CB — CHUBB LIMITED
Reported value held$66.09B
Funds holding (latest)56
SectorFinancials
Index member: S&P 500
Funds holding (Q2 2026)48
Institutional value$54.82B · 176.17M sh
New / Add / Cut / Exit1 / 14 / 27 / 2
Top-5 / Top-10 concentration57.2% / 73.0%
Institutional holdings change
Reducing -0.2%
(-318.72K sh)
Institutional value change
Up +4.6%
As of Q2 2026, 48 SEC-registered investment managers reported holding CB (CHUBB LIMITED) in their latest 13F filings, with a combined reported value of $54.82B across 176.17M shares. That is -0.2% by share count (-318.72K shares) versus the previous quarter, while reported value moved +4.6%. Ownership is concentrated: the five largest holders account for 57.2% of reported value and the top ten for 73.0%.
Compared with the prior quarter, 1 opened new positions, 14 added to existing stakes, 27 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
CB is a constituent of the S&P 500 and is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Berkshire Hathaway history | 34.25M | $11.67B | 3.90% | Hold |
| BlackRock Inc history | 29.09M | $9.91B | 0.16% | Add |
| Fidelity Management & Research (FMR) history | 13.37M | $4.56B | 0.22% | Add |
| Geode Capital Management history | 9.15M | $3.11B | 0.17% | Hold |
| Wellington Management Group history | 6.20M | $2.11B | 0.38% | Reduce |
| MFS Investment Management history | 5.89M | $2.03B | 0.68% | Reduce |
| Capital World Investors history | 5.58M | $1.90B | 0.24% | Reduce |
| Morgan Stanley history | 5.29M | $1.80B | 0.10% | Add |
| Bank of America Corp history | 4.53M | $1.55B | 0.10% | Reduce |
| AQR Capital Management history | 4.00M | $1.36B | 0.48% | Add |
| Wells Fargo & Co history | 3.85M | $1.31B | 0.22% | Reduce |
| Capital Research Global Investors history | 3.52M | $1.20B | 0.18% | Reduce |
| Northern Trust Corp history | 3.46M | $1.18B | 0.14% | Reduce |
| Norges Bank Investment Management history | 3.14M | $1.07B | 0.11% | Reduce |
| BNY Mellon history | 3.06M | $1.04B | 0.17% | Reduce |
| Goldman Sachs Group history | 2.91M | $990.95M | 0.09% | Reduce |
| UBS Group AG history | 2.89M | $983.48M | 0.13% | Reduce |
| Legal & General Investment Management America history | 2.48M | $843.49M | 0.18% | Reduce |
| Arrowstreet Capital history | 2.46M | $838.56M | 0.37% | Add |
| Invesco Ltd history | 2.30M | $783.88M | 0.07% | Add |
| Charles Schwab Investment Management history | 2.30M | $782.07M | 0.10% | Hold |
| Amundi US history | 1.54M | $524.84M | 0.13% | Reduce |
| Principal Global Investors history | 1.36M | $463.23M | 0.23% | Add |
| National Pension Service of Korea history | 1.15M | $391.17M | 0.25% | Reduce |
| Deutsche Bank AG history | 1.05M | $358.64M | 0.11% | Reduce |
| Lazard Asset Management history | 926.59K | $315.73M | 0.49% | Reduce |
| PNC Financial Services history | 846.16K | $288.32M | 0.14% | Hold |
| Citadel Advisors history | 805.77K | $274.56M | 0.03% | Add |
| Manulife Financial history | 624.38K | $212.75M | 0.17% | Add |
| Citigroup Inc history | 564.62K | $192.39M | 0.07% | Reduce |
| CPP Investments history | 564.11K | $192.22M | 0.11% | Add |
| Franklin Resources history | 407.80K | $138.95M | 0.03% | Reduce |
| CDPQ (Caisse de Depot) history | 385.85K | $131.47M | 0.19% | Add |
| Viking Global Investors history | 377.31K | $128.57M | 0.37% | Reduce |
| PSP Investments history | 139.40K | $47.50M | 0.12% | Reduce |
| D. E. Shaw & Co history | 82.28K | $28.04M | 0.01% | Add |
| Bridgewater Associates history | 67.05K | $22.85M | 0.09% | Add |
| Millennium Management history | 46.08K | $15.70M | 0.01% | Reduce |
| Point72 Asset Management history | 38.06K | $12.97M | 0.01% | Reduce |
| Prudential Financial history | 29.66K | $10.11M | 0.01% | Reduce |
| Saudi Arabian Monetary Authority history | 24.48K | $8.34M | 0.11% | Add |
| Soros Fund Management history | 22.89K | $7.80M | 0.11% | Hold |
| JPMorgan Chase & Co history | 21.00K | $7.21M | 0.00% | New |
| Two Sigma Investments history | 17.72K | $6.04M | 0.01% | Reduce |
| T. Rowe Price Associates history | 15.35M | $5.23M | 0.55% | Reduce |
| Balyasny Asset Management history | 11.88K | $4.05M | 0.01% | Reduce |
| Fidelity International (FIL) history | 7.87K | $2.68M | 0.00% | Reduce |
| Dodge & Cox history | 722 | $246.01K | 0.00% | Hold |
Q1 2026 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Berkshire Hathaway history | 34.25M | $11.16B | 4.24% | Hold |
| BlackRock Inc history | 27.89M | $9.09B | 0.17% | Reduce |
| Fidelity Management & Research (FMR) history | 12.22M | $3.98B | 0.22% | Add |
| Geode Capital Management history | 9.12M | $2.97B | 0.18% | Add |
| MFS Investment Management history | 6.51M | $2.15B | 0.73% | Reduce |
| Wellington Management Group history | 6.31M | $2.06B | 0.39% | Reduce |
| Capital Research Global Investors history | 6.30M | $2.05B | 0.32% | Add |
| Capital World Investors history | 6.05M | $1.97B | 0.27% | Reduce |
| Morgan Stanley history | 5.03M | $1.64B | 0.10% | Reduce |
| Bank of America Corp history | 4.91M | $1.60B | 0.12% | Add |
| Wells Fargo & Co history | 4.66M | $1.52B | 0.29% | Reduce |
| AQR Capital Management history | 3.84M | $1.25B | 0.57% | Reduce |
| Northern Trust Corp history | 3.58M | $1.17B | 0.15% | Reduce |
| BNY Mellon history | 3.42M | $1.11B | 0.21% | Add |
| UBS Group AG history | 3.00M | $977.42M | 0.15% | Add |
| Goldman Sachs Group history | 2.93M | $954.76M | 0.11% | Add |
| Legal & General Investment Management America history | 2.58M | $840.34M | 0.19% | Add |
| Charles Schwab Investment Management history | 2.29M | $745.61M | 0.11% | Add |
| Invesco Ltd history | 2.28M | $741.52M | 0.12% | Add |
| Amundi US history | 1.60M | $522.59M | 0.14% | Reduce |
| Principal Global Investors history | 1.31M | $427.95M | 0.23% | Hold |
| Arrowstreet Capital history | 1.31M | $425.48M | 0.23% | Add |
| Viking Global Investors history | 1.30M | $422.08M | 1.18% | Add |
| Deutsche Bank AG history | 1.29M | $418.86M | 0.14% | Reduce |
| National Pension Service of Korea history | 1.16M | $378.47M | 0.29% | Add |
| Lazard Asset Management history | 971.74K | $316.72M | 0.53% | Reduce |
| PNC Financial Services history | 848.39K | $276.52M | 0.16% | Reduce |
| Citigroup Inc history | 575.91K | $187.71M | 0.08% | Add |
