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 |
|---|---|---|---|---|---|
| Wealth Science Advisors LLC | 1,468 | $500.2K | 0.22% | −109−6.9% | Reduced |
| Pointe Capital Management LLC | 1,459 | $497.1K | 0.22% | +20+1.4% | Added |
| Manchester Capital Management LLC | 1,459 | $497.1K | 0.06% | +25+1.7% | Added |
| MQS Management LLC | 1,457 | $496.5K | 0.61% | +1,457 | New |
| Simplicity Wealth,LLC | 1,456 | $496.2K | 0.02% | +388+36.3% | Added |
| Univest Financial Corp | 1,452 | $494.8K | 0.02% | −1−0.1% | Reduced |
| Root Financial Partners, LLC | 1,450 | $494.1K | 0.02% | +302+26.3% | Added |
| Strong Retirement Solutions LLC | 1,449 | $493.7K | 0.30% | −854−37.1% | Reduced |
| Optas, LLC | 1,435 | $489.0K | 0.07% | +157+12.3% | Added |
| SFMG, LLC | 1,431 | $487.4K | 0.03% | +121+9.2% | Added |
| Sapient Capital LLC | 1,416 | $483.9K | 0.01% | −1,347−48.8% | Reduced |
| First Western Trust Bank | 1,419 | $483.5K | 0.02% | +3+0.2% | Added |
| IFC Advisors LLC | 1,419 | $483.5K | 0.06% | +110+8.4% | Added |
| Cornerstone Advisory, LLC | 1,410 | $480.6K | 0.04% | +54+4.0% | Added |
| Moss Adams Wealth Advisors LLC | 1,401 | $478.8K | 0.03% | −41−2.8% | Reduced |
| MJP Associates Inc | 1,404 | $478.5K | 0.05% | −291−17.2% | Reduced |
| Lynch & Associates | 1,401 | $477.4K | 0.08% | +195+16.2% | Added |
| Carson Advisory Inc. | 1,398 | $476.4K | 0.22% | +18+1.3% | Added |
| Am Investment Strategies LLC | 1,391 | $474.0K | 0.09% | −50−3.5% | Reduced |
| Capital Performance Advisors LLP | 1,385 | $472.0K | 0.03% | −1,372−49.8% | Reduced |
| Klingman & Associates, LLC | 1,385 | $471.9K | 0.02% | +18+1.3% | Added |
| Worthington Financial Partners, LLC | 1,381 | $470.6K | 0.39% | 00.0% | Unchanged |
| Courier Capital LLC | 1,374 | $468.3K | 0.02% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 1,359 | $468.3K | 0.02% | +274+25.3% | Added |
| Crux Wealth Advisors | 1,374 | $468.0K | 0.16% | +2+0.1% | Added |
| Independence Bank of Kentucky | 1,373 | $467.8K | 0.05% | −214−13.5% | Reduced |
| Wynn Capital, LLC | 1,372 | $467.5K | 0.21% | +85+6.6% | Added |
| Peak Planning Group, LLC | 1,368 | $466.2K | 0.11% | −100−6.8% | Reduced |
| Sterling Wealth Management, Inc. | 1,355 | $461.7K | 0.11% | +1,355 | New |
| Bollard Group LLC | 1,347 | $459.0K | 0.01% | +3+0.2% | Added |
| 111 Capital | 1,347 | $459.0K | 0.08% | −461−25.5% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,342 | $458.7K | 0.08% | −31−2.3% | Reduced |
| Curat Global, LLC | 1,253 | $458.2K | 0.39% | −612−32.8% | Reduced |
| Councilmark Asset Management, LLC | 1,339 | $456.3K | 0.24% | 00.0% | Unchanged |
| Flavin Financial Services, Inc. | 1,338 | $455.9K | 0.26% | +1,338 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,336 | $455.2K | 0.01% | +109+8.9% | Added |
| Tyche Wealth Partners LLC | 1,332 | $454.0K | 0.06% | +28+2.1% | Added |
| waypoint wealth counsel | 1,332 | $453.9K | 0.28% | −1,563−54.0% | Reduced |
| MBL Wealth, LLC | 1,332 | $453.9K | 0.03% | +248+22.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,331 | $453.5K | 0.10% | −34−2.5% | Reduced |
| RMR Capital Management, LLC | 1,325 | $451.5K | 0.31% | 00.0% | Unchanged |
| LMR Partners LLP | 1,323 | $450.8K | 0.00% | +1,323 | New |
| Paces Ferry Wealth Advisors, LLC | 1,320 | $449.8K | 0.17% | −51−3.7% | Reduced |
| CenterBook Partners LP | 1,315 | $448.1K | 0.02% | −11,078−89.4% | Reduced |
| Northern Financial Advisors Inc | 1,315 | $448.1K | 0.30% | +9+0.7% | Added |
| LightSquare Wealth Management, LLC | 1,314 | $447.6K | 0.31% | −282−17.7% | Reduced |
| Alerus Financial NA | 1,311 | $446.7K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 1,310 | $446.3K | 0.07% | −15−1.1% | Reduced |
| Tradewinds, LLC. | 51,046 | $445.3K | 0.14% | +50,280+6,564.0% | Added |
| Revisor Wealth Management LLC | 1,302 | $445.0K | 0.11% | −92−6.6% | Reduced |
