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 |
|---|---|---|---|---|---|
| Montz Harcus Wealth Management LLC | 669 | $227.8K | 0.08% | +25+3.9% | Added |
| BFSG, LLC | 668 | $227.7K | 0.02% | +315+89.2% | Added |
| Warren Street Wealth Advisors, LLC | 668 | $227.6K | 0.05% | +34+5.4% | Added |
| TownSquare Capital, LLC | 666 | $227.0K | 0.04% | +666 | New |
| Wedge Capital Management L L P | 666 | $226.9K | 0.00% | −110−14.2% | Reduced |
| Snowwater Investment Partners, LLC | 660 | $225.5K | 0.16% | −51−7.2% | Reduced |
| Granite Harbor Advisors, Inc. | 661 | $225.2K | 0.09% | +21+3.3% | Added |
| Meridian Financial, LLC | 661 | $225.2K | 0.11% | 00.0% | Unchanged |
| Impact Investors, Inc | 660 | $224.9K | 0.16% | −368−35.8% | Reduced |
| Traphagen Investment Advisors LLC | 658 | $224.2K | 0.02% | +658 | New |
| Delta Asset Management LLC | 657 | $223.9K | 0.02% | −10−1.5% | Reduced |
| Rockline Wealth Management, LLC | 657 | $223.9K | 0.04% | 00.0% | Unchanged |
| Clear Retirement Advice LLC | 656 | $223.5K | 0.15% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 655 | $223.2K | 0.08% | −60−8.4% | Reduced |
| Kelman-Lazarov, Inc. | 653 | $222.5K | 0.03% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 653 | $222.5K | 0.01% | +653 | New |
| Embree Financial Group | 652 | $222.2K | 0.02% | +652 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 649 | $221.8K | 0.05% | −25−3.7% | Reduced |
| Bigelow Investment Advisors, LLC | 650 | $221.5K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 650 | $221.5K | 0.07% | +2+0.3% | Added |
| Tradition Wealth Management, LLC | 649 | $221.2K | 0.01% | +11+1.7% | Added |
| Trust Co | 649 | $221.1K | 0.02% | 00.0% | Unchanged |
| Edmp, Inc. | 648 | $220.8K | 0.18% | −407−38.6% | Reduced |
| HighRoad Wealth Advisors, LLC | 647 | $220.5K | 0.19% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 644 | $220.1K | 0.05% | −22−3.3% | Reduced |
| Tactive Advisors, LLC | 643 | $219.0K | 0.05% | −2−0.3% | Reduced |
| Stonebridge Financial Group, LLC | 642 | $218.9K | 0.15% | +642 | New |
| Marino, Stram & Associates LLC | 642 | $218.9K | 0.03% | +11+1.7% | Added |
| NTV Asset Management LLC | 636 | $216.7K | 0.02% | −14−2.2% | Reduced |
| Sage Rhino Capital LLC | 636 | $216.7K | 0.04% | −12−1.9% | Reduced |
| Perennial Investment Advisors, LLC | 634 | $216.0K | 0.01% | +10+1.6% | Added |
| Leisure Capital Management | 633 | $215.7K | 0.07% | 00.0% | Unchanged |
| McDonald Partners LLC | 633 | $215.7K | 0.05% | −62−8.9% | Reduced |
| Ifrah Financial Services, Inc. | 633 | $215.7K | 0.05% | −7−1.1% | Reduced |
| Gilman Hill Asset Management, LLC | 633 | $215.7K | 0.03% | 00.0% | Unchanged |
| Apollon Financial, LLC | 628 | $214.0K | 0.03% | +628 | New |
| Seeds Investor LLC | 626 | $213.4K | 0.02% | +626 | New |
| Oak Harvest Investment Services | 626 | $213.3K | 0.02% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 625 | $213.0K | 0.02% | +11+1.8% | Added |
| Trustmark National Bank Trust Department | 625 | $213.0K | 0.01% | +625 | New |
| Cogent Strategic Wealth LLC | 622 | $211.9K | 0.20% | −44−6.6% | Reduced |
| Van Diest Capital, LLC | 617 | $210.2K | 0.19% | −145−19.0% | Reduced |
| Sawgrass Asset Management LLC | 615 | $209.6K | 0.03% | −161−20.7% | Reduced |
| Barings LLC | 614 | $209.2K | 0.00% | +614 | New |
| Kaufman Rossin Wealth, LLC | 601 | $209.0K | 0.10% | +601 | New |
| Summit Wealth Group LLC | 611 | $208.2K | 0.02% | +611 | New |
| Blue Capital, Inc. | 611 | $208.2K | 0.13% | +611 | New |
| Westshore Wealth, LLC | 610 | $207.9K | 0.06% | +610 | New |
| Colonial Trust Co | 608 | $207.3K | 0.03% | +9+1.5% | Added |
