How many institutions own CB stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own CB shares is 2520, representing 84.22% of the company's common stock.

Who are the major shareholders selling Chubb Limited stock?

WELLS FARGO & COMPANY/MN, in the last quarter, reduced its stake in CB by -2.24% restricting it's holding to 4.7 million shares of worth nearly $1.47B. BOSTON PARTNERS also lessened -1.79% of the CB shares from its portfolio, reducing its holding to 856.55 thousand shares of worth $267.27M. PNC FINANCIAL SERVICES GROUP, INC. also shunned CB shares holding by -0.89% last quarter which brought its holding to 870.58 thousand shares worth $271.73M.

Investors who are buying CB stock?

As per its latest 13F filing, BNP PARIBAS ARBITRAGE, SNC increased its stake in CB by 28% in the last quarter. The institutional holder raised its holding to 765.89 thousand shares having worth more than $239.05M. TROY ASSET MANAGEMENT LTD also added 0.1% more shares of CB to its portfolio, raising its holding to 792.48 thousand shares of worth $247.35M. MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. also increased its CB shares holding by 4.14% which brought its holding to 800.92 thousand shares worth $248.33M.

CB's major insiders: who are they?

The insider with the most stakes in CB is GREENBERG EVAN G , Chairman & CEO at the company. Additionally, CB stock is highly held by Executive Vice President* BANCROFT PHILIP V and EVP, Chief Risk Officer and* RINGSTED SEAN among others.

Did an insider recently sell CB stock?

Company executives, directors, and other insiders own 7.36% percent of Chubb Limited's stock. Within the last six months, there have been 14 transaction(s) in which CB insiders have sold stock, totaling 109.29K shares. Insiders that have sold shares include STEIMER OLIVIER, OHSIEK GEORGE F., and JOHNS BRYCE L..

Which insider recently purchased CB stock?

There have been 0 transaction(s) during the past 6-months in which Chubb Limited insiders have bought stock, totalling 0 shares

How much of CB does insiders own?

Around 1.44M Chubb Limited shares are held by insiders, which represents about 7.36% of CB stock.

Who is the insider with the largest stake?

CB Chairman & CEO, GREENBERG EVAN G holds the largest portfolio of the company's shares. CB shares owned by GREENBERG total nearly 496.65 thousand.

Which institution holds the most shares in CB?

WELLS FARGO & COMPANY/MN is the largest institutional owner in CB which holds 4.7 million shares worth $1.47B or 1.18% of the total CB shares outstanding followed by BNP PARIBAS ARBITRAGE, SNC with ownership of 765.89 thousand shares representing 0.19% of the CB ownership. TROY ASSET MANAGEMENT LTD is the third largest stakeholder with 792.48 thousand shares or 0.2% of the ownership worth more than $247.35M.

Is Chubb Limited stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the CB is concerned, it is a stock which is optionable.

Is there a short position on CB's shares?

Number of CB shares short is 3.54M. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding CB shares are there?

As of today, 398.69M shares of CB are outstanding.

Is there many float in CB stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, CB has 369.51M shares in float.

CB short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for CB is 1.73.

Chubb (CB) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.89

Short Percent Of Float0.89

Shares Outstanding398.69M

Shares Float369.51M

Shares Short3.54M

Short Ratio1.73

0.89%

Short % of Float

0.89%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.36% Percentage of Shares held by All Insiders

