Cross-institution positioning
Apr 28, 2026Reduction leaning. 2 accumulating, 4 exited across 6 comparable institutions.
Source: Schedule 13 researchCB Institutional Ownership
Chubb Ltd
Latest stored close $343.78 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
47/100
7 tracked · 6 comparable
Latest filing
Apr 28, 2026
Positive breadth
3 positive · 4 negative
Recent close
$343.78
Research confidence
Medium
Institutional Research 32/100 · 2 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Apr 28, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating2
Newly reported1
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 47/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 4 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
44/100
Insiders
40/100
Fundamentals
65/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Jul 21, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Apr 28, 2026Revenue +10.6% YoY; Net income +74.3% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 76% through its reported 52-week range; +24.6% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Initial Schedule 13G from Vanguard Capital Management.
Filed Apr 28, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Apr 28, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Berkshire Hathaway
Filed Nov 14, 2025
Direction locked
BlackRock
Filed Feb 6, 2024
Direction locked
Vanguard Capital Management
Filed Apr 28, 2026
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
T. Rowe Price Associates
Filed Nov 14, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Berkshire Hathaway
Filed Nov 14, 2025
BlackRock
Filed Feb 6, 2024
Vanguard Capital Management
Filed Apr 28, 2026
Vanguard Group
Filed Mar 26, 2026
T. Rowe Price Associates
Filed Nov 14, 2024
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | Wayland Joseph F | FTax/price withholding or payment | Common Shares | 144 | $338.74 | Direct | Sep 3, 2026 |
| Aug 21, 2026 | CONNORS MICHAEL P | SOpen-market or private sale | Common Shares | 5.5K | $345.00 | Direct | Aug 25, 2026 |
| Jul 28, 2026 | Wayland Joseph F | SOpen-market or private sale | Common Shares | 8.5K | $364.54 | Direct | Jul 29, 2026 |
| Jun 8, 2026 | Ortega Juan Luis | MExercise or conversion of derivative · derivative | Options to Acquire Common Shares | 3.9K | $0.00 | Direct | Jun 10, 2026 |
| Jun 8, 2026 | Ortega Juan Luis | SOpen-market or private sale | Common Shares | 3.9K | $322.08 | Direct | Jun 10, 2026 |
| Jun 8, 2026 | Ortega Juan Luis | MExercise or conversion of derivative | Common Shares | 3.9K | $139.01 | Direct | Jun 10, 2026 |
| May 28, 2026 | Keogh John W | GGift | Common Shares | 1.4K | $0.00 | Direct | May 29, 2026 |
| May 27, 2026 | Keogh John W | GGift | Common Shares | 61.0K | $0.00 | Indirect | May 29, 2026 |
| May 27, 2026 | Keogh John W | GGift | Common Shares | 61.0K | $0.00 | Direct | May 29, 2026 |
| May 27, 2026 | Keogh John W | SOpen-market or private sale | Common Shares | 2.8K | $321.95 | Direct | May 29, 2026 |
| May 27, 2026 | Keogh John W | SOpen-market or private sale | Common Shares | 20.2K | $321.45 | Direct | May 29, 2026 |
| May 21, 2026 | SIDWELL DAVID H | FTax/price withholding or payment | Common Shares | 193 | $330.26 | Direct | May 26, 2026 |
| May 21, 2026 | SIDWELL DAVID H | AGrant, award, or other acquisition | Common Shares | 757 | — | Direct | May 26, 2026 |
| May 21, 2026 | HUGIN ROBERT J | AGrant, award, or other acquisition | Common Shares | 1.1K | — | Direct | May 26, 2026 |
