L3VLUP

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.

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
26
Reported value
$32.5bn
Buyers
18
Sellers
20

Breadth -2 among 91 comparable managers.

V

Visa Inc

Holders
52
Reported value
$81.9bn
Buyers
31
Sellers
28

Breadth +3 among 91 comparable managers.

Who holds both, Q2 2026

Among the 58 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →