CB Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $330.89
Capitalización Bursátil (MRQ) $127.60B
P/E (TTM) 11.7
BPA (TTM) $28.22
Ingresos (TTM) $61.80B
Rendimiento div. 1.2%
ROE (TTM) 15.5%
Deuda/Capital (MRQ) 0.0
Rango 52S $265–$366

CB Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Divisiones de acciones 1
Fecha ex-dividendo División Tipo
3 de marzo de 1998 3-for-1 Adelante

Acerca de Chubb Limited Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Chubb Limited is an American–Swiss company incorporated in Zürich and listed on the New York Stock Exchange (NYSE), where it is a component of the S&P 500.

Chubb is a global provider of insurance products covering property and casualty, accident and health, reinsurance, and life insurance, and is the largest publicly traded property and casualty insurance company in the world. Chubb operates in 55 countries and territories and in the Lloyd's insurance market in London. Its clients consist of multinational corporations and local businesses, individuals, and insurers seeking reinsurance coverage. Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance.

In 2018, the group had $174 billion in assets, $30.8 billion in gross written premiums, and approximately 31,000 employees. Its core operating insurance companies are rated "AA" (Very Strong) for financial strength by Standard & Poor's and "A++" (Superior) by A. M. Best. It has stable outlooks from both agencies. Fitch rates Chubb Limited and its subsidiaries "AA" (Very Strong) for financial strength, "AA−" for issuer default, and "A+" for senior debt. Moody's rates the U.S. companies "A1" and the unsecured loan notes "A3".

On 1 July 2015, property and casualty insurer ACE Limited (ACE) announced that it would acquire the original Chubb Corporation for $28.3 billion in cash and stock. ACE stated that Chubb's then-current headquarters in Warren, New Jersey, would retain a substantial portion of the headquarters functions for the combined company's North American division. The combined company adopted the Chubb name in January 2016 after the acquisition was completed.

History

Chubb

In 1882, Thomas Caldecot Chubb and his son Percy started a marine underwriting business in New York City. They collected $1,000 from 100 prominent merchants and focused on insuring ships and cargoes.

The Chubb Corporation was incorporated in 1967 and was listed on the New York Stock Exchange in 1984.

Beginning in 1970, the corporation owned The Chubb Institute, a chain of commercial technical schools which grew out of the company's employee training program, but the schools were sold for $1 to a partnership of private equity firms Great Hill Partners and the High-Tech Institute in 2004.

In 2007, Chubb was named the Readers' Choice winner as "Best Admitted Property/Casualty Insurance Company" by Business Insurance. In 2010 Chubb was number five on Chicago Business "Best Places to Work" list.

ACE Limited

1985–1999

ACE (American Casualty Excess) Limited was established in 1985 in response to the U.S. liability insurance crisis of the mid-1980s. It was formed with the assistance of insurance broker Marsh & McLennan and funded by a group of 34 U.S. companies seeking difficult-to-obtain Excess Liability and Directors and Officers (D&O) insurance coverage. That year, ACE and its Bermuda subsidiary, incorporated in the Cayman Islands and headquartered in Hamilton, Bermuda, wrote its first insurance policy with John Cox as its president and CEO. In 1987 the company assumed management of Corporate Officers & Directors Assurance Limited (CODA), expanding ACE Bermuda's product line.

Walter Scott became Chairman, President, and CEO of ACE in 1990 and saw the company listed on the New York Stock Exchange in 1993. Brian Duperreault succeeded Scott in 1994 as Chairman, President & CEO and worked for the next ten years as ACE went through a series of acquisitions and a diversification process that brought the ACE Group of Companies global status. One of the multiple acquisitions made during this time was the global property and casualty business of Cigna Corporation (most significantly the Insurance Company of North America, known as INA), which was purchased for $3.45 billion in 1999.

2000–2021

In 2004, Evan G. Greenberg became president and CEO of ACE Ltd. In 2004, ACE was also investigated by New York Attorney General Eliot Spitzer for participating in a bid rigging and price fixing scheme with insurance broker Marsh & McLennan.

In 2008, ACE purchased the accident and health insurance provider Combined Insurance Company of America (founded by W. Clement Stone in 1919) from Aon Corporation for $2.56 billion and the high-net-worth personal lines business of the Atlantic Companies.

Also in 2008, ACE relocated from the Cayman Islands to Zürich, Switzerland. Evan Greenberg described the move as a "natural progression" that would provide ACE with a "better strategic flexibility…and a solid legal and regulatory environment…" The re-domestication was completed in July that year.

In 2010, the ACE company ESIS Inc. was hired by BP to process claims made by the victims of the Deepwater Horizon oil spill.

In 2010, ACE Limited purchased Rain and Hail, LLC for $1.1 billion. Rain and Hail Insurance Service, headquartered in Johnston, Iowa, is an industry leader in crop insurance in the United States. ACE Limited also acquired the Hong Kong and Korea life insurance operations of New York Life.

In 2011, ACE Limited purchased agribusiness insurer Penn Millers.

In 2012, they purchased Indonesian insurer Asuransi Jaya Proteksi.

In 2013, they purchased Mexican Surety Lines Company Fianzas Monterrey and Mexican Personal Lines Insurer ABA Seguros.

In April 2014, ACE Limited acquired a majority stake in Siam Commercial Samaggi Insurance PCL from Siam Commercial Bank. Following a subsequent tender offer in June 2014, ACE and its local partner owned 93.03% of the Samaggi.

In October 2014, ACE Limited acquired the large commercial property and casualty business of Itaú Unibanco Holding SA. The transaction made ACE the largest property and casualty insurer in Brazil.

