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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 7,394 | $2.52M | 0.10% | −680−8.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 7,386 | $2.52M | 0.78% | −299−3.9% | Reduced |
| Panagora Asset Management Inc | 7,384 | $2.52M | 0.01% | −1,247−14.4% | Reduced |
| Plato Investment Management Ltd | 7,410 | $2.51M | 0.14% | +837+12.7% | Added |
| Lederer & Associates Investment Counsel | 7,367 | $2.51M | 1.65% | −141−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,343 | $2.50M | 0.06% | +318+4.5% | Added |
| Capital Investment Advisors, LLC | 7,338 | $2.50M | 0.03% | +77+1.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 7,322 | $2.49M | 0.28% | +2,749+60.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 7,320 | $2.49M | 1.60% | −100−1.3% | Reduced |
| Baldwin Investment Management, LLC | 7,265 | $2.48M | 0.24% | +1,072+17.3% | Added |
| Simplex Trading, LLC | 7,247 | $2.47M | 0.06% | +7,247 | New |
| Sowell Financial Services LLC | 7,236 | $2.47M | 0.08% | +129+1.8% | Added |
| Parallel Advisors, LLC | 7,213 | $2.46M | 0.04% | +68+1.0% | Added |
| New England Research & Management, Inc. | 7,150 | $2.44M | 0.95% | +690+10.7% | Added |
| Cornerstone Wealth Management, LLC | 7,111 | $2.42M | 0.10% | +15+0.2% | Added |
| Money Concepts Capital Corp | 7,068 | $2.41M | 0.11% | +3,113+78.7% | Added |
| Surience Private Wealth LLC | 7,064 | $2.41M | 2.12% | +7,064 | New |
| Cumberland Partners Ltd | 7,000 | $2.39M | 0.15% | +2,000+40.0% | Added |
| CrossGen Wealth, LLC | 6,992 | $2.38M | 1.85% | +12+0.2% | Added |
| Ostrum Asset Management | 6,974 | $2.38M | 0.11% | −65−0.9% | Reduced |
| Mather Group, LLC. | 6,938 | $2.36M | 0.02% | +276+4.1% | Added |
| Clear Harbor Asset Management, LLC | 6,892 | $2.35M | 0.15% | +21+0.3% | Added |
| Neville Rodie & Shaw Inc | 6,874 | $2.34M | 0.15% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 6,820 | $2.32M | 0.03% | +225+3.4% | Added |
| Ossiam | 6,817 | $2.32M | 0.03% | +447+7.0% | Added |
| Quadcap Wealth Management, LLC | 6,815 | $2.32M | 0.23% | +145+2.2% | Added |
| Bowen Hanes & Co Inc | 7,095 | $2.31M | 0.06% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 6,775 | $2.31M | 0.54% | −87−1.3% | Reduced |
| Summitry LLC | 6,716 | $2.29M | 0.08% | +388+6.1% | Added |
| Ghe, LLC | 6,696 | $2.28M | 0.86% | −55−0.8% | Reduced |
| TMB Capital Partners, LLC | 6,674 | $2.27M | 0.71% | −253−3.7% | Reduced |
| Syon Capital LLC | 6,668 | $2.27M | 0.10% | +1,079+19.3% | Added |
| Pictet & Cie (Europe) SA | 6,643 | $2.26M | 0.04% | +118+1.8% | Added |
| Nicholson Wealth Management Group, LLC | 6,596 | $2.25M | 1.33% | −160−2.4% | Reduced |
| Axq Capital, LP | 6,589 | $2.25M | 0.24% | +6,589 | New |
| Family Legacy, Inc. | 6,553 | $2.23M | 0.60% | −35−0.5% | Reduced |
| Inscription Capital, LLC | 6,541 | $2.23M | 0.20% | +752+13.0% | Added |
| Paradigm Financial Partners, LLC | 6,530 | $2.22M | 0.20% | +3,070+88.7% | Added |
| Modern Wealth Management, LLC | 6,497 | $2.21M | 0.03% | +2,112+48.2% | Added |
| Eastern Bank | 6,496 | $2.21M | 0.03% | −465−6.7% | Reduced |
| McMillan Office, Inc. | 6,486 | $2.21M | 0.25% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,456 | $2.20M | 0.21% | +1,392+27.5% | Added |
| Lyell Wealth Management, LP | 6,446 | $2.20M | 0.13% | +6,446 | New |
| Demars Financial Group, LLC | 6,442 | $2.19M | 0.61% | +722+12.6% | Added |
| Mosaic Family Wealth Partners, LLC | 6,420 | $2.19M | 0.15% | +5,802+938.8% | Added |
| Mutual Advisors, LLC | 6,416 | $2.19M | 0.04% | +206+3.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 6,399 | $2.18M | 0.01% | −724−10.2% | Reduced |
| PFS Partners, LLC | 6,393 | $2.18M | 0.88% | +3,005+88.7% | Added |
| Fruth Investment Management | 6,366 | $2.17M | 0.52% | −120−1.9% | Reduced |
