Public record / Tickers / CB

CB — Chubb Ltd

Both disclosure regimes on one name: who in Congress filed about CB, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
123
all PTR rows naming CB
Members · 12m
5
5 buys · 3 sells · by trade date
Latest PTR
09-09
filed 2026-09-09
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

George Whitesides · $100K–$250K

Sale · traded 2025-03-24 → filed 2025-04-23. Ranked over every CB row by the provable lower bound, never a point estimate.

5 members · 5 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

29 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

17 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 17 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CB · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CB
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-09Maria Elvira Salazar R–FL-27SaleTraded 08-19 +21d$15K–$50K
2026-08-07Maria Elvira Salazar R–FL-27PurchaseTraded 07-01 +37d$15K–$50K
2026-08-07Maria Elvira Salazar R–FL-27PurchaseTraded 07-01 +37d$15K–$50K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-06-08Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 05-15 +24d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 123 ↗

Members active in CB

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CB in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Maria Elvira Salazar R–FL-273−$20.0K to $85.0K2
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Jared Moskowitz D–FL-231$1.0K to $15.0K3
Thomas H. Kean, Jr. R–NJ-71−$50.0K to −$15.0K2

5 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-09-09Maria Elvira Salazar CongressSale$15K–$50K
2026-08-07Maria Elvira Salazar CongressPurchase$15K–$50K
2026-08-07Maria Elvira Salazar CongressPurchase$15K–$50K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Viking Global Investors 13Fadd+281,172 sh
2026-05-15Gotham Asset Management 13Fadd+9,510 sh
2026-05-15Soros Fund Management 13Fnew+22,890 sh
2026-05-15Bridgewater Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of CB for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$11.2B1
2BlackRock, Inc.$9.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$7.6B1
4STATE STREET CORP$5.5B1
5GQG Partners LLC$4.0B1
6FMR LLC$4.0B1
7GEODE CAPITAL MANAGEMENT, LLC$3.0B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$2.9B1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.1B1
10WELLINGTON MANAGEMENT GROUP LLP$2.1B1
11Capital Research Global Investors$2.1B1
12Capital World Investors$2.0B1
13AMERIPRISE FINANCIAL INC$1.7B1
14MORGAN STANLEY$1.6B1
15BANK OF AMERICA CORP /DE/$1.6B1
16WELLS FARGO & COMPANY/MN$1.5B1
17RAYMOND JAMES FINANCIAL INC$1.3B1
18AQR CAPITAL MANAGEMENT LLC$1.2B1
19NORTHERN TRUST CORP$1.2B1
20Bank of New York Mellon Corp$1.1B1
21UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.1B1
22UBS Group AG$936M1
23Legal & General Group Plc$840M1
24Capital International Investors$764M1
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC$746M1
26Invesco Ltd.$742M1
27DIMENSIONAL FUND ADVISORS LP$702M1
28ROYAL BANK OF CANADA$681M1