In April 2015, ACE Limited acquired the Fireman's Fund high net-worth personal lines insurance business in the U.S. from Allianz for $365 million. ACE Private Risk Services is one of the largest high net worth insurers in the U.S.

On 1 September 2020, Chubb announced the introduction of the latest update of its Enterprise Guard Plus product for the emerging needs of Hong Kong business insurance.

In February 2021, Chubb Limited and the World Health Organization announced the roll out of a no-fault compensation scheme for COVID-19 vaccinations for low and middle-income countries.

In May 2024, Chubb completed the acquisition of Healthy Paws, a U.S.-based managing general agent (MGA) specializing in pet insurance, from Aon plc. Chubb had underwritten the Healthy Paws pet insurance program since 2013.

ACE acquires Chubb

On 1 July 2015, ACE announced that it would acquire Chubb Corporation for $28.3 billion in cash and ACE stock. Upon completion, ACE shareholders held 70% while Chubb shareholders got 30% of the new combined company. The new company was to be based in Zürich, where ACE Limited's headquarters were. Evan Greenberg of ACE became the Chairman and CEO of the new company, while Chubb Chairman and CEO John Finnegan became Executive Vice Chairman for North America External Affairs. The company's board was expanded to 18, with 4 of them coming from Chubb. The new combined company then decided to adopt the Chubb name. The deal received ACE and Chubb shareholder approval and all required regulatory approval, and closed on 14 January 2016.

Controversies

2004 Eliot Spitzer investigation

In 2004 New York Attorney General Eliot Spitzer conducted an investigation in the insurance industry. ACE, American International Group (AIG), Marsh & McLennan, and other large insurers and brokerages were named in Spitzer's investigation for possibly participating in questionable insurance practices including the payment of contingent commissions, bid-rigging, price-fixing, and improper accounting.

Spitzer asserted that contingent commissions contributed to a widespread practice of "bid-rigging" where brokers solicited fake bids with deliberately less favorable terms for the consumer than the bid offered by the insurance company paying the highest commissions.

As part of an $80 million settlement that abated further inquiry, ACE signed an Assurance of Discontinuance in which they acknowledged their prior conduct and agreed to alter their business practices. Evan Greenberg himself admitted no fault in Spitzer's allegations although a junior executive did plead guilty to criminal charges.

Spitzer's insurance industry probe additionally looked in early 2005 into ACE Ltd's subsidiary ACE Tempest Re's reporting to the SEC of a series of reinsurance transactions, together with the SEC reporting of a further 16 unaffiliated re-insurers. Evan Greenberg said that his company's investigation should be completed within a month. According to Greenberg, contracts appeared "generally structured in a way to provide for appropriate risk transfer and accounted for properly."

The Spitzer investigations also triggered civil litigation by policyholders who claim they were victimized by the bid rigging and commission schemes.

Securing bond for Donald Trump defamation appeal

On 8 March 2024, Federal Insurance Company, part of The Chubb Corporation, posted a $91.63 million bond for Donald Trump in the E. Jean Carroll v. Donald J. Trump case. Despite an estimated net worth of over $2 billion, Trump needed a cash bond posted by Chubb in order to secure his appeal. While President, Trump appointed Chubb CEO Evan G. Greenberg to the White House advisory committee for trade policy and negotiations. When Chubb announced the securing of the bond, they claimed that this would be the only bond secured as Trump has another $454 million bond pending for his New York civil fraud case. On 18 March 2024, Trump's lawyers notified the Appellate Division of Manhattan Supreme Court that he was unable to secure a bond for the civil fraud case, seeming to confirm Chubb's position on not underwriting additional bonds for Trump.

On 13 March 2024, CEO Evan Greenberg issued a letter to investors, customers, and brokers defending the move. Despite having deep personal connections to Trump, Greenberg claimed "we frankly left our own personal feelings aside" when deciding to issue the bond.

Reversal on coal pledge

In 2019, Chubb pledged not to insure energy companies that rely more than 30% on coal power. By 2025, Chubb had broken its pledge, as it insured a coal-fired power station.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorFinancials industriaInsurance empleados45 000 paísCH

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$59.40B
2016-12-31 → 2025-12-31
BPA$25.68
2016-12-31 → 2025-12-31
Margen neto18.1%
2016-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años CB promedio 5A Mediana de Pares Veredicto
P/E (TTM) 11.7promedio 5A ≈12.5 ≈12.5 · ·
P/S (TTM) 2.1promedio 5A ≈2.0 ≈2.0 · ·
P/C (MRQ) 1.7promedio 5A ≈1.6 ≈1.6 · ·
Price / Cash Flow (Precio / Flujo de Caja) 10.1promedio 5A ≈7.8 ≈7.8 · ·
Precio / Valor Contable Tangible (MRQ) 1.8promedio 5A ≈2.7 ≈2.7 · ·
PEG Ratio (Ratio PEG) ≈0.4 · · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

