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; 2,173 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
- 2,173
- +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
- 811 more reduced
32 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 | 2,173 | $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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 5,408 | $1.84M | 0.03% | −203−3.6% | Reduced |
| Atomi Financial Group, Inc. | 5,393 | $1.84M | 0.05% | +184+3.5% | Added |
| Dark Forest Capital Management LP | 5,384 | $1.83M | 0.12% | −3,420−38.8% | Reduced |
| Trueblood Wealth Management, LLC | 5,379 | $1.83M | 0.64% | −6−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,371 | $1.83M | 0.09% | −152−2.8% | Reduced |
| Impact Capital Partners LLC | 5,361 | $1.83M | 0.50% | +77+1.5% | Added |
| Banque Transatlantique SA | 5,358 | $1.83M | 0.04% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,343 | $1.82M | 0.40% | −34−0.6% | Reduced |
| Independent Advisor Alliance | 5,335 | $1.82M | 0.04% | −46−0.9% | Reduced |
| Sage Investment Counsel LLC | 5,330 | $1.82M | 1.82% | −28−0.5% | Reduced |
| Fisher Asset Management, LLC | 5,317 | $1.81M | 0.00% | +388+7.9% | Added |
| Scotia Capital Inc. | 5,315 | $1.81M | 0.01% | −70−1.3% | Reduced |
| Shayne & Co., LLC | 5,310 | $1.81M | 0.54% | −60−1.1% | Reduced |
| Nations Financial Group Inc, | 5,304 | $1.81M | 0.09% | −1,735−24.6% | Reduced |
| CSS LLC | 5,300 | $1.81M | 0.08% | +2,140+67.7% | Added |
| Sumitomo Life Insurance Co | 5,296 | $1.80M | 0.03% | −319−5.7% | Reduced |
| Sepio Capital, LP | 5,274 | $1.80M | 0.09% | −16−0.3% | Reduced |
| Heritage Trust Co | 5,251 | $1.79M | 0.15% | −45−0.8% | Reduced |
| Central Pacific Bank - Trust Division | 5,231 | $1.78M | 0.18% | +20.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 5,218 | $1.78M | 0.03% | 00.0% | Unchanged |
| CSM Advisors, LLC | 5,189 | $1.77M | 0.04% | −501−8.8% | Reduced |
| Kingsview Wealth Management, LLC | 5,183 | $1.77M | 0.02% | −21−0.4% | Reduced |
| Prosperity Consulting Group, LLC | 5,182 | $1.77M | 0.07% | +94+1.8% | Added |
| Opal Capital LLC | 5,170 | $1.76M | 0.31% | +910+21.4% | Added |
| Wealth Quarterback LLC | 5,142 | $1.75M | 0.54% | +68+1.3% | Added |
| Claro Advisors LLC | 5,130 | $1.75M | 0.18% | +25+0.5% | Added |
| Ellevest, Inc. | 5,122 | $1.74M | 0.21% | −319−5.9% | Reduced |
| Dockside LLC | 5,094 | $1.74M | 0.41% | +5,094 | New |
| Umpqua Bank | 5,089 | $1.73M | 0.39% | +311+6.5% | Added |
| Journey Advisory Group, LLC | 5,079 | $1.73M | 0.13% | +251+5.2% | Added |
| Legato Capital Management LLC | 5,070 | $1.73M | 0.14% | −2,930−36.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,047 | $1.72M | 0.38% | +4+0.1% | Added |
| Secured Retirement Advisors, LLC | 5,033 | $1.71M | 0.88% | +5,033 | New |
| Northstar Group, Inc. | 5,032 | $1.71M | 0.22% | +612+13.8% | Added |
| denkapparat Operations GmbH | 5,012 | $1.71M | 0.56% | −1,904−27.5% | Reduced |
| Lionhunter Capital Management, LLC | 5,000 | $1.70M | 0.77% | +5,000 | New |
| Webster Bank, N. A. | 4,999 | $1.70M | 0.15% | −26−0.5% | Reduced |
| Monte Financial Group, LLC | 4,842 | $1.70M | 0.54% | +124+2.6% | Added |
| Willow Creek Capital Management, Inc. | 4,955 | $1.69M | 1.64% | +4,955 | New |
| Baader Bank INC | 4,941 | $1.68M | 0.14% | +2,173+78.5% | Added |
| Insigneo Advisory Services, LLC | 4,924 | $1.68M | 0.06% | +708+16.8% | Added |
| Proficio Capital Partners LLC | 4,919 | $1.68M | 0.06% | +3,695+301.9% | Added |
| Trust Co of Oklahoma | 4,904 | $1.67M | 0.43% | −366−6.9% | Reduced |
| BTG Pactual Asset Management US LLC | 4,863 | $1.66M | 0.12% | +4,863 | New |
| Dividend Assets Capital, LLC | 4,851 | $1.65M | 0.32% | −1,116−18.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 4,847 | $1.65M | 0.35% | +4,847 | New |
| Burney Co | 4,845 | $1.65M | 0.04% | −227−4.5% | Reduced |
| Wright Investors Service Inc | 4,815 | $1.64M | 0.45% | −62−1.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 4,807 | $1.64M | 1.32% | −84−1.7% | Reduced |
