Chubb Ltd (CB) — Institutional Holders, Q2 2026 (page 9)
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 801 to 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 801–900 of 2,179
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | PANAGORA ASSET MANAGEMENT#801 · 7,384 sh | 7,384 | $2.5M | <0.01% | -14.4% |
| 802 | Plato Investment Management Ltd#802 · 7,410 sh | 7,410 | $2.5M | 0.14% | +12.7% |
| 803 | LEDERER & ASSOCIATES INVESTMENT COUNSEL#803 · 7,367 sh | 7,367 | $2.5M | — | -1.9% |
| 804 | Kovitz Investment Group Partners#804 · 7,343 sh | 7,343 | $2.5M | 0.06% | +4.5% |
| 805 | Capital Investment Advisors#805 · 7,338 sh | 7,338 | $2.5M | — | +1.1% |
| 806 | Wealth Enhancement Services#806 · 7,322 sh | 7,322 | $2.5M | — | +60.1% |
| 807 | A. D. Beadell Investment Counsel#807 · 7,320 sh | 7,320 | $2.5M | — | -1.3% |
| 808 | Baldwin Investment Management#808 · 7,265 sh | 7,265 | $2.5M | 0.24% | +17.3% |
| 809 | SIMPLEX TRADING#809 · 7,247 sh | 7,247 | $2.5M | <0.01% | New |
| 810 | Sowell Financial Services#810 · 7,236 sh | 7,236 | $2.5M | — | +1.8% |
| 811 | Parallel Advisors#811 · 7,213 sh | 7,213 | $2.5M | 0.04% | +1.0% |
| 812 | New England Research & Management#812 · 7,150 sh | 7,150 | $2.4M | — | +10.7% |
| 813 | Cornerstone Wealth Management#813 · 7,111 sh | 7,111 | $2.4M | 0.10% | +0.2% |
| 814 | MONEY CONCEPTS CAPITAL#814 · 7,068 sh | 7,068 | $2.4M | 0.11% | +78.7% |
| 815 | SURIENCE PRIVATE WEALTH#815 · 7,064 sh | 7,064 | $2.4M | — | New |
| 816 | Stillwater Wealth Management Group#816 · 7,020 sh | 7,020 | $2.4M | — | +4.7% |
| 817 | Cumberland Partners Ltd#817 · 7,000 sh | 7,000 | $2.4M | 0.15% | +40.0% |
| 818 | CrossGen Wealth#818 · 6,992 sh | 6,992 | $2.4M | 1.85% | +0.2% |
| 819 | OSTRUM ASSET MANAGEMENT#819 · 6,974 sh | 6,974 | $2.4M | 0.11% | -0.9% |
| 820 | MATHER GROUP#820 · 6,938 sh | 6,938 | $2.4M | — | +4.1% |
| 821 | Clear Harbor Asset Management#821 · 6,892 sh | 6,892 | $2.3M | 0.14% | +0.3% |
| 822 | NEVILLE RODIE & SHAW#822 · 6,874 sh | 6,874 | $2.3M | — | 0.0% |
| 823 | FERGUSON WELLMAN CAPITAL MANAGEMENT#823 · 6,820 sh | 6,820 | $2.3M | — | +3.4% |
| 824 | OSSIAM#824 · 6,817 sh | 6,817 | $2.3M | 0.03% | +7.0% |
| 825 | Quadcap Wealth Management#825 · 6,815 sh | 6,815 | $2.3M | 0.23% | +2.2% |
| 826 | BOWEN HANES#826 · 7,095 sh | 7,095 | $2.3M | 0.06% | 0.0% |
| 827 | Lester Murray Antman dba SimplyRich#827 · 6,775 sh | 6,775 | $2.3M | 0.54% | -1.3% |
| 828 | SUMMITRY#828 · 6,716 sh | 6,716 | $2.3M | 0.08% | +6.1% |
| 829 | GHE#829 · 6,696 sh | 6,696 | $2.3M | 0.86% | -28.8% |
| 830 | TMB Capital Partners#830 · 6,674 sh | 6,674 | $2.3M | — | -3.7% |
| 831 | SYON CAPITAL#831 · 6,668 sh | 6,668 | $2.3M | 0.10% | +19.3% |
| 832 | Pictet & Cie (Europe) SA#832 · 6,643 sh | 6,643 | $2.3M | — | +1.8% |