13
Rendimiento por Dividendo1.2%
Ratio de Pago14.6%
Pago anualizado≈$4.08Pago trimestral
Racha de Crecimiento≈17Años consecutivos de crecimiento de dividendos
Fecha ex-dividendoMontoMonedaRendimiento
Sep 11, 2026$1,02USD≈0.89%
Jun 12, 2026$1,02USD≈0.61%
Mar 13, 2026$0,97USD≈0.59%
Jun 13, 2025$0,97USD≈1.3%
Mar 14, 2025$0,91USD≈1.2%
Dic 13, 2024$0,91USD≈1.3%
Sep 13, 2024$0,91USD≈1.2%
Jun 14, 2024$0,91USD≈1.3%
Mar 14, 2024$0,86USD≈1.3%
Dic 14, 2023$0,86USD≈1.5%
Sep 14, 2023$0,86USD≈1.6%
Jun 15, 2023$0,86USD≈1.8%
Mar 16, 2023$0,83USD≈1.7%
Dic 15, 2022$0,83USD≈1.5%
Sep 15, 2022$0,83USD≈1.7%
Jun 16, 2022$0,83USD≈1.7%
Mar 17, 2022$0,80USD≈1.5%
Dic 16, 2021$0,80USD≈1.6%
Sep 16, 2021$0,80USD≈1.7%
Jun 17, 2021$0,80USD≈2.0%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media 7.1%
Próximo informe Oct 19, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Jul 20, 2026 $7.26 $6.95 4.4%
31 de marzo de 2026 $6.82 $6.80 0.34%
31 de diciembre de 2025 $7.52 $6.98 7.7%
30 de septiembre de 2025 $7.49 $6.33 18.2%
30 de junio de 2025 $6.14 $6.15 -0.21%
31 de marzo de 2025 $3.68 $3.28 12.3%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 11
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue $59.40B$55.75B$49.73B$43.10B$40.87B$35.99B$34.19B$32.72B$32.24B$31.47B$18.99B$19.17B
SG&A Expense $4.50B$4.38B$4.01B$3.40B$3.13B$2.98B$3.03B$2.89B$2.83B$3.08B$2.27B$2.25B
Interest Expense $764M$741M$672M$570M$492M$516M$552M$641M$607M$605M$300M$280M
Other Non-op $1.30B$1.02B$836M$-89M$2.37B$994M$596M$434M$400M$222M$51M$190M
Pretax Income $13.04B$11.46B$9.53B$6.49B$9.79B$4.16B$5.25B$4.66B$3.72B$4.95B$3.30B$3.49B
Income Tax $2.42B$1.81B$511M$1.24B$1.27B$629M$795M$695M$-139M$815M$462M$634M
Net Income $10.31B$9.27B$9.03B$5.25B$8.53B$3.53B$4.45B$3.96B$3.86B$4.13B$2.83B$2.85B
EPS (Basic) $25.93$22.94$21.97$12.50$19.38$7.82$9.77$8.55$8.26$8.94$8.71$8.50
EPS (Diluted) $25.68$22.70$21.80$12.39$19.24$7.79$9.71$8.49$8.19$8.87$8.62$8.42
Shares (Basic) 397,611,884404,189,749410,845,263419,779,847439,968,422451,602,820455,910,463463,629,203467,145,716462,519,789325,589,361335,609,899
Shares (Diluted) 401,513,338408,486,435414,202,568423,527,444443,197,278453,441,512458,914,663466,802,348471,196,901465,949,399328,835,378338,986,287
Balance general 19
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents ···$2.01B$1.66B$1.75B$1.54B$1.25B$728M$985M$1.77B$655M
Short-term Investments ·······$3.02B$3.56B$3.00B$10.45B·
PP&E (Net) $3.50B$3.10B$2.90B$2.40B$2.00B$2.00B$1.90B$1.70B$1.30B$1.20B$938M·
Goodwill $20.21B$19.58B$19.69B$16.23B$15.21B$15.40B$15.30B$15.27B$15.54B$15.33B$4.80B$4.90B
Intangibles $6.24B$6.38B$6.78B$5.44B$5.46B$5.81B$6.06B$6.14B$6.51B$6.76B$887M$717M
Total Assets $272.33B$246.55B$230.68B$199.02B$200.05B$190.77B$176.94B$167.77B$167.02B$159.79B$102.31B$98.25B
Short-term Debt $1.50B$800M$1.46B$475M$999M$0$1.30B$509M$1.01B$500M$0$1.15B
Deferred Tax $1.74B$1.58B$1.55B$377M$389M$892M$804M$304M$699M$988M$0·
Total Liabilities $192.55B$178.15B$166.99B$148.50B$140.34B$131.33B$121.61B$117.46B$115.85B$111.51B$73.17B$68.66B
Long-term Debt $15.73B$14.38B$13.04B$14.40B$15.17B$14.95B$13.56B$12.09B$11.56B$12.61B$9.39B$3.36B
Total Debt $1.50B$800M$1.46B$475M$999M$0$1.30B$509M$1.01B$500M·$2.55B
Common Stock $231M$235M$241M$10.35B$10.98B$11.06B$11.12B$11.12B$11.12B$11.12B$7.83B$8.05B
Paid-in Capital ·········$15.34B$4.48B$5.14B
Retained Earnings $69.95B$61.56B$54.81B$48.30B$47.37B$39.34B$36.14B$31.70B$27.47B$23.61B$19.48B$16.64B
Treasury Stock $4.70B$3.52B$4.40B$5.11B$7.46B$3.64B$3.75B$2.62B$1.94B$1.48B$1.92B$1.45B
AOCI $-4.97B$-8.64B$-6.81B$-10.19B$350M$2.87B$619M$-2.45B$543M$-314M$-735M$1.19B
Stockholders' Equity $73.76B$64.02B$59.51B$50.52B$58.33B$59.44B$55.33B$50.31B$51.17B$48.27B$29.14B$29.59B
Liabilities + Equity $272.33B$246.55B$230.68B$199.02B$200.05B$190.77B$176.94B$167.77B$167.02B$159.79B$102.31B$98.25B
