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CB · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

CBV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CB
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterCBV
Q3 202025 holders, $10.9bn55 holders, $62.2bn
Q4 202018 holders, $14.6bn52 holders, $67.1bn
Q1 202122 holders, $15.1bn58 holders, $64.5bn
Q2 202126 holders, $14.9bn52 holders, $69.3bn
Q3 202119 holders, $16.5bn56 holders, $63.6bn
Q4 202119 holders, $19.2bn47 holders, $58.0bn
Q1 202222 holders, $21.6bn59 holders, $61.8bn
Q2 202225 holders, $18.7bn57 holders, $55.2bn
Q3 202223 holders, $16.7bn57 holders, $50.7bn
Q4 202226 holders, $19.8bn54 holders, $59.4bn
Q1 202331 holders, $18.6bn55 holders, $64.0bn
Q2 202327 holders, $18.2bn54 holders, $65.2bn
Q3 202321 holders, $20.7bn55 holders, $61.5bn
Q4 202316 holders, $22.8bn48 holders, $68.6bn
Q1 202421 holders, $26.2bn50 holders, $73.1bn
Q2 202416 holders, $25.8bn45 holders, $69.5bn
Q3 202420 holders, $29.7bn47 holders, $70.5bn
Q4 202416 holders, $28.1bn48 holders, $77.6bn
Q1 202518 holders, $30.2bn43 holders, $83.5bn
Q2 202522 holders, $27.8bn45 holders, $83.4bn
Q3 202529 holders, $27.7bn48 holders, $82.8bn
Q4 202523 holders, $31.9bn49 holders, $86.0bn
Q1 202622 holders, $31.9bn49 holders, $73.3bn
Q2 202626 holders, $32.5bn52 holders, $81.9bn
CB

Chubb Limited

Holders
16
Reported value
$22.8bn
Buyers
7
Sellers
10

Breadth -3 among 93 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
48
Reported value
$68.6bn
Buyers
17
Sellers
29

Breadth -12 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CB (3)

Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC

Only V (35)

Acadian Asset Management LLC, Akre Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Maverick Capital Ltd, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, and 10 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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