84.22% Percentage of Shares held by All Institutions

90.92% Percentage of Float held by Institutions

2520

Number of Institutions Holding Shares

Institutional Ownership

About 84.22% of CB shares are held by financial institutions. WELLS FARGO & COMPANY/MN is the top corporate investor, holding 4.7M shares valued at $1.47B. A 1.18% stake in Chubb Limited is owned by the company. BNP PARIBAS ARBITRAGE, SNC owns 765.89K shares valued at $239.05M, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.18%	4.7M	1.47B	-107.78K	-2.24%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	765.89K	239.05M	167.53K	+28.00%
Dec 31, 2025	TROY ASSET MANAGEMENT LTD	0.2%	792.48K	247.35M	801	+0.10%
Dec 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	800.92K	248.33M	31.86K	+4.14%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.21%	838.01K	261.58M	1.35K	+0.16%
Dec 31, 2025	BOSTON PARTNERS	0.22%	856.55K	267.27M	-15.65K	-1.79%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	870.58K	271.73M	-7.86K	-0.89%
Dec 31, 2025	MYCIO WEALTH PARTNERS, LLC	0.25%	982.56K	306.68M	53.71K	+5.78%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	999.07K	311.83M	666.09K	+200.04%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	1.03M	320.24M	-31.17K	-2.95%
Dec 31, 2025	SWISS NATIONAL BANK	0.26%	1.04M	323.83M	-59.88K	-5.46%
Dec 31, 2025	FAYEZ SAROFIM & CO	0.27%	1.07M	334.41M	-92.51K	-7.95%
Dec 31, 2025	BARCLAYS PLC	0.28%	1.12M	349.14M	-654.08K	-36.90%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.28%	1.13M	352.3M	-12.46K	-1.09%
Dec 31, 2025	NATIONAL PENSION SERVICE	0.29%	1.15M	358.46M	225.52K	+24.43%
Dec 31, 2025	GQG PARTNERS LLC	3.15%	12.48M	3.9B	1.65M	+15.21%
Dec 31, 2025	COOKE & BIELER LP	0.14%	565.38K	176.46M	-40.64K	-6.71%
Dec 31, 2025	ENSIGN PEAK ADVISORS, INC	0.15%	587.51K	183.37M	-73.58K	-11.13%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	587.8K	183.46M	127.6K	+27.73%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.49%	1.96M	612.6M	-54.59K	-2.71%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.64%	2.52M	788.05M	-911.28K	-26.52%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.64%	2.55M	795.38M	2.55M	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.67%	2.65M	825.9M	367.14K	+16.11%
Dec 31, 2025	UBS GROUP AG	0.67%	2.66M	829.71M	424.19K	+18.99%
Dec 31, 2025	NORGES BANK	0.87%	3.46M	1.08B	3.46M	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.3%	5.16M	1.61B	-179.35K	-3.36%
Dec 31, 2025	JPMORGAN CHASE & CO	1.34%	5.33M	1.66B	83.25K	+1.59%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	1.43%	5.69M	1.77B	-176.62K	-3.01%
Dec 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.74%	6.89M	2.15B	-307.09K	-4.27%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.24%	8.88M	2.77B	-25.77K	-0.29%
Dec 31, 2025	CAPITAL WORLD INVESTORS	2.51%	9.94M	3.1B	-42.92K	-0.43%
Dec 31, 2025	STATE STREET CORP	4.25%	16.85M	5.27B	-200.74K	-1.18%
Dec 31, 2025	BLACKROCK, INC.	7.13%	28.27M	8.82B	587.18K	+2.12%
Dec 31, 2025	VIKING GLOBAL INVESTORS LP	0.26%	1.01M	316.44M	1.01M	+100.00%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.27%	1.06M	329.29M	-763.27K	-41.98%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	1.25M	390.01M	-1.43K	-0.11%
Dec 31, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.33%	1.31M	409.48M	-43.52K	-3.21%
Dec 31, 2025	AMUNDI	0.42%	1.66M	519.23M	-283.05K	-14.54%
Dec 31, 2025	INVESCO LTD.	0.57%	2.25M	703.67M	-110.31K	-4.66%
Dec 31, 2025	NORTHERN TRUST CORP	0.91%	3.61M	1.13B	-117.71K	-3.16%
Dec 31, 2025	NUVEEN, LLC	0.33%	1.31M	410.43M	-132.71K	-9.17%
Dec 31, 2025	DEUTSCHE BANK AG\	0.35%	1.38M	431.36M	-752.49K	-35.25%
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.37%	1.48M	463.69M	159.24K	+12.09%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.15%	592.75K	185.34M	-9.31K	-1.55%
Dec 31, 2025	PROSHARE ADVISORS LLC	0.16%	650.03K	202.89M	-43.88K	-6.32%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.17%	661.33K	206.41M	13.52K	+2.09%
Dec 31, 2025	DANSKE BANK A/S	0.17%	663.51K	207.09M	422.7K	+175.53%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.2%	4.76M	1.49B	162.79K	+3.54%
Dec 31, 2025	DAVIS SELECTED ADVISERS	0.3%	1.19M	370.38M	116.2K	+10.86%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.33%	1.31M	408.5M	82.79K	+6.75%
Dec 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.37%	1.48M	462.32M	29.08K	+2.00%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.38%	1.53M	476.23M	85.96K	+5.97%
Dec 31, 2025	ROYAL BANK OF CANADA	0.47%	1.85M	576.36M	162.83K	+9.67%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	4.12M	1.29B	-42.51K	-1.02%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.53%	2.12M	660.18M	-91.67K	-4.15%
Dec 31, 2025	DNB ASSET MANAGEMENT AS	0.13%	519.71K	162.21M	-114.15K	-18.01%
Dec 31, 2025	JENNISON ASSOCIATES LLC	0.14%	554.59K	173.1M	-32.23K	-5.49%
Dec 31, 2025	US BANCORP \DE\	0.14%	572.28K	178.62M	-12.15K	-2.08%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.15%	601.32K	187.68M	20.3K	+3.49%
