CB Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $355.11
Capitalizzazione di Mercato (MRQ) $136.94B
P/E (TTM) 12.6
EPS (TTM) $28.22
Ricavi (TTM) $61.80B
Rendimento div. 1.1%
ROE (TTM) 15.5%
D/E Debito/Patrimonio (MRQ) 0.0
Intervallo 52 sett. $273–$366

CB Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

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Split azionari 1
Data ex-dividendo Split Tipo
03 Marzo 1998 3-for-1 Avanti

Informazioni su Chubb Limited Common Stock Panoramica della società da 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.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreFinancials industriaInsurance dipendenti45.000 paeseCH

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$59.40B
2016-12-31 → 2025-12-31
EPS$25.68
2016-12-31 → 2025-12-31
Margine netto18.1%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni CB media 5 anni Mediana dei peer Verdetto
P/E (TTM) 12.6media 5 anni ≈12.5 ≈12.5 · ·
P/S (TTM) 2.2media 5 anni ≈2.0 ≈2.0 · ·
P/B (MRQ) 1.8media 5 anni ≈1.6 ≈1.6 · ·
Price / Cash Flow (Prezzo / Flusso di cassa) 10.8media 5 anni ≈7.8 ≈7.8 · ·
Prezzo / Valore contabile tangibile (MRQ) 2.0media 5 anni ≈2.7 ≈2.7 · ·
PEG Ratio ≈0.5 · · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield1.1%
Rapporto di Distribuzione Utili14.6%
Pagamento annualizzato≈$4.08Pagato trimestralmente
Striscia di crescita≈17Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Set 11, 2026$1,02USD≈0.89%
Giu 12, 2026$1,02USD≈0.61%
Mar 13, 2026$0,97USD≈0.59%
Giu 13, 2025$0,97USD≈1.3%
Mar 14, 2025$0,91USD≈1.2%
Dic 13, 2024$0,91USD≈1.3%
Set 13, 2024$0,91USD≈1.2%
Giu 14, 2024$0,91USD≈1.3%
Mar 14, 2024$0,86USD≈1.3%
Dic 14, 2023$0,86USD≈1.5%
Set 14, 2023$0,86USD≈1.6%
Giu 15, 2023$0,86USD≈1.8%
Mar 16, 2023$0,83USD≈1.7%
Dic 15, 2022$0,83USD≈1.5%
Set 15, 2022$0,83USD≈1.7%
Giu 16, 2022$0,83USD≈1.7%
Mar 17, 2022$0,80USD≈1.5%
Dic 16, 2021$0,80USD≈1.6%
Set 16, 2021$0,80USD≈1.7%
Giu 17, 2021$0,80USD≈2.0%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 7.4%
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Settembre 2026 Ott 19, 2026 $7.66 $7.01 9.3%
30 Giugno 2026 Lug 20, 2026 $7.26 $6.95 4.4%
31 Marzo 2026 $6.82 $6.80 0.34%
31 Dicembre 2025 $7.52 $6.98 7.7%
30 Settembre 2025 $7.49 $6.33 18.2%
30 Giugno 2025 $6.14 $6.15 -0.21%
31 Marzo 2025 $3.68 $3.28 12.3%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 11
Metrica Tendenza 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
Stato Patrimoniale 19
Metrica Tendenza 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
Flusso di cassa 12
Metrica Tendenza 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
Redditività 4
Metrica Tendenza 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%
Liquidità e Solvibilità 1
Metrica Tendenza 202520242023202220212020201920182017201620152014
Debt / Equity 0.00.00.00.00.00.00.00.00.00.0·0.1
Efficienza 1
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 0.20.20.20.20.20.20.20.20.20.20.20.2
Per Azione 6
Metrica Tendenza 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
Tassi di Crescita 10
Metrica Tendenza 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%···········
Valutazione (TTM) 14
Metrica Tendenza 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

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $59.40B $55.75B $49.73B $43.10B $40.87B
Utile netto $10.31B $9.27B $9.03B $5.25B $8.53B
EPS Diluito $25.68 $22.70 $21.80 $12.39 $19.24

