,454 | $1.45M | 0.15% | +263+6.3% | Added |
| BKM Wealth Management, LLC | 4,446 | $1.45M | 0.53% | −336−7.0% | Reduced |
| Northstar Group, Inc. | 4,420 | $1.44M | 0.20% | +145+3.4% | Added |
| Canandaigua National Corp | 4,408 | $1.44M | 0.13% | +4,408 | New |
| Modern Wealth Management, LLC | 4,385 | $1.43M | 0.02% | +1,595+57.2% | Added |
| Foster & Motley Inc | 4,371 | $1.43M | 0.07% | +59+1.4% | Added |
| Total Clarity Wealth Management, Inc. | 4,363 | $1.42M | 0.33% | +116+2.7% | Added |
| Harold Davidson & Associates Inc. | 4,355 | $1.42M | 0.69% | +9+0.2% | Added |
| Meadow Creek Wealth Advisors LLC | 4,342 | $1.42M | 0.92% | −26−0.6% | Reduced |
| Wealthspire Advisors, LLC | 4,336 | $1.41M | 0.01% | −2,307−34.7% | Reduced |
| Legacy Financial Advisors, Inc. | 4,328 | $1.41M | 0.20% | +309+7.7% | Added |
| Fiduciary Group LLC | 4,327 | $1.41M | 0.12% | −95−2.1% | Reduced |
| Disciplined Investors, L.L.C. | 4,324 | $1.41M | 0.84% | +91+2.1% | Added |
| Ark Wealth Advisors LLC | 4,324 | $1.41M | 1.40% | +651+17.7% | Added |
| Pine Valley Investments Ltd Liability Co | 4,308 | $1.41M | 0.07% | −23−0.5% | Reduced |
| Savvy Advisors, Inc. | 4,313 | $1.41M | 0.04% | −153−3.4% | Reduced |
| Opal Capital LLC | 4,260 | $1.39M | 0.25% | +4,260 | New |
| Bridges Investment Management Inc | 4,257 | $1.39M | 0.02% | −2,141−33.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 4,239 | $1.38M | 0.14% | −500−10.6% | Reduced |
| Stamos Capital Partners, L.P. | 4,234 | $1.38M | 0.22% | +483+12.9% | Added |
| Insigneo Advisory Services, LLC | 4,216 | $1.37M | 0.10% | +93+2.3% | Added |
| Abbot Financial Management, Inc. | 4,215 | $1.37M | 0.58% | +91+2.2% | Added |
| Camden Capital, LLC | 4,197 | $1.37M | 0.09% | −1,266−23.2% | Reduced |
| Parcion Private Wealth LLC | 4,196 | $1.37M | 0.08% | −149−3.4% | Reduced |
| Westhampton Capital, LLC | 4,190 | $1.37M | 0.64% | 00.0% | Unchanged |
| Trust Asset Management LLC | 4,171 | $1.36M | 0.10% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 4,156 | $1.36M | 0.37% | −3,350−44.6% | Reduced |
| Stonebridge Capital Management Inc | 4,142 | $1.35M | 0.61% | +4,142 | New |
| Verus Capital Partners, LLC | 4,118 | $1.34M | 0.09% | +4,118 | New |
| Stock Yards Bank & Trust Co | 4,105 | $1.34M | 0.04% | +34+0.8% | Added |
| Employees Retirement System of Texas | 4,087 | $1.33M | 0.01% | −33,845−89.2% | Reduced |
| Boyar Asset Management Inc. | 4,072 | $1.33M | 0.76% | +1,824+81.1% | Added |
| Formidable Asset Management, LLC | 4,237 | $1.32M | 0.20% | −55−1.3% | Reduced |
| TIAA Wealth Investment Management LLC | 4,040 | $1.32M | 0.01% | +4,040 | New |
| Gryphon Financial Partners LLC | 3,974 | $1.30M | 0.14% | +163+4.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 3,965 | $1.29M | 0.06% | −71,529−94.7% | Reduced |
| FC Advisory LLC | 3,964 | $1.29M | 0.38% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 3,963 | $1.29M | 0.41% | +6+0.2% | Added |
| Money Concepts Capital Corp | 3,955 | $1.29M | 0.07% | +521+15.2% | Added |
| AMG National Trust Bank | 3,953 | $1.29M | 0.03% | +413+11.7% | Added |
| Advisors Asset Management, Inc. | 3,949 | $1.29M | 0.02% | −507−11.4% | Reduced |
| Delphi Management Inc | 3,949 | $1.29M | 1.54% | −1,235−23.8% | Reduced |
| GSB Wealth Management, LLC | 3,907 | $1.27M | 0.29% | +11+0.3% | Added |
| Lansing Street Advisors | 3,888 | $1.27M | 0.32% | −618−13.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,899 | $1.27M | 0.09% | −8−0.2% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,880 | $1.26M | 0.58% | +3,880 | New |
| Newbridge Financial Services Group, Inc. | 3,875 | $1.26M | 0.21% | −321−7.7% | Reduced |
| Asset Dedication, LLC | 3,857 | $1.26M | 0.09% | −668−14.8% | Reduced |
| Richard Bernstein Advisors LLC | 3,844 | $1.25M | 0.04% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,843 | $1.25M | 0.43% | −1,173−23.4% | Reduced |
| FRG Family Wealth Advisors LLC | 3,783 | $1.23M | 0.20% | +163+4.5% | Added |
| Meridian Wealth Management, LLC | 3,775 | $1.23M | 0.04% | +450+13.5% | Added |
| Lakeside Advisors, INC. | 3,768 | $1.23M | 0.82% | −100−2.6% | Reduced |
| Epiq Partners, LLC | 3,714 | $1.21M | 0.57% | 00.0% | Unchanged |