Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chubb Limited (CB)

2K + Investors. Track Smart Money conviction in CB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +57
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — CB

Based on 2174 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added CB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,174 hedge funds hold CB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+245 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

1040 buying962 selling
Last quarter: 1,040 funds bought or added vs 962 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 152 → 272 → 212 → 194. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 16% new
1,443 out of 2,174 hedge funds have held CB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +73%, value +4%

Value
+4%
Shares
+73%
Last quarter: funds added +73% more shares while total portfolio value only changed +4%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~194 new funds/quarter

169 → 152 → 272 → 212 → 194 new funds/Q
New funds entering each quarter: 152 → 272 → 212 → 194. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 2,229 holders: 1,525 (68%) are 2+ year veterans, 278 entered 1–2 years ago, and 426 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
73 of 2167 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in CB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CB

In 2026 Q2, 1040 hedge funds were net buyers of CB (194 opened a new position, 846 added to an existing one), while 962 reduced or exited (825 trimmed, 137 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in CB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +57 funds (more new holders than closures). Total institutional holders: 2174.

Hedge Fund Ownership: CB

How many hedge funds hold CB — quarterly history vs. share price
Quarterly hedge fund ownership of CB vs. share price

Market Analysis: CB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

65 top-rated funds 32 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: CB
2026 Q3 Stats Unlock in 4 days 2K + Investors

Track Smart Money conviction in CB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2144 2117 1.28%
13F Shares 425M 352M 20.56%
Total Value $111.65B $107.55B 3.81%
New Positions 184 212 -28
Increased Positions 828 792 +36
Closed Positions 150 126 +24
Reduced Positions 803 782 +21
Total Calls 31 27 14.81%
Total Puts 30 31 -3.23%
PUT/CALL Ratio 0.97 1.15 Neutral

Statistics: CB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CB. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mycio Wealth Partners, LLC 61.69% 973,607 $316.7M
2 Oldfield Partners LLP 16.80% 221,200 $71.9M
3 Personal Cfo Solutions, LLC 9.96% 193,494 $63.1M
4 Positano Wealth Management Ltd 9.87% 61,603 $20.0M
5 PhiloSmith Capital Corp 7.79% 86,600 $28.2M
6 Troy Asset Management Ltd 6.91% 893,492 $290.6M
7 Fogel Capital Management, Inc. 6.28% 50,769 $16.5M
8 GoodHaven Capital Management, LLC 6.23% 54,219 $17.6M
9 Nepsis Inc. 4.65% 45,371 $14.8M
10 Cacti Asset Management LLC 4.47% 255,039 $84.7M
11 Regency Capital Management Inc.\DE 4.33% 32,889 $10.7M
12 Davis Asset Management, L.P. 4.02% 494,556 $160.9M
13 Philip James Wealth Mangement, LLC 3.98% 110,708 $36.0M
14 Alphinity Investment Management Pty Ltd 3.77% 521,929 $169.8M
15 Woodley Farra Manion Portfolio Management Inc 3.62% 219,521 $71.6M
16 Castlefield Investment Partners LLP 3.53% 16,626 $5.4M
17 Weybosset Research & Management LLC 3.16% 33,792 $11.0M
18 Wilkins Investment Counsel Inc 3.14% 73,622 $23.9M
19 Hi-Line Capital Management, LLC 3.12% 32,770 $10.7M
20 Hamel Associates, INC. 3.10% 34,509 $11.2M
21 Lawson Kroeker Investment Management Inc/Ne 2.99% 33,052 $10.8M
22 Virginia Wealth Management Group, INC. 2.95% 18,403 $6.0M
23 GQG Partners LLC 2.88% 4,721,666 $1.54B
24 Evexia Wealth LLC 2.74% 27,649 $9.9M
25 Hunter Perkins Capital Management, LLC 2.72% 33,544 $10.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Chubb Limited (CB)

What does the Smart Money Trend signal show for CB?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CB?

Slight buying edge — 52% buying: Last quarter: 1,040 funds bought or added vs 962 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CB holders?

Elite ownership — 65% AUM from top-100 funds: 73 of 2167 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in CB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CB?

66% of holders stayed for 2+ years: 1,443 out of 2,174 hedge funds have held CB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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