Dec 31, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.16%	647.4K	202.07M	8.04K	+1.26%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.24M	698.34M	-6.91K	-0.31%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.64%	2.52M	787.07M	60.3K	+2.45%
Dec 31, 2025	VANGUARD GROUP INC	9.03%	35.82M	11.18B	-805.89K	-2.20%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.07%	4.24M	1.32B	1.44M	+51.57%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.27%	5.03M	1.57B	-25.26K	-0.50%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.89%	7.51M	2.34B	-622.93K	-7.66%
Dec 31, 2025	FMR LLC	2.75%	10.92M	3.41B	-1.47M	-11.86%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.77%	14.95M	4.67B	3.05M	+25.63%
Dec 31, 2025	BERKSHIRE HATHAWAY INC	8.64%	34.25M	10.69B	2.92M	+9.31%
Dec 31, 2025	RHUMBLINE ADVISERS	0.17%	665.17K	207.61B	-21.62K	-3.15%
Dec 31, 2025	CULLEN CAPITAL MANAGEMENT, LLC	0.17%	681.73K	212.78M	-4.16K	-0.61%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.19%	733.69K	229M	-530.32K	-41.96%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.19%	758.58K	236.77M	8.04K	+1.07%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	581.02K	163.99M	54.05K	+10.26%
Sep 30, 2025	US BANCORP \DE\	0.14%	584.43K	164.96M	-18.69K	-3.10%
Sep 30, 2025	JENNISON ASSOCIATES LLC	0.15%	586.82K	165.63M	-157.52K	-21.16%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	598.36K	168.89M	219.9K	+58.10%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	878.44K	247.94M	-10.7K	-1.20%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.61%	2.46M	694.73M	25.77K	+1.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.24M	633.46M	-9.29K	-0.41%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.56%	2.28M	643.23M	94.91K	+4.35%
Sep 30, 2025	INVESCO LTD.	0.59%	2.36M	667.47M	109.06K	+4.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.14%	4.6M	1.3B	-331.9K	-6.73%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	769.06K	217.07M	21.68K	+2.90%
Sep 30, 2025	TROY ASSET MANAGEMENT LTD	0.2%	791.68K	223.45M	-1.75K	-0.22%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.23%	922.96K	260.51M	24.41K	+2.72%
Sep 30, 2025	MYCIO WEALTH PARTNERS, LLC	0.23%	928.85K	262.17M	-364	-0.04%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	1.06M	298.39M	1.09K	+0.10%
Sep 30, 2025	DAVIS SELECTED ADVISERS	0.27%	1.07M	302.13M	-1.38K	-0.13%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.28%	1.14M	322.11M	-86.39K	-7.04%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.29%	1.16M	328.52M	-10.98K	-0.93%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.3%	1.23M	346.04M	-25.51K	-2.04%
Sep 30, 2025	DEUTSCHE BANK AG\	0.53%	2.13M	602.47M	-1.31M	-37.98%
Sep 30, 2025	UBS GROUP AG	0.55%	2.23M	630.58M	-401.79K	-15.24%
Sep 30, 2025	CAPITAL WORLD INVESTORS	2.47%	9.98M	2.82B	-2.02M	-16.86%
Sep 30, 2025	GQG PARTNERS LLC	2.68%	10.83M	3.06B	1.01M	+10.33%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.95%	11.9M	3.36B	-2.23M	-15.80%
Sep 30, 2025	FMR LLC	3.07%	12.39M	3.5B	-1.56M	-11.17%
Sep 30, 2025	STATE STREET CORP	4.22%	17.05M	4.83B	68.55K	+0.40%
Sep 30, 2025	BLACKROCK, INC.	6.86%	27.68M	7.81B	167.39K	+0.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	4.16M	1.17B	-8.21K	-0.20%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.2%	801.55K	226.24M	159.95K	+24.93%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	823.63K	232.47M	50.21K	+6.49%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	836.66K	236.17M	15.2K	+1.85%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	7.76%	31.33M	8.84B	4.3M	+15.90%
Sep 30, 2025	BOSTON PARTNERS	0.22%	872.2K	246.39M	-728.85K	-45.52%
Sep 30, 2025	NORTHERN TRUST CORP	0.92%	3.73M	1.05B	-841	-0.02%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.19%	4.81M	1.36B	-975.06K	-16.87%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.25%	5.05M	1.43B	427.51K	+9.24%
Sep 30, 2025	JPMORGAN CHASE & CO	1.3%	5.25M	1.48B	252.95K	+5.07%
Sep 30, 2025	MORGAN STANLEY	1.32%	5.34M	1.51B	-1.11M	-17.19%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	1.45%	5.86M	1.65B	-796.7K	-11.96%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.78%	7.19M	2.03B	-94.55K	-1.30%
Sep 30, 2025	CITIGROUP INC	0.11%	461.48K	130.25M	-48.5K	-9.51%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.13%	524.38K	148.01M	50.49K	+10.65%
Sep 30, 2025	LPL FINANCIAL LLC	0.13%	531.11K	149.91M	46.68K	+9.64%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.13%	538.66K	152.04M	-9.66K	-1.76%
Sep 30, 2025	VANGUARD GROUP INC	9.07%	36.63M	10.34B	-113.03K	-0.31%
Sep 30, 2025	COOKE & BIELER LP	0.15%	606.01K	171.05M	106.24K	+21.26%
Sep 30, 2025	SWISS NATIONAL BANK	0.27%	1.1M	309.74M	-55.3K	-4.80%
Sep 30, 2025	BARCLAYS PLC	0.31%	1.25M	351.65M	-19.73K	-1.56%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	1.25M	353.09M	13.73K	+1.11%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	8.91M	2.51B	99.16K	+1.13%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.36%	1.44M	406.39M	157.96K	+12.32%
Sep 30, 2025	DNB ASSET MANAGEMENT AS	0.16%	633.87K	178.91M	7.68K	+1.23%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	647.81K	182.84M	-29.72K	-4.39%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.16%	661.09K	186.59M	9.11K	+1.40%