29VANGUARD FIDUCIARY TRUST CO$664M1
30Nuveen, LLC$577M1
31SCHRODER INVESTMENT MANAGEMENT GROUP$542M1
32FIRST TRUST ADVISORS LP$523M1
33Amundi$523M1
34PRINCIPAL FINANCIAL GROUP INC$428M1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$425M1
36ENVESTNET ASSET MANAGEMENT INC$424M1
37VIKING GLOBAL INVESTORS LP$422M1
38DEUTSCHE BANK AG\$419M1
39BARCLAYS PLC$408M1
40ALTRINSIC GLOBAL ADVISORS LLC$386M1
41National Pension Service$378M1
42Swiss National Bank$358M1
43LAZARD ASSET MANAGEMENT LLC$317M1
44Sumitomo Mitsui Trust Group, Inc.$317M1
45MYCIO WEALTH PARTNERS, LLC$310M1
46Troy Asset Management Ltd$285M1
47Boston Partners$280M1
48Mitsubishi UFJ Asset Management Co., Ltd.$279M1
49CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$270M1
50STIFEL FINANCIAL CORP$267M1
51Vanguard Global Advisers, LLC$265M1
52LONDON CO OF VIRGINIA$249M1
53Polar Capital Holdings Plc$242M1
54Alphinity Investment Management Pty Ltd$229M1
55HSBC HOLDINGS PLC$228M1
561832 Asset Management L.P.$225M1
57DANSKE BANK A/S$223M1
58Corient Private Wealth LLC$221M1
59Cullen Capital Management, LLC$220M1
60Holocene Advisors, LP$220M1
61NEW YORK STATE COMMON RETIREMENT FUND$214M1
62VANGUARD ASSET MANAGEMENT, Ltd$208M1
63ProShare Advisors LLC$203M1
64ADAGE CAPITAL PARTNERS GP, L.L.C.$194M1
65US BANCORP \DE\$186M1
66MANUFACTURERS LIFE INSURANCE COMPANY, THE$179M1
67FRANKLIN RESOURCES INC$178M1
68CITIGROUP INC$178M1
69Ensign Peak Advisors, Inc$177M1
70LPL Financial LLC$177M1
71BANK OF MONTREAL /CAN/$176M1
72DnB Asset Management AS$175M1
73ROYAL LONDON ASSET MANAGEMENT LTD$174M1
74CANADA PENSION PLAN INVESTMENT BOARD$170M1
75Clark Capital Management Group, Inc.$170M1
76JENNISON ASSOCIATES LLC$170M1
77SEB Asset Management AB$169M1
78SEI INVESTMENTS CO$165M1
79VOYA INVESTMENT MANAGEMENT LLC$161M1
80Davis Asset Management, L.P.$161M1
81CONFLUENCE INVESTMENT MANAGEMENT LLC$157M1
82Cerity Partners LLC$138M1
83Evercore Wealth Management, LLC$137M1
84VICTORY CAPITAL MANAGEMENT INC$137M1
85Cannell & Spears LLC$134M1
86Vest Financial, LLC$133M1
87STOREBRAND ASSET MANAGEMENT AS$133M1
88GLENMEDE TRUST CO NA$131M1
89ALLIANCEBERNSTEIN L.P.$130M1
90BARROW HANLEY MEWHINNEY & STRAUSS LLC$127M1
91WELCH & FORBES LLC$126M1
92Korea Investment CORP$119M1
93D.A. DAVIDSON & CO.$119M1
94COOKE & BIELER LP$114M1
95Universal- Beteiligungs- und Servicegesellschaft mbH$113M1
96Robeco Institutional Asset Management B.V.$108M1
97STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$104M1
98TODD ASSET MANAGEMENT LLC$102M1
99AVIVA PLC$101M1
100CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$101M1
101WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$98.5M1
102Zurcher Kantonalbank (Zurich Cantonalbank)$94.7M1
103Tidal Investments LLC$91.1M1
104NOMURA ASSET MANAGEMENT CO LTD$88.3M1
105SCHARF INVESTMENTS, LLC$88.2M1
106Rockefeller Capital Management L.P.$87.7M1
107Evelyn Partners Investment Management LLP$86.6M1
108AGF MANAGEMENT LTD$85.4M1
109TD ASSET MANAGEMENT INC$84.8M1
110Retirement Systems of Alabama$83.6M1
111CACTI ASSET MANAGEMENT LLC$83.2M1
112CITADEL ADVISORS LLC$83.1M1
