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, Q2 2026
Institutional positions in Chubb Ltd as of Jun 30, 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
- 2,172
- +79 vs. Q1 2026
- Shares held
- 349.7M
- −1.51M (−0.4%) vs. Q1 2026
- Total value
- $119.2B
- +$4.70B (+4.1%) vs. Q1 2026
- New holders
- 178
- 850 more added
- Sold out
- 99
- 810 more reduced
33 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 | 2,126 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 1,992 | $678.8K | 0.33% | −5−0.3% | Reduced |
| Northside Capital Management, LLC | 1,996 | $680.1K | 0.06% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 2,000 | $681.5K | 0.18% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,001 | $681.8K | 0.01% | +172+9.4% | Added |
| Johnson Financial Group, LLC | 2,006 | $683.5K | 0.04% | +96+5.0% | Added |
| Legacy Advisors, LLC | 2,008 | $686.3K | 0.06% | +2,008 | New |
| Ausdal Financial Partners, Inc. | 2,022 | $688.8K | 0.03% | +23+1.2% | Added |
| Peddock Capital Advisors, LLC | 2,025 | $690.0K | 0.14% | 00.0% | Unchanged |
| Boston Family Office LLC | 2,035 | $693.0K | 0.04% | +173+9.3% | Added |
| RFG Advisory, LLC | 2,037 | $694.2K | 0.01% | +608+42.5% | Added |
| MONECO Advisors, LLC | 2,043 | $696.1K | 0.04% | +163+8.7% | Added |
| Baron Wealth Management LLC | 2,044 | $696.6K | 0.18% | +2+0.1% | Added |
| L2 Asset Management, LLC | 2,046 | $697.2K | 0.07% | +33+1.6% | Added |
| Bolthouse Investments, LLC | 2,050 | $698.5K | 0.57% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,050 | $698.5K | 0.35% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 2,053 | $699.5K | 0.23% | +22+1.1% | Added |
| MidFirst Bank | 2,055 | $700.2K | 0.05% | +126+6.5% | Added |
| American Trust | 2,066 | $704.0K | 0.05% | −223−9.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,066 | $704.1K | 0.02% | +209+11.3% | Added |
| Sound View Wealth Advisors Group, LLC | 2,069 | $705.0K | 0.04% | +48+2.4% | Added |
| Total Clarity Wealth Management, Inc. | 2,075 | $707.0K | 0.14% | −2,288−52.4% | Reduced |
| Liberty Square Wealth Partners LLC | 2,079 | $708.4K | 0.17% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,085 | $710.5K | 0.04% | +95+4.8% | Added |
| Continuum Advisory, LLC | 2,086 | $710.8K | 0.06% | +243+13.2% | Added |
| Cardiff Park Advisors, LLC | 2,086 | $710.9K | 0.06% | +6+0.3% | Added |
| Strategic Financial Services, Inc, | 2,087 | $711.1K | 0.03% | 00.0% | Unchanged |
| National Philanthropic Trust | 2,087 | $711.1K | 0.01% | +286+15.9% | Added |
| FLC Capital Advisors | 2,091 | $712.5K | 0.12% | −221−9.6% | Reduced |
| Somerville Kurt F | 2,100 | $715.6K | 0.17% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,105 | $717.3K | 0.01% | −35−1.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 2,110 | $719.0K | 0.19% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,113 | $720.0K | 0.01% | +522+32.8% | Added |
| Signal Advisors Wealth, LLC | 2,115 | $720.6K | 0.04% | −844−28.5% | Reduced |
| Center for Financial Planning, Inc. | 2,121 | $722.7K | 0.07% | −134−5.9% | Reduced |
| Goelzer Investment Management, Inc. | 2,122 | $723.2K | 0.03% | −229−9.7% | Reduced |
| Family Management Corp | 2,129 | $725.4K | 0.08% | −299−12.3% | Reduced |
| Foundation Resource Management Inc | 2,129 | $725.4K | 0.08% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,132 | $726.5K | 0.30% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 2,132 | $726.5K | 0.42% | −1,940−47.6% | Reduced |
| PCM Encore, LLC | 2,133 | $726.9K | 0.13% | −50−2.3% | Reduced |
| Sunesis Advisors, LLC | 2,136 | $727.7K | 0.30% | −156−6.8% | Reduced |
| Sax Wealth Advisors, LLC | 2,238 | $729.4K | 0.03% | +1,239+124.0% | Added |
| Revolve Wealth Partners, LLC | 2,151 | $733.0K | 0.08% | +1,295+151.3% | Added |
| G&S Capital LLC | 2,165 | $737.7K | 0.21% | −10−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 2,172 | $740.1K | 0.10% | −92−4.1% | Reduced |
| Delta Investment Management, LLC | 2,180 | $742.8K | 0.12% | +21+1.0% | Added |
| Sandy Cove Advisors, LLC | 2,180 | $742.9K | 0.19% | −5−0.2% | Reduced |