| McAdam, LLC | 1,302 | $443.6K | 0.02% | +1,302 | New |
| Hudson Valley Investment Advisors Inc | 1,300 | $442.9K | 0.05% | −8−0.6% | Reduced |
| E Fund Management Co., Ltd. | 1,296 | $441.6K | 0.01% | −58−4.3% | Reduced |
| Strategic Investment Advisors | 1,291 | $439.7K | 0.03% | −18−1.4% | Reduced |
| Strategic Advisors LLC | 1,286 | $438.2K | 0.10% | −19−1.5% | Reduced |
| Zacks Investment Management | 1,284 | $437.8K | 0.00% | +167+15.0% | Added |
| Odyssean, LLC | 1,280 | $436.1K | 0.07% | −1,411−52.4% | Reduced |
| Boothbay Fund Management, LLC | 1,277 | $435.1K | 0.01% | −1,093−46.1% | Reduced |
| Integrated Advisors Network LLC | 1,275 | $434.4K | 0.02% | −1−0.1% | Reduced |
| Proffitt & Goodson Inc | 1,275 | $434.4K | 0.06% | +8+0.6% | Added |
| Accredited Investors Inc. | 1,268 | $432.1K | 0.02% | +240+23.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,268 | $432.1K | 0.01% | −10−0.8% | Reduced |
| Hemenway Trust Co LLC | 1,260 | $429.3K | 0.03% | −20−1.6% | Reduced |
| Trust Co of the South | 1,258 | $428.7K | 0.06% | 00.0% | Unchanged |
| Private Capital Management, LLC | 1,257 | $428.3K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 1,257 | $428.3K | 0.06% | +38+3.1% | Added |
| Linden Thomas Advisory Services, LLC | 1,257 | $428.3K | 0.03% | +164+15.0% | Added |
| Guardian Wealth Advisors, LLC | 1,257 | $428.3K | 0.21% | +51+4.2% | Added |
| Alta Advisers Ltd | 1,256 | $428.0K | 0.10% | −160−11.3% | Reduced |
| Quaker Wealth Management, LLC | 1,254 | $427.4K | 0.12% | +4+0.3% | Added |
| Campbell & CO Investment Adviser LLC | 1,253 | $426.9K | 0.02% | +1,253 | New |
| Tuttle Tactical Management | 1,242 | $423.2K | 0.29% | +1,242 | New |
| Portside Wealth Group, LLC | 1,236 | $421.2K | 0.05% | −10−0.8% | Reduced |
| Belpointe Asset Management LLC | 1,235 | $421.0K | 0.01% | +3+0.2% | Added |
| Sage Financial Management Group, Inc. | 1,235 | $420.8K | 0.12% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,233 | $420.0K | 0.01% | +47+4.0% | Added |
| Tower Bridge Advisors | 1,228 | $418.4K | 0.04% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,223 | $418.0K | 0.14% | −265−17.8% | Reduced |
| Naviter Wealth, LLC | 1,222 | $417.6K | 0.04% | +141+13.0% | Added |
| BlackDiamond Wealth Management Inc. | 1,198 | $417.3K | 0.17% | −63−5.0% | Reduced |
| Park Edge Advisors, LLC | 1,224 | $417.1K | 0.09% | 00.0% | Unchanged |
| BostonPremier Wealth LLC | 1,223 | $416.7K | 0.18% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 1,220 | $415.7K | 0.34% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,219 | $415.4K | 0.12% | +89+7.9% | Added |
| CVA Family Office, LLC | 1,218 | $415.0K | 0.04% | −23−1.9% | Reduced |
| Discipline Wealth Solutions, LLC | 1,213 | $413.3K | 0.04% | −21−1.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,212 | $413.0K | 0.06% | 00.0% | Unchanged |
| JM2 Capital Inc. | 1,209 | $411.8K | 0.28% | −5−0.4% | Reduced |
| Evermay Wealth Management LLC | 1,207 | $411.5K | 0.04% | +116+10.6% | Added |
| Promethium Advisors,llc | 1,203 | $411.1K | 0.20% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,202 | $410.7K | 0.18% | +179+17.5% | Added |
| Cornerstone Wealth Group, LLC | 1,204 | $410.4K | 0.02% | +255+26.9% | Added |
| Busey Wealth Management | 1,203 | $409.9K | 0.01% | +158+15.1% | Added |
| Plancorp, LLC | 1,149 | $407.6K | 0.01% | −1,060−48.0% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,194 | $406.8K | 0.05% | −777−39.4% | Reduced |
| Saturna Capital CORP | 1,170 | $406.7K | 0.00% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,192 | $406.2K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,190 | $405.5K | 0.29% | 00.0% | Unchanged |
| Arjuna Capital | 1,188 | $404.8K | 0.09% | +7+0.6% | Added |
| Vicus Capital | 1,187 | $404.5K | 0.03% | −27−2.2% | Reduced |