CBNYSEFire, Marine & Casualty InsuranceFiscal year ends December 31
Chubb Ltd
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$356.27−3.52 (-0.98%)
Close on Oct 19, 2026
- Market cap
- $140.58B
- P/E (TTM)
- 12.6
- Dividend yield
- 1.07%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.4%
349M of 386M shares
Institutional holders
2,155
177 new, 97 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
0 buys · 23 sales
Net sold $56.89M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 31,332,895 | 8.00% | 13G (passive) amendment | Sep 30, 2025 |
| BlackRock, Inc. | 29,507,346 | 7.20% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 26,869,666 | 6.88% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 34,249,183 | 8.88% | $11.67B | – | 3.90% |
| BlackRock, Inc. | 29,093,549 | 7.54% | $9.91B | +1,204,846 | 0.15% |
| Vanguard Capital Management LLC | 23,177,820 | 6.01% | $7.90B | −78,148 | 0.17% |
| State Street Corp | 16,727,420 | 4.34% | $5.72B | +21,241 | 0.17% |
| Price T Rowe Associates Inc /Md/ | 15,345,301 | 3.98% | $5.23M | −448,250 | 0.52% |
| FMR LLC | 13,368,929 | 3.47% | $4.56B | +1,146,455 | 0.20% |
| GQG Partners LLC | 12,473,178 | 3.23% | $4.25B | +54,382 | 7.91% |
| Geode Capital Management, LLC | 9,145,154 | 2.37% | $3.11B | +25,949 | 0.17% |
| Vanguard Portfolio Management LLC | 8,896,501 | 2.31% | $3.03B | −36,108 | 0.14% |
| Wellington Management Group Llp | 6,195,189 | 1.61% | $2.11B | −113,755 | 0.36% |
| Massachusetts Financial Services Co /Ma/ | 5,887,366 | 1.53% | $2.03B | −627,618 | 0.64% |
| Capital World Investors | 5,584,363 | 1.45% | $1.90B | −469,949 | 0.22% |
| Ameriprise Financial Inc | 5,367,693 | 1.39% | $1.83B | +53,299 | 0.37% |
| Morgan Stanley | 5,286,296 | 1.37% | $1.80B | +260,695 | 0.10% |
| Bank Of America Corp /De/ | 4,534,497 | 1.18% | $1.55B | −374,127 | 0.10% |
| JPMorgan Chase & Co | 4,176,382 | 1.08% | $1.43B | −641,152 | 0.08% |
| Raymond James Financial Inc | 4,086,308 | 1.06% | $1.39B | +20,096 | 0.38% |
| Aqr Capital Management LLC | 4,003,312 | 1.04% | $1.36B | +162,321 | 0.48% |
| Wells Fargo & Company/Mn | 3,852,983 | 1.00% | $1.31B | −809,093 | 0.21% |
| Capital Research Global Investors | 3,522,326 | 0.91% | $1.20B | −2,775,199 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,155 | 349M | 90.4% | 177 / 845 | 803 / 97 | 17M | 18M |
| Q1 2026 | 2,116 | 352M | 91.1% | 195 / 794 | 793 / 100 | 52M | 20M |
| Q4 2025 | 2,051 | 355M | 92.1% | 277 / 800 | 699 / 110 | 28M | 21M |
| Q3 2025 | 1,924 | 350M | 90.6% | 134 / 765 | 729 / 135 | 24M | 35M |
| Q2 2025 | 1,956 | 360M | 93.4% | 158 / 831 | 644 / 97 | 17M | 23M |
| Q1 2025 | 1,920 | 366M | 95.0% | 176 / 707 | 756 / 124 | 18M | 15M |
| Q4 2024 | 1,900 | 366M | 94.8% | 222 / 772 | 607 / 95 | 25M | 22M |
| Q3 2024 | 1,804 | 367M | 95.1% | 200 / 674 | 657 / 84 | 45M | 17M |
| Q2 2024 | 1,708 | 368M | 95.5% | 131 / 710 | 586 / 96 | 13M | 25M |
| Q1 2024 | 1,697 | 381M | 98.7% | 190 / 592 | 651 / 72 | 28M | 22M |
| Q4 2023 | 1,601 | 375M | 97.2% | 226 / 590 | 560 / 83 | 38M | 24M |
| Q3 2023 | 1,478 | 362M | 93.8% | 133 / 566 | 557 / 116 | 22M | 20M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 11,080,154 | 2.87% | $3.78B | 0.16% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,347,713 | 2.42% | $3.19B | 0.19% | Jun 30, 2026 |
| Vanguard Value Index Fund | 3,322,844 | 0.86% | $1.13B | 0.44% | Jun 30, 2026 |
