Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chubb Ltd Switz (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
↑ +85
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — CB

Based on 2113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
2,113 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 — +12% more funds vs a year ago

fund count last 6Q
+226 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

1016 buying919 selling
Last quarter: 1,016 funds bought or added vs 919 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 (-61 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 168 → 151 → 271 → 210. 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.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
1,376 out of 2,113 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.
🚀

Acceleration phase — new buyers rushing in

193 → 168 → 151 → 271 → 210 new funds/Q
New funds entering each quarter: 168 → 151 → 271 → 210. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 21% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Entry-cohort mix of 2,162 holders: 1,452 (67%) are 2+ year veterans, 265 entered 1–2 years ago, and 445 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
70 of 2104 holders are among the 100 largest funds by AUM, controlling 55% 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 Q1, 1016 hedge funds were net buyers of CB (210 opened a new position, 806 added to an existing one), while 919 reduced or exited (794 trimmed, 125 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in CB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +85 funds (more new holders than closures). Total institutional holders: 2113.

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.

Is It Too Late to Buy Chubb Ltd Switz (CB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CB has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
CB
-0.8%
XLF
+8.5%

CB outperformed XLF by -9.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
CB
+0.1%
XLF
+4.8%

Since the filing became public, CB outperformed XLF by -4.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

104 top-rated funds 36 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: CB
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2087 2027 2.96%
13F Shares 347M 355M -2.23%
Total Value $106.01B $105.86B 0.14%
New Positions 200 271 -71
Increased Positions 789 779 +10
Closed Positions 140 143 -3
Reduced Positions 771 699 +72
Total Calls 27 29 -6.9%
Total Puts 31 29 6.9%
PUT/CALL Ratio 1.15 1.0 Neutral

Statistics: CB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
Top 25 CB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mycio Wealth Partners, LLC 61.74% 950,425 $309.8M
2 Talaria Asset Management Pty Ltd 14.69% 223,300 $72.8M
3 Oldfield Partners LLP 14.63% 176,600 $57.6M
4 Altrinsic Global Advisors LLC 13.81% 1,183,707 $385.8M
5 Unio Capital LLC 11.79% 168,743 $55.0M
6 Positano Wealth Management Ltd 9.85% 40,864 $13.3M
7 Personal Cfo Solutions, LLC 8.82% 192,182 $62.8M
8 Troy Asset Management Ltd 8.51% 874,776 $285.1M
9 PhiloSmith Capital Corp 8.09% 87,000 $28.4M
10 Fogel Capital Management, Inc. 7.39% 49,597 $16.2M
11 GQG Partners LLC 6.42% 12,418,796 $4.05B
12 New Vernon Investment Management LLC 6.38% 18,432 $6.0M
13 GoodHaven Capital Management, LLC 6.17% 54,338 $17.7M
14 Nepsis Inc. 5.74% 52,608 $17.1M
15 Berry Wealth Group, LP 5.50% 4,515 $1.5M
16 Cacti Asset Management LLC 5.04% 255,138 $83.2M
17 Regency Capital Management Inc.\DE 4.74% 32,506 $10.6M
18 Davis Asset Management, L.P. 4.66% 494,556 $161.2M
19 Concorde Financial Corp 4.57% 17,807 $5.8M
20 Berkshire Hathaway Inc 4.24% 34,249,183 $11.16B
21 Castlefield Investment Partners LLP 4.06% 16,279 $5.3M
22 Alphinity Investment Management Pty Ltd 4.04% 704,004 $229.5M
23 Wedgewood Partners Inc 3.63% 53,886 $17.6M
24 Woodley Farra Manion Portfolio Management Inc 3.53% 222,166 $72.5M
25 Wilkins Investment Counsel Inc 3.49% 74,729 $24.4M
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

Frequently Asked Questions — Chubb Ltd Switz (CB)

What does the Smart Money Trend signal show for CB?

Buying streak — 2 quarters in a row: For 2 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 — 53% buying: Last quarter: 1,016 funds bought or added vs 919 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 — 55% AUM from top-100 funds: 70 of 2104 holders are among the 100 largest funds by AUM, controlling 55% 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?

65% of holders stayed for 2+ years: 1,376 out of 2,113 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.

Is it too late to buy Chubb Ltd Switz (CB) following the 2026 Q1 hedge fund 13F filings?

As of today, CB has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -4.7%. Since the quarter end (March 31, 2026), CB has gained -0.8% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →