Chubb Ltd (CB) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,179
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | Montz Harcus Wealth Management#1801 · 669 sh | 669 | $227.8K | — | +3.9% |
| 1802 | BFSG#1802 · 668 sh | 668 | $227.7K | 0.02% | +89.2% |
| 1803 | Warren Street Wealth Advisors#1803 · 668 sh | 668 | $227.6K | 0.05% | +5.4% |
| 1804 | TOWNSQUARE CAPITAL#1804 · 666 sh | 666 | $227.0K | 0.04% | New |
| 1805 | WEDGE CAPITAL MANAGEMENT L L P#1805 · 666 sh | 666 | $226.9K | — | -14.2% |
| 1806 | SNOWWATER INVESTMENT PARTNERS#1806 · 660 sh | 660 | $225.5K | 0.16% | -7.2% |
| 1807 | Granite Harbor Advisors#1807 · 661 sh | 661 | $225.2K | 0.09% | +3.3% |
| 1808 | Meridian Financial Advisors#1808 · 661 sh | 661 | $225.2K | — | 0.0% |
| 1809 | Impact Investors#1809 · 660 sh | 660 | $224.9K | 0.16% | -35.8% |
| 1810 | TRAPHAGEN INVESTMENT ADVISORS#1810 · 658 sh | 658 | $224.2K | — | New |
| 1811 | Rockline Wealth Management#1811 · 657 sh | 657 | $223.9K | — | 0.0% |
| 1812 | DELTA ASSET MANAGEMENT#1812 · 657 sh | 657 | $223.9K | 0.02% | -1.5% |
| 1813 | Clear Retirement Advice#1813 · 656 sh | 656 | $223.5K | — | 0.0% |
| 1814 | TIEMANN INVESTMENT ADVISORS#1814 · 655 sh | 655 | $223.2K | 0.08% | -8.4% |
| 1815 | Reflection Asset Management#1815 · 655 sh | 655 | $223.2K | 0.10% | 0.0% |
| 1816 | OSBORNE PARTNERS CAPITAL MANAGEMENT#1816 · 653 sh | 653 | $222.5K | 0.01% | New |
| 1817 | Kelman-Lazarov#1817 · 653 sh | 653 | $222.5K | 0.03% | 0.0% |
| 1818 | Embree Financial Group#1818 · 652 sh | 652 | $222.2K | — | New |
| 1819 | Henrickson Nauta Wealth Advisors#1819 · 649 sh | 649 | $221.8K | 0.05% | -3.7% |
| 1820 | Bigelow Investment Advisors#1820 · 650 sh | 650 | $221.5K | — | 0.0% |
| 1821 | Five Oceans Advisors#1821 · 650 sh | 650 | $221.5K | — | +0.3% |
| 1822 | Tradition Wealth Management#1822 · 649 sh | 649 | $221.2K | 0.01% | +1.7% |
| 1823 | Trust Co#1823 · 649 sh | 649 | $221.1K | — | 0.0% |
| 1824 | EDMP#1824 · 648 sh | 648 | $220.8K | — | -38.6% |
| 1825 | HighRoad Wealth Advisors#1825 · 647 sh | 647 | $220.5K | — | 0.0% |
| 1826 | Quadrant Private Wealth Management#1826 · 644 sh | 644 | $220.1K | 0.05% | -3.3% |
| 1827 | Tactive Advisors#1827 · 643 sh | 643 | $219.0K | — | -0.3% |
| 1828 | Stonebridge Financial Group, / MO#1828 · 642 sh | 642 | $218.9K | 0.15% | New |
| 1829 | MARINO, STRAM & ASSOCIATES#1829 · 642 sh | 642 | $218.9K | — | +1.7% |
| 1830 | NTV ASSET MANAGEMENT#1830 · 636 sh | 636 | $216.7K | — | -2.2% |
| 1831 | SAGE RHINO CAPITAL#1831 · 636 sh | 636 | $216.7K | 0.04% | -1.9% |
| 1832 | Perennial Investment Advisors#1832 · 634 sh | 634 | $216.0K | 0.01% | +1.6% |