| Vanguard Dividend Growth Fund | 2,121,141 | 0.55% | $743.84M | 2.10% | Jul 31, 2026 |
| Vanguard Dividend Appreciation Index Fund | 2,040,872 | 0.53% | $715.69M | 0.55% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 1,958,089 | 0.51% | $667.20M | 0.19% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 1,416,747 | 0.37% | $496.82M | 0.50% | Jul 31, 2026 |
| Vanguard Windsor Fund | 1,102,624 | 0.29% | $386.67M | 1.53% | Jul 31, 2026 |
| iShares MSCI USA Min Vol Factor ETF | 1,039,069 | 0.27% | $364.38M | 1.54% | Jul 31, 2026 |
| Bridge Builder Large Cap Value Fund | 880,758 | 0.23% | $300.11M | 1.03% | Jun 30, 2026 |
| iShares Russell 1000 Value ETF | 785,892 | 0.20% | $267.78M | 0.34% | Jun 30, 2026 |
| Equity Income Fund | 649,711 | 0.17% | $227.84M | 2.87% | Jul 31, 2026 |
| Vanguard Financials Index Fund | 604,731 | 0.16% | $188.51M | 1.40% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 563,985 | 0.15% | $197.78M | 0.21% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 509,161 | 0.13% | $173.49M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph F. Wayland | Executive Vice President and* | 33,605 | 0.01% | Sep 3, 2026 |
| Juan Luis Ortega | Executive Vice President* | 32,745 | 0.01% | Jun 10, 2026 |
| John W. Keogh | President &COO | 211,763 | 0.05% | May 29, 2026 |
| Timothy Alan Boroughs | Executive Vice President* | 80,066 | 0.02% | May 26, 2026 |
| Bryce L. Johns | Senior Vice President,* | 24,527 | 0.01% | May 26, 2026 |
| Peter C. Enns | Executive Vice President and* | 41,443 | 0.01% | May 26, 2026 |
| Frances D. O'Brien | Chief Risk Officer | 40,861 | 0.01% | May 26, 2026 |
| Paul McNamee | Executive Vice President* | 18,649 | 0.00% | May 26, 2026 |
| Evan G. Greenberg | Chairman & CEO | 503,491 | 0.13% | May 26, 2026 |
| George F. Ohsiek | Chief Accounting Officer | 17,087 | 0.00% | Mar 10, 2026 |
| John J. Lupica | Vice Chrm, Chubb Group* | 162,925 | 0.04% | Nov 18, 2025 |
| Michael P. Connors | Director | 12,803 | 0.00% | Aug 25, 2026 |
| Nancy Buese | Director | 3,746 | 0.00% | May 26, 2026 |
| Nelson Chai | Director | 1,797 | 0.00% | May 26, 2026 |
| Olivier Steimer | Director | 26,161 | 0.01% | May 26, 2026 |
| Robert J. Hugin | Director | 21,736 | 0.01% | May 26, 2026 |
| Michael Corbat | Director | 2,938 | 0.00% | May 26, 2026 |
| David H. Sidwell | Director | 15,321 | 0.00% | May 26, 2026 |
| Sheila P. Burke | Director | 8,587 | 0.00% | May 26, 2026 |
| Michael G. Atieh | Director | 40,785 | 0.01% | May 26, 2026 |
| Robert W. Scully | Director | 23,832 | 0.01% | May 26, 2026 |
| Frances F. Townsend | Director | 5,667 | 0.00% | May 26, 2026 |
| Fred Hu | Director | 1,906 | 0.00% | May 26, 2026 |
| Theodore Shasta | Director | 16,069 | 0.00% | May 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph F. Wayland Executive Vice President and* | Sep 1, 2026 | Tax withholding | −144 | $338.74 | $48.78K | 33,605 |
| Michael P. Connors Director | Aug 21, 2026 | Sale | −5,500 | $345.00 | $1.90M | 12,803 |
| Joseph F. Wayland Executive Vice President and* | Jul 28, 2026 | Sale | −8,502 | $364.54 | $3.10M | 33,749 |
| Juan Luis Ortega Executive Vice President* | Jun 8, 2026 | Option exercise | +3,886 | $139.01 | $540.19K | 32,745 |
| Juan Luis Ortega Executive Vice President* | Jun 8, 2026 | Sale | −3,886 | $322.08 | $1.25M | 28,859 |
