Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CHUBB LIMITED · COM · quarter ended 2026-03-31 · 36 members disclosed CB ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,697 holders are listed, largest first: 1,697
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $101B
holders whose share count rose or who opened the position (new + add), by shares: 782
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 133

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CB ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BERKSHIRE HATHAWAY INC	$11.2B	34,249,183	0	NO CHANGE
2	BlackRock, Inc.	$9.1B	27,888,703	−383,096	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$7.6B	23,255,968	—	NO PRIOR
4	STATE STREET CORP	$5.5B	16,706,179	−138,872	TRIM
5	GQG Partners LLC	$4.0B	12,418,796	−62,380	TRIM
6	FMR LLC	$4.0B	12,222,474	+1,302,824	ADD
7	GEODE CAPITAL MANAGEMENT, LLC	$3.0B	9,119,205	+235,030	ADD
8	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.9B	8,932,609	—	NO PRIOR
9	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$2.1B	6,514,984	−371,609	TRIM
10	WELLINGTON MANAGEMENT GROUP LLP	$2.1B	6,308,944	−1,200,050	TRIM
11	Capital Research Global Investors	$2.1B	6,297,525	+610,680	ADD
12	Capital World Investors	$2.0B	6,054,312	−3,881,554	TRIM
13	AMERIPRISE FINANCIAL INC	$1.7B	5,314,394	+286,152	ADD
14	MORGAN STANLEY	$1.6B	5,025,601	−132,612	TRIM
15	BANK OF AMERICA CORP /DE/	$1.6B	4,908,624	+147,876	ADD
16	WELLS FARGO & COMPANY/MN	$1.5B	4,662,076	−36,077	TRIM
17	RAYMOND JAMES FINANCIAL INC	$1.3B	4,066,212	−53,651	TRIM
18	AQR CAPITAL MANAGEMENT LLC	$1.2B	3,840,991	−400,890	TRIM
19	NORTHERN TRUST CORP	$1.2B	3,578,627	−32,791	TRIM
20	Bank of New York Mellon Corp	$1.1B	3,420,692	+1,457,992	ADD
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.1B	3,409,843	+861,536	ADD
22	UBS Group AG	$936M	2,871,071	+212,771	ADD
23	Legal & General Group Plc	$840M	2,578,293	+56,598	ADD
24	Capital International Investors	$764M	2,345,364	−179,220	TRIM
25	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$746M	2,287,650	+50,242	ADD
26	Invesco Ltd.	$742M	2,275,093	+20,593	ADD
27	DIMENSIONAL FUND ADVISORS LP	$702M	2,152,980	+37,961	ADD
28	ROYAL BANK OF CANADA	$681M	2,089,383	+242,776	ADD
29	VANGUARD FIDUCIARY TRUST CO	$664M	2,038,316	—	NO PRIOR
30	Nuveen, LLC	$577M	1,769,856	+454,883	ADD
31	SCHRODER INVESTMENT MANAGEMENT GROUP	$542M	1,667,429	+191,356	ADD
32	FIRST TRUST ADVISORS LP	$523M	1,605,984	+80,186	ADD
33	Amundi	$523M	1,603,392	−60,177	TRIM
34	PRINCIPAL FINANCIAL GROUP INC	$428M	1,313,022	+4,234	ADD
35	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$425M	1,305,422	+306,350	ADD
36	ENVESTNET ASSET MANAGEMENT INC	$424M	1,300,647	+51,103	ADD
37	VIKING GLOBAL INVESTORS LP	$422M	1,295,011	+281,172	ADD
38	DEUTSCHE BANK AG\	$419M	1,285,113	−96,930	TRIM
39	BARCLAYS PLC	$408M	1,250,600	+131,995	ADD
40	ALTRINSIC GLOBAL ADVISORS LLC	$386M	1,183,707	−128,227	TRIM
41	National Pension Service	$378M	1,161,201	+1,161,201	NEW
42	Swiss National Bank	$358M	1,097,231	+59,720	ADD
43	LAZARD ASSET MANAGEMENT LLC	$317M	971,744	−83,280	TRIM
44	Sumitomo Mitsui Trust Group, Inc.	$317M	971,185	−54,846	TRIM
45	MYCIO WEALTH PARTNERS, LLC	$310M	950,425	−32,139	TRIM
46	Troy Asset Management Ltd	$285M	874,776	+82,293	ADD
47	Boston Partners	$280M	860,131	+3,585	ADD
48	Mitsubishi UFJ Asset Management Co., Ltd.	$279M	854,989	+54,072	ADD
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$270M	829,916	−298,832	TRIM
50	STIFEL FINANCIAL CORP	$267M	819,509	−18,502	TRIM
51	Vanguard Global Advisers, LLC	$265M	811,620	—	NO PRIOR
52	LONDON CO OF VIRGINIA	$249M	762,617	−40,220	TRIM
53	Polar Capital Holdings Plc	$242M	743,748	+28,748	ADD
54	Alphinity Investment Management Pty Ltd	$229M	704,004	+675,983	ADD
55	HSBC HOLDINGS PLC	$228M	701,340	−122,714	TRIM
56	1832 Asset Management L.P.	$225M	689,666	+411,664	ADD