Proprietari istituzionali (13F) 2.327 filer · $125.6B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 2.327
Valore detenuto $125.6B
Nuove posizioni 170
Posizioni chiuse 90
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
170 (-60 vs trimestre precedente) 90 (-6 vs trimestre precedente) 858 (+68 vs trimestre precedente) 812 (+24 vs trimestre precedente) +4.8M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
Berkshire Hathaway Inc $11.670.066.615 34.249.183 9,29% Azioni
VANGUARD GROUP INC $11.180.128.413 35.819.968 8,90% Azioni
BlackRock, Inc. $9.913.335.801 29.093.549 7,89% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $7.897.610.387 23.177.820 6,29% Azioni
STATE STREET CORP $5.716.716.296 16.727.420 4,55% Azioni
FMR LLC $4.555.328.742 13.368.929 3,63% Azioni
GQG Partners LLC $4.250.112.612 12.473.178 3,38% Azioni
GEODE CAPITAL MANAGEMENT, LLC $3.111.570.737 9.145.154 2,48% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $3.031.393.751 8.896.501 2,41% Azioni
WELLINGTON MANAGEMENT GROUP LLP $2.110.948.700 6.195.189 1,68% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $2.026.619.829 5.887.366 1,61% Azioni
Capital World Investors $1.902.824.301 5.584.363 1,51% Azioni
AMERIPRISE FINANCIAL INC $1.829.340.742 5.367.693 1,46% Azioni
MORGAN STANLEY $1.801.253.350 5.286.296 1,43% Azioni
BANK OF AMERICA CORP /DE/ $1.545.084.491 4.534.497 1,23% Azioni
JPMORGAN CHASE & CO $1.433.710.422 4.176.382 1,14% Azioni
RAYMOND JAMES FINANCIAL INC $1.392.368.755 4.086.308 1,11% Azioni
AQR CAPITAL MANAGEMENT LLC $1.364.088.609 4.003.312 1,09% Azioni
WELLS FARGO & COMPANY/MN $1.312.865.228 3.852.983 1,05% Azioni
Capital Research Global Investors $1.200.209.572 3.522.326 0,96% Azioni
NORTHERN TRUST CORP $1.179.061.259 3.460.296 0,94% Azioni
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1.111.370.129 3.409.843 0,88% Azioni
NORGES BANK $1.070.662.324 3.142.168 0,85% Azioni
Bank of New York Mellon Corp $1.042.548.801 3.059.661 0,83% Azioni
GOLDMAN SACHS GROUP INC $953.916.069 2.799.543 0,76% Azioni
UBS Group AG $939.388.832 2.756.908 0,75% Azioni
Legal & General Group Plc $843.487.568 2.475.458 0,67% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $838.564.207 2.461.009 0,67% Azioni
ROYAL BANK OF CANADA $804.053.000 2.359.726 0,64% Azioni
Invesco Ltd. $783.883.786 2.300.534 0,62% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $782.066.448 2.295.200 0,62% Azioni
DIMENSIONAL FUND ADVISORS LP $747.674.412 2.194.103 0,60% Azioni
VANGUARD FIDUCIARY TRUST CO $686.507.959 2.014.756 0,55% Azioni
Nuveen, LLC $627.532.192 1.841.675 0,50% Azioni
FIRST TRUST ADVISORS LP $593.570.915 1.742.005 0,47% Azioni
Amundi $524.839.745 1.540.294 0,42% Azioni
BARCLAYS PLC $502.881.812 1.475.852 0,40% Azioni
SCHRODER INVESTMENT MANAGEMENT GROUP $498.037.580 1.450.778 0,40% Azioni
PRINCIPAL FINANCIAL GROUP INC $463.227.663 1.359.475 0,37% Azioni
ENVESTNET ASSET MANAGEMENT INC $442.788.360 1.299.490 0,35% Azioni
Capital International Investors $399.796.078 1.173.294 0,32% Azioni
ALTRINSIC GLOBAL ADVISORS LLC $394.760.579 1.158.539 0,31% Azioni
Davis Selected Advisers $391.231.100 1.148.090 0,31% Azioni
National Pension Service $391.173.268 1.148.011 0,31% Azioni
DEUTSCHE BANK AG\ $358.642.820 1.052.541 0,29% Azioni
Fayez Sarofim & Co $345.626.255 1.014.340 0,28% Azioni
Swiss National Bank $336.021.092 986.151 0,27% Azioni
MYCIO WEALTH PARTNERS, LLC $335.658.204 985.086 0,27% Azioni
LAZARD ASSET MANAGEMENT LLC $315.726.556 926.591 0,25% Azioni
Sumitomo Mitsui Trust Group, Inc. $308.899.210 906.554 0,25% Azioni