Sep 30, 2025	CULLEN CAPITAL MANAGEMENT, LLC	0.17%	685.89K	193.59M	-9.62K	-1.38%
Sep 30, 2025	RHUMBLINE ADVISERS	0.17%	686.79K	193.85M	2.05K	+0.30%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.17%	693.91K	195.86M	55.2K	+8.64%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.19%	750.54K	211.84M	26.89K	+3.72%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	1.26M	356.77M	839.3K	+197.62%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.33%	1.32M	368.13M	71.1K	+5.71%
Sep 30, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.34%	1.36M	382.58M	-37.4K	-2.68%
Sep 30, 2025	NUVEEN, LLC	0.36%	1.45M	408.61M	-90.07K	-5.86%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.36%	1.45M	409.87M	112.71K	+8.41%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.45%	1.82M	513.21M	123.44K	+7.28%
Sep 30, 2025	AMUNDI	0.48%	1.95M	557.49M	693.74K	+55.37%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.5%	2.02M	569.38M	-23.28K	-1.14%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.55%	2.21M	622.79M	-60.91K	-2.69%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.01%	8.13M	2.3B	-31.85K	-0.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	1.68M	475.25M	-2.41M	-58.89%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.69%	2.8M	785.47M	1.2M	+75.06%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.85%	3.44M	969.68M	-2.75M	-44.49%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.77%	3.1M	898.09M	315.82K	+11.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.22%	4.93M	1.43B	512.85K	+11.61%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.51%	2.04M	591.19M	-204.22K	-9.10%
Jun 30, 2025	BOSTON PARTNERS	0.4%	1.6M	462.92M	-123.07K	-7.14%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.4%	1.6M	456.52M	188.13K	+13.34%
Jun 30, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.34%	1.39M	403.54M	444.56K	+46.88%
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.33%	1.34M	388.06M	58.53K	+4.57%
Jun 30, 2025	AMUNDI	0.31%	1.25M	350.91M	90.08K	+7.75%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.54%	2.18M	632.76M	290.26K	+15.33%
Jun 30, 2025	MYCIO WEALTH PARTNERS, LLC	0.23%	929.22K	269.21M	41.1K	+4.63%
Jun 30, 2025	VANGUARD GROUP INC	9.1%	36.74M	10.64B	210.05K	+0.58%
Jun 30, 2025	STATE STREET CORP	4.2%	16.98M	4.94B	-460.61K	-2.64%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.5%	14.13M	4.09B	-443.51K	-3.04%
Jun 30, 2025	GQG PARTNERS LLC	2.43%	9.82M	2.84B	424.97K	+4.52%
Jun 30, 2025	BLACKROCK, INC.	6.81%	27.52M	7.97B	-509.39K	-1.82%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	6.69%	27.03M	7.83B	0	0
Jun 30, 2025	FMR LLC	3.45%	13.95M	4.04B	-1.02M	-6.82%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.09%	373.78K	108.29M	-74.46K	-16.61%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.09%	365.71K	105.95M	-101.03K	-21.65%
Jun 30, 2025	CINCINNATI FINANCIAL CORP	0.09%	362.9K	105.14M	0	0
Jun 30, 2025	TROY ASSET MANAGEMENT LTD	0.2%	793.43K	229.87M	373.87K	+89.11%
Jun 30, 2025	POLAR CAPITAL HOLDINGS PLC	0.19%	750K	217.29M	3K	+0.40%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	747.38K	216.53M	46.77K	+6.68%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.18%	744.34K	215.65M	-36.49K	-4.67%
Jun 30, 2025	LONDON CO OF VIRGINIA	0.18%	737.09K	213.56M	500.12K	+211.04%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.18%	723.65K	209.66M	112.7K	+18.45%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.16%	651.98K	188.89M	25.02K	+3.99%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	641.6K	185.89B	-349.92K	-35.29%
Jun 30, 2025	DNB ASSET MANAGEMENT AS	0.16%	626.18K	181.42M	63.92K	+11.37%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.15%	602.19K	174.47B	2.56K	+0.43%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.15%	586.47K	169.87M	5.38K	+0.93%
Jun 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.15%	585.57K	169.65M	73.27K	+14.30%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.14%	582.21K	168.68M	8.97K	+1.56%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	548.33K	158.86M	-9.81K	-1.76%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	508.93K	147.45M	347.17K	+214.62%
Jun 30, 2025	COOKE & BIELER LP	0.12%	499.77K	144.79M	-52.4K	-9.49%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0.12%	473.94K	137.31M	-40.42K	-7.86%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.12%	473.89K	137.3M	126.03K	+36.23%
Jun 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.12%	466.58K	135.18M	377	+0.08%
Jun 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.11%	450K	130.37M	0	0
Jun 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.11%	435.45K	126.16M	-8.22K	-1.85%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.11%	430.27K	124.66M	261.72K	+155.29%
Jun 30, 2025	BOSTON TRUST WALDEN CORP	0.1%	416.82K	120.76M	-30.08K	-6.73%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.1%	408.88K	118.46M	408.88K	+100.00%
Jun 30, 2025	WELCH & FORBES LLC	0.1%	401.37K	116.28M	-2.99K	-0.74%
