Chubb Ltd (CB) — Institutional Holders, Q2 2026 (page 11)
2,179 institutional investment managers reported a CB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $119.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CB 13F holders ranked 1,001–1,100 of 2,179
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Advisory Resource Group#1001 · 4,119 sh | 4,119 | $1.4M | — | -8.7% |
| 1002 | Asset Management#1002 · 4,096 sh | 4,096 | $1.4M | 0.09% | -1.8% |
| 1003 | Stamos Capital Partners, L.P.#1003 · 4,090 sh | 4,090 | $1.4M | 0.21% | -3.4% |
| 1004 | One Wealth Advisors#1004 · 4,055 sh | 4,055 | $1.4M | 0.15% | +23.5% |
| 1005 | Pinnacle Wealth Management Advisory Group#1005 · 4,040 sh | 4,040 | $1.4M | — | +3.6% |
| 1006 | Cove Private Wealth#1006 · 4,015 sh | 4,015 | $1.4M | 0.26% | +36.8% |
| 1007 | TigerOak Management, L.L.C.#1007 · 3,961 sh | 3,961 | $1.3M | — | -0.1% |
| 1008 | TIAA Wealth Investment Management#1008 · 3,953 sh | 3,953 | $1.3M | <0.01% | -2.2% |
| 1009 | Formidable Asset Management#1009 · 4,126 sh | 4,126 | $1.3M | 0.21% | -2.6% |
| 1010 | Excelsior Advisor Network#1010 · 3,936 sh | 3,936 | $1.3M | 0.18% | +474.6% |
| 1011 | Hartford Funds Management#1011 · 3,918 sh | 3,918 | $1.3M | 0.11% | +6.4% |
| 1012 | Gryphon Financial Partners#1012 · 3,911 sh | 3,911 | $1.3M | 0.12% | -1.6% |
| 1013 | Lansing Street Advisors#1013 · 3,888 sh | 3,888 | $1.3M | 0.28% | 0.0% |
| 1014 | Baker Avenue Asset Management#1014 · 3,898 sh | 3,898 | $1.3M | 0.03% | +46.5% |
| 1015 | Fairtree Asset Management (Pty) Ltd#1015 · 3,880 sh | 3,880 | $1.3M | 0.51% | 0.0% |
| 1016 | Pekin Hardy Strauss#1016 · 3,876 sh | 3,876 | $1.3M | 0.12% | -8.6% |
| 1017 | STOCK YARDS BANK#1017 · 3,795 sh | 3,795 | $1.3M | 0.04% | -7.6% |
| 1018 | Newbridge Financial Services Group#1018 · 3,785 sh | 3,785 | $1.3M | — | -2.3% |
| 1019 | Obermeyer Wealth Partners#1019 · 3,773 sh | 3,773 | $1.3M | — | -4.8% |
| 1020 | Grey Ledge Advisors#1020 · 3,772 sh | 3,772 | $1.3M | 0.26% | -3.5% |
| 1021 | Lakeside Advisors#1021 · 3,768 sh | 3,768 | $1.3M | — | 0.0% |
| 1022 | Sigma Planning#1022 · 3,722 sh | 3,722 | $1.3M | — | +5.3% |
| 1023 | Advisors Asset Management#1023 · 3,722 sh | 3,722 | $1.3M | 0.02% | -5.7% |
| 1024 | Financial Engines Advisors L.L.C.#1024 · 3,717 sh | 3,717 | $1.3M | <0.01% | +271.3% |
| 1025 | X-Square Capital#1025 · 3,714 sh | 3,714 | $1.3M | 0.32% | +2.1% |
| 1026 | TRB Wealth Management#1026 · 3,715 sh | 3,715 | $1.3M | 0.17% | +24.5% |
| 1027 | EPIQ PARTNERS#1027 · 3,714 sh | 3,714 | $1.3M | — | 0.0% |
| 1028 | Turtle Creek Wealth Advisors#1028 · 3,711 sh | 3,711 | $1.3M | — | +10.3% |
| 1029 | CATALYST FINANCIAL PARTNERS#1029 · 3,676 sh | 3,676 | $1.3M | 0.12% | +25.2% |
| 1030 | Asset Dedication#1030 · 3,670 sh | 3,670 | $1.3M | 0.08% | -4.8% |
| 1031 | Valeo Financial Advisors#1031 · 3,651 sh | 3,651 | $1.2M | — | +17.9% |