| TAGStone Capital, Inc. | 604 | $206.3K | 0.07% | +604 | New |
| Summit Wealth & Retirement Planning, Inc. | 605 | $206.1K | 0.04% | +605 | New |
| Traveka Wealth, LLC | 604 | $205.8K | 0.07% | +604 | New |
| Tranquility Partners, LLC | 603 | $205.5K | 0.07% | +603 | New |
| American National Bank | 603 | $205.5K | 0.02% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 600 | $205.1K | 0.09% | +600 | New |
| Broadleaf Partners, LLC | 601 | $204.8K | 0.04% | +601 | New |
| Carl P. Sherr & Co., LLC | 601 | $204.8K | 0.09% | +601 | New |
| Ameriflex Group, Inc. | 600 | $204.6K | 0.08% | +33+5.8% | Added |
| Alpha Family Trust | 600 | $204.4K | 0.08% | +600 | New |
| CTC Alternative Strategies, Ltd. | 600 | $204.4K | 0.29% | +600 | New |
| XML Financial, LLC | 600 | $204.4K | 0.01% | +600 | New |
| Bennett Selby Investments LP | 600 | $204.4K | 0.07% | +600 | New |
| CoreFirst Bank & Trust | 599 | $204.1K | 0.10% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 597 | $203.8K | 0.10% | +597 | New |
| Kensington Investment Counsel, LLC | 597 | $203.4K | 0.09% | +597 | New |
| Benchmark Financial Wealth Advisors, LLC | 596 | $203.1K | 0.05% | +596 | New |
| Up Strategic Wealth Investment Advisors LLC | 576 | $203.1K | 0.12% | +576 | New |
| Peachtree Investment Partners, LLC | 593 | $202.0K | 0.06% | −424−41.7% | Reduced |
| Enterprise Financial Services Corp | 591 | $201.4K | 0.08% | +591 | New |
| Winthrop Advisory Group LLC | 590 | $201.2K | 0.01% | +590 | New |
| Boston Research & Management Inc | 590 | $201.0K | 0.04% | +590 | New |
| Secure Asset Management, LLC | 590 | $200.9K | 0.03% | +590 | New |
| Aventura Private Wealth, LLC | 588 | $200.4K | 0.06% | 00.0% | Unchanged |
| South Shore Capital Advisors | 588 | $200.4K | 0.13% | +588 | New |
| Rexford Capital Inc | 583 | $198.7K | 0.12% | 00.0% | Unchanged |
| Bayban | 544 | $185.4K | 0.14% | 00.0% | Unchanged |
| Paladin Partners, LLC | 540 | $184.0K | 0.12% | 00.0% | Unchanged |
| USA Financial Formulas | 539 | $183.7K | 0.03% | +539 | New |
| Salomon & Ludwin, LLC | 513 | $180.4K | 0.01% | −4−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 519 | $176.8K | 0.05% | +114+28.1% | Added |
| Pinnacle Bancorp, Inc. | 509 | $173.4K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 505 | $172.1K | 0.04% | −23−4.4% | Reduced |
| Golden State Wealth Management, LLC | 497 | $169.6K | 0.02% | +1+0.2% | Added |
| Roehl & Yi Investment Advisors, LLC | 10,576 | $168.9K | 0.06% | −40.0% | Reduced |
| Dakota Community Bank & Trust NA | 491 | $167.3K | 0.52% | −1−0.2% | Reduced |
| Prosperity Bancshares Inc | 471 | $160.5K | 0.10% | +67+16.6% | Added |
| NBH Bank | 466 | $158.8K | 0.07% | +466 | New |
| Blue Bell Private Wealth Management, LLC | 463 | $157.8K | 0.02% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 459 | $156.5K | 0.08% | +452+6,457.1% | Added |
| Bruce G. Allen Investments, LLC | 456 | $155.4K | 0.10% | −68−13.0% | Reduced |
| Bravera Wealth | 456 | $155.4K | 0.06% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 451 | $153.7K | 0.13% | +15+3.4% | Added |
| JFS Wealth Advisors, LLC | 442 | $150.7K | 0.01% | +17+4.0% | Added |
| Southern Michigan Bank & Trust | 433 | $147.5K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 431 | $146.8K | 0.01% | +156+56.7% | Added |
| Owl Creek Wealth Partners LLC | 426 | $145.2K | 0.04% | +10+2.4% | Added |
| General Partner, Inc. | 425 | $144.8K | 0.08% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 425 | $144.8K | 0.02% | +11+2.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 418 | $142.4K | 0.19% | 00.0% | Unchanged |
| First National Bank | 417 | $142.1K | 0.06% | +417 | New |