Jun 30, 2025	CINCINNATI INSURANCE CO	0.1%	393.74K	114.07M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.25M	652.92M	18.82K	+0.84%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.42%	1.69M	491.03M	202.69K	+13.58%
Jun 30, 2025	CAPITAL WORLD INVESTORS	2.97%	12M	3.48B	78.18K	+0.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	8.81M	2.54B	30.72K	+0.35%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.02%	8.16M	2.37B	991.89K	+13.83%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.8%	7.29M	2.11B	-437.12K	-5.66%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	1.65%	6.66M	1.93B	-2.64M	-28.39%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.15%	4.63M	1.34B	-70.7K	-1.51%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	4.17M	1.21B	-17.92K	-0.43%
Jun 30, 2025	NORGES BANK	1.02%	4.13M	1.2B	4.13M	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	1.01%	4.1M	1.19B	32.46K	+0.80%
Jun 30, 2025		0.38%	1.54M	445.52M	-323.96K	-17.40%
Jun 30, 2025	NUVEEN, LLC	0.38%	1.54M	445.52M	-323.96K	-17.40%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.32%	1.28M	371.39M	-537.94K	-29.56%
Jun 30, 2025	BARCLAYS PLC	0.31%	1.27M	366.67M	-458.36K	-26.59%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.31%	1.25M	362.59M	-103.3K	-7.62%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.31%	1.25M	360.92M	8.93K	+0.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	1.24M	358.45M	45.22K	+3.79%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.3%	1.23M	355.66M	-262.19K	-17.60%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.29%	1.17M	340.4M	-27.36K	-2.28%
Jun 30, 2025	SWISS NATIONAL BANK	0.29%	1.15M	333.96M	72.7K	+6.73%
Jun 30, 2025	DAVIS SELECTED ADVISERS	0.27%	1.07M	310.53M	-14.57K	-1.34%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	1.06M	305.98M	61.68K	+6.20%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.53%	6.19M	1.79B	70.37K	+1.15%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.43%	5.78M	1.67B	-45.05K	-0.77%
Jun 30, 2025	JPMORGAN CHASE & CO	1.24%	4.99M	1.45B	-356.97K	-6.67%
Jun 30, 2025	NORTHERN TRUST CORP	0.92%	3.73M	1.08B	-121.13K	-3.15%
Jun 30, 2025	DEUTSCHE BANK AG\	0.85%	3.44M	997.05M	-58.46K	-1.67%
Jun 30, 2025	UBS GROUP AG	0.65%	2.64M	763.67M	-207.01K	-7.28%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	2.44M	705.65M	-141.61K	-5.49%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.56%	2.27M	656.89M	-50.68K	-2.19%
Jun 30, 2025	INVESCO LTD.	0.56%	2.26M	653.54M	-44.04K	-1.92%
Jun 30, 2025	MORGAN STANLEY	1.6%	6.45M	1.87B	22.68K	+0.35%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.22%	898.55K	260.33M	42.58K	+4.97%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.31%	1.24M	366.64M	17.89K	+1.47%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.25%	991.52K	299.43M	35K	+3.66%
Mar 31, 2025	VANGUARD GROUP INC	9.12%	36.53M	11.03B	75.36K	+0.21%
Mar 31, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.24%	948.29K	286.37M	-52.23K	-5.22%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.34%	1.35M	409.14M	-8.3K	-0.61%
Mar 31, 2025	BLACKROCK, INC.	6.99%	28.03M	8.46B	-317.85K	-1.12%
Mar 31, 2025	DAVIS SELECTED ADVISERS	0.27%	1.09M	328.08M	-8.61K	-0.79%
Mar 31, 2025	BOSTON PARTNERS	0.43%	1.72M	520.21M	-39.08K	-2.22%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.45%	1.82M	549.57M	-100.87K	-5.25%
Mar 31, 2025	AMUNDI	0.29%	1.16M	351.7M	-145.38K	-11.11%
Mar 31, 2025	BARCLAYS PLC	0.43%	1.72M	520.62M	177.21K	+11.46%
Mar 31, 2025		0.46%	1.86M	562.22M	1.86M	+100.00%
Mar 31, 2025	DEUTSCHE BANK AG\	0.87%	3.5M	1.06B	-103.24K	-2.87%
Mar 31, 2025	STATE STREET CORP	4.35%	17.44M	5.28B	-10.08K	-0.06%
Mar 31, 2025	INVESCO LTD.	0.57%	2.3M	694.52M	-299.78K	-11.53%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.53%	6.12M	1.85B	110.36K	+1.84%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	1.56%	6.24M	20.66M	878.18K	+16.38%
Mar 31, 2025	MORGAN STANLEY	1.6%	6.42M	1.94B	52.29K	+0.82%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.79%	7.17M	2.17B	-1.36M	-15.99%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.32%	9.3M	2.81B	406.97K	+4.58%
Mar 31, 2025	GQG PARTNERS LLC	2.34%	9.39M	2.84B	4.96M	+112.07%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	1.89M	571.9M	-211.76K	-10.06%
Mar 31, 2025	VIKING GLOBAL INVESTORS LP	0.49%	1.95M	588.6M	1.95M	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.23M	674.88M	-368	-0.02%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.56%	2.24M	677.91M	-81.38K	-3.50%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.58%	2.32M	699.99M	-10.46K	-0.45%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	6.75%	27.03M	8.16B	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	1.01%	4.06M	1.23B	-342.46K	-7.77%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	4.19M	1.26B	-5.83K	-0.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.1%	4.42M	1.33B	211.31K	+5.02%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	994.43K	300.31M	5.05K	+0.51%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.69%	2.78M	840.76M	30.33K	+1.10%
Mar 31, 2025	UBS GROUP AG	0.71%	2.84M	858.53M	276.22K	+10.76%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.19%	8.78M	2.64B	161.52K	+1.87%
