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 |
|---|---|---|---|---|---|
| Nordwand Advisors, LLC | 4,121 | $1.40M | 0.22% | +1,590+62.8% | Added |
| Advisory Resource Group | 4,119 | $1.40M | 0.21% | −392−8.7% | Reduced |
| Trust Asset Management LLC | 4,096 | $1.40M | 0.09% | −75−1.8% | Reduced |
| Stamos Capital Partners, L.P. | 4,090 | $1.39M | 0.21% | −144−3.4% | Reduced |
| One Wealth Advisors, LLC | 4,055 | $1.38M | 0.15% | +772+23.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,040 | $1.38M | 0.08% | +141+3.6% | Added |
| Cove Private Wealth, LLC | 4,015 | $1.37M | 0.26% | +1,079+36.8% | Added |
| TigerOak Management, L.L.C. | 3,961 | $1.35M | 0.38% | −2−0.1% | Reduced |
| TIAA Wealth Investment Management LLC | 3,953 | $1.35M | 0.01% | −87−2.2% | Reduced |
| Formidable Asset Management, LLC | 4,126 | $1.34M | 0.21% | −111−2.6% | Reduced |
| Excelsior Advisor Network LLC | 3,936 | $1.34M | 0.18% | +3,251+474.6% | Added |
| Hartford Funds Management Co LLC | 3,918 | $1.34M | 0.11% | +234+6.4% | Added |
| Gryphon Financial Partners LLC | 3,911 | $1.33M | 0.12% | −63−1.6% | Reduced |
| Lansing Street Advisors | 3,888 | $1.33M | 0.28% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,898 | $1.33M | 0.03% | +1,238+46.5% | Added |
| Fairtree Asset Management (Pty) Ltd | 3,880 | $1.32M | 0.51% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,876 | $1.32M | 0.12% | −363−8.6% | Reduced |
| Stock Yards Bank & Trust Co | 3,795 | $1.29M | 0.04% | −310−7.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,785 | $1.29M | 0.16% | −90−2.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 3,773 | $1.29M | 0.05% | −192−4.8% | Reduced |
| GSB Wealth Management, LLC | 3,772 | $1.29M | 0.26% | −135−3.5% | Reduced |
| Lakeside Advisors, INC. | 3,768 | $1.28M | 0.81% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,722 | $1.27M | 0.03% | +187+5.3% | Added |
| Advisors Asset Management, Inc. | 3,722 | $1.27M | 0.02% | −227−5.7% | Reduced |
| Financial Engines Advisors L.L.C. | 3,717 | $1.27M | 0.00% | +2,716+271.3% | Added |
| X-Square Capital, LLC | 3,714 | $1.27M | 0.32% | +76+2.1% | Added |
| TRB Wealth Management, LLC | 3,715 | $1.27M | 0.17% | +731+24.5% | Added |
| Epiq Partners, LLC | 3,714 | $1.27M | 0.54% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,711 | $1.26M | 0.07% | +347+10.3% | Added |
| Catalyst Financial Partners LLC | 3,676 | $1.25M | 0.12% | +739+25.2% | Added |
| Asset Dedication, LLC | 3,670 | $1.25M | 0.08% | −187−4.8% | Reduced |
| Valeo Financial Advisors, LLC | 3,651 | $1.24M | 0.03% | +555+17.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,650 | $1.24M | 0.15% | +10.0% | Added |
| Central Valley Advisors, LLC | 3,646 | $1.24M | 0.32% | −510−12.3% | Reduced |
| Saxon Interests, Inc. | 3,642 | $1.24M | 0.34% | −201−5.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,641 | $1.24M | 0.07% | +1,963+117.0% | Added |
| Spinnaker Trust | 3,632 | $1.24M | 0.06% | +24+0.7% | Added |
| Central Trust Co | 3,630 | $1.24M | 0.02% | −23−0.6% | Reduced |
| Archer Investment Corp | 3,627 | $1.24M | 0.24% | +3,500+2,755.9% | Added |
| Picton Mahoney Asset Management | 3,625 | $1.24M | 0.01% | −1,238−25.5% | Reduced |
| Principle Wealth Partners LLC | 3,616 | $1.23M | 0.06% | +115+3.3% | Added |
| International Assets Investment Management, LLC | 3,450 | $1.21M | 0.07% | +185+5.7% | Added |
| RiverPark Advisors, LLC | 3,528 | $1.20M | 0.55% | +849+31.7% | Added |
| KRS Capital Management, LLC | 3,518 | $1.20M | 0.56% | −4−0.1% | Reduced |
| Triglav Skladi, D.O.O. | 3,500 | $1.19M | 0.06% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 3,492 | $1.19M | 0.09% | +252+7.8% | Added |
| Mattern Wealth Management LLC | 3,481 | $1.19M | 0.19% | 00.0% | Unchanged |
| Sentry LLC | 3,461 | $1.18M | 0.33% | 00.0% | Unchanged |
| Emprise Bank | 3,453 | $1.18M | 0.43% | −32−0.9% | Reduced |