57	DANSKE BANK A/S	$223M	682,892	+37,338	ADD
58	Corient Private Wealth LLC	$221M	685,467	−351,612	TRIM
59	Cullen Capital Management, LLC	$220M	674,033	−7,696	TRIM
60	Holocene Advisors, LP	$220M	673,962	+134,729	ADD
61	NEW YORK STATE COMMON RETIREMENT FUND	$214M	657,730	−3,600	TRIM
62	VANGUARD ASSET MANAGEMENT, Ltd	$208M	637,480	—	NO PRIOR
63	ProShare Advisors LLC	$203M	624,118	−25,915	TRIM
64	ADAGE CAPITAL PARTNERS GP, L.L.C.	$194M	595,883	+231,000	ADD
65	US BANCORP \DE\	$186M	569,589	−2,689	TRIM
66	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$179M	548,090	−44,655	TRIM
67	FRANKLIN RESOURCES INC	$178M	546,500	+250,390	ADD
68	CITIGROUP INC	$178M	545,906	+111,686	ADD
69	Ensign Peak Advisors, Inc	$177M	543,462	−44,048	TRIM
70	LPL Financial LLC	$177M	543,222	+29,209	ADD
71	BANK OF MONTREAL /CAN/	$176M	540,035	−61,286	TRIM
72	DnB Asset Management AS	$175M	535,992	+16,280	ADD
73	ROYAL LONDON ASSET MANAGEMENT LTD	$174M	534,858	+326,291	ADD
74	CANADA PENSION PLAN INVESTMENT BOARD	$170M	521,369	+44,924	ADD
75	Clark Capital Management Group, Inc.	$170M	521,206	+87,825	ADD
76	JENNISON ASSOCIATES LLC	$170M	520,383	−34,205	TRIM
77	SEB Asset Management AB	$169M	519,939	—	NO PRIOR
78	SEI INVESTMENTS CO	$165M	505,001	+155,930	ADD
79	VOYA INVESTMENT MANAGEMENT LLC	$161M	495,086	+407,274	ADD
80	Davis Asset Management, L.P.	$161M	494,556	+44,556	ADD
81	CONFLUENCE INVESTMENT MANAGEMENT LLC	$157M	482,043	−28,978	TRIM
82	Cerity Partners LLC	$138M	423,812	+13,364	ADD
83	Evercore Wealth Management, LLC	$137M	420,570	−8,906	TRIM
84	VICTORY CAPITAL MANAGEMENT INC	$137M	419,029	+32,012	ADD
85	Cannell & Spears LLC	$134M	410,618	−30,533	TRIM
86	Vest Financial, LLC	$133M	409,060	+8,756	ADD
87	STOREBRAND ASSET MANAGEMENT AS	$133M	406,638	—	NO PRIOR
88	GLENMEDE TRUST CO NA	$131M	402,757	−5,331	TRIM
89	ALLIANCEBERNSTEIN L.P.	$130M	416,531	−378,335	TRIM
90	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$127M	388,812	−3,319	TRIM
91	WELCH & FORBES LLC	$126M	386,756	−7,199	TRIM
92	Korea Investment CORP	$119M	364,646	+36,854	ADD
93	D.A. DAVIDSON & CO.	$119M	363,955	+1,034	ADD
94	COOKE & BIELER LP	$114M	349,811	−215,564	TRIM
95	Universal- Beteiligungs- und Servicegesellschaft mbH	$113M	346,451	+6,525	ADD
96	Robeco Institutional Asset Management B.V.	$108M	330,441	−7,165	TRIM
97	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$104M	318,246	−9,550	TRIM
98	TODD ASSET MANAGEMENT LLC	$102M	311,759	+53,103	ADD
99	AVIVA PLC	$101M	308,715	−7,609	TRIM
100	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$101M	308,677	+106,554	ADD
101	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$98.5M	347,292	−59,073	TRIM
102	Zurcher Kantonalbank (Zurich Cantonalbank)	$94.7M	290,585	+290,585	NEW
103	Tidal Investments LLC	$91.1M	279,581	+51,409	ADD
104	NOMURA ASSET MANAGEMENT CO LTD	$88.3M	270,951	−3,690	TRIM
105	SCHARF INVESTMENTS, LLC	$88.2M	270,629	−43,007	TRIM
106	Rockefeller Capital Management L.P.	$87.7M	268,873	+1,267	ADD
107	Evelyn Partners Investment Management LLP	$86.6M	265,802	+899	ADD
108	AGF MANAGEMENT LTD	$85.4M	261,882	−41,887	TRIM
109	TD ASSET MANAGEMENT INC	$84.8M	260,140	−3,580	TRIM
110	Retirement Systems of Alabama	$83.6M	256,631	−622	TRIM
111	CACTI ASSET MANAGEMENT LLC	$83.2M	255,138	0	NO CHANGE
112	CITADEL ADVISORS LLC	$83.1M	254,981	+20,257	ADD
113	Mariner, LLC	$81.9M	251,327	+18,394	ADD
114	PFA Pension, Forsikringsaktieselskab	$81.5M	249,968	+249,968	NEW
115	NORDEA INVESTMENT MANAGEMENT AB	$81.0M	251,671	+165,965	ADD
116	DAVIS R M INC	$80.6M	246,632	−1,293	TRIM
117	Allianz Asset Management GmbH	$80.4M	246,649	+1,947	ADD
118	Mitsubishi UFJ Trust & Banking Corp	$80.1M	245,673	+10,722	ADD
119	HOMESTEAD ADVISERS CORP	$79.4M	243,659	−26,100	TRIM
120	TCTC Holdings, LLC	$78.5M	240,743	−573	TRIM
121	Cornerstone Investment Partners, LLC	$75.3M	230,891	−10,666	TRIM
122	CIBC Bancorp USA Inc.	$74.6M	228,833	—	NO PRIOR