Mar 31, 2025	FMR LLC	3.73%	14.97M	4.52B	-701.55K	-4.48%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.64%	14.57M	4.4B	-1.83M	-11.17%
Mar 31, 2025	CAPITAL WORLD INVESTORS	2.98%	11.92M	3.6B	443.44K	+3.86%
Mar 31, 2025	JPMORGAN CHASE & CO	1.34%	5.35M	1.62B	-974K	-15.40%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	1.19M	359.98M	41.98K	+3.65%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.17%	4.7M	1.42B	304.75K	+6.94%
Mar 31, 2025	NORTHERN TRUST CORP	0.96%	3.85M	1.16B	-72.66K	-1.85%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.37%	1.49M	450.62M	-56.66K	-3.66%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.37%	1.49M	449.9M	139.4K	+10.32%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.35%	1.41M	423.83M	231.4K	+19.63%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.3%	1.2M	363.08M	-53.82K	-4.28%
Mar 31, 2025	SWISS NATIONAL BANK	0.27%	1.08M	326.15M	-4.6K	-0.42%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.93%	7.73M	2.33B	-148.02K	-1.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.45%	5.83M	1.76B	-41K	-0.70%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.64%	2.58M	778.3M	-71.29K	-2.69%
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.32%	1.28M	386.82M	273.1K	+27.10%
Mar 31, 2024	AMUNDI	0.43%	1.73M	424.71M	514.46K	+42.30%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	942.78K	244.3M	2.97K	+0.32%
Mar 31, 2024	MYCIO WEALTH PARTNERS, LLC	0.24%	953.66K	247.12M	2.57K	+0.27%
Mar 31, 2024	FAYEZ SAROFIM & CO	0.25%	1.02M	264.64M	-2.46K	-0.24%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	1.03M	267.93M	-35.63K	-3.33%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	1.03M	266.97M	14.56K	+1.43%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.26%	1.04M	268.33M	30.02K	+2.99%
Mar 31, 2024	UBS GROUP AG	0.57%	2.3M	596.34M	336.17K	+17.11%
Mar 31, 2024	ONTARIO TEACHERS PENSION PLAN BOARD	0.6%	2.44M	631.31M	-262.31K	-9.72%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.62%	2.54M	657.42M	-120.19K	-4.52%
Mar 31, 2024	DEUTSCHE BANK AG\	0.79%	3.23M	837.74M	43.73K	+1.37%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.87%	3.54M	918.29M	457.88K	+14.84%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.88%	3.57M	926.36M	-22.67K	-0.63%
Mar 31, 2024	NORTHERN TRUST CORP	0.92%	3.76M	973.96M	-214.72K	-5.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.05%	4.28M	1.11B	9.03K	+0.21%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.2%	4.87M	1.26B	-510.38K	-9.49%
Mar 31, 2024	MORGAN STANLEY	1.37%	5.57M	1.44B	1.38M	+32.84%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.76%	7.14M	1.85B	-556.29K	-7.22%
Mar 31, 2024	JPMORGAN CHASE & CO	2.04%	8.32M	2.15B	-405.36K	-4.65%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.26%	9.19M	2.38B	-915.12K	-9.06%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.34%	1.38M	358.24M	-29.15K	-2.06%
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	1.41M	366.08M	17.49K	+1.25%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	1.42M	368M	-9.87K	-0.69%
Mar 31, 2024	BARCLAYS PLC	0.42%	1.72M	446.14M	-9.74K	-0.56%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.51%	2.08M	539.94M	409.38K	+24.45%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	2.1M	545.27M	-40.99K	-1.91%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.52%	2.14M	553.86M	2.76K	+0.13%
Mar 31, 2024	INVESCO LTD.	0.53%	2.15M	556.04M	36.55K	+1.73%
Mar 31, 2024	BOSTON PARTNERS	0.53%	2.15M	555.69M	-48.32K	-2.20%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.28M	591.95M	17.9K	+0.79%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.47%	5.98M	1.55B	-11.31K	-0.19%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	1.65%	6.71M	1.74B	2.06M	+44.42%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.09%	8.52M	2.2B	340.74K	+4.16%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2.71%	11M	2.85B	685.68K	+6.65%
Mar 31, 2024	FMR LLC	3.35%	13.64M	3.53B	496.31K	+3.78%
Mar 31, 2024	BLACKROCK INC.	7.23%	29.42M	7.62B	-85.12K	-0.29%
Mar 31, 2024	VANGUARD GROUP INC	9.48%	38.6M	10B	-332.27K	-0.85%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	2.55%	10.39M	2.69B	-6.07M	-36.87%
Mar 31, 2024	STATE STREET CORP	4.49%	18.27M	4.75B	-248.85K	-1.34%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	4.57%	18.61M	4.82B	-3.04M	-14.03%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	619.01K	160.41M	-192.32K	-23.70%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.15%	620.41K	160.77M	-34.34K	-5.24%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	623.3K	161.51M	-394.37K	-38.75%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	640.34K	165.93M	640.34K	+100.00%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	641.09K	166.13M	-37.15K	-5.48%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.16%	664.48K	172.19M	-66.27K	-9.07%
Mar 31, 2024	US BANCORP \DE\	0.17%	683.09K	177.01M	-32.83K	-4.59%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.17%	703.14K	182.21M	703.14K	+100.00%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.17%	707K	182.6M	-448.88K	-38.83%