113Mariner, LLC$81.9M1
114PFA Pension, Forsikringsaktieselskab$81.5M1
115NORDEA INVESTMENT MANAGEMENT AB$81.0M1
116DAVIS R M INC$80.6M1
117Allianz Asset Management GmbH$80.4M1
118Mitsubishi UFJ Trust & Banking Corp$80.1M1
119HOMESTEAD ADVISERS CORP$79.4M1
120TCTC Holdings, LLC$78.5M1
121Cornerstone Investment Partners, LLC$75.3M1
122CIBC Bancorp USA Inc.$74.6M1
123IEQ CAPITAL, LLC$74.2M1
124APG Asset Management N.V.$73.5M1
125Talaria Asset Management Pty Ltd$72.8M1
126WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC$72.5M1
127Connor, Clark & Lunn Investment Management Ltd.$72.1M1
128Calamos Advisors LLC$71.3M1
129FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$71.2M1
130Swedbank AB$70.5M1
131Lansforsakringar Fondforvaltning AB (publ)$68.1M1
132Quantinno Capital Management LP$68.0M1
133Creative Planning$67.8M1
134HighTower Advisors, LLC$66.9M1
135Baird Financial Group, Inc.$66.8M1
136LGT Group Foundation$66.2M1
137MACKENZIE FINANCIAL CORP$66.0M1
138STATE OF WISCONSIN INVESTMENT BOARD$65.9M1
139Eurizon Capital SGR S.p.A.$64.9M1
140ZWJ INVESTMENT COUNSEL INC$64.5M1
141KLP KAPITALFORVALTNING AS$64.5M1
142Midwest Trust Co$64.2M1
143PERSONAL CFO SOLUTIONS, LLC$62.8M1
144FIRST MANHATTAN CO. LLC.$61.5M1
145Vanguard Investments Australia, Ltd.$60.7M1
146&PARTNERS$60.3M1
147Chevy Chase Trust Holdings, LLC$59.4M1
148Asset Management One Co., Ltd.$58.3M1
149Oldfield Partners LLP$57.6M1
150Cetera Investment Advisers$57.0M1
151TRUIST FINANCIAL CORP$56.9M1
152CIBC Asset Management Inc$56.9M1
153FIFTH THIRD BANCORP$55.9M1
154Pictet Asset Management Holding SA$55.1M1
155UNIO CAPITAL LLC$55.0M1
156FEDERATED HERMES, INC.$52.7M1
157PUBLIC SECTOR PENSION INVESTMENT BOARD$51.6M1
158BNP Paribas Asset Management Holding S.A.$51.5M1
159SMITH CHAS P & ASSOCIATES PA CPAS$50.7M1
160Carnegie Investment Counsel$50.6M1
161MAI Capital Management$50.2M1
162Willis Investment Counsel$50.1M1
163PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$48.5M1
164GRANDFIELD & DODD, LLC$48.2M1
165Allspring Global Investments Holdings, LLC$48.1M1
166ASR Vermogensbeheer N.V.$47.9M1
167OSAIC HOLDINGS, INC.$46.9M1
168Focus Partners Wealth$46.7M1
169Assenagon Asset Management S.A.$45.1M1
170TD Waterhouse Canada Inc.$44.9M1
171Steward Partners Investment Advisory, LLC$42.1M1
172BERKSHIRE ASSET MANAGEMENT LLC/PA$41.9M1
173State of New Jersey Common Pension Fund D$41.9M1
174MERCER GLOBAL ADVISORS INC /ADV$41.4M1
175MILLENNIUM MANAGEMENT LLC$41.2M1
176HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$40.0M1
177COUNTRY TRUST BANK$38.8M1
178OPPENHEIMER ASSET MANAGEMENT INC.$38.3M1
179Capital International, Inc./CA/$38.0M1
180Freestone Grove Partners LP$37.9M1
181Resona Asset Management Co.,Ltd.$37.2M1
182Tredje AP-fonden$37.0M1
183TOCQUEVILLE ASSET MANAGEMENT L.P.$36.4M1
184COMMERCE BANK$36.3M1
185CWM, LLC$35.9M1
186TEACHER RETIREMENT SYSTEM OF TEXAS$35.0M1
187CAMBIAR INVESTORS LLC$34.8M1
188Aristotle Atlantic Partners, LLC$34.5M1
189SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$34.1M1
190Chesley Taft & Associates LLC$33.4M1
191Arizona State Retirement System$33.4M1
