Who holds CBticker 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 ↗

1,697

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$101B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

782

addsholders whose share count rose or who opened the position (new + add), by shares

133

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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: 2 Maria Elvira Salazar R–FL-27, Alan Armstrong R–OK $31K–$115K
Sellers: 1 Maria Elvira Salazar R–FL-27 $15K–$50K

filed 2026-06-16 → 2026-09-14 · 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
2026-09-09	Maria Elvira Salazar Congress	Sale	$15K–$50K
2026-08-07	Maria Elvira Salazar Congress	Purchase	$15K–$50K
2026-08-07	Maria Elvira Salazar Congress	Purchase	$15K–$50K
2026-07-21	Alan Armstrong Congress	Purchase	$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

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

36 members of Congress disclosed CB — the congressional view ↗