Mar 31, 2024	JARISLOWSKY, FRASER LTD	0.18%	713.85K	184.98M	31.21K	+4.57%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	724.24K	187.67M	2.46K	+0.34%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	771.97K	200.05M	-32.95K	-4.09%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.19%	782.16K	202.68M	-46.19K	-5.58%
Mar 31, 2024	ALTRINSIC GLOBAL ADVISORS LLC	0.29%	1.17M	303.5M	-192.44K	-14.11%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	1.22M	316.63M	-62.5K	-4.87%
Mar 31, 2024	DAVIS SELECTED ADVISERS	0.31%	1.26M	327.14M	-137.42K	-9.82%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.34%	1.38M	357.76M	143.76K	+11.62%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.27%	1.1M	284.14M	748.25K	+214.84%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.28%	1.14M	295.79M	-19.69K	-1.70%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	1.15M	299.27M	-13.8K	-1.18%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	6.39%	25.92M	6.72B	5.82M	+28.97%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.65%	2.63M	682.03M	-485.45K	-15.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.73%	2.96M	768.07M	-139.08K	-4.48%
Dec 31, 2023	BOSTON PARTNERS	0.54%	2.2M	497.06M	-654.22K	-22.95%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.65%	2.66M	600.53M	-699.49K	-20.84%
Dec 31, 2023	ONTARIO TEACHERS PENSION PLAN BOARD	0.66%	2.7M	609.88M	24.32K	+0.91%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.76%	3.09M	697.41M	2.54M	+464.60%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.76%	3.1M	701.3M	77.45K	+2.56%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.76%	3.12M	704.55M	-143.75K	-4.41%
Dec 31, 2023	DEUTSCHE BANK AG\	0.78%	3.19M	720.76M	145.19K	+4.77%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.88%	3.6M	813.05M	718.54K	+24.96%
Dec 31, 2023	NORTHERN TRUST CORP	0.97%	3.97M	897.97M	-248.12K	-5.88%
Dec 31, 2023	MORGAN STANLEY	1.03%	4.19M	947.32M	52.07K	+1.26%
Dec 31, 2023	NORGES BANK	1.04%	4.24M	957.76M	4.24M	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.05%	4.27M	965.34M	-7.95K	-0.19%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	1.14%	4.65M	1.05B	-150.7K	-3.14%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.32%	5.38M	1.22B	-274.08K	-4.85%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.47%	5.99M	1.35B	43.74K	+0.74%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.89%	7.7M	1.74B	-1.59M	-17.11%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.01%	8.18M	1.84B	84.84K	+1.05%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	5.31%	21.64M	4.89B	-6M	-21.70%
Dec 31, 2023	JPMORGAN CHASE & CO	2.14%	8.72M	1.97B	576.27K	+7.08%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.48%	10.1M	2.28B	-1.13M	-10.08%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.53%	10.31M	2.33B	43.85K	+0.43%
Dec 31, 2023	FMR LLC	3.22%	13.14M	2.97B	910.98K	+7.45%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	4.03%	16.46M	3.72B	16.46M	+100.00%
Dec 31, 2023	STATE STREET CORP	4.54%	18.52M	4.2B	116.3K	+0.63%
Dec 31, 2023	BLACKROCK INC.	7.23%	29.51M	6.67B	639.93K	+2.22%
Dec 31, 2023	VANGUARD GROUP INC	9.54%	38.93M	8.8B	-123.89K	-0.32%
Dec 31, 2023	MYCIO WEALTH PARTNERS, LLC	0.23%	951.09K	214.95M	-27.46K	-2.81%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.25%	1.01M	227.24M	207.1K	+25.94%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	1.02M	229.55M	-60.5K	-5.62%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.25%	1.02M	229.99M	-175.78K	-14.73%
Dec 31, 2023	FAYEZ SAROFIM & CO	0.25%	1.02M	253.08M	-5.87K	-0.57%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.26%	1.07M	241.73M	-37.76K	-3.41%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.28%	1.16M	261.32M	5.43K	+0.47%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.28%	1.16M	262.42M	155.55K	+15.47%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.29%	1.17M	264.13M	-25.68K	-2.15%
Dec 31, 2023	AMUNDI	0.3%	1.22M	274.05M	-333.73K	-21.53%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.3%	1.24M	279.53M	247.73K	+25.05%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	1.28M	290.27M	-47.9K	-3.60%
Dec 31, 2023	ALTRINSIC GLOBAL ADVISORS LLC	0.33%	1.36M	308.19M	-81.22K	-5.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.34%	1.4M	315.32M	-155.62K	-10.03%
Dec 31, 2023	DAVIS SELECTED ADVISERS	0.34%	1.4M	316.38M	-53.66K	-3.69%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.35%	1.41M	319.03M	-20.77K	-1.45%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	1.43M	323.18M	5.28K	+0.37%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.41%	1.67M	378.39M	-41.78K	-2.43%
Dec 31, 2023	BARCLAYS PLC	0.42%	1.73M	391.3M	-70.65K	-3.92%
Dec 31, 2023	UBS GROUP AG	0.48%	1.97M	444.12M	-241.34K	-10.94%
Dec 31, 2023	INVESCO LTD.	0.52%	2.11M	476.69M	-161.68K	-7.12%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.52%	2.13M	482.4M	52.96K	+2.54%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.53%	2.15M	484.82M	191.85K	+9.82%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.27M	512.23M	45.32K	+2.04%