Mostra tutti i 2.327 proprietari istituzionali →

Insider aziendali 57 insider · 22 dirigenti · 34 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Evan G Greenberg Chairman & CEO 21 Maggio 2026 F 461.791 0 2 $-9.993.156
John W Keogh President &COO 28 Maggio 2026 G 140.970 0 2 $-7.394.762
Joseph F Wayland Executive Vice President and* 01 Settembre 2026 F 33.605 0 3 $-7.403.379
Juan Luis Ortega Executive Vice President* 08 Giugno 2026 M 28.859 0 3 $-2.790.762
Paul Mcnamee Executive Vice President* 21 Maggio 2026 F 18.649 0 0 $0
Frances D. O'Brien Chief Risk Officer 21 Maggio 2026 F 40.861 0 0 $0
Bryce L. Johns Senior Vice President,* 21 Maggio 2026 D 24.527 0 1 $-504.930
Peter C. Enns Executive Vice President and* 21 Maggio 2026 F 29.713 0 0 $0
Timothy Alan Boroughs Executive Vice President* 21 Maggio 2026 F 5.588 0 4 $-12.619.078
George F. Ohsiek Chief Accounting Officer 06 Marzo 2026 S 17.087 0 3 $-1.923.097
John J Lupica Vice Chrm, Chubb Group* 14 Novembre 2025 S 74.225 0 2 $-11.513.507
Annmarie T Hagan Chief Accounting Officer 16 Maggio 2024 M 7.718 0 0 $0
Sean Ringsted EVP, Chief Risk Officer and* 23 Febbraio 2023 A 224.495 0 0 $0
Paul J Krump Vice Chairman, Chubb Group* 18 Maggio 2022 F 84.039 0 0 $0
Philip V Bancroft Executive Vice President* 19 Maggio 2021 F 255.671 0 0 $0
Paul Bennett Medini Chief Accounting Officer 28 Febbraio 2020 F 94.361 0 0 $0
Juan C Andrade Executive Vice President* 30 Maggio 2019 S 113.479 0 0 $0
Robert Cusumano General Counsel 26 Luglio 2013 G 58.722 0 0 $0
Brian Edward Dowd Vice Chairman; Chairman,* 18 Maggio 2011 F 193.180 0 0 $0
Gary T Schmalzriedt Subsidiary Chairman 29 Settembre 2006 A 98.758 0 0 $0
Donald Kramer Executive* 28 Febbraio 2005 F 500.116 0 0 $0
Peter Mear General Counsel and Secretary 23 Febbraio 2005 A 103.374 0 0 $0
CONNORS MICHAEL P Direttore 21 Agosto 2026 S 12.803 0 1 $-1.897.500
Fred Hu Direttore 21 Maggio 2026 F 1.713 0 0 $0
Frances F Townsend Direttore 21 Maggio 2026 F 5.314 0 0 $0
Theodore Shasta Direttore 21 Maggio 2026 F 16.069 0 0 $0
Michael Corbat Direttore 21 Maggio 2026 F 2.938 0 0 $0
Olivier Steimer Direttore 21 Maggio 2026 F 26.120 0 1 $-658.600
Robert W Scully Direttore 21 Maggio 2026 F 20.397 0 0 $0
Nancy Buese Direttore 21 Maggio 2026 F 3.746 0 0 $0
Nelson Chai Direttore 21 Maggio 2026 F 1.797 0 0 $0
David H Sidwell Direttore 21 Maggio 2026 F 15.321 0 0 $0
Robert J Hugin Direttore 21 Maggio 2026 A 21.626 0 0 $0
Sheila P Burke Direttore 21 Maggio 2026 F 8.587 0 0 $0
Michael G Atieh Direttore 21 Maggio 2026 S 40.014 0 1 $-190.468
Kathleen Bonanno Direttore 16 Maggio 2024 F 1.415 0 0 $0
Luis Tellez Direttore 17 Maggio 2023 F 1.511 0 0 $0
Mary A Cirillo Direttore 17 Maggio 2023 F 44.542 0 0 $0
Eugene B. Shanks JR Direttore 19 Maggio 2022 F 12.181 0 0 $0
John A Edwardson Direttore 20 Maggio 2021 F 12.201 0 0 $0
James I Cash Direttore 20 Maggio 2021 F 5.046 0 0 $0
Kimberly A. Ross Direttore 20 Maggio 2020 F 8.734 0 0 $0
Robert M Hernandez Direttore 20 Maggio 2020 F 27.937 0 0 $0