| Sippican Capital Advisors | 3,450 | $1.18M | 0.72% | 00.0% | Unchanged |
| Sym Financial Corp | 3,447 | $1.17M | 0.09% | +32+0.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 3,427 | $1.17M | 0.35% | −70−2.0% | Reduced |
| Boston Private Wealth LLC | 3,422 | $1.17M | 0.07% | −26−0.8% | Reduced |
| Atlas Legacy Advisors, LLC | 3,479 | $1.16M | 0.17% | +514+17.3% | Added |
| VisionPoint Advisory Group, LLC | 3,405 | $1.16M | 0.19% | −81−2.3% | Reduced |
| Harbour Capital Advisors, LLC | 3,321 | $1.16M | 0.21% | −95−2.8% | Reduced |
| Gratus Wealth Advisors, LLC | 3,387 | $1.15M | 0.15% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,386 | $1.15M | 0.57% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 3,369 | $1.15M | 0.19% | −114−3.3% | Reduced |
| LCNB Corp | 3,378 | $1.15M | 0.35% | −138−3.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,377 | $1.15M | 0.02% | +1,136+50.7% | Added |
| Stonebridge Capital Management Inc | 3,367 | $1.15M | 0.55% | −775−18.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,366 | $1.15M | 0.07% | −89−2.6% | Reduced |
| Cigna Investments Inc | 3,362 | $1.15M | 0.15% | −140−4.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,333 | $1.14M | 0.03% | −9−0.3% | Reduced |
| Diversify Wealth Management, LLC | 3,170 | $1.14M | 0.02% | +333+11.7% | Added |
| Diversify Advisory Services, LLC | 3,170 | $1.14M | 0.02% | +3,170 | New |
| FC Advisory LLC | 3,330 | $1.13M | 0.30% | −634−16.0% | Reduced |
| 71 West Capital Partners | 3,299 | $1.12M | 0.04% | +1,264+62.1% | Added |
| Granite Investment Partners, LLC | 3,296 | $1.12M | 0.06% | +411+14.2% | Added |
| Edmond de Rothschild Holding S.A. | 3,275 | $1.12M | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 3,265 | $1.11M | 0.07% | +308+10.4% | Added |
| SageView Advisory Group, LLC | 3,249 | $1.11M | 0.04% | +126+4.0% | Added |
| WSFS Capital Management, LLC | 3,243 | $1.11M | 0.05% | +147+4.7% | Added |
| Resurgent Financial Advisors LLC | 3,220 | $1.10M | 0.31% | +487+17.8% | Added |
| Knightsbridge Asset Management, LLC | 3,217 | $1.10M | 0.14% | +215+7.2% | Added |
| Flagship Harbor Advisors, LLC | 3,211 | $1.09M | 0.04% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 3,210 | $1.09M | 0.07% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 3,040 | $1.09M | 0.21% | 00.0% | Unchanged |
| Vann Equity Management LLC | 3,208 | $1.09M | 0.66% | +716+28.7% | Added |
| Welch Group, LLC | 3,204 | $1.09M | 0.04% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,200 | $1.09M | 0.03% | +1,569+96.2% | Added |
| Soltis Investment Advisors LLC | 3,194 | $1.09M | 0.06% | +122+4.0% | Added |
| QTR Family Wealth, LLC | 3,190 | $1.09M | 0.38% | +259+8.8% | Added |
| Essential Partners LLC | 3,190 | $1.09M | 0.50% | −154−4.6% | Reduced |
| Grove Bank & Trust | 3,169 | $1.08M | 0.11% | +212+7.2% | Added |
| Drive Wealth Management, LLC | 3,148 | $1.08M | 0.19% | +724+29.9% | Added |
| Invera Wealth Advisors, LLC | 3,156 | $1.08M | 0.58% | −450−12.5% | Reduced |
| First Bank & Trust | 3,149 | $1.07M | 0.16% | +2+0.1% | Added |
| Mitchell Sinkler & Starr | 3,141 | $1.07M | 0.45% | −9−0.3% | Reduced |
| First American Bank | 3,134 | $1.07M | 0.06% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 3,125 | $1.06M | 0.18% | +3,125 | New |
| Pure Financial Advisors, Inc. | 3,118 | $1.06M | 0.01% | +537+20.8% | Added |
| Columbia Asset Management | 3,112 | $1.06M | 0.18% | −184−5.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,104 | $1.06M | 0.38% | +151+5.1% | Added |
| Stanley-Laman Group, Ltd. | 3,101 | $1.06M | 0.11% | −86−2.7% | Reduced |
| Natural Investments, LLC | 3,100 | $1.06M | 0.23% | +23+0.7% | Added |
| Meridian Wealth Advisors, LLC | 3,098 | $1.06M | 0.12% | −18−0.6% | Reduced |
| Castlekeep Investment Advisors LLC | 3,078 | $1.05M | 0.53% | −222−6.7% | Reduced |
| Carnegie Lake Advisors LLC | 3,075 | $1.05M | 0.39% | −250−7.5% | Reduced |