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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 711 | $242.3K | 0.05% | +136+23.7% | Added |
| FJ Capital Management LLC | 712 | $242.6K | 0.03% | +712 | New |
| Meadowbrook Advisors Group, LLC | 715 | $243.6K | 0.13% | +715 | New |
| Cooper Financial Group | 716 | $243.8K | 0.02% | +40+5.9% | Added |
| Trilogy Capital Inc. | 716 | $244.0K | 0.01% | −91−11.3% | Reduced |
| Stokes Family Office, LLC | 716 | $244.0K | 0.03% | −67−8.6% | Reduced |
| Mosaic Financial Group, LLC | 716 | $244.0K | 0.16% | +1+0.1% | Added |
| Howard Financial Services, Ltd. | 717 | $244.3K | 0.02% | −12−1.6% | Reduced |
| Balentine LLC | 718 | $244.7K | 0.01% | −110−13.3% | Reduced |
| Cura Wealth Advisors, LLC | 719 | $245.0K | 0.10% | −29−3.9% | Reduced |
| Midland Wealth Advisors LLC | 719 | $245.0K | 0.01% | −16−2.2% | Reduced |
| United Community Bank | 720 | $245.3K | 0.08% | +5+0.7% | Added |
| Investment Planning Advisors, Inc. | 721 | $245.7K | 0.06% | +721 | New |
| Accurate Wealth Management, LLC | 707 | $245.9K | 0.02% | +9+1.3% | Added |
| Dodge & Cox | 722 | $246.0K | 0.00% | 00.0% | Unchanged |
| Enhancing Capital LLC | 722 | $246.0K | 0.17% | 00.0% | Unchanged |
| Clifford Group, LLC | 725 | $247.0K | 0.17% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 728 | $248.1K | 0.09% | −365−33.4% | Reduced |
| Washington Capital Management Inc | 728 | $248.1K | 0.16% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 729 | $248.6K | 0.11% | −163−18.3% | Reduced |
| Mechanics Bank Trust Department | 730 | $248.7K | 0.03% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 729 | $249.0K | 0.02% | −25−3.3% | Reduced |
| Syverson Strege & Co | 732 | $249.4K | 0.05% | −22−2.9% | Reduced |
| Action Point Financial Planning, LLC | 737 | $249.8K | 0.03% | +737 | New |
| Charter Research & Investment Group, Inc. | 735 | $250.4K | 0.15% | −30−3.9% | Reduced |
| Hamilton Capital, LLC | 739 | $251.8K | 0.01% | +7+1.0% | Added |
| Godshalk Welsh Capital Management, Inc. | 740 | $252.1K | 0.14% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 740 | $252.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 741 | $252.5K | 0.00% | −136−15.5% | Reduced |
| Symmetry Partners, LLC | 742 | $252.8K | 0.01% | −107−12.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 742 | $252.8K | 0.02% | +742 | New |
| Meramec Financial Planners, LLC | 708 | $254.1K | 0.09% | −16−2.2% | Reduced |
| AGH Wealth Advisors, LLC | 746 | $254.2K | 0.16% | −35−4.5% | Reduced |
| Kestra Investment Management, LLC | 748 | $255.5K | 0.00% | +70+10.3% | Added |
| Moran Wealth Management, LLC | 751 | $255.9K | 0.01% | +751 | New |
| Mendel Money Management | 752 | $256.2K | 0.09% | −50−6.2% | Reduced |
| Avalon Trust Co | 753 | $256.6K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 754 | $257.0K | 0.00% | −3−0.4% | Reduced |
| Ewa, LLC | 757 | $257.9K | 0.05% | +43+6.0% | Added |
| Rose Capital Advisors LLC | 757 | $258.0K | 0.14% | +757 | New |
| Challenger Wealth Management | 758 | $258.2K | 0.19% | +2+0.3% | Added |
| BluePath Capital Management, LLC | 759 | $258.6K | 0.14% | −20−2.6% | Reduced |
| Medallion Wealth Advisors, LLC | 760 | $259.0K | 0.09% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 760 | $259.0K | 0.06% | +114+17.6% | Added |
| Alexander Labrunerie & Co., Inc. | 761 | $259.3K | 0.09% | 00.0% | Unchanged |
| New Perspectives, Inc | 762 | $259.6K | 0.08% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 764 | $260.4K | 0.03% | −30−3.8% | Reduced |
| Poehling Capital Management, LLC | 766 | $261.0K | 0.06% | −26−3.3% | Reduced |
| James J. Burns & Company, LLC | 769 | $261.9K | 0.03% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 769 | $262.0K | 0.03% | −1,042−57.5% | Reduced |