123	IEQ CAPITAL, LLC	$74.2M	227,708	−12,423	TRIM
124	APG Asset Management N.V.	$73.5M	259,891	−11,313	TRIM
125	Talaria Asset Management Pty Ltd	$72.8M	223,300	0	NO CHANGE
126	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$72.5M	222,166	+80,196	ADD
127	Connor, Clark & Lunn Investment Management Ltd.	$72.1M	221,294	+146,521	ADD
128	Calamos Advisors LLC	$71.3M	218,874	+57,860	ADD
129	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$71.2M	218,406	+81,660	ADD
130	Swedbank AB	$70.5M	216,445	−37,210	TRIM
131	Lansforsakringar Fondforvaltning AB (publ)	$68.1M	209,011	+6,267	ADD
132	Quantinno Capital Management LP	$68.0M	208,605	+50,492	ADD
133	Creative Planning	$67.8M	207,902	+14,084	ADD
134	HighTower Advisors, LLC	$66.9M	205,253	+5,753	ADD
135	Baird Financial Group, Inc.	$66.8M	204,951	+204,951	NEW
136	LGT Group Foundation	$66.2M	203,043	+2,894	ADD
137	MACKENZIE FINANCIAL CORP	$66.0M	202,428	+43,830	ADD
138	STATE OF WISCONSIN INVESTMENT BOARD	$65.9M	202,064	+2,598	ADD
139	Eurizon Capital SGR S.p.A.	$64.9M	198,886	+198,886	NEW
140	ZWJ INVESTMENT COUNSEL INC	$64.5M	197,903	+7,545	ADD
141	KLP KAPITALFORVALTNING AS	$64.5M	197,202	+7,040	ADD
142	Midwest Trust Co	$64.2M	196,861	−39	TRIM
143	PERSONAL CFO SOLUTIONS, LLC	$62.8M	192,182	−843	TRIM
144	FIRST MANHATTAN CO. LLC.	$61.5M	188,079	−13,772	TRIM
145	Vanguard Investments Australia, Ltd.	$60.7M	186,156	—	NO PRIOR
146	&PARTNERS	$60.3M	185,242	−3,175	TRIM
147	Chevy Chase Trust Holdings, LLC	$59.4M	182,342	−7,043	TRIM
148	Asset Management One Co., Ltd.	$58.3M	179,023	−15,186	TRIM
149	Oldfield Partners LLP	$57.6M	176,600	+100	ADD
150	Cetera Investment Advisers	$57.0M	174,763	+11,224	ADD
151	TRUIST FINANCIAL CORP	$56.9M	174,712	−4,047	TRIM
152	CIBC Asset Management Inc	$56.9M	174,599	+54,220	ADD
153	FIFTH THIRD BANCORP	$55.9M	171,432	+153	ADD
154	Pictet Asset Management Holding SA	$55.1M	169,121	−36,392	TRIM
155	UNIO CAPITAL LLC	$55.0M	168,743	−32,239	TRIM
156	FEDERATED HERMES, INC.	$52.7M	161,805	+9,542	ADD
157	PUBLIC SECTOR PENSION INVESTMENT BOARD	$51.6M	158,459	+39,242	ADD
158	BNP Paribas Asset Management Holding S.A.	$51.5M	158,094	+93	ADD
159	SMITH CHAS P & ASSOCIATES PA CPAS	$50.7M	155,565	−2,042	TRIM
160	Carnegie Investment Counsel	$50.6M	160,792	+4,967	ADD
161	MAI Capital Management	$50.2M	154,147	+1,928	ADD
162	Willis Investment Counsel	$50.1M	153,791	+370	ADD
163	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$48.5M	148,833	+499	ADD
164	GRANDFIELD & DODD, LLC	$48.2M	147,754	−2,472	TRIM
165	Allspring Global Investments Holdings, LLC	$48.1M	146,995	+31,855	ADD
166	ASR Vermogensbeheer N.V.	$47.9M	146,927	+3,561	ADD
167	OSAIC HOLDINGS, INC.	$46.9M	143,901	+50,794	ADD
168	Focus Partners Wealth	$46.7M	143,065	+2,835	ADD
169	Assenagon Asset Management S.A.	$45.1M	138,288	+127,492	ADD
170	TD Waterhouse Canada Inc.	$44.9M	137,354	+89,315	ADD
171	Steward Partners Investment Advisory, LLC	$42.1M	129,303	+24,434	ADD
172	BERKSHIRE ASSET MANAGEMENT LLC/PA	$41.9M	128,652	+313	ADD
173	State of New Jersey Common Pension Fund D	$41.9M	128,427	−950	TRIM
174	MERCER GLOBAL ADVISORS INC /ADV	$41.4M	127,095	+26,247	ADD
175	MILLENNIUM MANAGEMENT LLC	$41.2M	126,471	+32,490	ADD
176	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$40.0M	122,845	−37,623	TRIM
177	COUNTRY TRUST BANK	$38.8M	119,151	−10,485	TRIM
178	OPPENHEIMER ASSET MANAGEMENT INC.	$38.3M	117,617	−773	TRIM
179	Capital International, Inc./CA/	$38.0M	116,684	−55,943	TRIM
180	Freestone Grove Partners LP	$37.9M	116,143	+116,143	NEW
181	Resona Asset Management Co.,Ltd.	$37.2M	114,250	+406	ADD
182	Tredje AP-fonden	$37.0M	113,610	+63,247	ADD
183	TOCQUEVILLE ASSET MANAGEMENT L.P.	$36.4M	111,531	−235	TRIM
184	COMMERCE BANK	$36.3M	111,496	−5,018	TRIM
185	CWM, LLC	$35.9M	110,012	+6,336	ADD
186	TEACHER RETIREMENT SYSTEM OF TEXAS	$35.0M	107,399	+24,047	ADD
