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
↑ +114
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — CB

Based on 1891 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,891 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 — +8% more funds vs a year ago

fund count last 6Q
+148 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

999 buying796 selling
Last quarter: 999 funds bought or added vs 796 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.
📈

More new buyers each quarter (+113 vs last Q)

new funds entering per quarter
Funds opening a new CB position: 180 → 153 → 137 → 250. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
1,284 out of 1,891 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.
📈

Growing discovery — still being found

162 → 180 → 153 → 137 → 250 new funds/Q
New funds entering each quarter: 180 → 153 → 137 → 250. A growing number of institutions are discovering CB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 13% 1-2yr ■ 19% new
Of 1,940 current holders: 1,321 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
49 of 1891 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

162 top-rated funds 39 high-conviction
Consensus
9.6
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: CB
2026 Q1 Stats Unlock in 17 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1940 1831 5.95%
13F Shares 350M 340M 2.96%
Total Value $104.43B $92.43B 12.99%
New Positions 254 138 +116
Increased Positions 837 781 +56
Closed Positions 141 166 -25
Reduced Positions 708 765 -57
Total Calls 29 32 -9.38%
Total Puts 28 28 -
PUT/CALL Ratio 0.97 0.88 Neutral

Statistics: CB

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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.

Top 25 institutional holders of CB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 MYCIO WEALTH PARTNERS, LLC 61.74% 950,425 $309.8M
2 Oldfield Partners LLP 14.63% 176,600 $57.6M
3 PERSONAL CFO SOLUTIONS, LLC 8.82% 192,182 $62.8M
4 Nepsis Inc. 5.74% 52,608 $17.1M
5 Berry Wealth Group, LP 5.50% 4,515 $1.5M
6 CACTI ASSET MANAGEMENT LLC 5.04% 255,138 $83.2M
7 Philip James Wealth Mangement, LLC 3.42% 91,299 $29.8M
8 Hi-Line Capital Management, LLC 3.29% 31,988 $10.5M
9 LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 3.25% 34,242 $11.2M
10 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3.19% 18,286 $6.0M
11 WEYBOSSET RESEARCH & MANAGEMENT LLC 3.16% 33,576 $10.9M
12 XXEC, Inc. 2.73% 50,041 $15.6M
13 SCHARF INVESTMENTS, LLC 2.72% 270,629 $88.2M
14 Orca Wealth Management, LLC 2.71% 11,664 $3.8M
15 Left Brain Wealth Management, LLC 2.59% 20,265 $6.6M
16 EAGLE ROCK INVESTMENT COMPANY, LLC 2.55% 53,882 $17.6M
17 EVEXIA WEALTH LLC 2.52% 27,798 $9.2M
18 ROFFMAN MILLER ASSOCIATES INC /PA/ 2.48% 131,754 $42.9M
19 CONFLUENCE INVESTMENT MANAGEMENT LLC 2.44% 482,043 $157.1M
20 BENDER ROBERT & ASSOCIATES 2.43% 31,128 $10.1M
21 Boit C F David 2.34% 16,165 $5.3M
22 ZWJ INVESTMENT COUNSEL INC 2.33% 197,903 $64.5M
23 Polaris Capital Management, LLC 2.31% 86,525 $28.2M
24 ABNER HERRMAN & BROCK LLC 2.29% 63,712 $21K
25 BRADY FAMILY WEALTH, LLC 2.22% 21,853 $7.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 999 funds bought or added vs 796 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 — 63% AUM from top-100 funds: 49 of 1891 holders are among the 100 largest funds by AUM, controlling 63% 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?

68% of holders stayed for 2+ years: 1,284 out of 1,891 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.