| Marble Wealth, LLC | 779 | $265.4K | 0.04% | −40−4.9% | Reduced |
| J.Safra Asset Management Corp | 779 | $265.5K | 0.01% | −288−27.0% | Reduced |
| Clark Asset Management, LLC | 780 | $265.8K | 0.02% | +107+15.9% | Added |
| Amussen Hunsaker Associates LLC | 781 | $266.1K | 0.03% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 782 | $266.5K | 0.12% | +782 | New |
| August Group Capital Ltd | 783 | $266.5K | 0.29% | −122−13.5% | Reduced |
| Evergreen Wealth Management, LLC | 784 | $267.2K | 0.13% | +35+4.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 785 | $267.5K | 0.01% | −249−24.1% | Reduced |
| Seed Wealth Management, Inc. | 785 | $267.5K | 0.17% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 786 | $267.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 786 | $267.9K | 0.06% | −12−1.5% | Reduced |
| Omnia Family Wealth, LLC | 786 | $268.0K | 0.07% | +21+2.7% | Added |
| Gould Asset Management LLC | 788 | $268.5K | 0.04% | −30−3.7% | Reduced |
| Salem Investment Counselors Inc | 787 | $269.0K | 0.01% | +56+7.7% | Added |
| Vantus Wealth LLC | 790 | $269.2K | 0.14% | +790 | New |
| Victory Financial Group, LLC | 792 | $269.9K | 0.03% | −14−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 795 | $270.9K | 0.01% | −91−10.3% | Reduced |
| Westbourne Investments, Inc. | 800 | $272.6K | 0.11% | −336−29.6% | Reduced |
| Balboa Wealth Partners | 800 | $272.6K | 0.04% | −34−4.1% | Reduced |
| Clark Estates Inc | 800 | $272.6K | 0.06% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 802 | $273.1K | 0.06% | −14−1.7% | Reduced |
| Rainey & Randall Investment Management Inc. | 800 | $273.4K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 803 | $273.6K | 0.06% | 00.0% | Unchanged |
| Leuthold Group, LLC | 804 | $274.0K | 0.03% | +8+1.0% | Added |
| Prostatis Group LLC | 808 | $275.3K | 0.06% | +808 | New |
| Abacus Wealth Partners, LLC | 809 | $275.7K | 0.03% | −100−11.0% | Reduced |
| BancFirst Trust & Investment Management | 803 | $275.7K | 0.12% | +803 | New |
| FDx Advisors, Inc. | 813 | $277.0K | 0.08% | −157−16.2% | Reduced |
| Box Hill Private Wealth LLC | 814 | $277.3K | 0.22% | −45−5.2% | Reduced |
| Voya Financial Advisors, Inc. | 810 | $278.1K | 0.02% | −266−24.7% | Reduced |
| Fiduciary Alliance LLC | 819 | $279.0K | 0.02% | −9−1.1% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 822 | $280.2K | 0.03% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 823 | $280.4K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 822 | $280.6K | 0.06% | −8−1.0% | Reduced |
| Salzhauer Michael | 824 | $280.8K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 824 | $280.8K | 0.03% | +72+9.6% | Added |
| Capital Investment Advisory Services, LLC | 825 | $281.1K | 0.02% | −28−3.3% | Reduced |
| Renaissance Group LLC | 827 | $281.8K | 0.01% | −21−2.5% | Reduced |
| Drucker Wealth 3.0, LLC | 828 | $282.3K | 0.04% | +73+9.7% | Added |
| Jacobsen Capital Management | 829 | $282.5K | 0.08% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 830 | $282.8K | 0.14% | −10−1.2% | Reduced |
| Avise Financial Cooperative, Inc. | 835 | $284.5K | 0.20% | −85−9.2% | Reduced |
| Leelyn Smith, LLC | 835 | $284.5K | 0.03% | +65+8.4% | Added |
| Dover Advisors, LLC | 909 | $284.6K | 0.12% | +150+19.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 839 | $285.9K | 0.05% | −661−44.1% | Reduced |
| Deseret Mutual Benefit Administrators | 841 | $286.6K | 0.09% | −63−7.0% | Reduced |
| WT Wealth Management | 842 | $286.9K | 0.08% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 842 | $286.9K | 0.27% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 842 | $286.9K | 0.13% | +86+11.4% | Added |
| AlphaGrep UK Ltd | 844 | $287.6K | 0.09% | −538−38.9% | Reduced |