Chubb Ltd (CB) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,179
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Manchester Capital Management#1401 · 1,459 sh | 1,459 | $497.1K | — | +1.7% |
| 1402 | Pointe Capital Management#1402 · 1,459 sh | 1,459 | $497.1K | 0.22% | +1.4% |
| 1403 | MQS Management#1403 · 1,457 sh | 1,457 | $496.5K | 0.61% | New |
| 1404 | Simplicity Wealth#1404 · 1,456 sh | 1,456 | $496.2K | — | +36.3% |
| 1405 | UNIVEST FINANCIAL#1405 · 1,452 sh | 1,452 | $494.8K | 0.02% | -0.1% |
| 1406 | Root Financial Partners#1406 · 1,450 sh | 1,450 | $494.1K | — | +26.3% |
| 1407 | Strong Retirement Solutions#1407 · 1,449 sh | 1,449 | $493.7K | — | -37.1% |
| 1408 | Optas#1408 · 1,435 sh | 1,435 | $489.0K | 0.07% | +12.3% |
| 1409 | SFMG#1409 · 1,431 sh | 1,431 | $487.4K | 0.03% | +9.2% |
| 1410 | SAPIENT CAPITAL#1410 · 1,416 sh | 1,416 | $483.9K | — | -48.8% |
| 1411 | First Western Bank#1411 · 1,419 sh | 1,419 | $483.5K | 0.02% | +0.2% |
| 1412 | IFC Advisors#1412 · 1,419 sh | 1,419 | $483.5K | 0.06% | +8.4% |
| 1413 | Cornerstone Advisory#1413 · 1,410 sh | 1,410 | $480.6K | 0.04% | +4.0% |
| 1414 | Moss Adams Wealth Advisors#1414 · 1,401 sh | 1,401 | $478.8K | 0.03% | -2.8% |
| 1415 | MJP ASSOCIATES#1415 · 1,404 sh | 1,404 | $478.5K | 0.05% | -17.2% |
| 1416 | LYNCH & ASSOCIATES#1416 · 1,401 sh | 1,401 | $477.4K | — | +16.2% |
| 1417 | Carson Advisory#1417 · 1,398 sh | 1,398 | $476.4K | 0.22% | +1.3% |
| 1418 | AM INVESTMENT STRATEGIES#1418 · 1,391 sh | 1,391 | $474.0K | 0.09% | -3.5% |
| 1419 | EARNED WEALTH ADVISORS#1419 · 1,385 sh | 1,385 | $472.0K | 0.03% | -49.8% |
| 1420 | Klingman & Associates#1420 · 1,385 sh | 1,385 | $471.9K | — | +1.3% |
| 1421 | Worthington Financial Partners#1421 · 1,381 sh | 1,381 | $470.6K | — | 0.0% |
| 1422 | COURIER CAPITAL#1422 · 1,374 sh | 1,374 | $468.3K | — | 0.0% |
| 1423 | Evergreen Wealth Solutions#1423 · 1,359 sh | 1,359 | $468.3K | 0.02% | +25.3% |
| 1424 | CRUX WEALTH ADVISORS#1424 · 1,374 sh | 1,374 | $468.0K | 0.16% | +0.1% |
| 1425 | Independence Bank of Kentucky#1425 · 1,373 sh | 1,373 | $467.8K | — | -13.5% |
| 1426 | Wynn Capital#1426 · 1,372 sh | 1,372 | $467.5K | — | +6.6% |
| 1427 | Peak Planning Group#1427 · 1,368 sh | 1,368 | $466.2K | 0.11% | -6.8% |
| 1428 | Sterling Wealth Management#1428 · 1,355 sh | 1,355 | $461.7K | — | New |
| 1429 | Bollard Group#1429 · 1,347 sh | 1,347 | $459.0K | 0.01% | +0.2% |
| 1430 | 111 Capital#1430 · 1,347 sh | 1,347 | $459.0K | 0.08% | -25.5% |
| 1431 | Allegiance Financial Group Advisory Services#1431 · 1,342 sh | 1,342 | $458.7K | 0.08% | -2.3% |
| 1432 | Curat Global#1432 · 1,253 sh | 1,253 | $458.2K | — | -32.8% |
| 1433 | Councilmark Asset Management#1433 · 1,339 sh | 1,339 | $456.3K | — | 0.0% |