192Gotham Asset Management, LLC$33.3M1
193Pathstone Holdings, LLC$33.3M1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$33.1M1
195NATIONAL BANK OF CANADA /FI/$33.1M1
196Capital International Sarl$32.4M1
197Czech National Bank$32.3M1
198HOWLAND CAPITAL MANAGEMENT LLC$32.1M1
199NewEdge Advisors, LLC$31.5M1
200Advisors Capital Management, LLC$31.1M1
201ASSETMARK, INC$31.0M1
202STATE OF MICHIGAN RETIREMENT SYSTEM$31.0M1
203WCM INVESTMENT MANAGEMENT, LLC$30.3M1
204SUSQUEHANNA INTERNATIONAL GROUP, LLP$29.8M1
205Philip James Wealth Mangement, LLC$29.8M1
206AMERICAN CENTURY COMPANIES INC$29.3M1
207Clearbridge Investments, LLC$29.2M1
208PRUDENTIAL FINANCIAL INC$29.2M1
209Daiwa Securities Group Inc.$29.0M1
210Vontobel Holding Ltd.$29.0M1
211Rafferty Asset Management, LLC$28.8M1
212BRADLEY FOSTER & SARGENT INC/CT$28.5M1
213Zurich Insurance Group Ltd/FI$28.4M1
214PhiloSmith Capital Corp$28.4M1
215M&T BANK CORP$28.2M1
216MetLife Investment Management, LLC$27.7M1
217Mirae Asset Global Investments Co., Ltd.$27.6M1
218COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$27.6M1
219BECKER CAPITAL MANAGEMENT INC$27.6M1
220Sanctuary Advisors, LLC$26.9M1
221FACTORY MUTUAL INSURANCE CO$26.6M1
222GREAT LAKES ADVISORS, LLC$26.3M1
223Arbejdsmarkedets Tillaegspension$25.4M1
224LIBERTY ONE INVESTMENT MANAGEMENT, LLC$25.2M1
225IFM Investors Pty Ltd$25.2M1
226Allworth Financial LP$25.1M1
227TWO SIGMA INVESTMENTS, LP$25.1M1
228Beacon Pointe Advisors, LLC$24.7M1
229Badgley Phelps Wealth Managers, LLC$24.6M1
230Amplius Wealth Advisors, LLC$24.6M1
231ANCHOR CAPITAL ADVISORS LLC$23.8M1
232YOUSIF CAPITAL MANAGEMENT, LLC$23.6M1
233Concurrent Investment Advisors, LLC$23.2M1
234BROWN ADVISORY INC$23.2M1
235Varma Mutual Pension Insurance Co$23.1M1
236OAK ASSOCIATES LTD /OH/$23.1M1
237COMMONWEALTH EQUITY SERVICES, LLC$23.0M1
238Evelyn Partners Investment Management Services Ltd$22.9M1
239Ethic Inc.$22.9M1
240Talbot Financial, LLC$22.7M1
241PRUDENTIAL PLC$22.6M1
242Lido Advisors, LLC$22.6M1
243RWA WEALTH PARTNERS, LLC$22.5M1
244XPONANCE LLC$21.7M1
245MARTINGALE ASSET MANAGEMENT L P$21.6M1
246Vanguard Personalized Indexing Management, LLC$21.5M1
247USS Investment Management Ltd$21.5M1
248Van Hulzen Asset Management, LLC$20.9M1
249NISA INVESTMENT ADVISORS, LLC$20.8M1
250Asset Advisors Investment Management, LLC$20.8M1
251Pinnacle Financial Partners, Inc.$20.7M1
252QRG CAPITAL MANAGEMENT, INC.$20.7M1
253DDD Partners, LLC$20.6M1
254Andra AP-fonden$20.2M1
255CONNORS INVESTOR SERVICES INC$20.2M1
256Dai-ichi Life Insurance Company, Ltd$20.2M1
257BEESE FULMER INVESTMENT MANAGEMENT, INC.$20.0M1
258PITTENGER & ANDERSON INC$19.9M1
259Orion Porfolio Solutions, LLC$19.8M1
260KANAWHA CAPITAL MANAGEMENT LLC$19.6M1
261DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$19.6M1
262BAILARD, INC.$19.6M1
263REGIONS FINANCIAL CORP$19.4M1
264Groupe la Francaise$19.4M1
265Utah Retirement Systems$19.4M1
266Calamos Wealth Management LLC$18.7M1
267Cresset Asset Management, LLC$18.7M1
268Sumitomo Mitsui DS Asset Management Company, Ltd$18.1M1
269TCV Trust & Wealth Management, Inc.$17.7M1