| Manulife Financial history | 548.09K | $178.64M | 0.15% | Reduce |
| Franklin Resources history | 546.50K | $178.12M | 0.04% | Add |
| CPP Investments history | 521.37K | $169.93M | 0.11% | Add |
| Citadel Advisors history | 484.28K | $157.84M | 0.03% | Reduce |
| CDPQ (Caisse de Depot) history | 308.68K | $100.61M | 0.16% | Add |
| Millennium Management history | 167.37K | $54.55M | 0.02% | Add |
| PSP Investments history | 158.46K | $51.65M | 0.16% | Add |
| Prudential Financial history | 89.66K | $29.22M | 0.04% | Add |
| Two Sigma Investments history | 77.07K | $25.12M | 0.02% | Reduce |
| Point72 Asset Management history | 73.56K | $23.97M | 0.03% | Reduce |
| Janus Henderson Group history | 46.23K | $15.07M | 0.01% | Add |
| Bridgewater Associates history | 44.78K | $14.60M | 0.07% | Reduce |
| D. E. Shaw & Co history | 37.69K | $12.28M | 0.01% | Reduce |
| Soros Fund Management history | 22.89K | $7.46M | 0.09% | New |
| Balyasny Asset Management history | 17.58K | $5.73M | 0.01% | Reduce |
| T. Rowe Price Associates history | 15.79M | $5.15M | 0.60% | Add |
| Saudi Arabian Monetary Authority history | 13.80K | $4.50M | 0.10% | New |
| Fidelity International (FIL) history | 13.01K | $4.24M | 0.00% | Reduce |
| Marshall Wace history | 2.37K | $771.80K | 0.00% | New |
| Dodge & Cox history | 722 | $235.32K | 0.00% | Hold |
Q4 2025 — 49 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 35.82M | $11.18B | 0.16% | Reduce |
| Berkshire Hathaway history | 34.25M | $10.69B | 3.90% | Add |
| BlackRock Inc history | 28.27M | $8.82B | 0.16% | Add |
| Fidelity Management & Research (FMR) history | 10.92M | $3.41B | 0.18% | Reduce |
| Capital World Investors history | 9.94M | $3.10B | 0.42% | Hold |
| Geode Capital Management history | 8.88M | $2.77B | 0.17% | Hold |
| Wellington Management Group history | 7.51M | $2.34B | 0.42% | Reduce |
| MFS Investment Management history | 6.89M | $2.15B | 0.70% | Reduce |
| Capital Research Global Investors history | 5.69M | $1.77B | 0.33% | Reduce |
| Morgan Stanley history | 5.16M | $1.61B | 0.10% | Reduce |
| Bank of America Corp history | 4.76M | $1.49B | 0.11% | Add |
| Wells Fargo & Co history | 4.70M | $1.47B | 0.27% | Reduce |
| AQR Capital Management history | 4.24M | $1.32B | 0.69% | Add |
| Northern Trust Corp history | 3.61M | $1.13B | 0.14% | Reduce |
| Norges Bank Investment Management history | 3.46M | $1.08B | 0.12% | Reduce |
| Goldman Sachs Group history | 2.76M | $862.91M | 0.11% | Add |
| UBS Group AG history | 2.66M | $831.58M | 0.14% | Add |
| Legal & General Investment Management America history | 2.52M | $787.07M | 0.17% | Add |
| Invesco Ltd history | 2.25M | $703.67M | 0.11% | Reduce |
| Charles Schwab Investment Management history | 2.24M | $698.34M | 0.11% | Hold |
| BNY Mellon history | 1.96M | $612.60M | 0.11% | Reduce |
| Amundi US history | 1.66M | $519.23M | 0.16% | Reduce |
| Deutsche Bank AG history | 1.38M | $431.36M | 0.14% | Reduce |
| Principal Global Investors history | 1.31M | $408.50M | 0.21% | Add |
| National Pension Service of Korea history | 1.15M | $358.46M | 0.27% | Add |
