Chubb Ltd (CB) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,179
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Tradewinds Capital Management#2001 · 123 sh | 123 | $41.9K | — | -8.9% |
| 2002 | CREATIVE FINANCIAL DESIGNS#2002 · 121 sh | 121 | $41.1K | <0.01% | +0.8% |
| 2003 | Kilter Group#2003 · 120 sh | 120 | $40.9K | 0.01% | +5.3% |
| 2004 | N.E.W. Advisory Services#2004 · 118 sh | 118 | $40.1K | <0.01% | +9.3% |
| 2005 | Valued Wealth Advisors#2005 · 117 sh | 117 | $40.0K | 0.01% | +8.3% |
| 2006 | TrueNorth#2006 · 117 sh | 117 | $40.0K | <0.01% | -4.1% |
| 2007 | Hickory Point Bank#2007 · 115 sh | 115 | $39.2K | — | 0.0% |
| 2008 | Vision Retirement#2008 · 115 sh | 115 | $39.2K | <0.01% | +10.6% |
| 2009 | SOA Wealth Advisors#2009 · 112 sh | 112 | $38.2K | <0.01% | 0.0% |
| 2010 | Cherry Tree Wealth Management#2010 · 112 sh | 112 | $38.2K | — | 0.0% |
| 2011 | MEEDER ASSET MANAGEMENT#2011 · 112 sh | 112 | $38.2K | <0.01% | -98.5% |
| 2012 | HOLLENCREST SECURITIES#2012 · 110 sh | 110 | $37.5K | <0.01% | -32.1% |
| 2013 | Byrne Asset Management#2013 · 110 sh | 110 | $37.5K | — | 0.0% |
| 2014 | Financial Perspectives#2014 · 109 sh | 109 | $37.1K | <0.01% | 0.0% |
| 2015 | Ares Financial Consulting#2015 · 109 sh | 109 | $37.1K | — | +4.8% |
| 2016 | Navera Investment Management Ltd.#2016 · 108 sh | 108 | $36.8K | <0.01% | 0.0% |
| 2017 | Crewe Advisors#2017 · 107 sh | 107 | $36.5K | <0.01% | +30.5% |
| 2018 | Kozak & Associates#2018 · 103 sh | 103 | $36.2K | <0.01% | +3.0% |
| 2019 | KERR FINANCIAL PLANNING#2019 · 103 sh | 103 | $34.8K | 0.04% | 0.0% |
| 2020 | WEST PACES ADVISORS#2020 · 102 sh | 102 | $34.8K | — | New |
| 2021 | FINANCIAL CONSULATE#2021 · 101 sh | 101 | $34.4K | — | +18.8% |
| 2022 | KELLEHER FINANCIAL ADVISORS#2022 · 101 sh | 101 | $34.4K | <0.01% | New |
| 2023 | Cedar Mountain Advisors#2023 · 100 sh | 100 | $34.1K | — | +9.9% |
| 2024 | Philadelphia Investment Partners#2024 · 100 sh | 100 | $34.1K | 0.02% | 0.0% |
| 2025 | Farmers & Merchants of Chambersburg PA#2025 · 100 sh | 100 | $34.0K | — | 0.0% |
| 2026 | Silicon Valley Capital Partners#2026 · 98 sh | 98 | $33.3K | <0.01% | +237.9% |
| 2027 | Aberdeen Wealth Management#2027 · 96 sh | 96 | $32.7K | 0.02% | New |
| 2028 | Arlington#2028 · 96 sh | 96 | $32.7K | — | 0.0% |
| 2029 | Investors Research#2029 · 95 sh | 95 | $32.4K | — | -33.1% |
| 2030 | Covestor Ltd#2030 · 94 sh | 94 | $32.0K | 0.02% | -44.0% |
| 2031 | Institute for Wealth Management#2031 · 93 sh | 93 | $31.7K | <0.01% | New |
| 2032 | Centennial Bank#2032 · 92 sh | 92 | $31.3K | 0.01% | 0.0% |
| 2033 | Wellington Grp#2033 · 92 sh | 92 | $30.0K | <0.01% | 0.0% |