| 1032 | MITCHELL MCLEOD PUGH & WILLIAMS#1032 · 3,650 sh | 3,650 | $1.2M | 0.15% | 0.0% |
| 1033 | CENTRAL VALLEY ADVISORS#1033 · 3,646 sh | 3,646 | $1.2M | 0.32% | -12.3% |
| 1034 | SAXON INTERESTS#1034 · 3,642 sh | 3,642 | $1.2M | — | -5.2% |
| 1035 | Catalyst Funds Management Pty Ltd#1035 · 3,641 sh | 3,641 | $1.2M | 0.07% | +117.0% |
| 1036 | SPINNAKER#1036 · 3,632 sh | 3,632 | $1.2M | 0.06% | +0.7% |
| 1037 | CENTRAL#1037 · 3,630 sh | 3,630 | $1.2M | 0.02% | -0.6% |
| 1038 | Archer Investment#1038 · 3,627 sh | 3,627 | $1.2M | 0.24% | +2755.9% |
| 1039 | PICTON MAHONEY ASSET MANAGEMENT#1039 · 3,625 sh | 3,625 | $1.2M | <0.01% | -25.5% |
| 1040 | Principle Wealth Partners#1040 · 3,616 sh | 3,616 | $1.2M | 0.06% | +3.3% |
| 1041 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1041 · 3,450 sh | 3,450 | $1.2M | 0.07% | +5.7% |
| 1042 | RiverPark Advisors#1042 · 3,528 sh | 3,528 | $1.2M | 0.55% | +31.7% |
| 1043 | KRS Capital Management#1043 · 3,518 sh | 3,518 | $1.2M | — | -0.1% |
| 1044 | TRIGLAV SKLADI, D.O.O.#1044 · 3,500 sh | 3,500 | $1.2M | 0.06% | 0.0% |
| 1045 | JACKSON THORNTON WEALTH MANAGEMENT#1045 · 3,492 sh | 3,492 | $1.2M | 0.09% | +7.8% |
| 1046 | Mattern Wealth Management#1046 · 3,481 sh | 3,481 | $1.2M | 0.19% | 0.0% |
| 1047 | Sentry#1047 · 3,461 sh | 3,461 | $1.2M | 0.33% | 0.0% |
| 1048 | Emprise Bank#1048 · 3,453 sh | 3,453 | $1.2M | — | -0.9% |
| 1049 | Sippican Capital Advisors#1049 · 3,450 sh | 3,450 | $1.2M | — | 0.0% |
| 1050 | SYM FINANCIAL#1050 · 3,447 sh | 3,447 | $1.2M | — | +0.9% |
| 1051 | Norman Fields, Gottscho Capital Management#1051 · 3,427 sh | 3,427 | $1.2M | — | -2.0% |
| 1052 | SVB WEALTH#1052 · 3,422 sh | 3,422 | $1.2M | 0.07% | -0.8% |
| 1053 | Atlas Legacy Advisors#1053 · 3,479 sh | 3,479 | $1.2M | 0.17% | +17.3% |
| 1054 | VisionPoint Advisory Group#1054 · 3,405 sh | 3,405 | $1.2M | — | -2.3% |
| 1055 | Harbour Capital Advisors#1055 · 3,321 sh | 3,321 | $1.2M | — | -2.8% |
| 1056 | Gratus Wealth Advisors#1056 · 3,387 sh | 3,387 | $1.2M | — | 0.0% |
| 1057 | American Investment Advisors#1057 · 3,386 sh | 3,386 | $1.2M | 0.57% | 0.0% |
| 1058 | Financial Security Advisor#1058 · 3,369 sh | 3,369 | $1.2M | 0.19% | -3.3% |
| 1059 | LCNB#1059 · 3,378 sh | 3,378 | $1.2M | 0.35% | -3.9% |
| 1060 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1060 · 3,377 sh | 3,377 | $1.2M | 0.02% | +50.7% |
| 1061 | STONEBRIDGE CAPITAL MANAGEMENT#1061 · 3,367 sh | 3,367 | $1.1M | 0.55% | -18.7% |
| 1062 | Checchi Capital Advisers#1062 · 3,366 sh | 3,366 | $1.1M | 0.05% | -2.6% |
| 1063 | CIGNA INVESTMENTS#1063 · 3,362 sh | 3,362 | $1.1M | — | -4.0% |
| 1064 | Robertson Stephens Wealth Management#1064 · 3,333 sh | 3,333 | $1.1M | — | -0.3% |
| 1065 | Diversify Advisory Services#1065 · 3,170 sh | 3,170 | $1.1M | — | New |