Shares Outstanding 391,101,227400,703,663405,269,637414,594,856426,572,612450,732,625451,971,567459,203,378463,833,179465,968,716324,563,441328,659,686
Flujo de Efectivo 12
Métrica Tendencia 202520242023202220212020201920182017201620152014
Deferred Tax $337M$86M$-1.08B$158M$-90M$-299M$-113M$43M$-498M$-9M$158M$153M
Amort. of Intangibles $301M$323M$310M$285M$287M$290M$305M$339M$260M$19M$171M$108M
Operating Cash Flow $12.82B$16.18B$12.63B$11.26B$11.15B$9.79B$6.34B$5.48B$4.50B$5.29B$3.86B$4.50B
Investing Cash Flow $-11.26B$-13.92B$-7.65B$-5.65B$-6.66B$-7.52B$-5.91B$-2.94B$-2.42B·$-6.29B$-2.50B
Debt Issued $2.42B$2.41B$0$0$1.58B$988M$2.83B$2.17B$0·$6.09B$699M
Net Debt Issued $1.62B$971M$-475M$-1.00B$1.58B$-313M$2.32B$170M$-501M·$4.94B$198M
Stock Repurchased $3.69B$1.80B$2.41B$2.89B$4.86B$523M$1.53B$1.04B$801M·$758M$1.43B
Net Stock Activity $-3.69B$-1.80B$-2.41B$-2.89B$-4.86B$-523M$-1.53B$-1.04B$-801M·$-758M$-1.43B
Dividends Paid $1.50B$1.44B$1.39B$1.38B$1.40B$1.39B$1.35B$1.34B$1.31B$1.17B$862M$862M
Financing Cash Flow $-1.85B$-2.18B$-4.49B$-5.14B$-4.41B$-2.08B$-151M$-1.99B$-2.32B·$3.69B$-1.78B
Net Change in Cash $-79M$-72M$494M$316M$-25M$190M$306M$489M$-237M$-797M$1.12B$76M
Taxes Paid $2.21B$1.66B$1.47B$1.24B$1.30B$902M$912M$503M$736M$662M$469M$349M
Rentabilidad 4
Métrica Tendencia 202520242023202220212020201920182017201620152014
Net Margin 17.4%16.6%18.1%12.3%20.8%9.8%13.0%12.1%12.0%13.1%14.9%14.9%
Pretax Margin 22.0%20.5%19.1%15.2%24.0%11.6%15.3%14.2%11.5%15.7%··
ROA 4.0%3.9%4.2%2.7%4.4%1.9%2.6%2.4%2.4%3.2%2.8%3.0%
ROE 15.0%15.0%16.1%10.8%14.3%6.1%8.1%7.8%7.6%8.6%9.7%9.6%
Liquidez y Solvencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Debt / Equity 0.00.00.00.00.00.00.00.00.00.0·0.1
Eficiencia 1
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.20.20.2
Por Acción 6
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share $188.59$159.77$146.83$121.90$139.99$131.88$122.42$109.56$110.32$103.60$89.77$90.02
Revenue / Share $147.95$136.49$120.07$101.92$92.43$79.38$74.49$70.09$68.43$67.54$57.74$56.55
Cash Flow / Share $31.92$39.61$30.50$26.55$25.16$21.58$13.82$11.74$9.56$11.36$11.75$13.26
Cash / Share ···$4.85$3.89$3.88$3.40$2.72$1.57$2.11$5.47$1.99
Dividend / Share $3.18$3.15$3.05$3.11······$2.66$2.47
EPS (TTM) $25.68$22.70$21.80$12.39$19.24$7.79$9.71$8.49$8.19$8.87$8.62$8.42
Tasas de Crecimiento 10
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 6.5%12.1%15.4%5.5%13.5%·······
Revenue CAGR 3Y 11.3%10.9%11.4%·········
Revenue CAGR 5Y 10.5%···········
EPS YoY 13.1%4.1%75.9%-35.6%147.0%·······
EPS CAGR 3Y 27.5%5.7%40.9%·········
EPS CAGR 5Y 26.9%···········
Net Income YoY 11.2%2.7%72.1%-38.5%141.3%·······
Net Income CAGR 3Y 25.3%2.8%36.7%·········
Net Income CAGR 5Y 23.9%···········
Dividends Paid CAGR 5Y 1.6%···········
Valoración (TTM) 14
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM $59.40B$55.75B$49.73B$43.10B$40.87B$35.99B$34.19B$32.72B$32.24B$31.47B$18.99B$19.17B
Net Income TTM $10.31B$9.27B$9.03B$5.25B$8.53B$3.53B$4.45B$3.96B$3.86B$4.13B$2.83B$2.85B
Market Cap $122.07B$110.71B$91.59B$91.46B$82.46B$69.38B$70.35B$59.32B$67.78B$61.56B$37.93B$37.76B
Enterprise Value ···$89.92B$81.80B$67.63B$70.12B$58.58B$68.06B$61.08B·$39.65B
P/E 12.212.210.417.810.019.816.015.217.814.913.613.6
P/S 2.12.01.82.12.01.92.11.82.12.02.02.0
P/B 1.71.71.51.81.41.21.31.21.31.31.31.3
P / Tangible Book 2.62.92.83.22.21.8······
P / Cash Flow 9.56.87.38.17.47.111.110.815.111.69.88.4
EV / Revenue ···2.12.01.92.11.82.11.9·2.1
Dividend Yield 1.2%1.3%1.5%1.5%1.7%2.0%1.9%2.2%1.9%1.9%2.3%2.3%
Earnings Yield 8.2%8.2%9.7%5.6%10.0%5.1%6.2%6.6%5.6%6.7%7.4%7.3%
Payout Ratio 14.6%15.5%15.4%25.9%16.4%39.3%30.4%33.8%33.9%28.4%30.4%30.2%
Annual Payout $1.50B$1.44B$1.39B$1.38B$1.40B$1.39B$1.35B$1.34B$1.31B$1.17B$862M$862M