| 2034 | Plante Moran Financial Advisors#2034 · 87 sh | 87 | $29.6K | <0.01% | -10.3% |
| 2035 | Nova Wealth Management#2035 · 85 sh | 85 | $29.0K | 0.02% | -10.5% |
| 2036 | SUMMIT SECURITIES GROUP#2036 · 84 sh | 84 | $28.6K | <0.01% | +40.0% |
| 2037 | PlanVest Financial#2037 · 84 sh | 84 | $28.6K | 0.02% | 0.0% |
| 2038 | Frazier Financial Advisors#2038 · 82 sh | 82 | $27.9K | 0.01% | 0.0% |
| 2039 | Bare Financial Services#2039 · 82 sh | 82 | $27.9K | <0.01% | +46.4% |
| 2040 | Bullock Wealth Management Group#2040 · 79 sh | 79 | $27.8K | — | 0.0% |
| 2041 | Cornerstone Financial Management#2041 · 79 sh | 79 | $26.9K | 0.02% | +38.6% |
| 2042 | Wilkerson Advisory Group#2042 · 77 sh | 77 | $26.2K | — | +10.0% |
| 2043 | Highland Investment Advisors#2043 · 76 sh | 76 | $26.0K | 0.01% | — |
| 2044 | Darwin Wealth Management#2044 · 76 sh | 76 | $25.9K | <0.01% | 0.0% |
| 2045 | Canton Hathaway#2045 · 76 sh | 76 | $25.9K | — | 0.0% |
| 2046 | Downshift Financial#2046 · 76 sh | 76 | $25.9K | — | New |
| 2047 | Parvin Asset Management#2047 · 75 sh | 75 | $25.6K | 0.02% | 0.0% |
| 2048 | James T. Borello RIA#2048 · 74 sh | 74 | $25.2K | — | -11.9% |
| 2049 | Dunhill Financial#2049 · 73 sh | 73 | $25.0K | <0.01% | +82.5% |
| 2050 | ENTRUST FINANCIAL#2050 · 73 sh | 73 | $24.9K | 0.02% | -1.4% |
| 2051 | IMG Wealth Management#2051 · 72 sh | 72 | $24.5K | — | +22.0% |
| 2052 | Barnes Dennig Private Wealth Management#2052 · 72 sh | 72 | $24.5K | 0.02% | +7.5% |
| 2053 | TOWER & INVESTMENT#2053 · 72 sh | 72 | $24.5K | 0.01% | 0.0% |
| 2054 | RAFFA WEALTH MANAGEMENT#2054 · 70 sh | 70 | $23.9K | <0.01% | +12.9% |
| 2055 | LOUISBOURG INVESTMENTS#2055 · 70 sh | 70 | $23.9K | — | New |
| 2056 | BOK Financial Private Wealth#2056 · 68 sh | 68 | $23.2K | <0.01% | +28.3% |
| 2057 | Global Asset Management#2057 · 68 sh | 68 | $23.2K | — | 0.0% |
| 2058 | Murphy & Mullick Capital Management#2058 · 68 sh | 68 | $23.2K | 0.01% | 0.0% |
| 2059 | HARBOR CAPITAL ADVISORS#2059 · 68 sh | 68 | $23.0K | — | -1.4% |
| 2060 | First Command Advisory Services#2060 · 66 sh | 66 | $22.5K | <0.01% | -75.6% |
| 2061 | MARSHALL INVESTMENT MANAGEMENT#2061 · 65 sh | 65 | $22.2K | <0.01% | +91.2% |
| 2062 | TOTH FINANCIAL ADVISORY#2062 · 65 sh | 65 | $22.1K | — | 0.0% |
| 2063 | TSFG#2063 · 65 sh | 65 | $22.0K | — | 0.0% |
| 2064 | Tripletail Wealth Management#2064 · 60 sh | 60 | $21.7K | 0.02% | 0.0% |
| 2065 | Atomic Invest#2065 · 62 sh | 62 | $21.4K | <0.01% | -6.1% |
| 2066 | Aspect Partners#2066 · 60 sh | 60 | $20.4K | — | +66.7% |
| 2067 | Burk#2067 · 59 sh | 59 | $20.1K | <0.01% | 0.0% |