| John W. Keogh President &COO | May 28, 2026 | Gift | −1,352 | – | – | 140,970 |
| John W. Keogh President &COO | May 27, 2026 | Sale | −2,824 | $321.95 | $909.19K | 203,322 |
| John W. Keogh President &COO | May 27, 2026 | Gift | −61,000 | – | – | 142,322 |
| John W. Keogh President &COO | May 27, 2026 | Sale | −20,176 | $321.45 | $6.49M | 206,146 |
| John W. Keogh President &COO | May 27, 2026 | Gift | +61,000 | – | – | 61,000 |
| Frances D. O'Brien Chief Risk Officer | May 21, 2026 | Tax withholding | −1,106 | $330.26 | $365.27K | 40,861 |
| Frances D. O'Brien Chief Risk Officer | May 21, 2026 | Returned to company | −216 | – | – | 41,967 |
| Juan Luis Ortega Executive Vice President* | May 21, 2026 | Returned to company | −924 | – | – | 34,679 |
| Juan Luis Ortega Executive Vice President* | May 21, 2026 | Tax withholding | −5,820 | $330.26 | $1.92M | 28,859 |
| Paul McNamee Executive Vice President* | May 21, 2026 | Tax withholding | −1,352 | $330.26 | $446.51K | 18,649 |
| Paul McNamee Executive Vice President* | May 21, 2026 | Returned to company | −282 | – | – | 20,001 |
| Michael G. Atieh Director | May 21, 2026 | Award | +681 | – | – | 40,785 |
| Michael G. Atieh Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 40,592 |
| Michael G. Atieh Director | May 21, 2026 | Sale | −578 | $329.53 | $190.47K | 40,014 |
| Sheila P. Burke Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 8,587 |
| Olivier Steimer Director | May 21, 2026 | Award | +681 | – | – | 26,161 |
| Olivier Steimer Director | May 21, 2026 | Tax withholding | −41 | $330.26 | $13.54K | 26,120 |
| Fred Hu Director | May 21, 2026 | Award | +1,135 | – | – | 1,906 |
| Fred Hu Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 1,713 |
| David H. Sidwell Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 15,321 |
| David H. Sidwell Director | May 21, 2026 | Award | +757 | – | – | 15,514 |
| Michael P. Connors Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 18,303 |
| Michael P. Connors Director | May 21, 2026 | Award | +681 | – | – | 18,496 |
| Nelson Chai Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 1,797 |
| Nelson Chai Director | May 21, 2026 | Award | +681 | – | – | 1,990 |
| Nancy Buese Director | May 21, 2026 | Tax withholding | −321 | $330.26 | $106.01K | 3,746 |
| Nancy Buese Director | May 21, 2026 | Award | +1,135 | – | – | 4,067 |
| Bryce L. Johns Senior Vice President,* | May 21, 2026 | Returned to company | −243 | – | – | 24,527 |
| Timothy Alan Boroughs Executive Vice President* | May 21, 2026 | Tax withholding | −4,751 | $330.26 | $1.57M | 5,588 |
| Timothy Alan Boroughs Executive Vice President* | May 21, 2026 | Returned to company | −930 | – | – | 10,339 |
| Robert J. Hugin Director | May 21, 2026 | Award | +1,135 | – | – | 21,626 |
| Michael Corbat Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 2,938 |
| Michael Corbat Director | May 21, 2026 | Award | +681 | – | – | 3,131 |
| Joseph F. Wayland Executive Vice President and* | May 21, 2026 | Tax withholding | −12,164 | $330.26 | $4.02M | 42,251 |
| Joseph F. Wayland Executive Vice President and* | May 21, 2026 | Returned to company | −1,797 | – | – | 54,415 |
| John W. Keogh President &COO | May 21, 2026 | Tax withholding | −29,556 | $330.26 | $9.76M | 226,322 |
| John W. Keogh President &COO | May 21, 2026 | Returned to company | −5,033 | – | – | 255,878 |
| Frances F. Townsend Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 5,314 |
