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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 844 | $288.4K | 0.03% | +2+0.2% | Added |
| Founders Financial Securities LLC | 848 | $288.9K | 0.01% | +1+0.1% | Added |
| Avantax Planning Partners, Inc. | 850 | $289.6K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 850 | $289.6K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 851 | $290.0K | 0.03% | +8+0.9% | Added |
| First Foundation Advisors | 852 | $290.3K | 0.01% | +47+5.8% | Added |
| Pines Wealth Management, LLC | 853 | $290.7K | 0.08% | +215+33.7% | Added |
| Crown Wealth Group, LLC | 855 | $291.2K | 0.07% | +9+1.1% | Added |
| Capital Investment Management, Inc. | 856 | $291.7K | 0.09% | −1−0.1% | Reduced |
| Global Assets Advisory, LLC | 830 | $291.8K | 0.06% | −25−2.9% | Reduced |
| Financial Solutions Advisory Group, Inc. | 841 | $292.5K | 0.04% | +10+1.2% | Added |
| Principal Street Partners, LLC | 860 | $293.0K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 859 | $293.2K | 0.04% | +71+9.0% | Added |
| Aviance Capital Partners, LLC | 862 | $293.7K | 0.03% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 863 | $294.2K | 0.02% | −7−0.8% | Reduced |
| Altfest L J & Co Inc | 869 | $296.1K | 0.03% | −7−0.8% | Reduced |
| Traynor Capital Management, Inc. | 871 | $296.8K | 0.01% | +15+1.8% | Added |
| Americana Partners, LLC | 872 | $297.1K | 0.01% | −324−27.1% | Reduced |
| Requisite Capital Management, LLC | 870 | $297.3K | 0.05% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 875 | $298.1K | 0.16% | +205+30.6% | Added |
| New England Professional Planning Group Inc. | 877 | $298.8K | 0.11% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 878 | $299.2K | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 880 | $299.9K | 0.00% | +880 | New |
| 55 North Private Wealth, LLC | 881 | $300.2K | 0.06% | +198+29.0% | Added |
| Center for Wealth Management Advisory | 882 | $300.4K | 0.19% | +26+3.0% | Added |
| Aviso Financial Inc. | 882 | $300.5K | 0.01% | +51+6.1% | Added |
| Sound Financial Strategies Group, LLC | 886 | $301.9K | 0.19% | +6+0.7% | Added |
| Bedel Financial Consulting, Inc. | 888 | $302.6K | 0.03% | 00.0% | Unchanged |
| Northeast Planning Associates, Inc. | 889 | $302.9K | 0.23% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 889 | $302.9K | 0.09% | +3+0.3% | Added |
| Focus Financial Network, Inc. | 887 | $303.0K | 0.01% | −393−30.7% | Reduced |
| AlTi Global, Inc. | 888 | $303.1K | 0.01% | +888 | New |
| Bahl & Gaynor Inc | 891 | $303.6K | 0.00% | +220+32.8% | Added |
| Samalin Investment Counsel, LLC | 892 | $303.8K | 0.10% | −38−4.1% | Reduced |
| Triangle Securities Wealth Management | 892 | $303.9K | 0.06% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 892 | $303.9K | 0.15% | +892 | New |
| Basecamp Wealth Advisors LLC | 893 | $304.3K | 0.06% | −2−0.2% | Reduced |
| SNS Financial Group, LLC | 894 | $304.6K | 0.01% | +894 | New |
| Wayfinding Financial, LLC | 895 | $306.0K | 0.12% | −4−0.4% | Reduced |
| New Republic Capital, LLC | 897 | $306.5K | 0.07% | +189+26.7% | Added |
| Princeton Capital Management LLC | 900 | $306.7K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 900 | $306.7K | 0.14% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 898 | $307.0K | 0.08% | 00.0% | Unchanged |
| Harrington Investments, INC | 901 | $307.0K | 0.15% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 901 | $307.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 905 | $308.4K | 0.29% | +905 | New |
| Guardian Capital, LLC | 908 | $309.3K | 0.25% | −160−15.0% | Reduced |
| Capstone Wealth Management, LLC | 909 | $309.7K | 0.14% | +909 | New |