187	CAMBIAR INVESTORS LLC	$34.8M	106,782	−43,027	TRIM
188	Aristotle Atlantic Partners, LLC	$34.5M	105,827	−3,650	TRIM
189	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$34.1M	104,529	−2,826	TRIM
190	Chesley Taft & Associates LLC	$33.4M	102,571	+144	ADD
191	Arizona State Retirement System	$33.4M	102,432	−4,639	TRIM
192	Gotham Asset Management, LLC	$33.3M	102,260	+9,510	ADD
193	Pathstone Holdings, LLC	$33.3M	102,156	+3,695	ADD
194	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$33.1M	101,569	+4,433	ADD
195	NATIONAL BANK OF CANADA /FI/	$33.1M	101,160	+10,949	ADD
196	Capital International Sarl	$32.4M	99,505	−65,982	TRIM
197	Czech National Bank	$32.3M	99,059	+2,549	ADD
198	HOWLAND CAPITAL MANAGEMENT LLC	$32.1M	98,089	+96	ADD
199	NewEdge Advisors, LLC	$31.5M	96,634	−6,829	TRIM
200	Advisors Capital Management, LLC	$31.1M	95,339	+5,062	ADD
201	ASSETMARK, INC	$31.0M	95,240	−831	TRIM
202	STATE OF MICHIGAN RETIREMENT SYSTEM	$31.0M	94,987	−800	TRIM
203	WCM INVESTMENT MANAGEMENT, LLC	$30.3M	93,010	+71,486	ADD
204	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$29.8M	91,539	+3,128	ADD
205	Philip James Wealth Mangement, LLC	$29.8M	91,299	+27,099	ADD
206	AMERICAN CENTURY COMPANIES INC	$29.3M	89,823	+2,930	ADD
207	Clearbridge Investments, LLC	$29.2M	89,685	−3,158	TRIM
208	PRUDENTIAL FINANCIAL INC	$29.2M	89,656	+7,302	ADD
209	Daiwa Securities Group Inc.	$29.0M	88,870	+2,685	ADD
210	Vontobel Holding Ltd.	$29.0M	88,857	+20,567	ADD
211	Rafferty Asset Management, LLC	$28.8M	88,428	−23,218	TRIM
212	BRADLEY FOSTER & SARGENT INC/CT	$28.5M	87,550	−2,546	TRIM
213	Zurich Insurance Group Ltd/FI	$28.4M	87,281	−53,353	TRIM
214	PhiloSmith Capital Corp	$28.4M	87,000	0	NO CHANGE
215	M&T BANK CORP	$28.2M	86,393	−2,444	TRIM
216	MetLife Investment Management, LLC	$27.7M	85,019	−2,713	TRIM
217	Mirae Asset Global Investments Co., Ltd.	$27.6M	84,787	+11,905	ADD
218	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$27.6M	84,727	−407	TRIM
219	BECKER CAPITAL MANAGEMENT INC	$27.6M	84,344	−1,308	TRIM
220	Sanctuary Advisors, LLC	$26.9M	82,476	−2,180	TRIM
221	FACTORY MUTUAL INSURANCE CO	$26.6M	81,700	−34,800	TRIM
222	GREAT LAKES ADVISORS, LLC	$26.3M	80,680	−50,764	TRIM
223	Arbejdsmarkedets Tillaegspension	$25.4M	77,813	+597	ADD
224	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$25.2M	77,452	+6,093	ADD
225	IFM Investors Pty Ltd	$25.2M	77,444	+1,931	ADD
226	Allworth Financial LP	$25.1M	77,126	+1,834	ADD
227	TWO SIGMA INVESTMENTS, LP	$25.1M	77,074	−508,957	TRIM
228	Beacon Pointe Advisors, LLC	$24.7M	75,685	+26,438	ADD
229	Badgley Phelps Wealth Managers, LLC	$24.6M	75,295	−944	TRIM
230	Amplius Wealth Advisors, LLC	$24.6M	75,325	+1,014	ADD
231	ANCHOR CAPITAL ADVISORS LLC	$23.8M	72,961	−174	TRIM
232	YOUSIF CAPITAL MANAGEMENT, LLC	$23.6M	72,386	−4,299	TRIM
233	Concurrent Investment Advisors, LLC	$23.2M	71,317	+3,471	ADD
234	BROWN ADVISORY INC	$23.2M	71,030	−73	TRIM
235	Varma Mutual Pension Insurance Co	$23.1M	70,821	0	NO CHANGE
236	OAK ASSOCIATES LTD /OH/	$23.1M	70,807	0	NO CHANGE
237	COMMONWEALTH EQUITY SERVICES, LLC	$23.0M	70,432	−3,757	TRIM
238	Evelyn Partners Investment Management Services Ltd	$22.9M	70,285	+2,786	ADD
239	Ethic Inc.	$22.9M	70,221	+5,531	ADD
240	Talbot Financial, LLC	$22.7M	69,683	+786	ADD
241	PRUDENTIAL PLC	$22.6M	69,437	+11,630	ADD
242	Lido Advisors, LLC	$22.6M	69,248	+2,941	ADD
243	RWA WEALTH PARTNERS, LLC	$22.5M	68,891	+756	ADD
244	XPONANCE LLC	$21.7M	66,689	+10,769	ADD
245	MARTINGALE ASSET MANAGEMENT L P	$21.6M	66,132	−5,263	TRIM
246	Vanguard Personalized Indexing Management, LLC	$21.5M	66,094	+3,393	ADD
247	USS Investment Management Ltd	$21.5M	66,014	+1,066	ADD
248	Van Hulzen Asset Management, LLC	$20.9M	64,019	+27,664	ADD
249	NISA INVESTMENT ADVISORS, LLC	$20.8M	63,656	−14,979	TRIM
250	Asset Advisors Investment Management, LLC	$20.8M	63,698	+773	ADD
251	Pinnacle Financial Partners, Inc.	$20.7M	63,616	+2,961	ADD