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $59.40B $55.75B $49.73B $43.10B $40.87B
Beneficio neto $10.31B $9.27B $9.03B $5.25B $8.53B
EPS Diluido $25.68 $22.70 $21.80 $12.39 $19.24

Propietarios institucionales (13F) 2 327 declarantes · $125.2B total · A fecha de 30 de septiembre de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 2 327
Valor en tenencia $125.2B
Nuevas posiciones 169
Posiciones cerradas 89
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
169 (-61 vs trimestre anterior) 89 (-7 vs trimestre anterior) 852 (+63 vs trimestre anterior) 808 (+21 vs trimestre anterior) +4.8M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
Berkshire Hathaway Inc $11 670 066 615 34 249 183 9,32% Acciones
VANGUARD GROUP INC $11 180 128 413 35 819 968 8,93% Acciones
BlackRock, Inc. $9 913 335 801 29 093 549 7,92% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $7 897 610 387 23 177 820 6,31% Acciones
STATE STREET CORP $5 716 716 296 16 727 420 4,57% Acciones
FMR LLC $4 555 328 742 13 368 929 3,64% Acciones
GQG Partners LLC $4 250 112 612 12 473 178 3,39% Acciones
GEODE CAPITAL MANAGEMENT, LLC $3 111 570 737 9 145 154 2,49% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $3 031 393 751 8 896 501 2,42% Acciones
WELLINGTON MANAGEMENT GROUP LLP $2 110 948 700 6 195 189 1,69% Acciones
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $2 026 619 829 5 887 366 1,62% Acciones
Capital World Investors $1 902 824 301 5 584 363 1,52% Acciones
AMERIPRISE FINANCIAL INC $1 829 340 742 5 367 693 1,46% Acciones
MORGAN STANLEY $1 801 253 350 5 286 296 1,44% Acciones
BANK OF AMERICA CORP /DE/ $1 545 084 491 4 534 497 1,23% Acciones
JPMORGAN CHASE & CO $1 433 710 422 4 176 382 1,15% Acciones
RAYMOND JAMES FINANCIAL INC $1 392 368 755 4 086 308 1,11% Acciones
AQR CAPITAL MANAGEMENT LLC $1 364 088 609 4 003 312 1,09% Acciones
WELLS FARGO & COMPANY/MN $1 312 865 228 3 852 983 1,05% Acciones
Capital Research Global Investors $1 200 209 572 3 522 326 0,96% Acciones
NORTHERN TRUST CORP $1 179 061 259 3 460 296 0,94% Acciones
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1 111 370 129 3 409 843 0,89% Acciones
NORGES BANK $1 070 662 324 3 142 168 0,86% Acciones
Bank of New York Mellon Corp $1 042 548 801 3 059 661 0,83% Acciones
GOLDMAN SACHS GROUP INC $953 916 069 2 799 543 0,76% Acciones
UBS Group AG $939 388 832 2 756 908 0,75% Acciones
Legal & General Group Plc $843 487 568 2 475 458 0,67% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $838 564 207 2 461 009 0,67% Acciones
ROYAL BANK OF CANADA $804 053 000 2 359 726 0,64% Acciones
Invesco Ltd. $783 883 786 2 300 534 0,63% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $782 066 448 2 295 200 0,62% Acciones
DIMENSIONAL FUND ADVISORS LP $747 674 412 2 194 103 0,60% Acciones
VANGUARD FIDUCIARY TRUST CO $686 507 959 2 014 756 0,55% Acciones
Nuveen, LLC $627 532 192 1 841 675 0,50% Acciones
FIRST TRUST ADVISORS LP $593 570 915 1 742 005 0,47% Acciones
Amundi $524 839 745 1 540 294 0,42% Acciones
BARCLAYS PLC $502 881 812 1 475 852 0,40% Acciones
SCHRODER INVESTMENT MANAGEMENT GROUP $498 037 580 1 450 778 0,40% Acciones
PRINCIPAL FINANCIAL GROUP INC $463 227 663 1 359 475 0,37% Acciones
ENVESTNET ASSET MANAGEMENT INC $442 788 360 1 299 490 0,35% Acciones
Capital International Investors $399 796 078 1 173 294 0,32% Acciones
ALTRINSIC GLOBAL ADVISORS LLC $394 760 579 1 158 539 0,32% Acciones
Davis Selected Advisers $391 231 100 1 148 090 0,31% Acciones
National Pension Service $391 173 268 1 148 011 0,31% Acciones
DEUTSCHE BANK AG\ $358 642 820 1 052 541 0,29% Acciones
Fayez Sarofim & Co $345 626 255 1 014 340 0,28% Acciones
Swiss National Bank $336 021 092 986 151 0,27% Acciones
MYCIO WEALTH PARTNERS, LLC $335 658 204 985 086 0,27% Acciones
LAZARD ASSET MANAGEMENT LLC $315 726 556 926 591 0,25% Acciones
Sumitomo Mitsui Trust Group, Inc. $308 899 210 906 554 0,25% Acciones