270GoodHaven Capital Management, LLC$17.7M1
271CAPITAL INTERNATIONAL LTD /CA/$17.6M1
272WEDGEWOOD PARTNERS INC$17.6M1
273EAGLE ROCK INVESTMENT COMPANY, LLC$17.6M1
274Diversified Trust Co$17.3M1
275Nepsis Inc.$17.1M1
276NEOS Investment Management LLC$17.1M1
277Wealthfront Advisers LLC$17.1M1
278BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$16.8M1
279ABN AMRO INVESTMENT SOLUTIONS$16.6M1
280Boston Common Asset Management, LLC$16.6M1
281CCM INVESTMENT ADVISERS LLC$16.6M1
282River Road Asset Management, LLC$16.5M1
283CIBC WORLD MARKET INC.$16.5M1
284Azimuth Capital Investment Management LLC$16.4M1
285Elo Mutual Pension Insurance Co$16.4M1
286Merit Financial Group, LLC$16.4M1
287Fogel Capital Management, Inc.$16.2M1
288Crossmark Global Holdings, Inc.$16.1M1
289Mediolanum International Funds Ltd$16.0M1
290BLAIR WILLIAM & CO/IL$15.8M1
291MML INVESTORS SERVICES, LLC$15.8M1
292NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$15.7M1
293NorthCrest Asset Manangement, LLC$15.5M1
294HB Wealth Management, LLC$15.5M1
295CITIZENS FINANCIAL GROUP INC/RI$15.3M1
296ZEVIN ASSET MANAGEMENT LLC$15.1M1
297ROCKLAND TRUST CO$15.1M1
298Janus Henderson Group Ltd.$15.1M1
299LGT Fund Management Co Ltd.$14.9M1
300Vinva Investment Management Ltd$14.9M1
301GUGGENHEIM CAPITAL LLC$14.7M1
302Bridgewater Associates, LP$14.6M1
303Atria Investments, Inc$14.3M1
304LS Investment Advisors, LLC$14.0M1
305GROUPAMA ASSET MANAGMENT$13.9M1
306MCRAE CAPITAL MANAGEMENT INC$13.7M1
307Illinois Municipal Retirement Fund$13.6M1
308OREGON PUBLIC EMPLOYEES RETIREMENT FUND$13.6M1
309Positano Wealth Management Ltd$13.3M1
310Venture Visionary Partners LLC$12.9M1
311MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$12.8M1
312MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$12.6M1
313River Wealth Advisors LLC$12.3M1
314MGO ONE SEVEN LLC$12.3M1
315World Investment Advisors$12.3M1
316MACQUARIE GROUP LTD$12.2M1
317BENJAMIN EDWARDS INC$12.0M1
318INTECH INVESTMENT MANAGEMENT LLC$12.0M1
319HAMEL ASSOCIATES, INC.$11.8M1
320MATTERN CAPITAL MANAGEMENT, LLC$11.8M1
321NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11.7M1
322WOODMONT INVESTMENT COUNSEL LLC$11.6M1
323Kestra Advisory Services, LLC$11.4M1
324LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE$11.2M1
325Glenview Trust Co$11.0M1
326KEYBANK NATIONAL ASSOCIATION/OH$11.0M1
327KESTRA PRIVATE WEALTH SERVICES, LLC$11.0M1
328WEYBOSSET RESEARCH & MANAGEMENT LLC$10.9M1
329Grantham, Mayo, Van Otterloo & Co. LLC$10.9M1
330BEACON INVESTMENT ADVISORY SERVICES, INC.$10.8M1
331Federation des caisses Desjardins du Quebec$10.8M1
332Financial Strategies Group, Inc.$10.8M1
333ALLIANZ SE$10.7M1
334Regency Capital Management Inc.\DE$10.6M1
335Point72 Asset Management, L.P.$10.6M1
336Verdence Capital Advisors LLC$10.6M1
337Northwest & Ethical Investments L.P.$10.5M1
338Hi-Line Capital Management, LLC$10.5M1
339Vident Advisory, LLC$10.4M1
340BENDER ROBERT & ASSOCIATES$10.1M1
341Investment Management Corp of Ontario$10.1M1
342Curi Capital, LLC$10.0M1
343OLD NATIONAL BANCORP /IN/$10.0M1
344Avanza Fonder AB$9.8M1