| Pflug Koory, LLC | 2,184 | $744.2K | 0.30% | +41+1.9% | Added |
| Modera Wealth Management, LLC | 2,190 | $746.2K | 0.01% | +9+0.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,206 | $751.7K | 0.51% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,214 | $754.4K | 0.22% | +466+26.7% | Added |
| Gs Investments, Inc. | 2,215 | $754.7K | 0.55% | −3,000−57.5% | Reduced |
| Henry James International Management, Inc. | 2,221 | $756.8K | 0.23% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,221 | $757.0K | 0.01% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 2,236 | $761.9K | 0.20% | +522+30.5% | Added |
| Nicolet Bankshares Inc | 2,175 | $762.3K | 0.02% | +15+0.7% | Added |
| TKG Advisors, LLC | 2,242 | $763.9K | 0.27% | +236+11.8% | Added |
| Wick Capital Partners, LLC | 2,257 | $769.1K | 0.12% | +171+8.2% | Added |
| Evansbrook LLC | 2,258 | $769.4K | 0.46% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 2,262 | $770.6K | 0.29% | +89+4.1% | Added |
| Ticino Wealth | 2,263 | $771.1K | 0.24% | +191+9.2% | Added |
| Abundance Wealth Counselors | 2,280 | $776.9K | 0.05% | +3+0.1% | Added |
| Covington Investment Advisors Inc. | 2,284 | $778.0K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,285 | $778.6K | 0.04% | −60−2.6% | Reduced |
| Farrell Financial LLC | 2,286 | $778.8K | 0.42% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,187 | $779.7K | 0.07% | +59+2.8% | Added |
| Grimes & Company, Inc. | 2,290 | $780.4K | 0.02% | +11+0.5% | Added |
| Zions Bancorporation, National Association | 2,292 | $781.0K | 0.05% | +225+10.9% | Added |
| Means Investment Co., Inc. | 2,304 | $784.9K | 0.06% | +3+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 2,308 | $786.3K | 0.45% | +61+2.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,314 | $788.5K | 0.20% | −164−6.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,324 | $791.9K | 0.20% | +29+1.3% | Added |
| Facet Wealth, Inc. | 2,325 | $792.1K | 0.01% | +1,156+98.9% | Added |
| Aspiriant, LLC | 2,343 | $798.4K | 0.02% | +1,516+183.3% | Added |
| Burke & Herbert Bank & Trust Co | 2,348 | $800.1K | 0.20% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,360 | $804.0K | 0.03% | −863−26.8% | Reduced |
| Riversedge Advisors, LLC | 2,360 | $804.1K | 0.11% | +690+41.3% | Added |
| Mesirow Financial Investment Management, Inc. | 2,367 | $806.6K | 0.01% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,368 | $806.9K | 0.04% | +74+3.2% | Added |
| World Equity Group, Inc. | 2,370 | $807.6K | 0.18% | −2,436−50.7% | Reduced |
| Montecito Bank & Trust | 2,372 | $808.2K | 0.12% | −64−2.6% | Reduced |
| Rehmann Capital Advisory Group | 2,372 | $808.4K | 0.04% | −46−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 2,375 | $809.3K | 0.01% | +603+34.0% | Added |
| Diversified Enterprises, LLC | 2,379 | $810.6K | 0.04% | +393+19.8% | Added |
| V-Square Quantitative Management LLC | 2,380 | $811.0K | 0.08% | +11+0.5% | Added |
| SmartHarvest Portfolios, LLC | 2,380 | $811.0K | 0.26% | +351+17.3% | Added |
| Bingham Private Wealth, LLC | 2,391 | $814.7K | 0.56% | +578+31.9% | Added |
| Beech Hill Advisors, Inc. | 2,400 | $817.8K | 0.36% | 00.0% | Unchanged |
| Sky Investment Group LLC | 2,409 | $820.8K | 0.13% | +5+0.2% | Added |
| Net Worth Advisory Group | 2,410 | $821.0K | 0.21% | −58−2.4% | Reduced |
| Everett Harris & Co | 2,412 | $821.9K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 2,414 | $822.5K | 0.09% | +540+28.8% | Added |
| Headinvest, LLC | 2,419 | $824.3K | 0.15% | −10−0.4% | Reduced |
| Coign Capital Advisors LLC | 2,425 | $826.4K | 0.37% | +16+0.7% | Added |
| Firethorn Wealth Partners, LLC | 2,434 | $829.4K | 0.27% | +132+5.7% | Added |
| Destination Wealth Management | 2,447 | $833.8K | 0.02% | +127+5.5% | Added |
| Burford Brothers, Inc. | 2,454 | $836.2K | 0.31% | −16−0.6% | Reduced |
| Valley Brook Capital Group | 2,455 | $836.5K | 0.47% | +25+1.0% | Added |
| Mairs & Power Inc | 2,456 | $836.9K | 0.01% | +17+0.7% | Added |
| S-Bank Fund Management Ltd | 2,461 | $838.6K | 0.11% | −772−23.9% | Reduced |