| Arista Wealth Management, LLC | 4,771 | $1.63M | 0.18% | 00.0% | Unchanged |
| CNB Bank | 4,751 | $1.62M | 0.63% | +273+6.1% | Added |
| Valley National Advisers Inc | 4,745 | $1.62M | 0.18% | +8+0.2% | Added |
| Montag A & Associates Inc | 4,725 | $1.61M | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,724 | $1.61M | 0.04% | −2,954−38.5% | Reduced |
| Chilton Investment Co LLC | 4,703 | $1.60M | 0.04% | +3,486+286.4% | Added |
| Meridian Wealth Management, LLC | 4,702 | $1.60M | 0.05% | +927+24.6% | Added |
| Advisor OS, LLC | 4,698 | $1.60M | 0.11% | −675−12.6% | Reduced |
| Gateway Wealth Partners, LLC | 4,695 | $1.60M | 0.10% | −519−10.0% | Reduced |
| Stonebrook Private Inc. | 4,695 | $1.60M | 0.29% | −6−0.1% | Reduced |
| First Citizens Bank & Trust Co | 4,685 | $1.60M | 0.02% | −16−0.3% | Reduced |
| Ark Wealth Advisors LLC | 4,663 | $1.59M | 1.41% | +339+7.8% | Added |
| Legacy Private Trust Co. | 4,655 | $1.59M | 0.09% | −190−3.9% | Reduced |
| Minot DeBlois Advisors LLC | 4,636 | $1.58M | 1.36% | +17+0.4% | Added |
| Brookstone Capital Management | 4,629 | $1.58M | 0.02% | +64+1.4% | Added |
| AA Financial Advisors, LLC | 4,613 | $1.57M | 0.19% | −646−12.3% | Reduced |
| Applied Capital LLC | 4,609 | $1.57M | 1.05% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 4,600 | $1.57M | 0.15% | +4,600 | New |
| BKM Wealth Management, LLC | 4,593 | $1.57M | 0.55% | +147+3.3% | Added |
| Caerus Investment Advisors, LLC | 4,575 | $1.56M | 0.53% | +36+0.8% | Added |
| Camden Capital, LLC | 4,564 | $1.56M | 0.08% | +367+8.7% | Added |
| Laurel Oak Wealth Management, LLC | 4,555 | $1.55M | 0.23% | −69−1.5% | Reduced |
| Centaurus Financial, Inc. | 4,554 | $1.55M | 0.06% | −97−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,528 | $1.54M | 0.02% | +4,528 | New |
| DF Dent & Co Inc | 4,520 | $1.54M | 0.03% | −25−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 4,518 | $1.54M | 0.13% | +4,518 | New |
| Savvy Advisors, Inc. | 4,511 | $1.54M | 0.03% | +198+4.6% | Added |
| Cito Capital Group, LLC | 4,500 | $1.53M | 0.42% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 4,468 | $1.52M | 0.08% | +272+6.5% | Added |
| Berry Wealth Group, LP | 4,455 | $1.52M | 4.88% | −60−1.3% | Reduced |
| Harold Davidson & Associates Inc. | 4,440 | $1.51M | 0.66% | +85+2.0% | Added |
| CWA Asset Management Group, LLC | 4,429 | $1.51M | 0.05% | +2,105+90.6% | Added |
| Legacy Financial Advisors, Inc. | 4,403 | $1.50M | 0.18% | +75+1.7% | Added |
| Asset Planning,Inc | 4,397 | $1.50M | 0.97% | −98−2.2% | Reduced |
| AMG National Trust Bank | 4,391 | $1.50M | 0.03% | +438+11.1% | Added |
| Huntleigh Advisors, Inc. | 4,367 | $1.49M | 0.21% | −87−2.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,331 | $1.48M | 0.90% | −11−0.3% | Reduced |
| Disciplined Investors, L.L.C. | 4,325 | $1.47M | 0.74% | +10.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,323 | $1.47M | 0.06% | −357−7.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,254 | $1.45M | 0.06% | −54−1.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,256 | $1.45M | 0.12% | −198−4.4% | Reduced |
| Indivisible Partners | 4,251 | $1.45M | 0.08% | +551+14.9% | Added |
| Abbot Financial Management, Inc. | 4,232 | $1.44M | 0.53% | +17+0.4% | Added |
| Foster & Motley Inc | 4,231 | $1.44M | 0.07% | −140−3.2% | Reduced |
| Verus Capital Partners, LLC | 4,209 | $1.43M | 0.08% | +91+2.2% | Added |
| Westhampton Capital, LLC | 4,190 | $1.43M | 0.59% | 00.0% | Unchanged |
| Fiduciary Group LLC | 4,184 | $1.43M | 0.11% | −143−3.3% | Reduced |
| Shikiar Asset Management Inc | 4,174 | $1.42M | 0.36% | −1,526−26.8% | Reduced |
| Delphi Management Inc | 4,145 | $1.41M | 1.38% | +196+5.0% | Added |
| Venturi Wealth Management, LLC | 4,141 | $1.41M | 0.05% | +800+23.9% | Added |
| Capital Group Private Client Services, Inc. | 4,137 | $1.41M | 0.02% | −1,577−27.6% | Reduced |