| Sovereign Investment Advisors, LLC | 907 | $310.0K | 0.06% | +100+12.4% | Added |
| JT Stratford LLC | 910 | $310.1K | 0.03% | −2,106−69.8% | Reduced |
| J. Safra Sarasin Holding AG | 912 | $310.8K | 0.00% | +912 | New |
| Family Wealth Partners, LLC | 914 | $311.4K | 0.10% | +21+2.4% | Added |
| Asset One Wealth Management LLC | 925 | $312.0K | 0.03% | +18+2.0% | Added |
| Werba Rubin Papier Wealth Management | 918 | $312.8K | 0.04% | −25−2.7% | Reduced |
| RB Capital Management, LLC | 920 | $313.3K | 0.06% | −36−3.8% | Reduced |
| True Wealth Design, LLC | 920 | $313.5K | 0.07% | +140+17.9% | Added |
| BlueChip Wealth Advisors LLC | 921 | $313.8K | 0.12% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 925 | $315.1K | 0.18% | −17−1.8% | Reduced |
| Diligent Investors, LLC | 931 | $317.2K | 0.07% | 00.0% | Unchanged |
| Falcon Wealth Planning | 931 | $317.3K | 0.02% | −134−12.6% | Reduced |
| Cullinan Associates Inc | 932 | $317.6K | 0.02% | +50+5.7% | Added |
| Womack Financial LLC | 935 | $318.6K | 0.21% | −38−3.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 940 | $320.3K | 0.05% | +170+22.1% | Added |
| Verum Partners LLC | 941 | $320.6K | 0.05% | +11+1.2% | Added |
| Ridgewood Investments LLC | 943 | $321.3K | 0.12% | −402−29.9% | Reduced |
| Pacifica Partners Inc. | 890 | $321.4K | 0.10% | 00.0% | Unchanged |
| Retirement Planning Group | 943 | $321.5K | 0.01% | +240+34.1% | Added |
| Regent Peak Wealth Advisors LLC | 944 | $321.7K | 0.06% | +47+5.2% | Added |
| StoneX Group Inc. | 942 | $321.8K | 0.01% | +328+53.4% | Added |
| Fragasso Group Inc. | 951 | $323.9K | 0.02% | +90+10.5% | Added |
| Portfolio Design Labs, LLC | 951 | $324.0K | 0.05% | +1+0.1% | Added |
| Ellsworth Advisors, LLC | 967 | $326.4K | 0.05% | +967 | New |
| Echo45 Advisors LLC | 959 | $326.7K | 0.17% | +64+7.2% | Added |
| GTS Securities LLC | 959 | $326.8K | 0.01% | −1,447−60.1% | Reduced |
| Elyxium Wealth, LLC | 960 | $326.9K | 0.03% | +320+50.0% | Added |
| WoodTrust Financial Corp | 962 | $328.0K | 0.04% | +5+0.5% | Added |
| Excalibur Management Corp | 963 | $328.1K | 0.11% | +29+3.1% | Added |
| Abacus Planning Group, Inc. | 963 | $328.1K | 0.04% | −1,189−55.3% | Reduced |
| Fiduciary Financial Group, LLC | 968 | $329.8K | 0.04% | +148+18.0% | Added |
| Alteri Wealth LLC | 970 | $330.6K | 0.09% | +347+55.7% | Added |
| Somerset Group LLC | 954 | $331.8K | 0.23% | 00.0% | Unchanged |
| EJMK Ventures LLC | 973 | $332.1K | 0.15% | −143−12.8% | Reduced |
| Tandem Investment Partners LLC | 981 | $334.3K | 0.26% | +61+6.6% | Added |
| Onefund, LLC | 982 | $334.6K | 0.19% | −23−2.3% | Reduced |
| Parnassus Investments | 983 | $334.9K | 0.00% | +7+0.7% | Added |
| Zullo Investment Group, Inc. | 984 | $335.3K | 0.11% | −50−4.8% | Reduced |
| Quarry LP | 984 | $335.3K | 0.05% | +804+446.7% | Added |
| Rinkey Investments | 987 | $336.3K | 0.08% | +166+20.2% | Added |
| Hyperion Capital Advisors LP | 995 | $339.0K | 0.15% | 00.0% | Unchanged |
| Keystone Financial Group | 997 | $339.8K | 0.02% | +997 | New |
| Paladin Advisory Group, LLC | 998 | $340.1K | 0.23% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 1,000 | $340.7K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $340.7K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,003 | $341.8K | 0.04% | −1,189−54.2% | Reduced |
| Duncker Streett & Co Inc | 1,003 | $341.8K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,004 | $342.1K | 0.03% | +288+40.2% | Added |
| HMS Capital Management, LLC | 1,005 | $342.4K | 0.13% | −9−0.9% | Reduced |
| Atwater Malick LLC | 1,010 | $344.1K | 0.07% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,012 | $344.8K | 0.07% | +1,012 | New |
| NorthRock Partners, LLC | 1,015 | $345.7K | 0.01% | −50−4.7% | Reduced |