| Lazard Asset Management history | 1.06M | $329.29M | 0.57% | Reduce |
| Viking Global Investors history | 1.01M | $316.44M | 0.84% | New |
| Arrowstreet Capital history | 999.07K | $311.83M | 0.18% | Add |
| PNC Financial Services history | 870.58K | $271.73M | 0.15% | Reduce |
| Manulife Financial history | 592.75K | $185.34M | 0.15% | Reduce |
| Two Sigma Investments history | 586.03K | $182.91M | 0.28% | Reduce |
| Citadel Advisors history | 585.62K | $182.78M | 0.03% | Reduce |
| CPP Investments history | 476.44K | $148.71M | 0.10% | Reduce |
| Citigroup Inc history | 464.22K | $144.89M | 0.07% | Reduce |
| Franklin Resources history | 296.11K | $92.42M | 0.02% | Reduce |
| CDPQ (Caisse de Depot) history | 202.12K | $63.09M | 0.11% | Add |
| Point72 Asset Management history | 196.76K | $61.41M | 0.07% | Add |
| Millennium Management history | 150.68K | $47.03M | 0.02% | Reduce |
| Renaissance Technologies history | 139.64K | $43.58M | 0.07% | Reduce |
| PSP Investments history | 119.22K | $37.21M | 0.12% | Add |
| Prudential Financial history | 82.35K | $25.70M | 0.03% | Reduce |
| D. E. Shaw & Co history | 70.37K | $21.96M | 0.01% | Reduce |
| Bridgewater Associates history | 56.58K | $17.66M | 0.06% | Reduce |
| Balyasny Asset Management history | 50.66K | $15.81M | 0.02% | Add |
| Janus Henderson Group history | 44.58K | $13.92M | 0.01% | Add |
| Fidelity International (FIL) history | 30.93K | $9.65M | 0.01% | Add |
| JPMorgan Chase & Co history | 24.80K | $7.74M | 0.00% | Add |
| T. Rowe Price Associates history | 14.95M | $4.67M | 0.51% | Add |
| Dodge & Cox history | 722 | $225.35K | 0.00% | Hold |
Q3 2025 — 48 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 36.63M | $10.34B | 0.15% | Hold |
| Berkshire Hathaway history | 31.33M | $8.84B | 3.33% | Add |
| BlackRock Inc history | 27.68M | $7.81B | 0.14% | Add |
| Fidelity Management & Research (FMR) history | 12.39M | $3.50B | 0.19% | Reduce |
| Capital World Investors history | 9.98M | $2.82B | 0.39% | Reduce |
| Geode Capital Management history | 8.91M | $2.51B | 0.16% | Add |
| Wellington Management Group history | 8.13M | $2.30B | 0.41% | Hold |
| MFS Investment Management history | 7.19M | $2.03B | 0.64% | Reduce |
| Capital Research Global Investors history | 5.86M | $1.65B | 0.31% | Reduce |
| Morgan Stanley history | 5.34M | $1.51B | 0.09% | Reduce |
| Wells Fargo & Co history | 4.81M | $1.36B | 0.26% | Reduce |
| Bank of America Corp history | 4.60M | $1.30B | 0.09% | Reduce |
| Northern Trust Corp history | 3.73M | $1.05B | 0.14% | Hold |
| AQR Capital Management history | 2.80M | $785.47M | 0.50% | Add |
| Legal & General Investment Management America history | 2.46M | $694.73M | 0.16% | Add |
| Invesco Ltd history | 2.36M | $667.47M | 0.11% | Add |
| Goldman Sachs Group history | 2.32M | $654.21M | 0.08% | Add |
| Charles Schwab Investment Management history | 2.24M | $633.46M | 0.10% | Hold |
| UBS Group AG history | 2.24M | $632.56M | 0.10% | Reduce |
| Deutsche Bank AG history | 2.13M | $602.47M | 0.21% | Reduce |
| BNY Mellon history | 2.02M | $569.38M | 0.10% | Reduce |
| Amundi US history | 1.95M | $557.49M | 0.18% | Add |