| 833 | Nicholson Wealth Management Group#833 · 6,596 sh | 6,596 | $2.2M | 1.32% | -2.4% |
| 834 | AXQ CAPITAL#834 · 6,589 sh | 6,589 | $2.2M | 0.24% | New |
| 835 | Family Legacy#835 · 6,553 sh | 6,553 | $2.2M | — | -0.5% |
| 836 | Inscription Capital#836 · 6,541 sh | 6,541 | $2.2M | 0.20% | +13.0% |
| 837 | Trivium Point Advisory#837 · 6,530 sh | 6,530 | $2.2M | 0.20% | +88.7% |
| 838 | Modern Wealth Management#838 · 6,497 sh | 6,497 | $2.2M | 0.03% | +48.2% |
| 839 | EASTERN BANK#839 · 6,496 sh | 6,496 | $2.2M | — | -6.7% |
| 840 | McMillan Office#840 · 6,486 sh | 6,486 | $2.2M | 0.25% | 0.0% |
| 841 | Impact Partnership Wealth#841 · 6,456 sh | 6,456 | $2.2M | 0.21% | +27.5% |
| 842 | LYELL WEALTH MANAGEMENT#842 · 6,446 sh | 6,446 | $2.2M | 0.13% | New |
| 843 | Demars Financial Group#843 · 6,442 sh | 6,442 | $2.2M | — | +12.6% |
| 844 | MOSAIC FAMILY WEALTH PARTNERS#844 · 6,420 sh | 6,420 | $2.2M | 0.15% | +938.8% |
| 845 | Mutual Advisors#845 · 6,416 sh | 6,416 | $2.2M | 0.04% | +3.3% |
| 846 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#846 · 6,399 sh | 6,399 | $2.2M | <0.01% | -10.2% |
| 847 | PFS Partners#847 · 6,393 sh | 6,393 | $2.2M | — | +88.7% |
| 848 | Fruth Investment Management#848 · 6,366 sh | 6,366 | $2.2M | — | -1.9% |
| 849 | Jefferson Bridge Capital#849 · 6,355 sh | 6,355 | $2.2M | 1.88% | 0.0% |
| 850 | Missouri & Investment#850 · 6,167 sh | 6,167 | $2.2M | 0.59% | +13.1% |
| 851 | AustralianSuper Pty Ltd#851 · 6,336 sh | 6,336 | $2.2M | <0.01% | 0.0% |
| 852 | NBT BANK N A#852 · 6,295 sh | 6,295 | $2.1M | — | -0.7% |
| 853 | RiverFront Investment Group#853 · 6,275 sh | 6,275 | $2.1M | 0.03% | +18.7% |
| 854 | B. Riley Wealth Advisors#854 · 6,220 sh | 6,220 | $2.1M | — | -6.1% |
| 855 | TD PRIVATE CLIENT WEALTH#855 · 6,254 sh | 6,254 | $2.1M | 0.04% | +36.9% |
| 856 | DAVIDSON#856 · 6,253 sh | 6,253 | $2.1M | — | -1.4% |
| 857 | Cunning Capital Partners#857 · 6,229 sh | 6,229 | $2.1M | 0.86% | 0.0% |
| 858 | RESOURCES MANAGEMENT /CT#858 · 6,205 sh | 6,205 | $2.1M | 0.27% | -1.6% |
| 859 | Schear Investment Advisers#859 · 6,154 sh | 6,154 | $2.1M | — | -0.4% |
| 860 | Fidelis Capital Partners#860 · 6,118 sh | 6,118 | $2.1M | 0.12% | +71.1% |
| 861 | INTEGRITY ALLIANCE#861 · 6,107 sh | 6,107 | $2.1M | 0.07% | +10.8% |
| 862 | Gilliland Jeter Wealth Management#862 · 6,050 sh | 6,050 | $2.1M | 0.54% | -1.8% |
| 863 | THOMPSON DAVIS#863 · 6,025 sh | 6,025 | $2.1M | 1.23% | 0.0% |
| 864 | EAGLE GLOBAL ADVISORS#864 · 6,008 sh | 6,008 | $2.0M | 0.07% | +0.1% |
| 865 | NICHOLS & PRATT ADVISERS LLP#865 · 6,005 sh | 6,005 | $2.0M | — | +2.8% |
| 866 | Ballast#866 · 5,986 sh | 5,986 | $2.0M | — | +24.4% |
| 867 | TCW GROUP#867 · 5,979 sh | 5,979 | $2.0M | 0.01% | -1.2% |