| Jefferson Bridge Capital, LLC | 6,355 | $2.17M | 1.88% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,167 | $2.16M | 0.59% | +716+13.1% | Added |
| AustralianSuper Pty Ltd | 6,336 | $2.16M | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 6,295 | $2.14M | 0.14% | −44−0.7% | Reduced |
| RiverFront Investment Group, LLC | 6,275 | $2.14M | 0.03% | +987+18.7% | Added |
| National Asset Management, Inc. | 6,220 | $2.14M | 0.12% | −404−6.1% | Reduced |
| TD Private Client Wealth LLC | 6,254 | $2.13M | 0.04% | +1,686+36.9% | Added |
| Davidson Trust Co | 6,253 | $2.13M | 0.83% | −87−1.4% | Reduced |
| Cunning Capital Partners, LP | 6,229 | $2.12M | 0.86% | 00.0% | Unchanged |
| Resources Management Corp | 6,205 | $2.11M | 0.27% | −100−1.6% | Reduced |
| Schear Investment Advisers, LLC | 6,154 | $2.10M | 0.70% | −24−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 6,118 | $2.08M | 0.12% | +2,543+71.1% | Added |
| Integrity Alliance, LLC. | 6,107 | $2.08M | 0.07% | +596+10.8% | Added |
| Gilliland Jeter Wealth Management LLC | 6,050 | $2.06M | 0.54% | −112−1.8% | Reduced |
| Thompson Davis & Co., Inc. | 6,025 | $2.05M | 1.23% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 6,008 | $2.05M | 0.07% | +8+0.1% | Added |
| Nichols & Pratt Advisers LLP | 6,005 | $2.05M | 0.12% | +164+2.8% | Added |
| Ballast, Inc. | 5,986 | $2.04M | 0.38% | +1,175+24.4% | Added |
| TCW Group Inc | 5,979 | $2.04M | 0.01% | −73−1.2% | Reduced |
| Thoroughbred Financial Services, LLC | 5,974 | $2.04M | 0.10% | −25−0.4% | Reduced |
| Headlands Technologies LLC | 5,961 | $2.03M | 0.22% | −3,393−36.3% | Reduced |
| Old Point Trust & Financial Services N A | 5,926 | $2.02M | 0.61% | +720+13.8% | Added |
| Aaron Wealth Advisors | 5,915 | $2.02M | 0.10% | +1,101+22.9% | Added |
| Parsons Capital Management Inc | 5,903 | $2.01M | 0.09% | +721+13.9% | Added |
| Sierra Summit Advisors LLC | 5,872 | $2.00M | 0.22% | +88+1.5% | Added |
| Wedmont Private Capital | 5,743 | $2.00M | 0.05% | +359+6.7% | Added |
| Ambassador Advisors, LLC | 5,821 | $1.98M | 0.24% | −1,614−21.7% | Reduced |
| Sage Capital Advisors,llc | 5,816 | $1.98M | 0.41% | +151+2.7% | Added |
| Stablepoint Partners, LLC | 5,802 | $1.98M | 0.27% | +28+0.5% | Added |
| IHT Wealth Management, LLC | 5,783 | $1.97M | 0.04% | −33−0.6% | Reduced |
| Guyasuta Investment Advisors Inc | 5,749 | $1.96M | 0.10% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,729 | $1.95M | 0.06% | −1,217−17.5% | Reduced |
| Berkeley Capital Partners, LLC | 5,724 | $1.95M | 0.40% | +69+1.2% | Added |
| Vavra Capital Management, LLC | 5,701 | $1.94M | 1.70% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,695 | $1.94M | 0.07% | −1,421−20.0% | Reduced |
| Jacobi Capital Management LLC | 5,694 | $1.94M | 0.09% | +98+1.8% | Added |
| Exeter Financial, LLC | 5,687 | $1.94M | 0.74% | −80−1.4% | Reduced |
| Game Plan Financial Advisors, LLC | 5,624 | $1.92M | 0.71% | +4,950+734.4% | Added |
| Snowden Capital Advisors LLC | 5,601 | $1.91M | 0.05% | +300+5.7% | Added |
| Bridges Investment Management Inc | 5,601 | $1.91M | 0.02% | +1,344+31.6% | Added |
| Waddell & Associates, LLC | 5,596 | $1.91M | 0.09% | +494+9.7% | Added |
| Valmark Advisers, Inc. | 5,594 | $1.91M | 0.02% | −129−2.3% | Reduced |
| Field & Main Bank | 5,587 | $1.90M | 0.39% | +80+1.5% | Added |
| Crestwood Advisors Group LLC | 5,583 | $1.90M | 0.03% | +742+15.3% | Added |
| Roxbury Financial LLC | 5,561 | $1.90M | 1.50% | +78+1.4% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,559 | $1.89M | 0.22% | +150+2.8% | Added |
| Virtus Investment Advisers, Inc. | 5,554 | $1.89M | 0.44% | −740−11.8% | Reduced |
| Essex Financial Services, Inc. | 5,510 | $1.88M | 0.09% | −59−1.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,464 | $1.86M | 0.10% | −296−5.1% | Reduced |
| Magnolia Capital Advisors LLC | 5,442 | $1.85M | 0.32% | +584+12.0% | Added |
| First National Trust Co | 5,418 | $1.85M | 0.06% | −1,517−21.9% | Reduced |