| Lazard Asset Management history | 1.82M | $513.21M | 0.70% | Add |
| Principal Global Investors history | 1.23M | $346.04M | 0.17% | Reduce |
| National Pension Service of Korea history | 922.96K | $260.51M | 0.20% | Add |
| PNC Financial Services history | 878.44K | $247.94M | 0.15% | Reduce |
| Two Sigma Investments history | 823.63K | $232.47M | 0.37% | Add |
| Citadel Advisors history | 819.06K | $231.18M | 0.04% | Add |
| Manulife Financial history | 602.05K | $169.93M | 0.14% | Add |
| D. E. Shaw & Co history | 559.20K | $157.84M | 0.10% | Add |
| CPP Investments history | 524.38K | $148.01M | 0.10% | Add |
| Millennium Management history | 507.47K | $143.23M | 0.06% | Add |
| Citigroup Inc history | 491.48K | $138.72M | 0.06% | Reduce |
| Arrowstreet Capital history | 332.98K | $93.98M | 0.06% | Add |
| Franklin Resources history | 303.23K | $85.59M | 0.02% | Reduce |
| Prudential Financial history | 297.13K | $83.87M | 0.10% | Add |
| Renaissance Technologies history | 295.10K | $83.29M | 0.11% | Add |
| Point72 Asset Management history | 187.71K | $52.98M | 0.09% | Add |
| PSP Investments history | 105.96K | $29.91M | 0.11% | Add |
| Bridgewater Associates history | 67.08K | $18.93M | 0.07% | Add |
| Janus Henderson Group history | 43.85K | $12.37M | 0.01% | Reduce |
| Fidelity International (FIL) history | 17.61K | $4.97M | 0.00% | Add |
| T. Rowe Price Associates history | 11.90M | $3.36M | 0.36% | Reduce |
| Marshall Wace history | 11.38K | $3.21M | 0.00% | New |
| Balyasny Asset Management history | 6.14K | $1.73M | 0.00% | Add |
| JPMorgan Chase & Co history | 4.80K | $1.35M | 0.00% | Hold |
| CDPQ (Caisse de Depot) history | 3.52K | $992.39K | 0.00% | Reduce |
| Dodge & Cox history | 722 | $203.78K | 0.00% | Hold |
Q2 2025 — 49 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 36.74M | $10.64B | 0.17% | Add |
| BlackRock Inc history | 27.52M | $7.97B | 0.16% | Reduce |
| Berkshire Hathaway history | 27.03M | $7.83B | 3.06% | Hold |
| Fidelity Management & Research (FMR) history | 13.95M | $4.04B | 0.23% | Reduce |
| Capital World Investors history | 12.00M | $3.48B | 0.51% | Add |
| Geode Capital Management history | 8.81M | $2.54B | 0.18% | Hold |
| Wellington Management Group history | 8.16M | $2.37B | 0.44% | Add |
| MFS Investment Management history | 7.29M | $2.11B | 0.68% | Reduce |
| Capital Research Global Investors history | 6.66M | $1.93B | 0.39% | Reduce |
| Morgan Stanley history | 6.45M | $1.87B | 0.12% | Hold |
| Wells Fargo & Co history | 5.78M | $1.67B | 0.35% | Reduce |
| Bank of America Corp history | 4.93M | $1.43B | 0.11% | Add |
| Norges Bank Investment Management history | 4.13M | $1.20B | 0.15% | Reduce |
| Northern Trust Corp history | 3.73M | $1.08B | 0.15% | Reduce |
| Deutsche Bank AG history | 3.44M | $997.05M | 0.38% | Reduce |
| UBS Group AG history | 2.65M | $767.15M | 0.14% | Reduce |
| Legal & General Investment Management America history | 2.44M | $705.65M | 0.17% | Reduce |
| Invesco Ltd history | 2.26M | $653.54M | 0.11% | Reduce |
| Charles Schwab Investment Management history | 2.25M | $652.92M | 0.11% | Add |
