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 |
|---|---|---|---|---|---|
| Laurel Oak Wealth Management, LLC | 4,555 | $1.55M | 0.23% | −69−1.5% | Reduced |
| Camden Capital, LLC | 4,564 | $1.56M | 0.08% | +367+8.7% | Added |
| Caerus Investment Advisors, LLC | 4,575 | $1.56M | 0.53% | +36+0.8% | Added |
| BKM Wealth Management, LLC | 4,593 | $1.57M | 0.55% | +147+3.3% | Added |
| Westerkirk Capital Inc. | 4,600 | $1.57M | 0.15% | +4,600 | New |
| Applied Capital LLC | 4,609 | $1.57M | 1.05% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,613 | $1.57M | 0.19% | −646−12.3% | Reduced |
| Brookstone Capital Management | 4,629 | $1.58M | 0.02% | +64+1.4% | Added |
| Minot DeBlois Advisors LLC | 4,636 | $1.58M | 1.36% | +17+0.4% | Added |
| Legacy Private Trust Co. | 4,655 | $1.59M | 0.09% | −190−3.9% | Reduced |
| Ark Wealth Advisors LLC | 4,663 | $1.59M | 1.41% | +339+7.8% | Added |
| First Citizens Bank & Trust Co | 4,685 | $1.60M | 0.02% | −16−0.3% | Reduced |
| Stonebrook Private Inc. | 4,695 | $1.60M | 0.29% | −6−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 4,695 | $1.60M | 0.10% | −519−10.0% | Reduced |
| Advisor OS, LLC | 4,698 | $1.60M | 0.11% | −675−12.6% | Reduced |
| Meridian Wealth Management, LLC | 4,702 | $1.60M | 0.05% | +927+24.6% | Added |
| Chilton Investment Co LLC | 4,703 | $1.60M | 0.04% | +3,486+286.4% | Added |
| Tower Research Capital LLC (TRC) | 4,724 | $1.61M | 0.04% | −2,954−38.5% | Reduced |
| Montag A & Associates Inc | 4,725 | $1.61M | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,745 | $1.62M | 0.18% | +8+0.2% | Added |
| CNB Bank | 4,751 | $1.62M | 0.63% | +273+6.1% | Added |
| Arista Wealth Management, LLC | 4,771 | $1.63M | 0.18% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 4,807 | $1.64M | 1.32% | −84−1.7% | Reduced |
| Wright Investors Service Inc | 4,815 | $1.64M | 0.45% | −62−1.3% | Reduced |
| Burney Co | 4,845 | $1.65M | 0.04% | −227−4.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,847 | $1.65M | 0.35% | +4,847 | New |
| Dividend Assets Capital, LLC | 4,851 | $1.65M | 0.32% | −1,116−18.7% | Reduced |
| BTG Pactual Asset Management US LLC | 4,863 | $1.66M | 0.12% | +4,863 | New |
| Trust Co of Oklahoma | 4,904 | $1.67M | 0.43% | −366−6.9% | Reduced |
| Proficio Capital Partners LLC | 4,919 | $1.68M | 0.06% | +3,695+301.9% | Added |
| Insigneo Advisory Services, LLC | 4,924 | $1.68M | 0.06% | +708+16.8% | Added |
| Baader Bank INC | 4,941 | $1.68M | 0.14% | +2,173+78.5% | Added |
| Willow Creek Capital Management, Inc. | 4,955 | $1.69M | 1.64% | +4,955 | New |
| Monte Financial Group, LLC | 4,842 | $1.70M | 0.54% | +124+2.6% | Added |
| Webster Bank, N. A. | 4,999 | $1.70M | 0.15% | −26−0.5% | Reduced |
| Lionhunter Capital Management, LLC | 5,000 | $1.70M | 0.77% | +5,000 | New |
| denkapparat Operations GmbH | 5,012 | $1.71M | 0.56% | −1,904−27.5% | Reduced |
| Northstar Group, Inc. | 5,032 | $1.71M | 0.22% | +612+13.8% | Added |
| Secured Retirement Advisors, LLC | 5,033 | $1.71M | 0.88% | +5,033 | New |
| Legacy Wealth Asset Management, LLC | 5,047 | $1.72M | 0.38% | +4+0.1% | Added |
| Legato Capital Management LLC | 5,070 | $1.73M | 0.14% | −2,930−36.6% | Reduced |
| Journey Advisory Group, LLC | 5,079 | $1.73M | 0.13% | +251+5.2% | Added |
| Umpqua Bank | 5,089 | $1.73M | 0.39% | +311+6.5% | Added |
| Dockside LLC | 5,094 | $1.74M | 0.41% | +5,094 | New |
| Ellevest, Inc. | 5,122 | $1.74M | 0.21% | −319−5.9% | Reduced |
| Claro Advisors LLC | 5,130 | $1.75M | 0.18% | +25+0.5% | Added |
| Wealth Quarterback LLC | 5,142 | $1.75M | 0.54% | +68+1.3% | Added |
| Opal Capital LLC | 5,170 | $1.76M | 0.31% | +910+21.4% | Added |
| Prosperity Consulting Group, LLC | 5,182 | $1.77M | 0.07% | +94+1.8% | Added |
| Kingsview Wealth Management, LLC | 5,183 | $1.77M | 0.02% | −21−0.4% | Reduced |