252	QRG CAPITAL MANAGEMENT, INC.	$20.7M	63,604	+8,137	ADD
253	DDD Partners, LLC	$20.6M	63,278	−10,193	TRIM
254	Andra AP-fonden	$20.2M	62,043	+48,183	ADD
255	CONNORS INVESTOR SERVICES INC	$20.2M	62,001	−306	TRIM
256	Dai-ichi Life Insurance Company, Ltd	$20.2M	61,830	−5,395	TRIM
257	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$20.0M	61,068	+61,068	NEW
258	PITTENGER & ANDERSON INC	$19.9M	61,174	+1,589	ADD
259	Orion Porfolio Solutions, LLC	$19.8M	60,785	−787	TRIM
260	KANAWHA CAPITAL MANAGEMENT LLC	$19.6M	60,112	+451	ADD
261	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$19.6M	60,057	+6,398	ADD
262	BAILARD, INC.	$19.6M	60,047	−166	TRIM
263	REGIONS FINANCIAL CORP	$19.4M	59,566	−4,694	TRIM
264	Groupe la Francaise	$19.4M	59,478	−34,098	TRIM
265	Utah Retirement Systems	$19.4M	59,402	−1,733	TRIM
266	Calamos Wealth Management LLC	$18.7M	57,478	+1,229	ADD
267	Cresset Asset Management, LLC	$18.7M	57,225	−4,258	TRIM
268	Sumitomo Mitsui DS Asset Management Company, Ltd	$18.1M	55,516	+709	ADD
269	TCV Trust & Wealth Management, Inc.	$17.7M	54,368	−1,225	TRIM
270	GoodHaven Capital Management, LLC	$17.7M	54,338	+8	ADD
271	CAPITAL INTERNATIONAL LTD /CA/	$17.6M	54,009	−41,381	TRIM
272	WEDGEWOOD PARTNERS INC	$17.6M	53,886	−2,640	TRIM
273	EAGLE ROCK INVESTMENT COMPANY, LLC	$17.6M	53,882	+130	ADD
274	Diversified Trust Co	$17.3M	53,192	−6,643	TRIM
275	Nepsis Inc.	$17.1M	52,608	−1,306	TRIM
276	NEOS Investment Management LLC	$17.1M	52,497	+1,735	ADD
277	Wealthfront Advisers LLC	$17.1M	52,328	+3,527	ADD
278	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$16.8M	51,529	−15,680	TRIM
279	ABN AMRO INVESTMENT SOLUTIONS	$16.6M	51,044	+51,044	NEW
280	Boston Common Asset Management, LLC	$16.6M	51,027	−12,047	TRIM
281	CCM INVESTMENT ADVISERS LLC	$16.6M	50,914	−424	TRIM
282	River Road Asset Management, LLC	$16.5M	50,566	−4,155	TRIM
283	CIBC WORLD MARKET INC.	$16.5M	50,534	+405	ADD
284	Azimuth Capital Investment Management LLC	$16.4M	50,410	−181	TRIM
285	Elo Mutual Pension Insurance Co	$16.4M	50,227	−6,371	TRIM
286	Merit Financial Group, LLC	$16.4M	50,221	+6,457	ADD
287	Fogel Capital Management, Inc.	$16.2M	49,597	+414	ADD
288	Crossmark Global Holdings, Inc.	$16.1M	49,312	—	NO PRIOR
289	Mediolanum International Funds Ltd	$16.0M	49,289	−10,149	TRIM
290	BLAIR WILLIAM & CO/IL	$15.8M	48,584	−1,149	TRIM
291	MML INVESTORS SERVICES, LLC	$15.8M	48,507	−3,793	TRIM
292	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.7M	48,110	+48,110	NEW
293	NorthCrest Asset Manangement, LLC	$15.5M	47,266	−75,285	TRIM
294	HB Wealth Management, LLC	$15.5M	47,449	+1,133	ADD
295	CITIZENS FINANCIAL GROUP INC/RI	$15.3M	46,773	−2,017	TRIM
296	ZEVIN ASSET MANAGEMENT LLC	$15.1M	46,378	−443	TRIM
297	ROCKLAND TRUST CO	$15.1M	46,238	−82,090	TRIM
298	Janus Henderson Group Ltd.	$15.1M	46,235	+1,658	ADD
299	LGT Fund Management Co Ltd.	$14.9M	45,791	+16,672	ADD
300	Vinva Investment Management Ltd	$14.9M	45,826	−2,381	TRIM
301	GUGGENHEIM CAPITAL LLC	$14.7M	44,994	−1,105	TRIM
302	Bridgewater Associates, LP	$14.6M	44,783	−11,800	TRIM
303	Atria Investments, Inc	$14.3M	43,841	+1,394	ADD
304	LS Investment Advisors, LLC	$14.0M	42,844	−2,134	TRIM
305	GROUPAMA ASSET MANAGMENT	$13.9M	42,546	−6,147	TRIM
306	MCRAE CAPITAL MANAGEMENT INC	$13.7M	42,093	−1,940	TRIM
307	Illinois Municipal Retirement Fund	$13.6M	41,654	−7,932	TRIM
308	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$13.6M	41,652	−247	TRIM
309	Positano Wealth Management Ltd	$13.3M	40,864	—	NO PRIOR
310	Venture Visionary Partners LLC	$12.9M	39,608	−363	TRIM
311	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$12.8M	39,136	+247	ADD
312	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$12.6M	38,689	−613	TRIM
313	River Wealth Advisors LLC	$12.3M	37,763	+938	ADD
314	MGO ONE SEVEN LLC	$12.3M	37,761	+1,385	ADD
315	World Investment Advisors	$12.3M	37,602	−1,219	TRIM
