Chubb Ltd (CB) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,179
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Hilton Head Capital Partners#1301 · 1,863 sh | 1,863 | $634.8K | — | -3.9% |
| 1302 | MCF Advisors#1302 · 1,854 sh | 1,854 | $633.6K | 0.02% | 0.0% |
| 1303 | Investment Research Partners#1303 · 1,850 sh | 1,850 | $630.4K | — | +21.4% |
| 1304 | CHILDRESS CAPITAL ADVISORS#1304 · 1,848 sh | 1,848 | $629.5K | 0.10% | -5.4% |
| 1305 | Collaborative Fund Advisors#1305 · 1,846 sh | 1,846 | $629.0K | 0.37% | +6.3% |
| 1306 | Apella Capital#1306 · 1,741 sh | 1,741 | $625.7K | — | +4.1% |
| 1307 | FSM Wealth Advisors#1307 · 1,831 sh | 1,831 | $624.0K | 0.07% | +1.4% |
| 1308 | Kathmere Capital Management#1308 · 1,823 sh | 1,823 | $621.2K | — | +31.6% |
| 1309 | First County Bank#1309 · 1,822 sh | 1,822 | $620.8K | — | +2.8% |
| 1310 | Atlanta Consulting Group Advisors#1310 · 1,818 sh | 1,818 | $619.5K | 0.10% | -6.0% |
| 1311 | Phillips Wealth Planners#1311 · 1,724 sh | 1,724 | $619.4K | 0.46% | +0.5% |
| 1312 | May Hill Capital#1312 · 1,815 sh | 1,815 | $618.3K | 0.13% | +2.5% |
| 1313 | DAGCO#1313 · 1,813 sh | 1,813 | $617.8K | — | +7.0% |
| 1314 | HARBOR INVESTMENT ADVISORY#1314 · 1,810 sh | 1,810 | $616.7K | — | +9.4% |
| 1315 | CARY STREET PARTNERS INVESTMENT ADVISORY#1315 · 1,792 sh | 1,792 | $610.6K | 0.12% | -2.3% |
| 1316 | Global X Japan , Ltd.#1316 · 1,792 sh | 1,792 | $610.6K | — | -10.6% |
| 1317 | Ronald Blue#1317 · 1,778 sh | 1,778 | $605.8K | — | -15.6% |
| 1318 | Mayflower Financial Advisors#1318 · 1,776 sh | 1,776 | $605.2K | 0.05% | -1.1% |
| 1319 | Investment Partners Asset Management#1319 · 1,774 sh | 1,774 | $604.5K | — | -1.1% |
| 1320 | INDEPENDENT FINANCIAL GROUP#1320 · 1,773 sh | 1,773 | $604.2K | — | +9.2% |
| 1321 | Aprio Wealth Management#1321 · 1,772 sh | 1,772 | $603.9K | 0.03% | -6.9% |
| 1322 | Compagnie Lombard Odier SCmA#1322 · 1,765 sh | 1,765 | $601.4K | <0.01% | -31.2% |
| 1323 | COERENTE CAPITAL MANAGEMENT#1323 · 1,765 sh | 1,765 | $601.4K | 0.11% | +0.9% |
| 1324 | NORTHEAST INVESTMENT MANAGEMENT#1324 · 1,763 sh | 1,763 | $600.7K | 0.02% | -4.2% |
| 1325 | Versant Capital Management#1325 · 1,763 sh | 1,763 | $600.7K | — | +37.9% |
| 1326 | Tandem Wealth Advisors#1326 · 1,750 sh | 1,750 | $596.3K | 0.24% | +6.7% |
| 1327 | Prestige Wealth Management Group#1327 · 1,743 sh | 1,743 | $595.7K | 0.11% | +33.0% |
| 1328 | StrongBox Wealth#1328 · 1,744 sh | 1,744 | $594.3K | 0.17% | +0.9% |
| 1329 | Quent Capital#1329 · 1,724 sh | 1,724 | $587.5K | 0.04% | +35.7% |
| 1330 | 3Chopt Investment Partners#1330 · 1,716 sh | 1,716 | $586.3K | 0.11% | +11.1% |
| 1331 | Wagner Wealth Management#1331 · 1,710 sh | 1,710 | $582.7K | — | -2.3% |
| 1332 | Tributary Capital Management#1332 · 1,705 sh | 1,705 | $581.0K | 0.05% | 0.0% |