| May 21, 2026 | Buese Nancy | FTax/price withholding or payment | Common Shares | 321 | $330.26 | Direct | May 26, 2026 |
| May 21, 2026 | Buese Nancy | AGrant, award, or other acquisition | Common Shares | 1.1K | — | Direct | May 26, 2026 |
| May 21, 2026 | Steimer Olivier | FTax/price withholding or payment | Common Shares | 41 | $330.26 | Direct | May 26, 2026 |
| May 21, 2026 | Steimer Olivier | AGrant, award, or other acquisition | Common Shares | 681 | — | Direct | May 26, 2026 |
| May 21, 2026 | CONNORS MICHAEL P | FTax/price withholding or payment | Common Shares | 193 | $330.26 | Direct | May 26, 2026 |
| May 21, 2026 | CONNORS MICHAEL P | AGrant, award, or other acquisition | Common Shares | 681 | — | Direct | May 26, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Jul 21, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 10, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 5, 2026 | 424B2 | — | Prospectus filing | Capital-related | Filing |
| Jun 4, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| May 27, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 22, 2026 | 8-K | 5.02, 5.03, 5.07, 9.01 | Director or executive change; Charter or bylaw change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 20, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| May 19, 2026 | 424B2 | — | Prospectus filing | Capital-related | Filing |
| May 18, 2026 | 424B3 | — | Prospectus filing | Capital-related | Filing |
| Apr 21, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 11, 2026 | 8-K | 5.03, 9.01 | Charter or bylaw change; Financial statements / exhibits | — | Filing |
| Feb 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$14.8B
Q1 2026
+10.6% YoY 10-Q filed Apr 28, 2026
Net income
$2.3B
Q1 2026
+74.3% YoY 10-Q filed Apr 28, 2026
Diluted EPS
$5.88
Q1 2026
+78.7% YoY 10-Q filed Apr 28, 2026
Operating cash flow
$3.9B
Q1 2026
+152.0% YoY 10-Q filed Apr 28, 2026
Cash & equivalents
$2.3B
As of Jun 30, 2023
-67.9% YoY 10-Q filed Jul 28, 2023
Assets
$275.5B
As of Mar 31, 2026
+9.4% YoY 10-Q filed Apr 28, 2026
Liabilities
$195.5B
As of Mar 31, 2026
+8.0% YoY 10-Q filed Apr 28, 2026
Stockholders’ equity
$73.8B
As of Mar 31, 2026
+12.3% YoY 10-Q filed Apr 28, 2026
Shares outstanding
387.9M
As of Apr 21, 2026
-3.2% YoY 10-Q filed Apr 28, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Mar 31, 2026 | $14.8B | +10.6% |
| Ended Sep 30, 2025 | $16.1B | +8.7% |
| Ended Jun 30, 2025 | $14.8B | +7.2% |
| Ended Mar 31, 2025 | $13.4B | +3.6% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | $59.4B | +6.5% |
| Ended Dec 31, 2024 | $55.8B | +12.1% |
| Ended Dec 31, 2023 | $49.7B | +15.4% |
| Ended Dec 31, 2022 | $43.1B | +5.5% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$341.86
View live quote ↗
52-week low
$265.30
Oct 16, 2025
52-week high
$365.91
Jul 29, 2026
Below 52-week high
6.6%
1W return
+1.6%
1M return
-0.5%
3M return
+4.6%
6M return
+3.9%
YTD return
+9.5%
1Y return
+24.6%
30-day volatility
15.7%
90-day volatility
22.3%
1Y max drawdown
-9.6%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 25 filing(s) · 22 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 23.2M | $343.78 | |||
| Vanguard Capital Management CIK0002100119 | Mar 31, 2026 observed Apr 28, 2026 filed · 28d Initial Schedule 13G | Initial Schedule 13G | 26.9M | 6.88% | $325.93 | $330.34 | $343.78 |
| Vanguard Group CIK0000102909 | Mar 13, 2026 observed Mar 26, 2026 filed · 13d Schedule 13G amendment | Exit below reporting threshold | 0 -38.9M | 0.00% -9.54 pts | $328.97 | $324.31 | $343.78 |
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