316	MACQUARIE GROUP LTD	$12.2M	37,437	−23,035	TRIM
317	BENJAMIN EDWARDS INC	$12.0M	36,928	+356	ADD
318	INTECH INVESTMENT MANAGEMENT LLC	$12.0M	36,865	+3,945	ADD
319	HAMEL ASSOCIATES, INC.	$11.8M	36,250	−294	TRIM
320	MATTERN CAPITAL MANAGEMENT, LLC	$11.8M	36,121	−253	TRIM
321	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$11.7M	36,043	+688	ADD
322	WOODMONT INVESTMENT COUNSEL LLC	$11.6M	35,467	+998	ADD
323	Kestra Advisory Services, LLC	$11.4M	34,868	+998	ADD
324	LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE	$11.2M	34,242	−155	TRIM
325	Glenview Trust Co	$11.0M	33,859	−1,175	TRIM
326	KEYBANK NATIONAL ASSOCIATION/OH	$11.0M	33,802	+1,438	ADD
327	KESTRA PRIVATE WEALTH SERVICES, LLC	$11.0M	33,798	−554	TRIM
328	WEYBOSSET RESEARCH & MANAGEMENT LLC	$10.9M	33,576	+85	ADD
329	Grantham, Mayo, Van Otterloo & Co. LLC	$10.9M	33,490	−7,206	TRIM
330	BEACON INVESTMENT ADVISORY SERVICES, INC.	$10.8M	33,260	+752	ADD
331	Federation des caisses Desjardins du Quebec	$10.8M	33,220	+10,860	ADD
332	Financial Strategies Group, Inc.	$10.8M	33,233	+283	ADD
333	ALLIANZ SE	$10.7M	32,720	0	NO CHANGE
334	Regency Capital Management Inc.\DE	$10.6M	32,506	−7,774	TRIM
335	Point72 Asset Management, L.P.	$10.6M	32,456	−68,504	TRIM
336	Verdence Capital Advisors LLC	$10.6M	32,433	−2,899	TRIM
337	Northwest & Ethical Investments L.P.	$10.5M	32,262	+9,648	ADD
338	Hi-Line Capital Management, LLC	$10.5M	31,988	−46	TRIM
339	Vident Advisory, LLC	$10.4M	31,923	+5,199	ADD
340	BENDER ROBERT & ASSOCIATES	$10.1M	31,128	−1,565	TRIM
341	Investment Management Corp of Ontario	$10.1M	31,115	−1,519	TRIM
342	Curi Capital, LLC	$10.0M	30,580	−9,414	TRIM
343	OLD NATIONAL BANCORP /IN/	$10.0M	30,564	+1,157	ADD
344	Avanza Fonder AB	$9.8M	29,917	0	NO CHANGE
345	Greenline Partners, LLC	$9.7M	29,777	+3,015	ADD
346	Empowered Funds, LLC	$9.7M	29,622	−1,139	TRIM
347	TRITONPOINT WEALTH, LLC	$9.6M	29,507	−1,324	TRIM
348	Man Group plc	$9.5M	29,108	−22,678	TRIM
349	Cyndeo Wealth Partners, LLC	$9.4M	28,958	+3,935	ADD
350	Sterling Capital Management LLC	$9.4M	28,812	+10,315	ADD
351	GILDER GAGNON HOWE & CO LLC	$9.3M	28,673	−187	TRIM
352	FIDUCIARY TRUST CO	$9.2M	28,248	+585	ADD
353	EVEXIA WEALTH LLC	$9.2M	27,798	−3,486	TRIM
354	New Age Alpha Advisors, LLC	$9.1M	28,049	−2,365	TRIM
355	ADVOCATE GROUP LLC	$9.1M	27,804	+927	ADD
356	Sequoia Financial Advisors, LLC	$8.9M	27,279	−1	TRIM
357	EVERGREEN CAPITAL MANAGEMENT LLC	$8.9M	27,098	+1,601	ADD
358	Prospera Financial Services Inc	$8.6M	26,532	−1,093	TRIM
359	Equitable Holdings, Inc.	$8.6M	26,847	+18,869	ADD
360	Kesler, Norman & Wride, LLC	$8.6M	26,426	+15	ADD
361	Van Cleef Asset Management,Inc	$8.5M	25,932	−18	TRIM
362	Osmosis Investment Management UK Ltd	$8.4M	25,597	−7,472	TRIM
363	Dakota Wealth Management	$8.4M	25,629	−3,038	TRIM
364	CREDIT AGRICOLE S A	$8.3M	25,597	−95,664	TRIM
365	LOWE BROCKENBROUGH & CO INC	$8.3M	25,584	+853	ADD
366	CHOREO, LLC	$8.3M	25,469	−1,200	TRIM
367	Siemens Fonds Invest GmbH	$8.3M	25,531	+772	ADD
368	NICHOLAS COMPANY, INC.	$8.3M	25,425	0	NO CHANGE
369	Stokes Capital Advisors, LLC	$8.3M	25,338	−2,614	TRIM
370	Waverly Advisors, LLC	$8.2M	25,203	+1,916	ADD
371	American Assets Investment Management, LLC	$8.1M	25,000	0	NO CHANGE
372	CRAWFORD INVESTMENT COUNSEL INC	$8.1M	24,949	−1,435	TRIM
373	Generali Asset Management SPA SGR	$8.0M	24,600	−6,754	TRIM
374	Elite Wealth Management, Inc.	$8.0M	24,488	+24,488	NEW
375	Aptus Capital Advisors, LLC	$7.9M	24,164	−828	TRIM
376	Apollon Wealth Management, LLC	$7.8M	24,006	+888	ADD
377	FLPUTNAM INVESTMENT MANAGEMENT CO	$7.7M	23,669	−1,008	TRIM
378	DAYMARK WEALTH PARTNERS, LLC	$7.6M	23,330	−522	TRIM
379	SCS Capital Management LLC	$7.6M	23,298	−185	TRIM
380	JANE STREET GROUP, LLC	$7.6M	23,282	−15,638	TRIM
381	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$7.6M	23,200	+380	ADD
382	Banque Cantonale Vaudoise	$7.5M	22,930	+7,374	ADD