345Greenline Partners, LLC$9.7M1
346Empowered Funds, LLC$9.7M1
347TRITONPOINT WEALTH, LLC$9.6M1
348Man Group plc$9.5M1
349Cyndeo Wealth Partners, LLC$9.4M1
350Sterling Capital Management LLC$9.4M1
351GILDER GAGNON HOWE & CO LLC$9.3M1
352FIDUCIARY TRUST CO$9.2M1
353EVEXIA WEALTH LLC$9.2M1
354New Age Alpha Advisors, LLC$9.1M1
355ADVOCATE GROUP LLC$9.1M1
356Sequoia Financial Advisors, LLC$8.9M1
357EVERGREEN CAPITAL MANAGEMENT LLC$8.9M1
358Prospera Financial Services Inc$8.6M1
359Equitable Holdings, Inc.$8.6M1
360Kesler, Norman & Wride, LLC$8.6M1
361Van Cleef Asset Management,Inc$8.5M1
362Osmosis Investment Management UK Ltd$8.4M1
363Dakota Wealth Management$8.4M1
364CREDIT AGRICOLE S A$8.3M1
365LOWE BROCKENBROUGH & CO INC$8.3M1
366CHOREO, LLC$8.3M1
367Siemens Fonds Invest GmbH$8.3M1
368NICHOLAS COMPANY, INC.$8.3M1
369Stokes Capital Advisors, LLC$8.3M1
370Waverly Advisors, LLC$8.2M1
371American Assets Investment Management, LLC$8.1M1
372CRAWFORD INVESTMENT COUNSEL INC$8.1M1
373Generali Asset Management SPA SGR$8.0M1
374Elite Wealth Management, Inc.$8.0M1
375Aptus Capital Advisors, LLC$7.9M1
376Apollon Wealth Management, LLC$7.8M1
377FLPUTNAM INVESTMENT MANAGEMENT CO$7.7M1
378DAYMARK WEALTH PARTNERS, LLC$7.6M1
379SCS Capital Management LLC$7.6M1
380JANE STREET GROUP, LLC$7.6M1
381LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$7.6M1
382Banque Cantonale Vaudoise$7.5M1
383SOROS FUND MANAGEMENT LLC$7.5M1
384GC Wealth Management RIA, LLC$7.4M1
385Norinchukin Bank, The$7.4M1
386CVFG LLC$7.3M1
387Qube Research & Technologies Ltd$7.3M1
388Private Advisor Group, LLC$7.3M1
389Westbourne Investment Advisors, Inc.$7.3M1
390UMB Bank, n.a.$7.2M1
391MIZUHO SECURITIES USA LLC$7.2M1
392BRADY FAMILY WEALTH, LLC$7.1M1
393NovaPoint Capital, LLC$7.1M1
394Berger Financial Group, Inc$6.9M1
395Mirador Capital Partners LP$6.9M1
396Dana Investment Advisors, Inc.$6.8M1
397HARTFORD INVESTMENT MANAGEMENT CO$6.8M1
398PRINCIPAL SECURITIES, INC.$6.7M1
399OPPENHEIMER & CO INC$6.7M1
400Scissortail Wealth Management, LLC$6.7M1
401MASTERINVEST Kapitalanlage GmbH$6.6M1
402Left Brain Wealth Management, LLC$6.6M1
403Kintegral Advisory, LLC$6.6M1
404Clear Trail Advisors, LLC$6.5M1
405ALPS ADVISORS INC$6.5M1
406Slow Capital, Inc.$6.5M1
407BAR HARBOR WEALTH MANAGEMENT$6.3M1
408Trajan Wealth LLC$6.3M1
409Composition Wealth, LLC$6.2M1
410Compass Wealth Management LLC$6.2M1
411HARRELL INVESTMENT PARTNERS, LLC$6.0M1
412ArrowMark Colorado Holdings LLC$6.0M1
413NEW VERNON INVESTMENT MANAGEMENT LLC$6.0M1
414VIRGINIA WEALTH MANAGEMENT GROUP, INC.$6.0M1
415BANK OF NOVA SCOTIA$5.9M1
416Wealth Advisory Solutions, LLC$5.9M1
417SIG BROKERAGE, LP$5.9M1
418Geneos Wealth Management Inc.$5.8M1
419BAXTER BROS INC$5.8M1
420Concorde Financial Corp$5.8M1
421KKM Financial LLC$5.8M1
422UNITED CAPITAL FINANCIAL ADVISORS, LLC$5.8M1
423WINTON GROUP Ltd$5.7M1
424Focus Partners Advisor Solutions, LLC$5.7M1
425MIDDLETON & CO INC/MA$5.7M1
426KCM INVESTMENT ADVISORS LLC$5.4M1
427Vise Technologies, Inc.$5.4M1
428DAVENPORT & Co LLC$5.4M1
429AlphaCore Capital LLC$5.4M1
430ING GROEP NV$5.4M1
