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 |
|---|---|---|---|---|---|
| Fi3 FINANCIAL ADVISORS, LLC | 5,102 | $845.6K | 0.26% | +3,517+221.9% | Added |
| Monetary Management Group Inc | 2,495 | $850.1K | 0.17% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 2,500 | $851.9K | 0.08% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,502 | $852.4K | 0.03% | +150+6.4% | Added |
| Bannerstone Capital Management, LLC | 2,508 | $854.7K | 0.72% | +418+20.0% | Added |
| Kera Capital Partners, Inc. | 2,510 | $855.3K | 0.08% | +692+38.1% | Added |
| AssuredPartners Investment Advisors, LLC | 2,510 | $855.4K | 0.08% | −613−19.6% | Reduced |
| Everest Financial Group LLC | 2,512 | $855.8K | 0.12% | +80+3.3% | Added |
| ProCore Advisors, LLC | 2,522 | $859.3K | 1.06% | −21−0.8% | Reduced |
| YANKCOM Partnership | 2,529 | $861.7K | 0.31% | +151+6.3% | Added |
| Greenfield Savings Bank | 2,543 | $866.5K | 0.33% | −60−2.3% | Reduced |
| Western Wealth Management, LLC | 2,549 | $868.4K | 0.03% | −5−0.2% | Reduced |
| 1776 Wealth LLC | 2,584 | $880.6K | 0.31% | −57−2.2% | Reduced |
| Adelphi Trust Co | 2,588 | $881.8K | 0.59% | +453+21.2% | Added |
| Sagewood Asset Management LP | 2,589 | $882.2K | 0.20% | +873+50.9% | Added |
| Howard Capital Management Inc. | 2,590 | $882.5K | 0.01% | +1,006+63.5% | Added |
| Icon Wealth Advisors, LLC | 2,592 | $883.2K | 0.05% | +953+58.1% | Added |
| Armstrong Advisory Group, Inc | 2,597 | $884.7K | 0.05% | −12−0.5% | Reduced |
| Dempze Nancy E | 2,600 | $885.9K | 0.42% | −200−7.1% | Reduced |
| Cambria Investment Management, L.P. | 2,609 | $889.0K | 0.04% | +412+18.8% | Added |
| WBH Advisory Inc | 2,612 | $890.0K | 0.06% | −1,002−27.7% | Reduced |
| City State Bank | 2,623 | $893.8K | 0.20% | −12−0.5% | Reduced |
| Cross Staff Investments Inc | 2,649 | $902.6K | 0.54% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,650 | $903.0K | 0.02% | +76+3.0% | Added |
| Rossmore Private Capital | 2,659 | $905.9K | 0.07% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,661 | $908.9K | 0.03% | +20+0.8% | Added |
| TCG Advisory Services, LLC | 2,674 | $911.2K | 0.02% | +834+45.3% | Added |
| Trust Co of Toledo NA | 2,683 | $914.2K | 0.08% | +2+0.1% | Added |
| Pacitti Group Inc. | 2,679 | $915.0K | 0.29% | +120+4.7% | Added |
| Transamerica Financial Advisors, Inc. | 2,687 | $916.5K | 0.08% | +69+2.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,696 | $918.6K | 0.37% | −38−1.4% | Reduced |
| Waterloo Capital, L.P. | 2,719 | $926.6K | 0.05% | +15+0.6% | Added |
| Crescent Sterling, Ltd. | 2,735 | $931.9K | 0.83% | +200+7.9% | Added |
| Abound Wealth Management | 2,738 | $933.0K | 0.19% | −154−5.3% | Reduced |
| 44 Wealth Management LLC | 2,755 | $938.8K | 0.31% | +1,831+198.2% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $947.0K | 0.45% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 2,780 | $947.2K | 0.10% | +118+4.4% | Added |
| PDS Planning, Inc | 2,786 | $949.3K | 0.05% | +89+3.3% | Added |
| Sentinus, LLC | 2,800 | $954.1K | 0.08% | +78+2.9% | Added |
| Norden Group LLC | 2,802 | $954.7K | 0.08% | +505+22.0% | Added |
| Segment Wealth Management, LLC | 2,832 | $965.0K | 0.05% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2,775 | $966.4K | 0.06% | +417+17.7% | Added |
| Resonant Capital Advisors, LLC | 2,842 | $971.4K | 0.05% | −84−2.9% | Reduced |
| 1st Source Bank | 2,855 | $972.8K | 0.04% | −61−2.1% | Reduced |
| Angeles Wealth Management, LLC | 2,850 | $974.0K | 0.04% | +919+47.6% | Added |
| Viawealth, LLC | 2,870 | $977.9K | 0.49% | −23−0.8% | Reduced |
| Qtron Investments LLC | 2,871 | $978.3K | 0.13% | −479−14.3% | Reduced |
| Avestar Capital, LLC | 2,873 | $980.4K | 0.06% | −716−19.9% | Reduced |
| One Capital Management, LLC | 3,042 | $991.7K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,817 | $993.2K | 0.02% | +258+10.1% | Added |