| 1066 | DIVERSIFY WEALTH MANAGEMENT#1066 · 3,170 sh | 3,170 | $1.1M | — | +11.7% |
| 1067 | FC Advisory#1067 · 3,330 sh | 3,330 | $1.1M | — | -16.0% |
| 1068 | 71 West Capital Partners#1068 · 3,299 sh | 3,299 | $1.1M | 0.04% | +62.1% |
| 1069 | Granite Investment Partners#1069 · 3,296 sh | 3,296 | $1.1M | 0.06% | +14.2% |
| 1070 | EDMOND DE ROTHSCHILD HOLDING S.A.#1070 · 3,275 sh | 3,275 | $1.1M | 0.01% | 0.0% |
| 1071 | Keel Point#1071 · 3,265 sh | 3,265 | $1.1M | 0.07% | +10.4% |
| 1072 | SageView Advisory Group#1072 · 3,249 sh | 3,249 | $1.1M | 0.04% | +4.0% |
| 1073 | Bryn Mawr Advisors#1073 · 3,243 sh | 3,243 | $1.1M | 0.05% | +4.7% |
| 1074 | Resurgent Financial Advisors#1074 · 3,220 sh | 3,220 | $1.1M | 0.31% | +17.8% |
| 1075 | FLAGSHIP HARBOR ADVISORS#1075 · 3,211 sh | 3,211 | $1.1M | — | 0.0% |
| 1076 | Mill Capital Management#1076 · 3,210 sh | 3,210 | $1.1M | — | 0.0% |
| 1077 | NORTHSTAR ASSET MANAGEMENT#1077 · 3,040 sh | 3,040 | $1.1M | — | 0.0% |
| 1078 | Vann Equity Management#1078 · 3,208 sh | 3,208 | $1.1M | — | +28.7% |
| 1079 | Welch Group#1079 · 3,204 sh | 3,204 | $1.1M | 0.04% | 0.0% |
| 1080 | Advisory Alpha#1080 · 3,200 sh | 3,200 | $1.1M | 0.03% | +96.2% |
| 1081 | Soltis Investment Advisors#1081 · 3,194 sh | 3,194 | $1.1M | 0.06% | +4.0% |
| 1082 | QTR Family Wealth#1082 · 3,190 sh | 3,190 | $1.1M | 0.38% | +8.8% |
| 1083 | Essential Partners#1083 · 3,190 sh | 3,190 | $1.1M | — | -4.6% |
| 1084 | Grove Bank#1084 · 3,169 sh | 3,169 | $1.1M | — | +7.2% |
| 1085 | DRIVE WEALTH MANAGEMENT#1085 · 3,148 sh | 3,148 | $1.1M | 0.19% | +29.9% |
| 1086 | Invera Wealth Advisors#1086 · 3,156 sh | 3,156 | $1.1M | 0.58% | -12.5% |
| 1087 | First Bank#1087 · 3,149 sh | 3,149 | $1.1M | — | +0.1% |
| 1088 | MITCHELL SINKLER & STARR#1088 · 3,141 sh | 3,141 | $1.1M | — | -0.3% |
| 1089 | First American Bank#1089 · 3,134 sh | 3,134 | $1.1M | 0.06% | 0.0% |
| 1090 | ZEGA Investments#1090 · 3,125 sh | 3,125 | $1.1M | 0.11% | New |
| 1091 | Pure Financial Advisors#1091 · 3,118 sh | 3,118 | $1.1M | 0.01% | +20.8% |
| 1092 | Columbia Asset Management#1092 · 3,112 sh | 3,112 | $1.1M | — | -5.6% |
| 1093 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1093 · 3,104 sh | 3,104 | $1.1M | — | +5.1% |
| 1094 | Stanley-Laman Group, Ltd.#1094 · 3,101 sh | 3,101 | $1.1M | — | -2.7% |
| 1095 | NATURAL INVESTMENTS#1095 · 3,100 sh | 3,100 | $1.1M | 0.23% | +0.7% |
| 1096 | Meridian Wealth Advisors#1096 · 3,098 sh | 3,098 | $1.1M | 0.12% | -0.6% |
| 1097 | CASTLEKEEP INVESTMENT ADVISORS#1097 · 3,078 sh | 3,078 | $1.0M | 0.53% | -6.7% |
| 1098 | Carnegie Lake Advisors#1098 · 3,075 sh | 3,075 | $1.0M | 0.39% | -7.5% |
| 1099 | Advyzon Investment Management#1099 · 3,070 sh | 3,070 | $1.0M | 0.08% | -8.9% |
| 1100 | CIM INVESTMENT MANAGEMENT#1100 · 3,054 sh | 3,054 | $1.0M | 0.25% | -9.1% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.