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 |
|---|---|---|---|---|---|
| Advyzon Investment Management, LLC | 3,070 | $1.05M | 0.08% | −300−8.9% | Reduced |
| Cim Investment Mangement Inc | 3,054 | $1.04M | 0.25% | −306−9.1% | Reduced |
| Hilltop Holdings Inc. | 3,050 | $1.04M | 0.08% | −189−5.8% | Reduced |
| RMR Wealth Builders | 3,034 | $1.04M | 0.06% | −40−1.3% | Reduced |
| Everhart Financial Group, Inc. | 3,027 | $1.03M | 0.07% | −123−3.9% | Reduced |
| Premier Path Wealth Partners, LLC | 3,024 | $1.03M | 0.12% | −16−0.5% | Reduced |
| Profund Advisors LLC | 3,022 | $1.03M | 0.03% | −114−3.6% | Reduced |
| Kennebec Savings Bank | 3,021 | $1.03M | 0.83% | +37+1.2% | Added |
| United Asset Strategies, Inc. | 3,002 | $1.02M | 0.07% | +61+2.1% | Added |
| Denali Advisors LLC | 3,000 | $1.02M | 0.10% | 00.0% | Unchanged |
| Finivi Inc. | 3,000 | $1.02M | 0.52% | 00.0% | Unchanged |
| Canopy Partners, LLC | 3,000 | $1.02M | 0.31% | +59+2.0% | Added |
| Bull Street Advisors, LLC | 3,000 | $1.02M | 0.47% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,994 | $1.02M | 0.08% | −148−4.7% | Reduced |
| Csenge Advisory Group | 2,971 | $1.01M | 0.04% | +89+3.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,957 | $1.01M | 0.11% | −9−0.3% | Reduced |
| Simmons Bank | 2,947 | $1.00M | 0.06% | −96−3.2% | Reduced |
| CWS Financial Advisors, LLC | 2,945 | $1.00M | 0.22% | +370+14.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,943 | $1.00M | 0.01% | −155−5.0% | Reduced |
| Sovran Advisors, LLC | 2,757 | $1.00M | 0.07% | +142+5.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,937 | $1.00M | 0.03% | −90−3.0% | Reduced |
| Cascade Financial Partners, LLC | 2,928 | $997.7K | 0.09% | +2,928 | New |
| HBK Sorce Advisory LLC | 2,817 | $993.2K | 0.02% | +258+10.1% | Added |
| One Capital Management, LLC | 3,042 | $991.7K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,873 | $980.4K | 0.06% | −716−19.9% | Reduced |
| Qtron Investments LLC | 2,871 | $978.3K | 0.13% | −479−14.3% | Reduced |
| Viawealth, LLC | 2,870 | $977.9K | 0.49% | −23−0.8% | Reduced |
| Angeles Wealth Management, LLC | 2,850 | $974.0K | 0.04% | +919+47.6% | Added |
| 1st Source Bank | 2,855 | $972.8K | 0.04% | −61−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 2,842 | $971.4K | 0.05% | −84−2.9% | Reduced |
| Triad Wealth Partners, LLC | 2,775 | $966.4K | 0.06% | +417+17.7% | Added |
| Segment Wealth Management, LLC | 2,832 | $965.0K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 2,802 | $954.7K | 0.08% | +505+22.0% | Added |
| Sentinus, LLC | 2,800 | $954.1K | 0.08% | +78+2.9% | Added |
| PDS Planning, Inc | 2,786 | $949.3K | 0.05% | +89+3.3% | Added |
| Hohimer Wealth Management, LLC | 2,780 | $947.2K | 0.10% | +118+4.4% | Added |
| Merrion Investment Management Co, LLC | 2,771 | $947.0K | 0.45% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,755 | $938.8K | 0.31% | +1,831+198.2% | Added |
| Abound Wealth Management | 2,738 | $933.0K | 0.19% | −154−5.3% | Reduced |
| Crescent Sterling, Ltd. | 2,735 | $931.9K | 0.83% | +200+7.9% | Added |
| Waterloo Capital, L.P. | 2,719 | $926.6K | 0.05% | +15+0.6% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 2,696 | $918.6K | 0.37% | −38−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,687 | $916.5K | 0.08% | +69+2.6% | Added |
| Pacitti Group Inc. | 2,679 | $915.0K | 0.29% | +120+4.7% | Added |
| Trust Co of Toledo NA | 2,683 | $914.2K | 0.08% | +2+0.1% | Added |
| TCG Advisory Services, LLC | 2,674 | $911.2K | 0.02% | +834+45.3% | Added |
| Leavell Investment Management, Inc. | 2,661 | $908.9K | 0.03% | +20+0.8% | Added |
| Rossmore Private Capital | 2,659 | $905.9K | 0.07% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,650 | $903.0K | 0.02% | +76+3.0% | Added |
| Cross Staff Investments Inc | 2,649 | $902.6K | 0.54% | 00.0% | Unchanged |