383	SOROS FUND MANAGEMENT LLC	$7.5M	22,890	+22,890	NEW
384	GC Wealth Management RIA, LLC	$7.4M	22,852	−596	TRIM
385	Norinchukin Bank, The	$7.4M	22,553	−110	TRIM
386	CVFG LLC	$7.3M	22,477	+22,477	NEW
387	Qube Research & Technologies Ltd	$7.3M	22,414	−82,509	TRIM
388	Private Advisor Group, LLC	$7.3M	22,390	+196	ADD
389	Westbourne Investment Advisors, Inc.	$7.3M	22,305	+128	ADD
390	UMB Bank, n.a.	$7.2M	21,996	+11,014	ADD
391	MIZUHO SECURITIES USA LLC	$7.2M	21,989	−4,661	TRIM
392	BRADY FAMILY WEALTH, LLC	$7.1M	21,853	+108	ADD
393	NovaPoint Capital, LLC	$7.1M	21,703	+981	ADD
394	Berger Financial Group, Inc	$6.9M	21,262	−716	TRIM
395	Mirador Capital Partners LP	$6.9M	21,081	+329	ADD
396	Dana Investment Advisors, Inc.	$6.8M	20,872	+68	ADD
397	HARTFORD INVESTMENT MANAGEMENT CO	$6.8M	20,857	−355	TRIM
398	PRINCIPAL SECURITIES, INC.	$6.7M	20,687	+2,699	ADD
399	OPPENHEIMER & CO INC	$6.7M	20,667	+151	ADD
400	Scissortail Wealth Management, LLC	$6.7M	20,615	+302	ADD
401	MASTERINVEST Kapitalanlage GmbH	$6.6M	20,389	+1,051	ADD
402	Left Brain Wealth Management, LLC	$6.6M	20,265	−17	TRIM
403	Kintegral Advisory, LLC	$6.6M	20,195	−895	TRIM
404	Clear Trail Advisors, LLC	$6.5M	19,935	−649	TRIM
405	ALPS ADVISORS INC	$6.5M	19,896	−1,412	TRIM
406	Slow Capital, Inc.	$6.5M	19,871	−478	TRIM
407	BAR HARBOR WEALTH MANAGEMENT	$6.3M	19,468	−662	TRIM
408	Trajan Wealth LLC	$6.3M	19,244	+912	ADD
409	Composition Wealth, LLC	$6.2M	18,990	+2,356	ADD
410	Compass Wealth Management LLC	$6.2M	18,914	+263	ADD
411	HARRELL INVESTMENT PARTNERS, LLC	$6.0M	18,519	−1,350	TRIM
412	ArrowMark Colorado Holdings LLC	$6.0M	18,485	−8,789	TRIM
413	NEW VERNON INVESTMENT MANAGEMENT LLC	$6.0M	18,432	+18,432	NEW
414	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$6.0M	18,286	+115	ADD
415	BANK OF NOVA SCOTIA	$5.9M	18,058	−125,986	TRIM
416	Wealth Advisory Solutions, LLC	$5.9M	18,057	+105	ADD
417	SIG BROKERAGE, LP	$5.9M	17,961	+720	ADD
418	Geneos Wealth Management Inc.	$5.8M	17,879	−784	TRIM
419	BAXTER BROS INC	$5.8M	17,878	+1,121	ADD
420	Concorde Financial Corp	$5.8M	17,807	−139	TRIM
421	KKM Financial LLC	$5.8M	18,638	0	NO CHANGE
422	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$5.8M	17,716	+17,716	NEW
423	WINTON GROUP Ltd	$5.7M	17,580	+17,580	NEW
424	Focus Partners Advisor Solutions, LLC	$5.7M	17,547	+374	ADD
425	MIDDLETON & CO INC/MA	$5.7M	17,341	−345	TRIM
426	KCM INVESTMENT ADVISORS LLC	$5.4M	16,713	+198	ADD
427	Vise Technologies, Inc.	$5.4M	17,426	0	NO CHANGE
428	DAVENPORT & Co LLC	$5.4M	16,664	+286	ADD
429	AlphaCore Capital LLC	$5.4M	16,493	−1,228	TRIM
430	ING GROEP NV	$5.4M	16,520	−374	TRIM
431	Comprehensive Financial Consultants Institutional, Inc.	$5.4M	16,471	−234	TRIM
432	Stonebridge Financial Group, LLC	$5.4M	16,460	+282	ADD
433	Ipswich Investment Management Co., Inc.	$5.4M	16,426	−324	TRIM
434	PINNACLE ASSOCIATES LTD	$5.3M	16,312	−34	TRIM
435	DAVIS-REA LTD.	$5.3M	16,286	−84	TRIM
436	Castlefield Investment Partners LLP	$5.3M	16,279	+16,227	ADD
437	EP Wealth Advisors, LLC	$5.3M	16,213	−1,198	TRIM
438	Core Alternative Capital	$5.3M	16,205	−1,238	TRIM
439	Summit Financial, LLC	$5.3M	16,154	+31	ADD
440	QUADRANT CAPITAL GROUP LLC	$5.3M	16,191	+129	ADD
441	Boit C F David	$5.3M	16,165	0	NO CHANGE
442	Meiji Yasuda America Inc	$5.3M	16,122	−221	TRIM
443	Northwest Bancshares, Inc.	$5.2M	16,076	+121	ADD
444	Rock Point Advisors, LLC	$5.2M	15,949	−179	TRIM
445	Metis Global Partners, LLC	$5.1M	15,666	−1,464	TRIM
446	Summit Trail Advisors, LLC	$5.1M	15,658	+5,912	ADD
447	Citizens National Bank Trust Department	$5.1M	15,614	−200	TRIM
448	Lombard Odier Asset Management (Switzerland) SA	$5.0M	15,350	+3,040	ADD
449	FIRST NATIONAL BANK OF OMAHA	$5.0M	15,349	−451	TRIM
450	Brown Miller Wealth Management, LLC	$5.0M	15,341	−176	TRIM
451	SouthState Bank Corp	$5.0M	15,332	−474	TRIM
452	Radnor Capital Management, LLC	$5.0M	15,323	0	NO CHANGE