James M Zimmerman Direttore 16 Maggio 2019 F 6.100 0 0 $0
Leo F Mullin Direttore 17 Maggio 2018 F 19.708 0 0 $0
Lawrence W Kellner Direttore 19 Maggio 2016 A 1.883 0 0 $0
Peter Menikoff Direttore 19 Maggio 2016 F 57.983 0 0 $0
Thomas J Neff Direttore 16 Maggio 2013 F 52.968 0 0 $0
RIPP ROBERT Direttore 16 Maggio 2013 F 47.312 0 0 $0
Bruce L Crockett Direttore 13 Gennaio 2012 M 34.708 0 0 $0
John A Krol Direttore 18 Maggio 2011 F 26.494 0 0 $0
SMURFIT DERMOT F Direttore 13 Agosto 2009 A 24.313 0 0 $0
Brian Duperreault Direttore 19 Dicembre 2007 G 296.878 0 0 $0
Robert W Staley Direttore 19 Agosto 2005 A 29.309 0 0 $0
Dominic Frederico Direttore 07 Febbraio 2005 S 91.464 0 0 $0
Walter A Scott Direttore 31 Agosto 2004 M 417.543 0 0 $0
Gary M Stuart · 26 Febbraio 2009 A 26.767 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 108 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
KBWP · Invesco Exchange-Traded Fund Trust … 8,19% 68.163 SH 23 Ottobre 2026 Giornaliero
DFNL · Davis Fundamental ETF Trust 4,45% 60.798 NS 31 Luglio 2026 N-PORT
WCAP · Spinnaker ETF Series 2,29% 3.990 NS 31 Luglio 2026 N-PORT
IYF · iShares Trust 1,81% 234.546 SH 11 Settembre 2026 Giornaliero
PWV · Invesco Exchange-Traded Fund Trust 1,54% 79.525 SH 23 Ottobre 2026 Giornaliero
USMV · iShares Trust 1,49% 1.043.550 SH 11 Settembre 2026 Giornaliero
RSPF · Invesco Exchange-Traded Fund Trust 1,42% 12.726 SH 23 Ottobre 2026 Giornaliero
VFH · VANGUARD WORLD FUND 1,39% 569.474 SH 19 Agosto 2026 Giornaliero
VFMV · VANGUARD WELLINGTON FUND 1,25% 15.392 SH 19 Agosto 2026 Giornaliero
ESMV · iShares Trust 1,25% 286 SH 11 Settembre 2026 Giornaliero
SPGP · Invesco Exchange-Traded Fund Trust 1,24% 72.074 SH 23 Ottobre 2026 Giornaliero
SPVM · Invesco Exchange-Traded Fund Trust 1,24% 4.768 SH 23 Ottobre 2026 Giornaliero
SPLV · Invesco Exchange-Traded Fund Trust … 1,09% 222.528 SH 23 Ottobre 2026 Giornaliero
FAS · Direxion Shares ETF Trust 1,06% 71.074 NS 31 Luglio 2026 N-PORT
ACWV · iShares, Inc. 0,95% 93.966 SH 11 Settembre 2026 Giornaliero
IXG · iShares Trust 0,77% 15.706 SH 11 Settembre 2026 Giornaliero
XOEF · iShares Trust 0,69% 454 SH 11 Settembre 2026 Giornaliero
SPMO · Invesco Exchange-Traded Fund Trust … 0,63% 373.336 SH 23 Ottobre 2026 Giornaliero
VFVA · VANGUARD WELLINGTON FUND 0,61% 15.063 SH 19 Agosto 2026 Giornaliero
LSVD · ADVISORS' INNER CIRCLE FUND 0,59% 10.957 NS 31 Luglio 2026 N-PORT
MGV · VANGUARD WORLD FUND 0,56% 219.403 SH 19 Agosto 2026 Giornaliero
VIG · VANGUARD SPECIALIZED FUNDS 0,54% 2.037.820 SH 19 Agosto 2026 Giornaliero
DFLV · Dimensional ETF Trust 0,50% 96.830 NS 31 Luglio 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0,50% 1.404.489 SH 19 Agosto 2026 Giornaliero
IUS · Invesco Exchange-Traded Self-Indexe… 0,50% 13.845 SH 23 Ottobre 2026 Giornaliero
PFM · Invesco Exchange-Traded Fund Trust 0,49% 10.901 SH 23 Ottobre 2026 Giornaliero
RPV · Invesco Exchange-Traded Fund Trust 0,48% 23.166 SH 23 Ottobre 2026 Giornaliero
USXF · iShares Trust 0,48% 20.746 SH 11 Settembre 2026 Giornaliero