| City State Bank | 2,623 | $893.8K | 0.20% | −12−0.5% | Reduced |
| WBH Advisory Inc | 2,612 | $890.0K | 0.06% | −1,002−27.7% | Reduced |
| Cambria Investment Management, L.P. | 2,609 | $889.0K | 0.04% | +412+18.8% | Added |
| Dempze Nancy E | 2,600 | $885.9K | 0.42% | −200−7.1% | Reduced |
| Armstrong Advisory Group, Inc | 2,597 | $884.7K | 0.05% | −12−0.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,592 | $883.2K | 0.05% | +953+58.1% | Added |
| Howard Capital Management Inc. | 2,590 | $882.5K | 0.01% | +1,006+63.5% | Added |
| Sagewood Asset Management LP | 2,589 | $882.2K | 0.20% | +873+50.9% | Added |
| Adelphi Trust Co | 2,588 | $881.8K | 0.59% | +453+21.2% | Added |
| 1776 Wealth LLC | 2,584 | $880.6K | 0.31% | −57−2.2% | Reduced |
| Western Wealth Management, LLC | 2,549 | $868.4K | 0.03% | −5−0.2% | Reduced |
| Greenfield Savings Bank | 2,543 | $866.5K | 0.33% | −60−2.3% | Reduced |
| YANKCOM Partnership | 2,529 | $861.7K | 0.31% | +151+6.3% | Added |
| ProCore Advisors, LLC | 2,522 | $859.3K | 1.06% | −21−0.8% | Reduced |
| Everest Financial Group LLC | 2,512 | $855.8K | 0.12% | +80+3.3% | Added |
| AssuredPartners Investment Advisors, LLC | 2,510 | $855.4K | 0.08% | −613−19.6% | Reduced |
| Kera Capital Partners, Inc. | 2,510 | $855.3K | 0.08% | +692+38.1% | Added |
| Bannerstone Capital Management, LLC | 2,508 | $854.7K | 0.72% | +418+20.0% | Added |
| PFG Investments, LLC | 2,502 | $852.4K | 0.03% | +150+6.4% | Added |
| Knollwood Investment Advisory, LLC | 2,500 | $851.9K | 0.08% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,495 | $850.1K | 0.17% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 5,102 | $845.6K | 0.26% | +3,517+221.9% | Added |
| S-Bank Fund Management Ltd | 2,461 | $838.6K | 0.11% | −772−23.9% | Reduced |
| Mairs & Power Inc | 2,456 | $836.9K | 0.01% | +17+0.7% | Added |
| Valley Brook Capital Group | 2,455 | $836.5K | 0.47% | +25+1.0% | Added |
| Burford Brothers, Inc. | 2,454 | $836.2K | 0.31% | −16−0.6% | Reduced |
| Destination Wealth Management | 2,447 | $833.8K | 0.02% | +127+5.5% | Added |
| Firethorn Wealth Partners, LLC | 2,434 | $829.4K | 0.27% | +132+5.7% | Added |
| Coign Capital Advisors LLC | 2,425 | $826.4K | 0.37% | +16+0.7% | Added |
| Headinvest, LLC | 2,419 | $824.3K | 0.15% | −10−0.4% | Reduced |
| Baker Ellis Asset Management LLC | 2,414 | $822.5K | 0.09% | +540+28.8% | Added |
| Everett Harris & Co | 2,412 | $821.9K | 0.01% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,410 | $821.0K | 0.21% | −58−2.4% | Reduced |
| Sky Investment Group LLC | 2,409 | $820.8K | 0.13% | +5+0.2% | Added |
| Beech Hill Advisors, Inc. | 2,400 | $817.8K | 0.36% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,391 | $814.7K | 0.56% | +578+31.9% | Added |
| SmartHarvest Portfolios, LLC | 2,380 | $811.0K | 0.26% | +351+17.3% | Added |
| V-Square Quantitative Management LLC | 2,380 | $811.0K | 0.08% | +11+0.5% | Added |
| Diversified Enterprises, LLC | 2,379 | $810.6K | 0.04% | +393+19.8% | Added |
| Foundations Investment Advisors, LLC | 2,375 | $809.3K | 0.01% | +603+34.0% | Added |
| Rehmann Capital Advisory Group | 2,372 | $808.4K | 0.04% | −46−1.9% | Reduced |
| Montecito Bank & Trust | 2,372 | $808.2K | 0.12% | −64−2.6% | Reduced |
| World Equity Group, Inc. | 2,370 | $807.6K | 0.18% | −2,436−50.7% | Reduced |
| Cidel Asset Management Inc | 2,368 | $806.9K | 0.04% | +74+3.2% | Added |
| Mesirow Financial Investment Management, Inc. | 2,367 | $806.6K | 0.01% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,360 | $804.1K | 0.11% | +690+41.3% | Added |
| Connecticut Wealth Management, LLC | 2,360 | $804.0K | 0.03% | −863−26.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 2,348 | $800.1K | 0.20% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,343 | $798.4K | 0.02% | +1,516+183.3% | Added |
| Facet Wealth, Inc. | 2,325 | $792.1K | 0.01% | +1,156+98.9% | Added |