453	PLIMOTH TRUST CO LLC	$5.0M	15,267	−457	TRIM
454	ROMANO BROTHERS AND COMPANY	$5.0M	15,226	−25	TRIM
455	Clearstead Advisors, LLC	$5.0M	15,188	−500	TRIM
456	LMG Wealth Partners, LLC	$4.9M	15,008	+550	ADD
457	MUFG Securities EMEA plc	$4.9M	14,911	−24,028	TRIM
458	STEPHENS INC /AR/	$4.9M	14,905	+336	ADD
459	Texas Yale Capital Corp.	$4.7M	14,528	−2	TRIM
460	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$4.7M	14,499	+14,499	NEW
461	CHICAGO TRUST Co NA	$4.7M	14,499	−1,026	TRIM
462	HIGHLAND CAPITAL MANAGEMENT, LLC	$4.7M	14,418	−230	TRIM
463	WESTWOOD HOLDINGS GROUP INC	$4.7M	14,403	+82	ADD
464	JOHNSON INVESTMENT COUNSEL INC	$4.7M	14,329	−729	TRIM
465	Coastline Trust Co	$4.6M	14,197	−20	TRIM
466	L & S Advisors Inc	$4.6M	14,110	−11,031	TRIM
467	Lighthouse Investment Partners, LLC	$4.6M	14,044	−28,474	TRIM
468	GREENLEAF TRUST	$4.6M	14,034	−2,659	TRIM
469	Bulldog Investors, LLP	$4.6M	14,000	0	NO CHANGE
470	Weil Company, Inc.	$4.6M	13,974	−155	TRIM
471	Inlet Private Wealth, LLC	$4.5M	13,924	+350	ADD
472	Saudi Central Bank	$4.5M	13,800	+13,800	NEW
473	Unison Advisors LLC	$4.5M	13,722	+43	ADD
474	Arlington Financial Advisors, LLC	$4.5M	13,749	+13,749	NEW
475	FINANCIAL ADVISORY PARTNERS, LLC	$4.5M	13,690	−108	TRIM
476	Choate Investment Advisors	$4.5M	13,681	−170	TRIM
477	LEVEL FOUR ADVISORY SERVICES, LLC	$4.5M	13,664	+201	ADD
478	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$4.4M	13,561	+13,561	NEW
479	VISTA INVESTMENT PARTNERS LLC	$4.4M	13,490	+377	ADD
480	Cohen Investment Advisors LLC	$4.4M	13,407	+27	ADD
481	Beacon Bank & Trust	$4.3M	13,336	−557	TRIM
482	GeoWealth Management, LLC	$4.3M	13,311	+1,189	ADD
483	Meiji Yasuda Asset Management Co Ltd.	$4.3M	13,257	−4,148	TRIM
484	Caprock Group, LLC	$4.3M	13,105	−238	TRIM
485	FIL Ltd	$4.2M	13,014	−17,911	TRIM
486	Empire Financial Management Company, LLC	$4.2M	12,983	+353	ADD
487	Moors & Cabot, Inc.	$4.2M	12,938	−904	TRIM
488	Callan Family Office, LLC	$4.2M	12,913	−472	TRIM
489	Wilmington Savings Fund Society, FSB	$4.2M	12,910	−2,771	TRIM
490	GUARDIAN CAPITAL LP	$4.2M	12,910	+10,165	ADD
491	NWF Advisory Services Inc.	$4.2M	12,898	+412	ADD
492	NOMURA HOLDINGS INC	$4.2M	12,874	−7,192	TRIM
493	Laird Norton Wetherby Trust Company, LLC	$4.2M	12,800	−1,631	TRIM
494	Brendel Financial Advisors LLC	$4.2M	12,799	+347	ADD
495	Prana Capital Management, LP	$4.2M	12,797	−228,589	TRIM
496	Perigon Wealth Management, LLC	$4.1M	12,677	−320	TRIM
497	Savant Capital, LLC	$4.1M	12,593	+3,044	ADD
498	NewEdge Wealth, LLC	$4.1M	12,590	−7,336	TRIM
499	Marble Harbor Investment Counsel, LLC	$4.1M	12,566	−125	TRIM
500	Costello Asset Management, INC	$4.1M	12,528	−454	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CB

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 3 Maria Elvira Salazar R–FL-27, Alan Armstrong R–OK, Kevin Hern R–OK-1 $32K–$130K
Sellers: 1 Maria Elvira Salazar R–FL-27 $15K–$50K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Viking Global Investors, Gotham Asset Management, Soros Fund Management $463M held
Trimming: 1 Bridgewater Associates $14.6M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CHUBB LIMITED

Merged timeline of congressional filings and notable-manager moves on CB
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	BUY	$1K–$15K
2026-09-09	Maria Elvira Salazar Congress	SELL	$15K–$50K
2026-08-07	Maria Elvira Salazar Congress	BUY	$15K–$50K
2026-08-07	Maria Elvira Salazar Congress	BUY	$15K–$50K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Viking Global Investors 13F	ADD	+281,172 sh
2026-05-15	Gotham Asset Management 13F	ADD	+9,510 sh
2026-05-15	Soros Fund Management 13F	NEW	+22,890 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−11,800 sh

9 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

36 members of Congress disclosed CB — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).