| CSM Advisors, LLC | 5,189 | $1.77M | 0.04% | −501−8.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,218 | $1.78M | 0.03% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,231 | $1.78M | 0.18% | +20.0% | Added |
| Heritage Trust Co | 5,251 | $1.79M | 0.15% | −45−0.8% | Reduced |
| Sepio Capital, LP | 5,274 | $1.80M | 0.09% | −16−0.3% | Reduced |
| Sumitomo Life Insurance Co | 5,296 | $1.80M | 0.03% | −319−5.7% | Reduced |
| CSS LLC | 5,300 | $1.81M | 0.08% | +2,140+67.7% | Added |
| Nations Financial Group Inc, | 5,304 | $1.81M | 0.09% | −1,735−24.6% | Reduced |
| Shayne & Co., LLC | 5,310 | $1.81M | 0.54% | −60−1.1% | Reduced |
| Scotia Capital Inc. | 5,315 | $1.81M | 0.01% | −70−1.3% | Reduced |
| Fisher Asset Management, LLC | 5,317 | $1.81M | 0.00% | +388+7.9% | Added |
| Sage Investment Counsel LLC | 5,330 | $1.82M | 1.82% | −28−0.5% | Reduced |
| Independent Advisor Alliance | 5,335 | $1.82M | 0.04% | −46−0.9% | Reduced |
| Cordatus Wealth Management LLC | 5,343 | $1.82M | 0.40% | −34−0.6% | Reduced |
| Banque Transatlantique SA | 5,358 | $1.83M | 0.04% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 5,361 | $1.83M | 0.50% | +77+1.5% | Added |
| Dorsey & Whitney Trust CO LLC | 5,371 | $1.83M | 0.09% | −152−2.8% | Reduced |
| Trueblood Wealth Management, LLC | 5,379 | $1.83M | 0.64% | −6−0.1% | Reduced |
| Dark Forest Capital Management LP | 5,384 | $1.83M | 0.12% | −3,420−38.8% | Reduced |
| Atomi Financial Group, Inc. | 5,393 | $1.84M | 0.05% | +184+3.5% | Added |
| Mount Yale Investment Advisors, LLC | 5,408 | $1.84M | 0.03% | −203−3.6% | Reduced |
| First National Trust Co | 5,418 | $1.85M | 0.06% | −1,517−21.9% | Reduced |
| Magnolia Capital Advisors LLC | 5,442 | $1.85M | 0.32% | +584+12.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,464 | $1.86M | 0.10% | −296−5.1% | Reduced |
| Essex Financial Services, Inc. | 5,510 | $1.88M | 0.09% | −59−1.1% | Reduced |
| Virtus Investment Advisers, Inc. | 5,554 | $1.89M | 0.44% | −740−11.8% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,559 | $1.89M | 0.22% | +150+2.8% | Added |
| Roxbury Financial LLC | 5,561 | $1.90M | 1.50% | +78+1.4% | Added |
| Crestwood Advisors Group LLC | 5,583 | $1.90M | 0.03% | +742+15.3% | Added |
| Field & Main Bank | 5,587 | $1.90M | 0.39% | +80+1.5% | Added |
| Valmark Advisers, Inc. | 5,594 | $1.91M | 0.02% | −129−2.3% | Reduced |
| Waddell & Associates, LLC | 5,596 | $1.91M | 0.09% | +494+9.7% | Added |
| Bridges Investment Management Inc | 5,601 | $1.91M | 0.02% | +1,344+31.6% | Added |
| Snowden Capital Advisors LLC | 5,601 | $1.91M | 0.05% | +300+5.7% | Added |
| Game Plan Financial Advisors, LLC | 5,624 | $1.92M | 0.71% | +4,950+734.4% | Added |
| Exeter Financial, LLC | 5,687 | $1.94M | 0.74% | −80−1.4% | Reduced |
| Jacobi Capital Management LLC | 5,694 | $1.94M | 0.09% | +98+1.8% | Added |
| EverSource Wealth Advisors, LLC | 5,695 | $1.94M | 0.07% | −1,421−20.0% | Reduced |
| Vavra Capital Management, LLC | 5,701 | $1.94M | 1.70% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,724 | $1.95M | 0.40% | +69+1.2% | Added |
| Dynamic Advisor Solutions LLC | 5,729 | $1.95M | 0.06% | −1,217−17.5% | Reduced |
| Guyasuta Investment Advisors Inc | 5,749 | $1.96M | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 5,783 | $1.97M | 0.04% | −33−0.6% | Reduced |
| Stablepoint Partners, LLC | 5,802 | $1.98M | 0.27% | +28+0.5% | Added |
| Sage Capital Advisors,llc | 5,816 | $1.98M | 0.41% | +151+2.7% | Added |
| Ambassador Advisors, LLC | 5,821 | $1.98M | 0.24% | −1,614−21.7% | Reduced |
| Wedmont Private Capital | 5,743 | $2.00M | 0.05% | +359+6.7% | Added |
| Sierra Summit Advisors LLC | 5,872 | $2.00M | 0.22% | +88+1.5% | Added |
| Parsons Capital Management Inc | 5,903 | $2.01M | 0.09% | +721+13.9% | Added |
| Aaron Wealth Advisors | 5,915 | $2.02M | 0.10% | +1,101+22.9% | Added |