Mostrar todos los 2 327 propietarios institucionales →

Informantes de la empresa 57 insiders · 22 directivos · 34 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Evan G Greenberg Chairman & CEO 21 de mayo de 2026 F 461 791 0 2 $-9 993 156
John W Keogh President &COO 28 de mayo de 2026 G 140 970 0 2 $-7 394 762
Joseph F Wayland Executive Vice President and* 1 de septiembre de 2026 F 33 605 0 3 $-7 403 379
Juan Luis Ortega Executive Vice President* 8 de junio de 2026 M 28 859 0 3 $-2 790 762
Paul Mcnamee Executive Vice President* 21 de mayo de 2026 F 18 649 0 0 $0
Frances D. O'Brien Chief Risk Officer 21 de mayo de 2026 F 40 861 0 0 $0
Bryce L. Johns Senior Vice President,* 21 de mayo de 2026 D 24 527 0 1 $-504 930
Peter C. Enns Executive Vice President and* 21 de mayo de 2026 F 29 713 0 0 $0
Timothy Alan Boroughs Executive Vice President* 21 de mayo de 2026 F 5 588 0 4 $-12 619 078
George F. Ohsiek Chief Accounting Officer 6 de marzo de 2026 S 17 087 0 3 $-1 923 097
John J Lupica Vice Chrm, Chubb Group* 14 de noviembre de 2025 S 74 225 0 2 $-11 513 507
Annmarie T Hagan Chief Accounting Officer 16 de mayo de 2024 M 7 718 0 0 $0
Sean Ringsted EVP, Chief Risk Officer and* 23 de febrero de 2023 A 224 495 0 0 $0
Paul J Krump Vice Chairman, Chubb Group* 18 de mayo de 2022 F 84 039 0 0 $0
Philip V Bancroft Executive Vice President* 19 de mayo de 2021 F 255 671 0 0 $0
Paul Bennett Medini Chief Accounting Officer 28 de febrero de 2020 F 94 361 0 0 $0
Juan C Andrade Executive Vice President* 30 de mayo de 2019 S 113 479 0 0 $0
Robert Cusumano General Counsel 26 de julio de 2013 G 58 722 0 0 $0
Brian Edward Dowd Vice Chairman; Chairman,* 18 de mayo de 2011 F 193 180 0 0 $0
Gary T Schmalzriedt Subsidiary Chairman 29 de septiembre de 2006 A 98 758 0 0 $0
Donald Kramer Executive* 28 de febrero de 2005 F 500 116 0 0 $0
Peter Mear General Counsel and Secretary 23 de febrero de 2005 A 103 374 0 0 $0
CONNORS MICHAEL P Consejero 21 de agosto de 2026 S 12 803 0 1 $-1 897 500
Fred Hu Consejero 21 de mayo de 2026 F 1 713 0 0 $0
Frances F Townsend Consejero 21 de mayo de 2026 F 5 314 0 0 $0
Theodore Shasta Consejero 21 de mayo de 2026 F 16 069 0 0 $0
Michael Corbat Consejero 21 de mayo de 2026 F 2 938 0 0 $0
Olivier Steimer Consejero 21 de mayo de 2026 F 26 120 0 1 $-658 600
Robert W Scully Consejero 21 de mayo de 2026 F 20 397 0 0 $0
Nancy Buese Consejero 21 de mayo de 2026 F 3 746 0 0 $0
Nelson Chai Consejero 21 de mayo de 2026 F 1 797 0 0 $0
David H Sidwell Consejero 21 de mayo de 2026 F 15 321 0 0 $0
Robert J Hugin Consejero 21 de mayo de 2026 A 21 626 0 0 $0
Sheila P Burke Consejero 21 de mayo de 2026 F 8 587 0 0 $0
Michael G Atieh Consejero 21 de mayo de 2026 S 40 014 0 1 $-190 468
Kathleen Bonanno Consejero 16 de mayo de 2024 F 1 415 0 0 $0
Luis Tellez Consejero 17 de mayo de 2023 F 1 511 0 0 $0
Mary A Cirillo Consejero 17 de mayo de 2023 F 44 542 0 0 $0
Eugene B. Shanks JR Consejero 19 de mayo de 2022 F 12 181 0 0 $0
John A Edwardson Consejero 20 de mayo de 2021 F 12 201 0 0 $0
James I Cash Consejero 20 de mayo de 2021 F 5 046 0 0 $0
Kimberly A. Ross Consejero 20 de mayo de 2020 F 8 734 0 0 $0
Robert M Hernandez Consejero 20 de mayo de 2020 F 27 937 0 0 $0
James M Zimmerman Consejero 16 de mayo de 2019 F 6 100 0 0 $0
Leo F Mullin Consejero 17 de mayo de 2018 F 19 708 0 0 $0
Lawrence W Kellner Consejero 19 de mayo de 2016 A 1 883 0 0 $0
Peter Menikoff Consejero 19 de mayo de 2016 F 57 983 0 0 $0
Thomas J Neff Consejero 16 de mayo de 2013 F 52 968 0 0 $0
RIPP ROBERT Consejero 16 de mayo de 2013 F 47 312 0 0 $0
Bruce L Crockett Consejero 13 de enero de 2012 M 34 708 0 0 $0
John A Krol Consejero 18 de mayo de 2011 F 26 494 0 0 $0
SMURFIT DERMOT F Consejero 13 de agosto de 2009 A 24 313 0 0 $0
Brian Duperreault Consejero 19 de diciembre de 2007 G 296 878 0 0 $0
Robert W Staley Consejero 19 de agosto de 2005 A 29 309 0 0 $0
Dominic Frederico Consejero 7 de febrero de 2005 S 91 464 0 0 $0
Walter A Scott Consejero 31 de agosto de 2004 M 417 543 0 0 $0
Gary M Stuart · 26 de febrero de 2009 A 26 767 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 106 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
KBWP · Invesco Exchange-Traded Fund Trust … 8,32% 69 728 SH 1 de octubre de 2026 Diario
DFNL · Davis Fundamental ETF Trust 4,45% 60 798 NS 31 de julio de 2026 N-PORT
IYF · iShares Trust 1,81% 234 546 SH 11 de septiembre de 2026 Diario
USMV · iShares Trust 1,49% 1 043 550 SH 11 de septiembre de 2026 Diario
PWV · Invesco Exchange-Traded Fund Trust 1,45% 80 819 SH 1 de octubre de 2026 Diario
VFH · VANGUARD WORLD FUND 1,39% 569 474 SH 19 de agosto de 2026 Diario
RSPF · Invesco Exchange-Traded Fund Trust 1,36% 15 414 SH 1 de octubre de 2026 Diario
VFMV · VANGUARD WELLINGTON FUND 1,25% 15 392 SH 19 de agosto de 2026 Diario
ESMV · iShares Trust 1,25% 286 SH 11 de septiembre de 2026 Diario
SPVM · Invesco Exchange-Traded Fund Trust 1,18% 4 736 SH 1 de octubre de 2026 Diario
SPGP · Invesco Exchange-Traded Fund Trust 1,16% 72 662 SH 1 de octubre de 2026 Diario
SPLV · Invesco Exchange-Traded Fund Trust … 1,06% 225 597 SH 1 de octubre de 2026 Diario
FAS · Direxion Shares ETF Trust 1,06% 71 074 NS 31 de julio de 2026 N-PORT
ACWV · iShares, Inc. 0,95% 93 966 SH 11 de septiembre de 2026 Diario
IXG · iShares Trust 0,77% 15 706 SH 11 de septiembre de 2026 Diario
XOEF · iShares Trust 0,69% 454 SH 11 de septiembre de 2026 Diario
VFVA · VANGUARD WELLINGTON FUND 0,61% 15 063 SH 19 de agosto de 2026 Diario
LSVD · ADVISORS' INNER CIRCLE FUND 0,59% 10 957 NS 31 de julio de 2026 N-PORT
MGV · VANGUARD WORLD FUND 0,56% 219 403 SH 19 de agosto de 2026 Diario
VIG · VANGUARD SPECIALIZED FUNDS 0,54% 2 037 820 SH 19 de agosto de 2026 Diario
SPMO · Invesco Exchange-Traded Fund Trust … 0,52% 366 568 SH 1 de octubre de 2026 Diario
DFLV · Dimensional ETF Trust 0,50% 96 830 NS 31 de julio de 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0,50% 1 404 489 SH 19 de agosto de 2026 Diario
USXF · iShares Trust 0,48% 20 746 SH 11 de septiembre de 2026 Diario
IUS · Invesco Exchange-Traded Self-Indexe… 0,46% 13 670 SH 1 de octubre de 2026 Diario
PFM · Invesco Exchange-Traded Fund Trust 0,46% 10 949 SH 1 de octubre de 2026 Diario
RPV · Invesco Exchange-Traded Fund Trust 0,45% 22 703 SH 1 de octubre de 2026 Diario
VTV · VANGUARD INDEX FUNDS 0,45% 3 319 436 SH 19 de agosto de 2026 Diario
IWX · iShares Trust 0,44% 50 857 SH 11 de septiembre de 2026 Diario
DFUV · Dimensional ETF Trust 0,44% 192 981 NS 31 de julio de 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0,42% 83 035 SH 19 de agosto de 2026 Diario
IVE · iShares Trust 0,41% 599 226 SH 11 de septiembre de 2026 Diario
ACVF · ETF Opportunities Trust 0,40% 1 719 NS 31 de julio de 2026 N-PORT
IUSV · iShares Trust 0,39% 315 597 SH 11 de septiembre de 2026 Diario
ILCV · iShares Trust 0,35% 13 834 SH 11 de septiembre de 2026 Diario
VONV · VANGUARD SCOTTSDALE FUNDS 0,34% 212 382 SH 19 de agosto de 2026 Diario
QUAL · iShares Trust 0,34% 461 857 SH 11 de septiembre de 2026 Diario
DSI · iShares Trust 0,33% 53 352 SH 11 de septiembre de 2026 Diario
PFIG · Invesco Exchange-Traded Fund Trust … 0,33% 470 000 1 de octubre de 2026 Diario
IWD · iShares Trust 0,32% 781 918 SH 11 de septiembre de 2026 Diario
DGRO · iShares Trust 0,31% 398 208 SH 11 de septiembre de 2026 Diario
RWL · Invesco Exchange-Traded Fund Trust … 0,31% 91 738 SH 1 de octubre de 2026 Diario
EGLE · Global X Funds 0,29% 18 NS 31 de julio de 2026 N-PORT
TOPC · iShares Trust 0,23% 219 SH 11 de septiembre de 2026 Diario
CATH · Global X Funds 0,22% 8 334 NS 31 de julio de 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,22% 67 205 SH 1 de octubre de 2026 Diario
MGC · VANGUARD WORLD FUND 0,22% 69 773 SH 19 de agosto de 2026 Diario
IWL · iShares Trust 0,21% 13 699 SH 11 de septiembre de 2026 Diario
ESGV · VANGUARD WORLD FUND 0,21% 79 562 SH 19 de agosto de 2026 Diario
XVV · iShares Trust 0,21% 4 159 SH 11 de septiembre de 2026 Diario
QVML · Invesco Exchange-Traded Fund Trust … 0,21% 10 558 SH 1 de octubre de 2026 Diario
DFSU · Dimensional ETF Trust 0,21% 13 298 NS 31 de julio de 2026 N-PORT
XTR · Global X Funds 0,20% 28 NS 31 de julio de 2026 N-PORT