| 1833 | Leisure Capital Management#1833 · 633 sh | 633 | $215.7K | 0.07% | 0.0% |
| 1834 | MCDONALD PARTNERS#1834 · 633 sh | 633 | $215.7K | 0.05% | -8.9% |
| 1835 | Ifrah Financial Services#1835 · 633 sh | 633 | $215.7K | — | -1.1% |
| 1836 | Gilman Hill Asset Management#1836 · 633 sh | 633 | $215.7K | — | 0.0% |
| 1837 | Apollon Financial#1837 · 628 sh | 628 | $214.0K | — | New |
| 1838 | SEEDS INVESTOR#1838 · 626 sh | 626 | $213.4K | 0.02% | New |
| 1839 | Oak Harvest Investment Services#1839 · 626 sh | 626 | $213.3K | — | 0.0% |
| 1840 | FIRST BUSINESS FINANCIAL SERVICES#1840 · 625 sh | 625 | $213.0K | 0.02% | +1.8% |
| 1841 | TRUSTMARK NATIONAL BANK DEPARTMENT#1841 · 625 sh | 625 | $213.0K | 0.01% | New |
| 1842 | COGENT STRATEGIC WEALTH#1842 · 622 sh | 622 | $211.9K | — | -6.6% |
| 1843 | Van Diest Capital#1843 · 617 sh | 617 | $210.2K | 0.19% | -19.0% |
| 1844 | SAWGRASS ASSET MANAGEMENT#1844 · 615 sh | 615 | $209.6K | 0.03% | -20.7% |
| 1845 | BARINGS#1845 · 614 sh | 614 | $209.2K | — | New |
| 1846 | Kaufman Rossin Wealth#1846 · 601 sh | 601 | $209.0K | — | New |
| 1847 | SUMMIT WEALTH GROUP#1847 · 611 sh | 611 | $208.2K | 0.02% | New |
| 1848 | Blue Capital#1848 · 611 sh | 611 | $208.2K | — | New |
| 1849 | Westshore Wealth#1849 · 610 sh | 610 | $207.9K | 0.06% | New |
| 1850 | Colonial / SC#1850 · 608 sh | 608 | $207.3K | 0.03% | +1.5% |
| 1851 | TAGStone Capital#1851 · 604 sh | 604 | $206.3K | 0.07% | New |
| 1852 | SUMMIT WEALTH & RETIREMENT PLANNING#1852 · 605 sh | 605 | $206.1K | 0.04% | New |
| 1853 | Traveka Wealth#1853 · 604 sh | 604 | $205.8K | — | New |
| 1854 | Tranquility Partners#1854 · 603 sh | 603 | $205.5K | — | New |
| 1855 | AMERICAN NATIONAL BANK#1855 · 603 sh | 603 | $205.5K | — | 0.0% |
| 1856 | Adalta Capital Management#1856 · 600 sh | 600 | $205.1K | 0.09% | New |
| 1857 | Broadleaf Partners#1857 · 601 sh | 601 | $204.8K | 0.04% | New |
| 1858 | Carl P. Sherr#1858 · 601 sh | 601 | $204.8K | 0.09% | New |
| 1859 | AMERIFLEX GROUP#1859 · 600 sh | 600 | $204.6K | 0.08% | +5.8% |
| 1860 | Alpha Family#1860 · 600 sh | 600 | $204.4K | 0.08% | New |
| 1861 | CTC Alternative Strategies, Ltd.#1861 · 600 sh | 600 | $204.4K | 0.29% | New |
| 1862 | XML Financial#1862 · 600 sh | 600 | $204.4K | 0.01% | New |
| 1863 | BENNETT SELBY INVESTMENTS#1863 · 600 sh | 600 | $204.4K | — | New |
| 1864 | CoreFirst Bank#1864 · 599 sh | 599 | $204.1K | 0.10% | 0.0% |
| 1865 | Alchemi Wealth#1865 · 597 sh | 597 | $203.8K | 0.10% | New |
| 1866 | Kensington Investment Counsel#1866 · 597 sh | 597 | $203.4K | 0.09% | New |
| 1867 | Benchmark Financial Wealth Advisors#1867 · 596 sh | 596 | $203.1K | — | New |