VTV · VANGUARD INDEX FUNDS 0,45% 3.319.436 SH 19 Agosto 2026 Giornaliero
IWX · iShares Trust 0,44% 50.857 SH 11 Settembre 2026 Giornaliero
DFUV · Dimensional ETF Trust 0,44% 192.981 NS 31 Luglio 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0,42% 83.035 SH 19 Agosto 2026 Giornaliero
IVE · iShares Trust 0,41% 599.226 SH 11 Settembre 2026 Giornaliero
ACVF · ETF Opportunities Trust 0,40% 1.719 NS 31 Luglio 2026 N-PORT
IUSV · iShares Trust 0,39% 315.597 SH 11 Settembre 2026 Giornaliero
ILCV · iShares Trust 0,35% 13.834 SH 11 Settembre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,34% 212.382 SH 19 Agosto 2026 Giornaliero
QUAL · iShares Trust 0,34% 461.857 SH 11 Settembre 2026 Giornaliero
PFIG · Invesco Exchange-Traded Fund Trust … 0,34% 470.000 23 Ottobre 2026 Giornaliero
DSI · iShares Trust 0,33% 53.352 SH 11 Settembre 2026 Giornaliero
RWL · Invesco Exchange-Traded Fund Trust … 0,33% 93.333 SH 23 Ottobre 2026 Giornaliero
IWD · iShares Trust 0,32% 781.918 SH 11 Settembre 2026 Giornaliero
DGRO · iShares Trust 0,31% 398.208 SH 11 Settembre 2026 Giornaliero
EGLE · Global X Funds 0,29% 18 NS 31 Luglio 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,24% 67.420 SH 23 Ottobre 2026 Giornaliero
QVML · Invesco Exchange-Traded Fund Trust … 0,23% 10.832 SH 23 Ottobre 2026 Giornaliero
TOPC · iShares Trust 0,23% 219 SH 11 Settembre 2026 Giornaliero
CATH · Global X Funds 0,22% 8.334 NS 31 Luglio 2026 N-PORT
MGC · VANGUARD WORLD FUND 0,22% 69.773 SH 19 Agosto 2026 Giornaliero
IWL · iShares Trust 0,21% 13.699 SH 11 Settembre 2026 Giornaliero
RSP · Invesco Exchange-Traded Fund Trust 0,21% 581.422 SH 23 Ottobre 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,21% 79.562 SH 19 Agosto 2026 Giornaliero
XVV · iShares Trust 0,21% 4.159 SH 11 Settembre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,21% 13.298 NS 31 Luglio 2026 N-PORT
XTR · Global X Funds 0,20% 28 NS 31 Luglio 2026 N-PORT
EUSA · iShares, Inc. 0,20% 11.445 SH 11 Settembre 2026 Giornaliero
CHRI · Global X Funds 0,20% 46 NS 31 Luglio 2026 N-PORT
XRMI · Global X Funds 0,20% 283 NS 31 Luglio 2026 N-PORT
XCLR · Global X Funds 0,20% 20 NS 31 Luglio 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0,19% 2.105 SH 23 Ottobre 2026 Giornaliero
XYLG · Global X Funds 0,19% 355 NS 31 Luglio 2026 N-PORT
PBUS · Invesco Exchange-Traded Fund Trust … 0,19% 55.920 SH 23 Ottobre 2026 Giornaliero
XYLD · Global X Funds 0,19% 17.786 NS 31 Luglio 2026 N-PORT
VOTE · TCW ETF Trust 0,19% 6.011 NS 31 Luglio 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0,19% 9.370.177 SH 19 Agosto 2026 Giornaliero
VV · VANGUARD INDEX FUNDS 0,19% 407.688 SH 19 Agosto 2026 Giornaliero
IVV · iShares Trust 0,19% 4.546.325 SH 11 Settembre 2026 Giornaliero
SIZE · iShares Trust 0,19% 2.338 SH 11 Settembre 2026 Giornaliero
CRBN · iShares Trust 0,18% 6.302 SH 11 Settembre 2026 Giornaliero
ILCB · iShares Trust 0,18% 6.885 SH 11 Settembre 2026 Giornaliero
SPUU · Direxion Shares ETF Trust 0,18% 1.361 NS 31 Luglio 2026 N-PORT
DFUS · Dimensional ETF Trust 0,18% 107.349 NS 31 Luglio 2026 N-PORT