431Comprehensive Financial Consultants Institutional, Inc.$5.4M1
432Stonebridge Financial Group, LLC$5.4M1
433Ipswich Investment Management Co., Inc.$5.4M1
434PINNACLE ASSOCIATES LTD$5.3M1
435DAVIS-REA LTD.$5.3M1
436Castlefield Investment Partners LLP$5.3M1
437EP Wealth Advisors, LLC$5.3M1
438Core Alternative Capital$5.3M1
439Summit Financial, LLC$5.3M1
440QUADRANT CAPITAL GROUP LLC$5.3M1
441Boit C F David$5.3M1
442Meiji Yasuda America Inc$5.3M1
443Northwest Bancshares, Inc.$5.2M1
444Rock Point Advisors, LLC$5.2M1
445Metis Global Partners, LLC$5.1M1
446Summit Trail Advisors, LLC$5.1M1
447Citizens National Bank Trust Department$5.1M1
448Lombard Odier Asset Management (Switzerland) SA$5.0M1
449FIRST NATIONAL BANK OF OMAHA$5.0M1
450Brown Miller Wealth Management, LLC$5.0M1
451SouthState Bank Corp$5.0M1
452Radnor Capital Management, LLC$5.0M1
453PLIMOTH TRUST CO LLC$5.0M1
454ROMANO BROTHERS AND COMPANY$5.0M1
455Clearstead Advisors, LLC$5.0M1
456LMG Wealth Partners, LLC$4.9M1
457MUFG Securities EMEA plc$4.9M1
458STEPHENS INC /AR/$4.9M1
459Texas Yale Capital Corp.$4.7M1
460CAPITOLIS LIQUID GLOBAL MARKETS LLC$4.7M1
461CHICAGO TRUST Co NA$4.7M1
462HIGHLAND CAPITAL MANAGEMENT, LLC$4.7M1
463WESTWOOD HOLDINGS GROUP INC$4.7M1
464JOHNSON INVESTMENT COUNSEL INC$4.7M1
465Coastline Trust Co$4.6M1
466L & S Advisors Inc$4.6M1
467Lighthouse Investment Partners, LLC$4.6M1
468GREENLEAF TRUST$4.6M1
469Bulldog Investors, LLP$4.6M1
470Weil Company, Inc.$4.6M1
471Inlet Private Wealth, LLC$4.5M1
472Saudi Central Bank$4.5M1
473Unison Advisors LLC$4.5M1
474Arlington Financial Advisors, LLC$4.5M1
475FINANCIAL ADVISORY PARTNERS, LLC$4.5M1
476Choate Investment Advisors$4.5M1
477LEVEL FOUR ADVISORY SERVICES, LLC$4.5M1
478FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$4.4M1
479VISTA INVESTMENT PARTNERS LLC$4.4M1
480Cohen Investment Advisors LLC$4.4M1
481Beacon Bank & Trust$4.3M1
482GeoWealth Management, LLC$4.3M1
483Meiji Yasuda Asset Management Co Ltd.$4.3M1
484Caprock Group, LLC$4.3M1
485FIL Ltd$4.2M1
486Empire Financial Management Company, LLC$4.2M1
487Moors & Cabot, Inc.$4.2M1
488Callan Family Office, LLC$4.2M1
489Wilmington Savings Fund Society, FSB$4.2M1
490GUARDIAN CAPITAL LP$4.2M1
491NWF Advisory Services Inc.$4.2M1
492NOMURA HOLDINGS INC$4.2M1
493Laird Norton Wetherby Trust Company, LLC$4.2M1
494Brendel Financial Advisors LLC$4.2M1
495Prana Capital Management, LP$4.2M1
496Perigon Wealth Management, LLC$4.1M1
497Savant Capital, LLC$4.1M1
498NewEdge Wealth, LLC$4.1M1
499Marble Harbor Investment Counsel, LLC$4.1M1
500Costello Asset Management, INC$4.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)5 buy / 3 sell
Congress net ($ bound)−$82.0K to $114K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CB

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CB
KindRuleHits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied3 hits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for CB · financials and macro

Financials — as filed PLANNED

CB's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CB on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing