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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 967 | $326.4K | 0.05% | +967 | New |
| Portfolio Design Labs, LLC | 951 | $324.0K | 0.05% | +1+0.1% | Added |
| Fragasso Group Inc. | 951 | $323.9K | 0.02% | +90+10.5% | Added |
| StoneX Group Inc. | 942 | $321.8K | 0.01% | +328+53.4% | Added |
| Regent Peak Wealth Advisors LLC | 944 | $321.7K | 0.06% | +47+5.2% | Added |
| Retirement Planning Group | 943 | $321.5K | 0.01% | +240+34.1% | Added |
| Pacifica Partners Inc. | 890 | $321.4K | 0.10% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 943 | $321.3K | 0.12% | −402−29.9% | Reduced |
| Verum Partners LLC | 941 | $320.6K | 0.05% | +11+1.2% | Added |
| Sompo Asset Management Co., Ltd. | 940 | $320.3K | 0.05% | +170+22.1% | Added |
| Womack Financial LLC | 935 | $318.6K | 0.21% | −38−3.9% | Reduced |
| Cullinan Associates Inc | 932 | $317.6K | 0.02% | +50+5.7% | Added |
| Falcon Wealth Planning | 931 | $317.3K | 0.02% | −134−12.6% | Reduced |
| Diligent Investors, LLC | 931 | $317.2K | 0.07% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 925 | $315.1K | 0.18% | −17−1.8% | Reduced |
| BlueChip Wealth Advisors LLC | 921 | $313.8K | 0.12% | 00.0% | Unchanged |
| True Wealth Design, LLC | 920 | $313.5K | 0.07% | +140+17.9% | Added |
| RB Capital Management, LLC | 920 | $313.3K | 0.06% | −36−3.8% | Reduced |
| Werba Rubin Papier Wealth Management | 918 | $312.8K | 0.04% | −25−2.7% | Reduced |
| Asset One Wealth Management LLC | 925 | $312.0K | 0.03% | +18+2.0% | Added |
| Family Wealth Partners, LLC | 914 | $311.4K | 0.10% | +21+2.4% | Added |
| J. Safra Sarasin Holding AG | 912 | $310.8K | 0.00% | +912 | New |
| JT Stratford LLC | 910 | $310.1K | 0.03% | −2,106−69.8% | Reduced |
| Sovereign Investment Advisors, LLC | 907 | $310.0K | 0.06% | +100+12.4% | Added |
| Capstone Wealth Management, LLC | 909 | $309.7K | 0.14% | +909 | New |
| Guardian Capital, LLC | 908 | $309.3K | 0.25% | −160−15.0% | Reduced |
| OneAscent Investment Solutions LLC | 905 | $308.4K | 0.29% | +905 | New |
| Harrington Investments, INC | 901 | $307.0K | 0.15% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 901 | $307.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 898 | $307.0K | 0.08% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 900 | $306.7K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 900 | $306.7K | 0.14% | 00.0% | Unchanged |
| New Republic Capital, LLC | 897 | $306.5K | 0.07% | +189+26.7% | Added |
| Wayfinding Financial, LLC | 895 | $306.0K | 0.12% | −4−0.4% | Reduced |
| SNS Financial Group, LLC | 894 | $304.6K | 0.01% | +894 | New |
| Basecamp Wealth Advisors LLC | 893 | $304.3K | 0.06% | −2−0.2% | Reduced |
| Triangle Securities Wealth Management | 892 | $303.9K | 0.06% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 892 | $303.9K | 0.15% | +892 | New |
| Samalin Investment Counsel, LLC | 892 | $303.8K | 0.10% | −38−4.1% | Reduced |
| Bahl & Gaynor Inc | 891 | $303.6K | 0.00% | +220+32.8% | Added |
| AlTi Global, Inc. | 888 | $303.1K | 0.01% | +888 | New |
| Focus Financial Network, Inc. | 887 | $303.0K | 0.01% | −393−30.7% | Reduced |
| Genesis Private Wealth, LLC | 889 | $302.9K | 0.09% | +3+0.3% | Added |
| Northeast Planning Associates, Inc. | 889 | $302.9K | 0.23% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 888 | $302.6K | 0.03% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 886 | $301.9K | 0.19% | +6+0.7% | Added |
| Aviso Financial Inc. | 882 | $300.5K | 0.01% | +51+6.1% | Added |
| Center for Wealth Management Advisory | 882 | $300.4K | 0.19% | +26+3.0% | Added |
| 55 North Private Wealth, LLC | 881 | $300.2K | 0.06% | +198+29.0% | Added |
| Hudson Bay Capital Management LP | 880 | $299.9K | 0.00% | +880 | New |
| Beck Mack & Oliver LLC | 878 | $299.2K | 0.01% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 877 | $298.8K | 0.11% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 875 | $298.1K | 0.16% | +205+30.6% | Added |
| Requisite Capital Management, LLC | 870 | $297.3K | 0.05% | 00.0% | Unchanged |
| Americana Partners, LLC | 872 | $297.1K | 0.01% | −324−27.1% | Reduced |
| Traynor Capital Management, Inc. | 871 | $296.8K | 0.01% | +15+1.8% | Added |
| Altfest L J & Co Inc | 869 | $296.1K | 0.03% | −7−0.8% | Reduced |
| Spartan Wealth Advisory Services LLC | 863 | $294.2K | 0.02% | −7−0.8% | Reduced |
| Aviance Capital Partners, LLC | 862 | $293.7K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 859 | $293.2K | 0.04% | +71+9.0% | Added |
| Principal Street Partners, LLC | 860 | $293.0K | 0.04% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 841 | $292.5K | 0.04% | +10+1.2% | Added |
| Global Assets Advisory, LLC | 830 | $291.8K | 0.06% | −25−2.9% | Reduced |
| Capital Investment Management, Inc. | 856 | $291.7K | 0.09% | −1−0.1% | Reduced |
| Crown Wealth Group, LLC | 855 | $291.2K | 0.07% | +9+1.1% | Added |
| Pines Wealth Management, LLC | 853 | $290.7K | 0.08% | +215+33.7% | Added |
| First Foundation Advisors | 852 | $290.3K | 0.01% | +47+5.8% | Added |
| D'Orazio & Associates, Inc. | 851 | $290.0K | 0.03% | +8+0.9% | 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 |
| Founders Financial Securities LLC | 848 | $288.9K | 0.01% | +1+0.1% | Added |
| Financial Management Professionals, Inc. | 844 | $288.4K | 0.03% | +2+0.2% | Added |
| AlphaGrep UK Ltd | 844 | $287.6K | 0.09% | −538−38.9% | Reduced |
| WT Wealth Management | 842 | $286.9K | 0.08% | 00.0% | Unchanged |
| Walsky Investment Management, Inc. | 842 | $286.9K | 0.27% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 842 | $286.9K | 0.13% | +86+11.4% | Added |
| Deseret Mutual Benefit Administrators | 841 | $286.6K | 0.09% | −63−7.0% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 839 | $285.9K | 0.05% | −661−44.1% | Reduced |
| Dover Advisors, LLC | 909 | $284.6K | 0.12% | +150+19.8% | Added |
| Avise Financial Cooperative, Inc. | 835 | $284.5K | 0.20% | −85−9.2% | Reduced |
| Leelyn Smith, LLC | 835 | $284.5K | 0.03% | +65+8.4% | Added |
| Fairfield, Bush & Co. | 830 | $282.8K | 0.14% | −10−1.2% | Reduced |
| Jacobsen Capital Management | 829 | $282.5K | 0.08% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 828 | $282.3K | 0.04% | +73+9.7% | Added |
| Renaissance Group LLC | 827 | $281.8K | 0.01% | −21−2.5% | Reduced |
| Capital Investment Advisory Services, LLC | 825 | $281.1K | 0.02% | −28−3.3% | Reduced |
| Salzhauer Michael | 824 | $280.8K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 824 | $280.8K | 0.03% | +72+9.6% | Added |
| Barry Investment Advisors, LLC | 822 | $280.6K | 0.06% | −8−1.0% | Reduced |
| Rodgers Brothers Inc. | 823 | $280.4K | 0.03% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 822 | $280.2K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 819 | $279.0K | 0.02% | −9−1.1% | Reduced |
| Voya Financial Advisors, Inc. | 810 | $278.1K | 0.02% | −266−24.7% | Reduced |
| Box Hill Private Wealth LLC | 814 | $277.3K | 0.22% | −45−5.2% | Reduced |
| FDx Advisors, Inc. | 813 | $277.0K | 0.08% | −157−16.2% | Reduced |
| BancFirst Trust & Investment Management | 803 | $275.7K | 0.12% | +803 | New |
| Abacus Wealth Partners, LLC | 809 | $275.7K | 0.03% | −100−11.0% | Reduced |
| Prostatis Group LLC | 808 | $275.3K | 0.06% | +808 | New |
| Leuthold Group, LLC | 804 | $274.0K | 0.03% | +8+1.0% | Added |
| BankPlus Trust Department | 803 | $273.6K | 0.06% | 00.0% | Unchanged |