| 1868 | UP STRATEGIC WEALTH INVESTMENT ADVISORS#1868 · 576 sh | 576 | $203.1K | 0.12% | New |
| 1869 | Peachtree Investment Partners#1869 · 593 sh | 593 | $202.0K | 0.06% | -41.7% |
| 1870 | ENTERPRISE FINANCIAL SERVICES#1870 · 591 sh | 591 | $201.4K | 0.08% | New |
| 1871 | Winthrop Advisory Group#1871 · 590 sh | 590 | $201.2K | — | New |
| 1872 | BOSTON RESEARCH & MANAGEMENT#1872 · 590 sh | 590 | $201.0K | 0.04% | New |
| 1873 | Secure Asset Management#1873 · 590 sh | 590 | $200.9K | — | New |
| 1874 | South Shore Capital Advisors#1874 · 588 sh | 588 | $200.4K | — | New |
| 1875 | Aventura Private Wealth#1875 · 588 sh | 588 | $200.4K | 0.06% | 0.0% |
| 1876 | REXFORD CAPITAL#1876 · 583 sh | 583 | $198.7K | 0.12% | 0.0% |
| 1877 | BAYBAN#1877 · 544 sh | 544 | $185.4K | 0.14% | 0.0% |
| 1878 | Paladin Partners#1878 · 540 sh | 540 | $184.0K | — | 0.0% |
| 1879 | USA FINANCIAL FORMULAS#1879 · 539 sh | 539 | $183.7K | 0.03% | — |
| 1880 | Salomon & Ludwin#1880 · 513 sh | 513 | $180.4K | 0.01% | -0.8% |
| 1881 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1881 · 519 sh | 519 | $176.8K | 0.05% | +28.1% |
| 1882 | Pinnacle Bancorp#1882 · 509 sh | 509 | $173.4K | — | 0.0% |
| 1883 | BROWN, LISLE/CUMMINGS#1883 · 505 sh | 505 | $172.1K | — | -4.4% |
| 1884 | Golden State Wealth Management#1884 · 497 sh | 497 | $169.6K | 0.02% | +0.2% |
| 1885 | Roehl & Yi Investment Advisors#1885 · 10,576 sh | 10,576 | $168.9K | 0.06% | 0.0% |
| 1886 | Dakota Community Bank & NA#1886 · 491 sh | 491 | $167.3K | — | -0.2% |
| 1887 | PROSPERITY BANCSHARES#1887 · 471 sh | 471 | $160.5K | 0.10% | +16.6% |
| 1888 | NBH Bank#1888 · 466 sh | 466 | $158.8K | 0.07% | — |
| 1889 | BLUE BELL PRIVATE WEALTH MANAGEMENT#1889 · 463 sh | 463 | $157.8K | 0.02% | 0.0% |
| 1890 | Silver Grove Financial Group#1890 · 459 sh | 459 | $156.5K | 0.08% | +6457.1% |
| 1891 | Bruce G. Allen Investments#1891 · 456 sh | 456 | $155.4K | 0.10% | -13.0% |
| 1892 | Bravera Wealth#1892 · 456 sh | 456 | $155.4K | 0.06% | 0.0% |
| 1893 | 1015 Capital Partners#1893 · 451 sh | 451 | $153.7K | 0.13% | +3.4% |
| 1894 | JFS WEALTH ADVISORS#1894 · 442 sh | 442 | $150.7K | <0.01% | +4.0% |
| 1895 | SOUTHERN MICHIGAN BANK &#1895 · 433 sh | 433 | $147.5K | — | 0.0% |
| 1896 | Anchor Investment Management#1896 · 431 sh | 431 | $146.8K | 0.01% | +56.7% |
| 1897 | Owl Creek Wealth Partners#1897 · 426 sh | 426 | $145.2K | — | +2.4% |
| 1898 | Physician Wealth Advisors#1898 · 425 sh | 425 | $144.8K | — | +2.7% |
| 1899 | General Partner#1899 · 425 sh | 425 | $144.8K | — | 0.0% |
| 1900 | Mowery & Schoenfeld Wealth Management#1900 · 418 sh | 418 | $142.4K | 0.19% | 0.0% |
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.