| 868 | THOROUGHBRED FINANCIAL SERVICES#868 · 5,974 sh | 5,974 | $2.0M | 0.10% | -0.4% |
| 869 | Headlands Technologies#869 · 5,961 sh | 5,961 | $2.0M | 0.22% | -36.3% |
| 870 | OLD POINT & FINANCIAL SERVICES N A#870 · 5,926 sh | 5,926 | $2.0M | 0.61% | +13.8% |
| 871 | Aaron Wealth Advisors#871 · 5,915 sh | 5,915 | $2.0M | — | +22.9% |
| 872 | PARSONS CAPITAL MANAGEMENT#872 · 5,903 sh | 5,903 | $2.0M | 0.09% | +13.9% |
| 873 | SIERRA SUMMIT ADVISORS#873 · 5,872 sh | 5,872 | $2.0M | 0.22% | +1.5% |
| 874 | Wedmont Private Capital#874 · 5,743 sh | 5,743 | $2.0M | — | +6.7% |
| 875 | Faithward Advisors#875 · 5,821 sh | 5,821 | $2.0M | 0.24% | -21.7% |
| 876 | Sage Capital Advisors#876 · 5,816 sh | 5,816 | $2.0M | — | +2.7% |
| 877 | Stablepoint Partners#877 · 5,802 sh | 5,802 | $2.0M | 0.27% | +0.5% |
| 878 | IHT Wealth Management#878 · 5,783 sh | 5,783 | $2.0M | 0.04% | -0.6% |
| 879 | GUYASUTA INVESTMENT ADVISORS#879 · 5,749 sh | 5,749 | $2.0M | — | 0.0% |
| 880 | Dynamic Advisor Solutions#880 · 5,729 sh | 5,729 | $2.0M | — | -17.5% |
| 881 | Berkeley Capital Partners#881 · 5,724 sh | 5,724 | $2.0M | 0.40% | +1.2% |
| 882 | Vavra Capital Management#882 · 5,701 sh | 5,701 | $1.9M | — | 0.0% |
| 883 | EverSource Wealth Advisors#883 · 5,695 sh | 5,695 | $1.9M | 0.07% | -74.0% |
| 884 | Jacobi Capital Management#884 · 5,694 sh | 5,694 | $1.9M | 0.09% | +1.8% |
| 885 | Exeter Financial#885 · 5,687 sh | 5,687 | $1.9M | — | -1.4% |
| 886 | Game Plan Financial Advisors#886 · 5,624 sh | 5,624 | $1.9M | 0.71% | +734.4% |
| 887 | Snowden Capital Advisors#887 · 5,601 sh | 5,601 | $1.9M | 0.05% | +5.7% |
| 888 | BRIDGES INVESTMENT MANAGEMENT#888 · 5,601 sh | 5,601 | $1.9M | 0.02% | +31.6% |
| 889 | WADDELL & ASSOCIATES#889 · 5,596 sh | 5,596 | $1.9M | 0.09% | +9.7% |
| 890 | Valmark Advisers#890 · 5,594 sh | 5,594 | $1.9M | 0.02% | -2.3% |
| 891 | Field & Main Bank#891 · 5,587 sh | 5,587 | $1.9M | 0.39% | +1.5% |
| 892 | Crestwood Advisors Group#892 · 5,583 sh | 5,583 | $1.9M | 0.03% | +15.3% |
| 893 | Roxbury Financial#893 · 5,561 sh | 5,561 | $1.9M | — | +1.4% |
| 894 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P#894 · 5,559 sh | 5,559 | $1.9M | 0.22% | +2.8% |
| 895 | Virtus Investment Advisers#895 · 5,554 sh | 5,554 | $1.9M | 0.44% | -11.8% |
| 896 | Essex Financial Services#896 · 5,510 sh | 5,510 | $1.9M | 0.09% | -1.1% |
| 897 | Texas Capital Bank Wealth Management Services#897 · 5,464 sh | 5,464 | $1.9M | 0.10% | -5.1% |
| 898 | MAGNOLIA CAPITAL ADVISORS#898 · 5,442 sh | 5,442 | $1.9M | 0.32% | +12.0% |
| 899 | FIRST NATIONAL#899 · 5,418 sh | 5,418 | $1.8M | 0.06% | -21.9% |
| 900 | Mount Yale Investment Advisors#900 · 5,408 sh | 5,408 | $1.8M | 0.03% | -3.6% |
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.