| 1434 | Flavin Financial Services#1434 · 1,338 sh | 1,338 | $455.9K | — | New |
| 1435 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#1435 · 1,336 sh | 1,336 | $455.2K | — | +8.9% |
| 1436 | Tyche Wealth Partners#1436 · 1,332 sh | 1,332 | $454.0K | 0.06% | +2.1% |
| 1437 | waypoint wealth counsel#1437 · 1,332 sh | 1,332 | $453.9K | — | -54.0% |
| 1438 | MBL Wealth#1438 · 1,332 sh | 1,332 | $453.9K | — | +22.9% |
| 1439 | Cerro Pacific Wealth Advisors#1439 · 1,331 sh | 1,331 | $453.5K | — | -2.5% |
| 1440 | RMR Capital Management#1440 · 1,325 sh | 1,325 | $451.5K | — | 0.0% |
| 1441 | LMR Partners LLP#1441 · 1,323 sh | 1,323 | $450.8K | <0.01% | New |
| 1442 | PACES FERRY WEALTH ADVISORS#1442 · 1,320 sh | 1,320 | $449.8K | 0.17% | -3.7% |
| 1443 | CenterBook Partners#1443 · 1,315 sh | 1,315 | $448.1K | 0.02% | -89.4% |
| 1444 | Northern Financial Advisors#1444 · 1,315 sh | 1,315 | $448.1K | 0.30% | +0.7% |
| 1445 | LightSquare Wealth Management#1445 · 1,314 sh | 1,314 | $447.6K | 0.31% | -17.7% |
| 1446 | ALERUS FINANCIAL NA#1446 · 1,311 sh | 1,311 | $446.7K | 0.02% | 0.0% |
| 1447 | STRATEGY ASSET MANAGERS#1447 · 1,310 sh | 1,310 | $446.3K | — | -1.1% |
| 1448 | Tradewinds#1448 · 51,046 sh | 51,046 | $445.3K | 0.10% | +6564.0% |
| 1449 | Revisor Wealth Management#1449 · 1,302 sh | 1,302 | $445.0K | — | -6.6% |
| 1450 | McAdam#1450 · 1,302 sh | 1,302 | $443.6K | — | New |
| 1451 | Orange Investment Advisors#1451 · 1,300 sh | 1,300 | $442.9K | — | +19.4% |
| 1452 | E Fund Management , Ltd.#1452 · 1,296 sh | 1,296 | $441.6K | <0.01% | -4.3% |
| 1453 | Strategic Investment Advisors / MI#1453 · 1,291 sh | 1,291 | $439.7K | 0.03% | -1.4% |
| 1454 | Strategic Advisors#1454 · 1,286 sh | 1,286 | $438.2K | — | -1.5% |
| 1455 | ZACKS INVESTMENT MANAGEMENT#1455 · 1,284 sh | 1,284 | $437.8K | <0.01% | +15.0% |
| 1456 | Odyssean#1456 · 1,280 sh | 1,280 | $436.1K | 0.07% | -52.4% |
| 1457 | BOOTHBAY FUND MANAGEMENT#1457 · 1,277 sh | 1,277 | $435.1K | <0.01% | -46.1% |
| 1458 | PROFFITT & GOODSON#1458 · 1,275 sh | 1,275 | $434.4K | 0.06% | +0.6% |
| 1459 | Integrated Advisors Network#1459 · 1,275 sh | 1,275 | $434.4K | — | -0.1% |
| 1460 | Accredited Investors#1460 · 1,268 sh | 1,268 | $432.1K | 0.02% | +23.3% |
| 1461 | Hennion & Walsh Asset Management#1461 · 1,268 sh | 1,268 | $432.1K | — | -0.8% |
| 1462 | Hemenway#1462 · 1,260 sh | 1,260 | $429.3K | 0.03% | -1.6% |
| 1463 | of the South#1463 · 1,258 sh | 1,258 | $428.7K | — | 0.0% |
| 1464 | Private Capital Management#1464 · 1,257 sh | 1,257 | $428.3K | 0.04% | 0.0% |
| 1465 | Elgethun Capital Management#1465 · 1,257 sh | 1,257 | $428.3K | 0.06% | +3.1% |
| 1466 | Linden Thomas Advisory Services#1466 · 1,257 sh | 1,257 | $428.3K | — | +15.0% |
| 1467 | Guardian Wealth Advisors#1467 · 1,257 sh | 1,257 | $428.3K | 0.21% | +4.2% |