EUSA · iShares, Inc. 0,20% 11 445 SH 11 de septiembre de 2026 Diario
CHRI · Global X Funds 0,20% 46 NS 31 de julio de 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,20% 579 917 SH 1 de octubre de 2026 Diario
XRMI · Global X Funds 0,20% 283 NS 31 de julio de 2026 N-PORT
XCLR · Global X Funds 0,20% 20 NS 31 de julio de 2026 N-PORT
XYLG · Global X Funds 0,19% 355 NS 31 de julio de 2026 N-PORT
XYLD · Global X Funds 0,19% 17 786 NS 31 de julio de 2026 N-PORT
VOTE · TCW ETF Trust 0,19% 6 011 NS 31 de julio de 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,19% 9 370 177 SH 19 de agosto de 2026 Diario
VV · VANGUARD INDEX FUNDS 0,19% 407 688 SH 19 de agosto de 2026 Diario
IVV · iShares Trust 0,19% 4 546 325 SH 11 de septiembre de 2026 Diario
SIZE · iShares Trust 0,19% 2 338 SH 11 de septiembre de 2026 Diario
CRBN · iShares Trust 0,18% 6 302 SH 11 de septiembre de 2026 Diario
ILCB · iShares Trust 0,18% 6 885 SH 11 de septiembre de 2026 Diario
SPUU · Direxion Shares ETF Trust 0,18% 1 361 NS 31 de julio de 2026 N-PORT
DFUS · Dimensional ETF Trust 0,18% 107 349 NS 31 de julio de 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0,18% 2 088 SH 1 de octubre de 2026 Diario
IYY · iShares Trust 0,17% 15 439 SH 11 de septiembre de 2026 Diario
PBUS · Invesco Exchange-Traded Fund Trust … 0,17% 60 250 SH 1 de octubre de 2026 Diario
IWB · iShares Trust 0,17% 243 588 SH 11 de septiembre de 2026 Diario
VONE · VANGUARD SCOTTSDALE FUNDS 0,17% 58 201 SH 19 de agosto de 2026 Diario
VTHR · VANGUARD SCOTTSDALE FUNDS 0,17% 29 622 SH 19 de agosto de 2026 Diario
ITOT · iShares Trust 0,17% 469 621 SH 11 de septiembre de 2026 Diario
USCL · iShares Trust 0,17% 13 861 SH 11 de septiembre de 2026 Diario
IWV · iShares Trust 0,16% 96 665 SH 11 de septiembre de 2026 Diario
BSCT · Invesco Exchange-Traded Self-Indexe… 0,16% 4 798 000 30 de septiembre de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,16% 11 081 941 SH 19 de agosto de 2026 Diario
HCMT · Direxion Shares ETF Trust 0,16% 2 509 NS 31 de julio de 2026 N-PORT
DFAU · Dimensional ETF Trust 0,16% 55 346 NS 31 de julio de 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0,15% 28 197 NS 31 de julio de 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0,15% 277 SH 1 de octubre de 2026 Diario
TOK · iShares Trust 0,14% 976 SH 11 de septiembre de 2026 Diario
URTH · iShares, Inc. 0,13% 31 736 SH 11 de septiembre de 2026 Diario
DCOR · Dimensional ETF Trust 0,12% 11 465 NS 31 de julio de 2026 N-PORT
ACWI · iShares Trust 0,12% 112 272 SH 11 de septiembre de 2026 Diario
DFAC · Dimensional ETF Trust 0,11% 149 364 NS 31 de julio de 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,10% 296 005 SH 19 de agosto de 2026 Diario
LRGF · iShares Trust 0,09% 9 434 SH 11 de septiembre de 2026 Diario
DXUV · Dimensional ETF Trust 0,08% 1 227 NS 31 de julio de 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 1 537 SH 1 de octubre de 2026 Diario
OMFL · Invesco Exchange-Traded Self-Indexe… 0,05% 7 339 SH 1 de octubre de 2026 Diario
GTO · Invesco Actively Managed Exchange-T… 0,01% 206 000 1 de octubre de 2026 Diario
BLV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BSV · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
BND · VANGUARD BOND INDEX FUNDS · · 15 de julio de 2026 Diario
VCRB · VANGUARD MALVERN FUNDS · · 15 de julio de 2026 Diario
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 de julio de 2026 Diario
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 de julio de 2026 Diario
IAK · iShares Trust · 184 403 SH 11 de septiembre de 2026 Diario
BNDX · VANGUARD CHARLOTTE FUNDS · · 15 de julio de 2026 Diario
VCEB · VANGUARD WORLD FUND · · 30 de julio de 2026 Diario

CB Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 35 analistas COMPRA
Objetivo mediano $369.00 +11,5%
8 22,9% Compra fuerte
10 28,6% Compra
15 42,9% Mantener
1 2,9% Venta
1 2,9% Venta fuerte

Precio objetivo a 12 meses

23 analistas · 2026-10-03

Objetivo medio $365.83 +10,6%

Ahora Precio Actual $330.89
Mín$306.00 Media$365.83 Máx$425.00

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Jul 28, 2026