| 1333 | Rede Wealth#1333 · 1,703 sh | 1,703 | $580.3K | — | 0.0% |
| 1334 | Legal Advantage Investments#1334 · 1,700 sh | 1,700 | $579.3K | — | -2.9% |
| 1335 | Ameritas Advisory Services#1335 · 1,699 sh | 1,699 | $578.8K | 0.01% | -48.0% |
| 1336 | OKABENA INVESTMENT SERVICES#1336 · 1,696 sh | 1,696 | $577.9K | 0.10% | 0.0% |
| 1337 | Gladstone Institutional Advisory#1337 · 1,695 sh | 1,695 | $577.6K | 0.02% | -2.6% |
| 1338 | FIDUCIARY FAMILY OFFICE#1338 · 1,693 sh | 1,693 | $576.9K | 0.14% | +43.8% |
| 1339 | 1834 INVESTMENT ADVISORS#1339 · 1,692 sh | 1,692 | $576.5K | — | +3.9% |
| 1340 | Clearwave Capital#1340 · 1,690 sh | 1,690 | $575.7K | 0.32% | +0.3% |
| 1341 | E&G Advisors#1341 · 1,689 sh | 1,689 | $575.5K | — | 0.0% |
| 1342 | TILIA FIDUCIARY PARTNERS#1342 · 1,681 sh | 1,681 | $572.8K | — | -1.3% |
| 1343 | Avail Investment Partners#1343 · 1,679 sh | 1,679 | $572.1K | — | +38.0% |
| 1344 | Bill Few Associates#1344 · 1,677 sh | 1,677 | $571.3K | — | +112.0% |
| 1345 | Clearstead#1345 · 1,671 sh | 1,671 | $569.3K | 0.07% | +2.1% |
| 1346 | SOUTH PLAINS FINANCIAL#1346 · 1,655 sh | 1,655 | $563.9K | 0.30% | -1.6% |
| 1347 | CONNING#1347 · 1,648 sh | 1,648 | $561.5K | 0.02% | 0.0% |
| 1348 | MFA Wealth Services#1348 · 1,638 sh | 1,638 | $558.2K | — | -3.7% |
| 1349 | Bank of New Hampshire#1349 · 1,637 sh | 1,637 | $557.8K | — | 0.0% |
| 1350 | Strategic Wealth Partners, Ltd.#1350 · 1,632 sh | 1,632 | $556.2K | 0.03% | -7.7% |
| 1351 | PGIM Custom Harvest#1351 · 1,631 sh | 1,631 | $555.9K | <0.01% | +17.5% |
| 1352 | Edgestream Partners, L.P.#1352 · 1,623 sh | 1,623 | $553.0K | 0.02% | +48.5% |
| 1353 | W.H. Cornerstone Investments#1353 · 1,619 sh | 1,619 | $551.8K | 0.31% | +36.3% |
| 1354 | Empower Advisory Group#1354 · 1,618 sh | 1,618 | $551.3K | <0.01% | +7.4% |
| 1355 | ATLAS CAPITAL ADVISORS#1355 · 1,614 sh | 1,614 | $550.0K | 0.06% | 0.0% |
| 1356 | State of Wyoming#1356 · 1,613 sh | 1,613 | $549.6K | 0.06% | +34.2% |
| 1357 | Pinnacle Wealth Planning Services#1357 · 1,612 sh | 1,612 | $549.3K | 0.05% | +1.2% |
| 1358 | Nilsine Partners#1358 · 1,606 sh | 1,606 | $547.2K | 0.04% | +1.5% |
| 1359 | GHP Investment Advisors#1359 · 1,605 sh | 1,605 | $546.9K | — | 0.0% |
| 1360 | Interchange Capital Partners#1360 · 1,605 sh | 1,605 | $546.9K | 0.10% | +19.1% |
| 1361 | Flatrock Wealth Partners#1361 · 1,596 sh | 1,596 | $545.2K | 0.21% | +8.1% |
| 1362 | ELEVATUS WELATH MANAGEMENT#1362 · 1,597 sh | 1,597 | $544.2K | — | New |
| 1363 | PATRON PARTNERS#1363 · 1,596 sh | 1,596 | $543.8K | 0.21% | -5.6% |
| 1364 | Bell Bank#1364 · 1,595 sh | 1,595 | $543.5K | — | -7.9% |
| 1365 | FLORIDA FINANCIAL ADVISORS#1365 · 1,593 sh | 1,593 | $543.4K | 0.09% | +10.0% |
| 1366 | Defiance ETFs#1366 · 1,544 sh | 1,544 | $543.1K | <0.01% | +18.4% |
| 1367 | Eagle Bluffs Wealth Management#1367 · 1,586 sh | 1,586 | $542.1K | — | -2.8% |