| Goldman Sachs Group history | 2.21M | $640.67M | 0.09% | Add |
| BNY Mellon history | 2.04M | $591.19M | 0.11% | Reduce |
| AQR Capital Management history | 1.60M | $456.52M | 0.38% | Add |
| Principal Global Investors history | 1.25M | $362.59M | 0.19% | Reduce |
| Amundi US history | 1.25M | $350.91M | 0.12% | Add |
| National Pension Service of Korea history | 898.55K | $260.33M | 0.23% | Add |
| PNC Financial Services history | 889.14K | $257.60M | 0.17% | Reduce |
| Two Sigma Investments history | 773.43K | $224.08M | 0.42% | Add |
| Citadel Advisors history | 687.74K | $199.25M | 0.04% | Add |
| Manulife Financial history | 587.78K | $170.29M | 0.15% | Reduce |
| Citigroup Inc history | 509.99K | $147.75M | 0.07% | Reduce |
| CPP Investments history | 473.89K | $137.30M | 0.12% | Add |
| Millennium Management history | 397.58K | $115.19M | 0.06% | Add |
| CDPQ (Caisse de Depot) history | 365.71K | $105.95M | 0.23% | Reduce |
| Franklin Resources history | 326.20K | $94.51M | 0.03% | Reduce |
| D. E. Shaw & Co history | 146.61K | $42.48M | 0.03% | Add |
| Prudential Financial history | 139.77K | $40.50M | 0.05% | Add |
| Arrowstreet Capital history | 139.39K | $40.38M | 0.03% | Add |
| PSP Investments history | 102.71K | $29.76M | 0.13% | Add |
| Point72 Asset Management history | 89.42K | $25.91M | 0.05% | Add |
| Janus Henderson Group history | 62.11K | $17.99M | 0.01% | Add |
| Bridgewater Associates history | 14.66K | $4.25M | 0.02% | Reduce |
| T. Rowe Price Associates history | 14.13M | $4.09M | 0.47% | Reduce |
| Renaissance Technologies history | 5.70K | $1.65M | 0.00% | New |
| Fidelity International (FIL) history | 5.23K | $1.52M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 4.80K | $1.39M | 0.00% | Hold |
| Ontario Teachers Pension Plan history | 4.07K | $1.18M | 0.02% | Add |
| Balyasny Asset Management history | 3.81K | $1.10M | 0.00% | Reduce |
| Lazard Asset Management history | 1.69M | $491.03K | 0.74% | Add |
| Dodge & Cox history | 722 | $209.18K | 0.00% | Hold |
Q1 2025 — 50 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 36.53M | $11.03B | 0.20% | Hold |
| BlackRock Inc history | 28.03M | $8.46B | 0.19% | Reduce |
| Berkshire Hathaway history | 27.03M | $8.16B | 3.17% | Hold |
| Fidelity Management & Research (FMR) history | 14.97M | $4.52B | 0.30% | Reduce |
| Capital World Investors history | 11.92M | $3.60B | 0.58% | Add |
| Capital Research Global Investors history | 9.30M | $2.81B | 0.61% | Add |
| Geode Capital Management history | 8.78M | $2.64B | 0.21% | Add |
| MFS Investment Management history | 7.73M | $2.33B | 0.78% | Reduce |
| Wellington Management Group history | 7.17M | $2.17B | 0.43% | Reduce |
| Morgan Stanley history | 6.42M | $1.94B | 0.14% | Add |
| Wells Fargo & Co history | 5.83M | $1.76B | 0.41% | Reduce |
| Bank of America Corp history | 4.43M | $1.34B | 0.11% | Add |
| Northern Trust Corp history | 3.85M | $1.16B | 0.17% | Reduce |
| Deutsche Bank AG history | 3.50M | $1.06B | 0.43% | Reduce |
| UBS Group AG history | 2.88M | $868.71M | 0.16% | Add |
| Legal & General Investment Management America history | 2.58M | $778.30M | 0.21% | Reduce |