| 1468 | Alta Advisers Ltd#1468 · 1,256 sh | 1,256 | $428.0K | 0.10% | -11.3% |
| 1469 | Quaker Wealth Management#1469 · 1,254 sh | 1,254 | $427.4K | — | +0.3% |
| 1470 | Campbell & Investment Adviser#1470 · 1,253 sh | 1,253 | $426.9K | 0.02% | New |
| 1471 | Tuttle Capital Management#1471 · 1,242 sh | 1,242 | $423.2K | — | New |
| 1472 | Portside Wealth Group#1472 · 1,236 sh | 1,236 | $421.2K | — | -0.8% |
| 1473 | Belpointe Asset Management#1473 · 1,235 sh | 1,235 | $421.0K | 0.01% | +0.2% |
| 1474 | Sage Financial Management Group#1474 · 1,235 sh | 1,235 | $420.8K | 0.12% | 0.0% |
| 1475 | Capital Analysts#1475 · 1,233 sh | 1,233 | $420.0K | <0.01% | +4.0% |
| 1476 | TOWER BRIDGE ADVISORS#1476 · 1,228 sh | 1,228 | $418.4K | 0.04% | 0.0% |
| 1477 | WETZEL INVESTMENT ADVISORS#1477 · 1,223 sh | 1,223 | $418.0K | — | -17.8% |
| 1478 | Naviter Wealth#1478 · 1,222 sh | 1,222 | $417.6K | 0.04% | +13.0% |
| 1479 | BlackDiamond Wealth Management#1479 · 1,198 sh | 1,198 | $417.3K | 0.17% | -5.0% |
| 1480 | Park Edge Advisors#1480 · 1,224 sh | 1,224 | $417.1K | 0.09% | 0.0% |
| 1481 | BostonPremier Wealth#1481 · 1,223 sh | 1,223 | $416.7K | — | 0.0% |
| 1482 | Corps Capital Advisors#1482 · 1,220 sh | 1,220 | $415.7K | 0.34% | 0.0% |
| 1483 | Planned Solutions#1483 · 1,219 sh | 1,219 | $415.4K | — | +7.9% |
| 1484 | CVA Family Office#1484 · 1,218 sh | 1,218 | $415.0K | 0.04% | -1.9% |
| 1485 | Discipline Wealth Solutions#1485 · 1,213 sh | 1,213 | $413.3K | — | -1.7% |
| 1486 | Pacific Capital Wealth Advisors#1486 · 1,212 sh | 1,212 | $413.0K | — | 0.0% |
| 1487 | JM2 Capital#1487 · 1,209 sh | 1,209 | $411.8K | — | -0.4% |
| 1488 | EVERMAY WEALTH MANAGEMENT#1488 · 1,207 sh | 1,207 | $411.5K | 0.04% | +10.6% |
| 1489 | PROMETHIUM ADVISORS#1489 · 1,203 sh | 1,203 | $411.1K | — | 0.0% |
| 1490 | Innovative Asset Advisors Group#1490 · 1,202 sh | 1,202 | $410.7K | 0.18% | +17.5% |
| 1491 | Cornerstone Wealth Group#1491 · 1,204 sh | 1,204 | $410.4K | 0.02% | +26.9% |
| 1492 | Busey Wealth Management#1492 · 1,203 sh | 1,203 | $409.9K | — | +15.1% |
| 1493 | Plancorp#1493 · 1,149 sh | 1,149 | $407.6K | <0.01% | -48.0% |
| 1494 | Alvarez & Marsal Private Wealth Partners#1494 · 1,194 sh | 1,194 | $406.8K | 0.05% | -39.4% |
| 1495 | Saturna Capital#1495 · 1,170 sh | 1,170 | $406.7K | <0.01% | 0.0% |
| 1496 | FUKOKU MUTUAL LIFE INSURANCE#1496 · 1,192 sh | 1,192 | $406.2K | 0.02% | 0.0% |
| 1497 | BROADWATER CAPITAL MANAGEMENT#1497 · 1,190 sh | 1,190 | $405.5K | 0.29% | 0.0% |
| 1498 | Arjuna Capital#1498 · 1,188 sh | 1,188 | $404.8K | 0.09% | +0.6% |
| 1499 | VICUS CAPITAL#1499 · 1,187 sh | 1,187 | $404.5K | 0.03% | -2.2% |
| 1500 | Sharp Financial Services#1500 · 1,182 sh | 1,182 | $402.8K | 0.19% | +9.2% |
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.