| 1368 | Aspire Growth Partners#1368 · 1,589 sh | 1,589 | $541.3K | 0.31% | -2.6% |
| 1369 | Zhang Financial#1369 · 1,586 sh | 1,586 | $540.4K | 0.02% | +0.8% |
| 1370 | FOSTER DYKEMA CABOT & PARTNERS#1370 · 1,576 sh | 1,576 | $538.2K | 0.03% | 0.0% |
| 1371 | Quotient Wealth Partners#1371 · 1,573 sh | 1,573 | $536.1K | 0.01% | +11.1% |
| 1372 | Ethos Financial Group#1372 · 1,481 sh | 1,481 | $536.0K | 0.04% | -4.6% |
| 1373 | Bridgewater Advisors#1373 · 1,560 sh | 1,560 | $533.5K | 0.03% | -1.9% |
| 1374 | Oslo Pensjonsforsikring AS#1374 · 1,562 sh | 1,562 | $532.2K | — | +20.7% |
| 1375 | Heron Bay Capital Management#1375 · 1,545 sh | 1,545 | $526.4K | 0.05% | 0.0% |
| 1376 | Madrid Wealth Management#1376 · 1,545 sh | 1,545 | $526.4K | — | 0.0% |
| 1377 | ASSOCIATED BANC#1377 · 1,543 sh | 1,543 | $525.8K | 0.01% | -3.7% |
| 1378 | Freestone Capital#1378 · 1,542 sh | 1,542 | $525.4K | 0.01% | -3.1% |
| 1379 | Palisade Asset Management#1379 · 1,541 sh | 1,541 | $525.1K | 0.05% | 0.0% |
| 1380 | Vermillion & White Wealth Management Group#1380 · 1,540 sh | 1,540 | $524.7K | 0.27% | New |
| 1381 | OneAscent Financial Services#1381 · 1,534 sh | 1,534 | $522.6K | 0.03% | New |
| 1382 | OneAscent Wealth Management#1382 · 1,533 sh | 1,533 | $522.4K | 0.16% | New |
| 1383 | ABLES, IANNONE, MOORE & ASSOCIATES#1383 · 1,531 sh | 1,531 | $521.7K | — | 0.0% |
| 1384 | MAINSAIL ASSET MANAGEMENT#1384 · 1,479 sh | 1,479 | $520.8K | — | -31.3% |
| 1385 | BSW Wealth Partners#1385 · 1,528 sh | 1,528 | $520.5K | 0.06% | -34.1% |
| 1386 | Summit Global Investments#1386 · 1,525 sh | 1,525 | $520.0K | 0.03% | -17.1% |
| 1387 | KORNITZER CAPITAL MANAGEMENT#1387 · 1,525 sh | 1,525 | $519.6K | 0.01% | +65.0% |
| 1388 | Broyhill Asset Management#1388 · 1,523 sh | 1,523 | $518.9K | 0.46% | 0.0% |
| 1389 | BIP Wealth#1389 · 1,520 sh | 1,520 | $517.9K | — | +5.4% |
| 1390 | Evernest Financial Advisors#1390 · 1,518 sh | 1,518 | $517.1K | 0.11% | -1.9% |
| 1391 | HANTZ FINANCIAL SERVICES#1391 · 1,513 sh | 1,513 | $516.0K | <0.01% | -14.6% |
| 1392 | Ballast Rock Private Wealth#1392 · 1,503 sh | 1,503 | $513.7K | — | +0.2% |
| 1393 | STEINBERG ASSET MANAGEMENT#1393 · 1,500 sh | 1,500 | $512.6K | 0.32% | 0.0% |
| 1394 | ROBERTS GLORE#1394 · 1,503 sh | 1,503 | $512.1K | 0.13% | 0.0% |
| 1395 | LeClair Wealth Partners#1395 · 1,486 sh | 1,486 | $506.3K | 0.26% | -24.9% |
| 1396 | Steigerwald, Gordon & Koch#1396 · 1,480 sh | 1,480 | $504.3K | 0.05% | -27.6% |
| 1397 | Cushing Capital Partners#1397 · 1,480 sh | 1,480 | $504.2K | — | -0.9% |
| 1398 | Salvus Wealth Management#1398 · 1,479 sh | 1,479 | $504.0K | — | -10.7% |
| 1399 | Astoria Portfolio Advisors#1399 · 1,472 sh | 1,472 | $501.4K | 0.08% | -1.1% |
| 1400 | Wealth Science Advisors#1400 · 1,468 sh | 1,468 | $500.2K | — | -6.9% |
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.