| Frances F. Townsend Director | May 21, 2026 | Award | +681 | – | – | 5,507 |
| Theodore Shasta Director | May 21, 2026 | Tax withholding | −193 | $330.26 | $63.74K | 16,069 |
| Theodore Shasta Director | May 21, 2026 | Award | +681 | – | – | 16,262 |
| Evan G. Greenberg Chairman & CEO | May 21, 2026 | Tax withholding | −73,555 | $330.26 | $24.29M | 461,791 |
| Evan G. Greenberg Chairman & CEO | May 21, 2026 | Returned to company | −11,253 | – | – | 535,346 |
| Peter C. Enns Executive Vice President and* | May 21, 2026 | Returned to company | −1,869 | – | – | 41,443 |
| Peter C. Enns Executive Vice President and* | May 21, 2026 | Tax withholding | −11,730 | $330.26 | $3.87M | 29,713 |
| Robert W. Scully Director | May 21, 2026 | Tax withholding | −356 | $330.26 | $117.57K | 20,397 |
| Robert W. Scully Director | May 21, 2026 | Award | +1,256 | – | – | 20,753 |
| Olivier Steimer Director | Mar 19, 2026 | Sale | −2,000 | $329.30 | $658.60K | 25,468 |
| George F. Ohsiek Chief Accounting Officer | Mar 6, 2026 | Sale | −770 | $325.21 | $250.41K | 17,087 |
| Bryce L. Johns Senior Vice President,* | Mar 4, 2026 | Sale | −1,500 | $336.62 | $504.93K | 24,770 |
| George F. Ohsiek Chief Accounting Officer | Mar 3, 2026 | Tax withholding | −103 | $338.30 | $34.84K | 17,857 |
| Paul McNamee Executive Vice President* | Mar 3, 2026 | Tax withholding | −103 | $338.30 | $34.84K | 20,283 |
| Joseph F. Wayland Executive Vice President and* | Mar 3, 2026 | Sale | −7,645 | $336.44 | $2.57M | 56,212 |
| Frances D. O'Brien Chief Risk Officer | Mar 3, 2026 | Tax withholding | −48 | $338.30 | $16.24K | 42,183 |
| Bryce L. Johns Senior Vice President,* | Mar 2, 2026 | Award | +1,046 | – | – | 26,270 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael P. Connors Director | Aug 21, 2026 | 5,500 | $1.90M | Aug 21, 2026 | Restricted Stock Vesting |
| Joseph F. Wayland Officer | Jul 28, 2026 | 8,502 | $3.10M | Jul 28, 2026 | Restricted Stock Vesting |
| Sheila P. Burke Director | Jun 9, 2026 | 2,500 | $812.50K | Jun 9, 2026 | Restricted Stock Vesting |
| Juan Luis Ortega Officer | Jun 8, 2026 | 3,886 | $1.25M | Jun 8, 2026 | Stock Option Exercise |
| Sheila P. Burke Director | Jun 5, 2026 | 500 | $162.41K | Jun 5, 2026 | Restricted Stock Vesting |
| Sheila P. Burke Director | Jun 5, 2026 | 500 | $158.80K | Jun 5, 2026 | Restricted Stock Vesting |
| Sheila P. Burke FORMER DIRECTOR | May 29, 2026 | 950 | $301.54K | May 28, 2026 | RESTRICTED STOCK VESTING |
| Sheila P. Burke Director | May 29, 2026 | 600 | $187.82K | May 29, 2026 | Restricted Stock Vesting |
| John W. Keogh Officer | May 27, 2026 | 23,000 | $7.48M | May 27, 2026 | Restricted Stock Vesting |
| Michael G. Atieh Director | May 22, 2026 | 578 | $190.47K | May 22, 2026 | Restricted Stock Vesting |
| Gift Investment LLC (Evan Greenberg) Incomplete Officer, Director | May 19, 2026 | 15,060 | $5.00M | May 19, 2026 | RSUs |
| CH Dynasty LLC (Evan Greenberg) Greenberg Officer, Director | May 19, 2026 | 15,060 | $5.00M | May 19, 2026 | RSUs |
| Olivier Steimer Former Director | Mar 19, 2026 | 2,000 | $658.60K | Mar 19, 2026 | Restricted Stock Vesting |
| George F. Ohsiek Officer | Mar 6, 2026 | 770 | $250.41K | Mar 6, 2026 | Restricted Stock Vesting |
| Joseph F. Wayland Officer | Mar 3, 2026 | 7,645 | $2.57M | Mar 3, 2026 | Restricted Stock Vesting |