IYY · iShares Trust 0,17% 15.439 SH 11 Settembre 2026 Giornaliero
IWB · iShares Trust 0,17% 243.588 SH 11 Settembre 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,17% 58.201 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,17% 29.622 SH 19 Agosto 2026 Giornaliero
ITOT · iShares Trust 0,17% 469.621 SH 11 Settembre 2026 Giornaliero
USCL · iShares Trust 0,17% 13.861 SH 11 Settembre 2026 Giornaliero
PHDG · Invesco Actively Managed Exchange-T… 0,16% 277 SH 23 Ottobre 2026 Giornaliero
IWV · iShares Trust 0,16% 96.665 SH 11 Settembre 2026 Giornaliero
VTI · VANGUARD INDEX FUNDS 0,16% 11.081.941 SH 19 Agosto 2026 Giornaliero
HCMT · Direxion Shares ETF Trust 0,16% 2.509 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,16% 55.346 NS 31 Luglio 2026 N-PORT
BSCT · Invesco Exchange-Traded Self-Indexe… 0,15% 4.798.000 23 Ottobre 2026 Giornaliero
SPXL · Direxion Shares ETF Trust 0,15% 28.197 NS 31 Luglio 2026 N-PORT
TOK · iShares Trust 0,14% 976 SH 11 Settembre 2026 Giornaliero
URTH · iShares, Inc. 0,13% 31.736 SH 11 Settembre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,12% 11.465 NS 31 Luglio 2026 N-PORT
ACWI · iShares Trust 0,12% 112.272 SH 11 Settembre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,11% 149.364 NS 31 Luglio 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,10% 296.005 SH 19 Agosto 2026 Giornaliero
LRGF · iShares Trust 0,09% 9.434 SH 11 Settembre 2026 Giornaliero
DXUV · Dimensional ETF Trust 0,08% 1.227 NS 31 Luglio 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 1.557 SH 23 Ottobre 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,06% 7.270 SH 23 Ottobre 2026 Giornaliero
GTO · Invesco Actively Managed Exchange-T… 0,01% 190.000 23 Ottobre 2026 Giornaliero
NPFE · Elevation Series Trust 0,00% 61 NS 31 Luglio 2026 N-PORT
BLV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BSV · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
BND · VANGUARD BOND INDEX FUNDS · · 15 Luglio 2026 Giornaliero
VCRB · VANGUARD MALVERN FUNDS · · 15 Luglio 2026 Giornaliero
VCSH · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VCLT · VANGUARD SCOTTSDALE FUNDS · · 15 Luglio 2026 Giornaliero
VTC · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
BNDW · VANGUARD SCOTTSDALE FUNDS · · 30 Luglio 2026 Giornaliero
IAK · iShares Trust · 184.403 SH 11 Settembre 2026 Giornaliero
BNDX · VANGUARD CHARLOTTE FUNDS · · 15 Luglio 2026 Giornaliero
VCEB · VANGUARD WORLD FUND · · 30 Luglio 2026 Giornaliero

CB Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 35 analisti COMPRA
Target mediano $369.00 +3,9%
8 22,9% Acquisto forte
10 28,6% Compra
15 42,9% Mantieni
1 2,9% Vendi
1 2,9% Vendita forte

Target Price a 12 Mesi

23 analisti · 2026-10-24

Target medio $371.48 +4,6%

Ora Prezzo attuale $355.11
Basso$314.00 Media$371.48 Alto$425.00

Ultime notizie Notizie recenti che menzionano questa società

23

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26

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Fonte: SEC 10-Q depositato Lug 28, 2026