| Invesco Ltd history | 2.30M | $694.52M | 0.13% | Reduce |
| BNY Mellon history | 2.24M | $677.91M | 0.14% | Reduce |
| Charles Schwab Investment Management history | 2.23M | $674.88M | 0.13% | Hold |
| Viking Global Investors history | 1.95M | $588.60M | 1.87% | New |
| Goldman Sachs Group history | 1.89M | $571.90M | 0.09% | Reduce |
| AQR Capital Management history | 1.41M | $423.83M | 0.44% | Add |
| Principal Global Investors history | 1.35M | $409.14M | 0.23% | Reduce |
| Amundi US history | 1.16M | $351.70M | 0.13% | Reduce |
| PNC Financial Services history | 895.29K | $270.37M | 0.14% | Reduce |
| National Pension Service of Korea history | 855.97K | $258.50M | 0.25% | Add |
| Citigroup Inc history | 631.63K | $190.75M | 0.10% | Add |
| Manulife Financial history | 593.30K | $179.17M | 0.17% | Hold |
| CDPQ (Caisse de Depot) history | 466.74K | $140.95M | 0.30% | Reduce |
| Citadel Advisors history | 385.71K | $116.48M | 0.02% | Reduce |
| CPP Investments history | 347.87K | $105.05M | 0.10% | Reduce |
| Franklin Resources history | 334.44K | $101.00M | 0.03% | Add |
| Bridgewater Associates history | 272.43K | $82.27M | 0.38% | New |
| PSP Investments history | 99.66K | $30.10M | 0.13% | Add |
| D. E. Shaw & Co history | 93.00K | $28.09M | 0.03% | Add |
| Millennium Management history | 91.10K | $27.51M | 0.01% | Add |
| Janus Henderson Group history | 51.91K | $15.38M | 0.01% | Reduce |
| Marshall Wace history | 50.77K | $15.33M | 0.02% | Reduce |
| Prudential Financial history | 47.30K | $14.28M | 0.02% | Hold |
| Arrowstreet Capital history | 23.67K | $7.15M | 0.01% | New |
| T. Rowe Price Associates history | 14.57M | $4.40M | 0.55% | Reduce |
| Fidelity International (FIL) history | 7.33K | $2.21M | 0.00% | Reduce |
| Point72 Asset Management history | 6.40K | $1.93M | 0.01% | Add |
| Two Sigma Investments history | 5.80K | $1.75M | 0.00% | New |
| JPMorgan Chase & Co history | 4.80K | $1.45M | 0.00% | Reduce |
| Balyasny Asset Management history | 4.19K | $1.27M | 0.00% | Reduce |
| Lazard Asset Management history | 1.49M | $450.62K | 0.75% | Reduce |
| Ontario Teachers Pension Plan history | 1.44K | $434.56K | 0.01% | Reduce |
| Dodge & Cox history | 722 | $218.04K | 0.00% | New |
| Saudi Arabian Monetary Authority history | 151 | $45.60K | 0.24% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 21.00K sh · $7.21M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 46.23K sh · $15.07M
- Marshall Wace sold 2.37K sh · $771.80K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | 34.25M | 34.25M | 34.25M | 31.33M | 27.03M | 27.03M | 27.03M | 27.03M | 27.03M | 25.92M | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 29.09M | 27.89M | 28.27M | 27.68M | 27.52M | 28.03M | 28.34M | 27.94M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 13.37M | 12.22M | 10.92M | 12.39M | 13.95M | 14.97M | 15.67M | 15.58M | 14.52M | 13.64M | 13.14M | 12.23M | 13.71M | 14.11M | 11.58M | 11.65M | 12.02M | 12.29M | 11.51M | 10.83M |
| Geode Capital Management | 9.15M | 9.12M | 8.88M | 8.91M | 8.81M | 8.78M | 8.62M | 8.60M | 8.91M | 8.52M | 8.18M | 8.10M | 7.98M | 7.83M | 7.77M | 7.72M | 7.67M | 7.44M | 7.26M | 7.24M |