| Cascade Financial Partners, LLC | 2,928 | $997.7K | 0.09% | +2,928 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,937 | $1.00M | 0.03% | −90−3.0% | Reduced |
| Sovran Advisors, LLC | 2,757 | $1.00M | 0.07% | +142+5.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,943 | $1.00M | 0.01% | −155−5.0% | Reduced |
| CWS Financial Advisors, LLC | 2,945 | $1.00M | 0.22% | +370+14.4% | Added |
| Simmons Bank | 2,947 | $1.00M | 0.06% | −96−3.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,957 | $1.01M | 0.11% | −9−0.3% | Reduced |
| Csenge Advisory Group | 2,971 | $1.01M | 0.04% | +89+3.1% | Added |
| LRI Investments, LLC | 2,994 | $1.02M | 0.08% | −148−4.7% | Reduced |
| Bull Street Advisors, LLC | 3,000 | $1.02M | 0.47% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,000 | $1.02M | 0.10% | 00.0% | Unchanged |
| Finivi Inc. | 3,000 | $1.02M | 0.52% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,000 | $1.02M | 0.31% | +59+2.0% | Added |
| United Asset Strategies, Inc. | 3,002 | $1.02M | 0.07% | +61+2.1% | Added |
| Kennebec Savings Bank | 3,021 | $1.03M | 0.83% | +37+1.2% | Added |
| Profund Advisors LLC | 3,022 | $1.03M | 0.03% | −114−3.6% | Reduced |
| Premier Path Wealth Partners, LLC | 3,024 | $1.03M | 0.12% | −16−0.5% | Reduced |
| Everhart Financial Group, Inc. | 3,027 | $1.03M | 0.07% | −123−3.9% | Reduced |
| RMR Wealth Builders | 3,034 | $1.04M | 0.06% | −40−1.3% | Reduced |
| Hilltop Holdings Inc. | 3,050 | $1.04M | 0.08% | −189−5.8% | Reduced |
| Advyzon Investment Management, LLC | 3,070 | $1.05M | 0.08% | −300−8.9% | Reduced |
| Carnegie Lake Advisors LLC | 3,075 | $1.05M | 0.39% | −250−7.5% | Reduced |
| Castlekeep Investment Advisors LLC | 3,078 | $1.05M | 0.53% | −222−6.7% | Reduced |
| Meridian Wealth Advisors, LLC | 3,098 | $1.06M | 0.12% | −18−0.6% | Reduced |
| Natural Investments, LLC | 3,100 | $1.06M | 0.23% | +23+0.7% | Added |
| Stanley-Laman Group, Ltd. | 3,101 | $1.06M | 0.11% | −86−2.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,104 | $1.06M | 0.38% | +151+5.1% | Added |
| Columbia Asset Management | 3,112 | $1.06M | 0.18% | −184−5.6% | Reduced |
| Pure Financial Advisors, Inc. | 3,118 | $1.06M | 0.01% | +537+20.8% | Added |
| ZEGA Investments, LLC | 3,125 | $1.06M | 0.18% | +3,125 | New |
| First American Bank | 3,134 | $1.07M | 0.06% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,141 | $1.07M | 0.45% | −9−0.3% | Reduced |
| First Bank & Trust | 3,149 | $1.07M | 0.16% | +2+0.1% | Added |
| Invera Wealth Advisors, LLC | 3,156 | $1.08M | 0.58% | −450−12.5% | Reduced |
| Drive Wealth Management, LLC | 3,148 | $1.08M | 0.19% | +724+29.9% | Added |
| Grove Bank & Trust | 3,169 | $1.08M | 0.11% | +212+7.2% | Added |
| Essential Partners LLC | 3,190 | $1.09M | 0.50% | −154−4.6% | Reduced |
| QTR Family Wealth, LLC | 3,190 | $1.09M | 0.38% | +259+8.8% | Added |
| Soltis Investment Advisors LLC | 3,194 | $1.09M | 0.06% | +122+4.0% | Added |
| Advisory Alpha, LLC | 3,200 | $1.09M | 0.03% | +1,569+96.2% | Added |
| Welch Group, LLC | 3,204 | $1.09M | 0.04% | 00.0% | Unchanged |
| Vann Equity Management LLC | 3,208 | $1.09M | 0.66% | +716+28.7% | Added |
| Northstar Asset Management LLC | 3,040 | $1.09M | 0.21% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 3,210 | $1.09M | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,211 | $1.09M | 0.04% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,217 | $1.10M | 0.14% | +215+7.2% | Added |
| Resurgent Financial Advisors LLC | 3,220 | $1.10M | 0.31% | +487+17.8% | Added |
| WSFS Capital Management, LLC | 3,243 | $1.11M | 0.05% | +147+4.7% | Added |
| SageView Advisory Group, LLC | 3,249 | $1.11M | 0.04% | +126+4.0% | Added |
| Keel Point, LLC | 3,265 | $1.11M | 0.07% | +308+10.4% | Added |