| 2068 | Navigoe#2068 · 61 sh | 61 | $20.0K | 0.01% | +7.0% |
| 2069 | Bangor Savings Bank#2069 · 58 sh | 58 | $19.8K | — | -24.7% |
| 2070 | West Branch Capital#2070 · 58 sh | 58 | $19.8K | — | 0.0% |
| 2071 | Greykasell Wealth Strategies#2071 · 57 sh | 57 | $19.4K | <0.01% | -28.7% |
| 2072 | WOLFF WIESE MAGANA#2072 · 56 sh | 56 | $19.1K | — | -98.8% |
| 2073 | Atlantic Edge Private Wealth Management#2073 · 56 sh | 56 | $19.1K | — | 0.0% |
| 2074 | Essential Investment Partners#2074 · 56 sh | 56 | $19.1K | 0.02% | 0.0% |
| 2075 | Pinpoint Asset Management (Singapore) Pte. Ltd.#2075 · 55 sh | 55 | $18.7K | <0.01% | New |
| 2076 | HIGHLINE WEALTH PARTNERS#2076 · 53 sh | 53 | $18.1K | — | +82.8% |
| 2077 | Glen Eagle Advisors#2077 · 51 sh | 51 | $17.5K | <0.01% | -51.0% |
| 2078 | Ankerstar Wealth#2078 · 50 sh | 50 | $17.1K | 0.01% | 0.0% |
| 2079 | Colonial Advisors#2079 · 50 sh | 50 | $17.0K | <0.01% | +13.6% |
| 2080 | Moisand Fitzgerald Tamayo#2080 · 50 sh | 50 | $17.0K | — | New |
| 2081 | Ritter Daniher Financial Advisory / DE#2081 · 50 sh | 50 | $17.0K | <0.01% | 0.0% |
| 2082 | Copia Wealth Management#2082 · 50 sh | 50 | $17.0K | 0.01% | +11.1% |
| 2083 | MASECO LLP#2083 · 50 sh | 50 | $17.0K | — | 0.0% |
| 2084 | Park Square Financial Group#2084 · 49 sh | 49 | $16.7K | 0.15% | -22.2% |
| 2085 | Bay Harbor Wealth Management#2085 · 49 sh | 49 | $16.7K | <0.01% | +25.6% |
| 2086 | E Fund Management (Hong Kong) , Ltd.#2086 · 49 sh | 49 | $16.7K | <0.01% | 0.0% |
| 2087 | Principia Wealth Advisory#2087 · 49 sh | 49 | $16.7K | <0.01% | +63.3% |
| 2088 | Dogwood Wealth Management#2088 · 48 sh | 48 | $16.4K | <0.01% | +37.1% |
| 2089 | Allied Private Wealth#2089 · 43 sh | 43 | $15.4K | <0.01% | — |
| 2090 | EVOLUTION WEALTH MANAGEMENT#2090 · 44 sh | 44 | $15.0K | <0.01% | +144.4% |
| 2091 | Hughes Financial Services#2091 · 44 sh | 44 | $15.0K | <0.01% | +46.7% |
| 2092 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#2092 · 43 sh | 43 | $14.7K | 0.00% | 0.0% |
| 2093 | Napier Financial#2093 · 43 sh | 43 | $14.7K | <0.01% | -2.3% |
| 2094 | First Pacific Financial#2094 · 41 sh | 41 | $14.0K | — | +95.2% |
| 2095 | High Note Wealth#2095 · 41 sh | 41 | $14.0K | <0.01% | -22.6% |
| 2096 | TOUNJIAN ADVISORY PARTNERS#2096 · 40 sh | 40 | $13.5K | <0.01% | New |
| 2097 | Rialto Wealth Management#2097 · 37 sh | 37 | $12.6K | <0.01% | +60.9% |
| 2098 | Private Wealth Management Group#2098 · 37 sh | 37 | $12.5K | — | 0.0% |
| 2099 | Community Financial Services Group#2099 · 35 sh | 35 | $12.3K | — | -41.7% |
| 2100 | Holos Integrated Wealth#2100 · 34 sh | 34 | $12.2K | — | 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.