| Wellington Management Group | 6.20M | 6.31M | 7.51M | 8.13M | 8.16M | 7.17M | 8.54M | 8.92M | 9.57M | 10.39M | 16.46M | 18.52M | 18.38M | 17.91M | 19.71M | 20.98M | 23.95M | 27.13M | 27.66M | 28.18M |
| MFS Investment Management | 5.89M | 6.51M | 6.89M | 7.19M | 7.29M | 7.73M | 7.87M | 8.72M | 8.92M | 9.19M | 10.10M | 11.23M | 11.33M | 11.20M | 11.66M | 12.59M | 12.80M | — | 14.73M | 14.93M |
| Capital World Investors | 5.58M | 6.05M | 9.94M | 9.98M | 12.00M | 11.92M | 11.48M | 11.27M | 11.24M | 11.00M | 10.31M | 10.27M | 10.26M | 10.23M | 10.22M | 9.53M | 9.53M | 12.29M | 11.75M | 11.77M |
| Morgan Stanley | 5.29M | 5.03M | 5.16M | 5.34M | 6.45M | 6.42M | 6.37M | 6.08M | 5.93M | 5.57M | 4.19M | 4.14M | 4.63M | 4.11M | 4.04M | 3.74M | 3.78M | 2.15M | 2.14M | 2.14M |
| Bank of America Corp | 4.53M | 4.91M | 4.76M | 4.60M | 4.93M | 4.43M | 4.22M | 4.46M | 4.56M | 4.28M | 4.27M | 4.28M | 4.18M | 5.13M | 5.07M | 5.09M | 5.20M | 5.11M | 5.63M | 6.15M |
| AQR Capital Management | 4.00M | 3.84M | 4.24M | 2.80M | 1.60M | 1.41M | 1.18M | 1.13M | 1.16M | 887.45K | 568.48K | 541.40K | 505.31K | 483.21K | 502.75K | 625.13K | 552.01K | 793.56K | 854.99K | 641.29K |
| Wells Fargo & Co | 3.85M | 4.66M | 4.70M | 4.81M | 5.78M | 5.83M | 5.87M | 5.93M | 5.94M | 5.98M | 6.02M | 5.95M | 5.93M | 5.85M | 5.79M | 5.72M | 5.53M | 5.59M | 1.00K | 25.00K |
| Capital Research Global Investors | 3.52M | 6.30M | 5.69M | 5.86M | 6.66M | 9.30M | 8.89M | 8.76M | 7.37M | 6.71M | 4.65M | 4.80M | 2.13M | 2.13M | 1.43M | 1.43M | 1.43M | 557.11K | 555.77K | 555.32K |
| Northern Trust Corp | 3.46M | 3.58M | 3.61M | 3.73M | 3.73M | 3.85M | 3.92M | 3.40M | 3.72M | 3.76M | 3.97M | 4.22M | 4.13M | 4.41M | 4.43M | 4.41M | 4.45M | 4.54M | 4.57M | 4.71M |
| Norges Bank Investment Management | 3.14M | — | 3.46M | — | 4.13M | — | 4.23M | — | 4.22M | — | 4.24M | — | — | — | 2.81M | — | — | — | — | — |
| BNY Mellon | 3.06M | 3.42M | 1.96M | 2.02M | 2.04M | 2.24M | 2.33M | 2.34M | 2.52M | 2.54M | 2.66M | 3.36M | 3.49M | 4.25M | 5.30M | 5.28M | 4.94M | 4.62M | 4.11M | 3.31M |
| Goldman Sachs Group | 2.91M | 2.93M | 2.76M | 2.32M | 2.21M | 1.89M | 2.11M | 2.02M | 2.25M | 2.10M | 1.70M | 1.72M | 2.16M | 1.97M | 2.79M | 2.76M | 2.06M | 1.89M | 2.19M | 3.17M |
| UBS Group AG | 2.89M | 3.00M | 2.66M | 2.24M | 2.65M | 2.88M | 2.63M | 2.63M | 2.55M | 2.42M | 2.19M | 2.55M | 2.77M | 2.67M | 2.50M | 2.03M | 2.15M | 2.22M | 2.33M | 2.46M |
| Legal & General Investment Management America | 2.48M | 2.58M | 2.52M | 2.46M | 2.44M | 2.58M | 2.65M | 3.41M | 3.68M | 3.57M | 3.60M | 2.88M | 2.98M | 2.91M | 3.02M | 3.24M | 3.50M | 3.36M | 3.20M | 3.35M |
| Arrowstreet Capital | 2.46M | 1.31M | 999.07K | 332.98K | 139.39K | 23.67K | — | 112.82K | 526.55K | 413.98K | 6.42K | 145.49K | 221.06K | 36.98K | — | 28.62K | 104.17K | 102.38K | 454.34K | 804.79K |
| Invesco Ltd | 2.30M | 2.28M | 2.25M | 2.36M | 2.26M | 2.30M | 2.60M | 2.44M | 2.30M | 2.15M | 2.11M | 2.27M | 2.37M | 2.48M | 2.79M | 3.31M | 3.00M | 2.28M | 1.70M | 1.56M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details