Insiders

Among the CB insiders holding of 7.36% of the stake in company, GREENBERG EVAN G, Chairman & CEO, holds the largest shares of 496.65K. BANCROFT PHILIP V, Executive Vice President*, is the second largest CB insider with ownership of 243.99K shares. RINGSTED SEAN, EVP, Chief Risk Officer and*, stands third with possession of 213K shares of that stake.

Insiders	Designation	Shares Held
GREENBERG EVAN G	Chairman & CEO	496.65K
BANCROFT PHILIP V	Executive Vice President*	243.99K
RINGSTED SEAN	EVP, Chief Risk Officer and*	213K
KRUMP PAUL J	Vice Chairman, Chubb Group*	93.93K
MEDINI PAUL BENNETT	Chief Accounting Officer	91.92K
LUPICA JOHN J	Vice Chrm, Chubb Group*	74.23K
WAYLAND JOSEPH F	Executive Vice President and*	56.21K
ENNS PETER C.	Executive Vice President and*	45.85K
ATIEH MICHAEL G	director	39.47K
ORTEGA JUAN LUIS	Executive Vice President*	35.23K
STEIMER OLIVIER	director	25.47K
JOHNS BRYCE L.	Senior Vice President,*	24.77K
SCULLY ROBERT W	director	20.72K
OHSIEK GEORGE F.	Chief Accounting Officer	17.09K
SHASTA THEODORE	director	14.51K
BOROUGHS TIMOTHY ALAN	Executive Vice President*	11.81K
HAGAN ANNMARIE T	Chief Accounting Officer	7.72K
CORBAT MICHAEL	director	2.45K
KEOGH JOHN W	President & COO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 19, 2026	STEIMER OLIVIER	SALE	329.30	2K	658.6K	25.47K
Mar 06, 2026	OHSIEK GEORGE F.	SALE	325.20	770	250.41K	17.09K
Mar 04, 2026	JOHNS BRYCE L.	SALE	336.62	1.5K	504.93K	24.77K
Mar 03, 2026	WAYLAND JOSEPH F	SALE	336.44	7.65K	2.57M	56.21K
Feb 13, 2026	OHSIEK GEORGE F.	SALE	324.30	3.9K	1.26M	17.02K
Feb 12, 2026	GREENBERG EVAN G	SALE	335.09	14.93K	5M	496.65K
Feb 12, 2026	OHSIEK GEORGE F.	SALE	328.97	1.24K	407.92K	20.92K
Feb 06, 2026	BOROUGHS TIMOTHY ALAN	SALE	331.98	14.64K	4.86M	11.81K
Feb 05, 2026	GREENBERG EVAN G	SALE	331.47	15.06K	4.99M	511.58K
Dec 02, 2025	ORTEGA JUAN LUIS	SALE	293.60	864	253.67K	35.23K
Nov 24, 2025	BOROUGHS TIMOTHY ALAN	SALE	295.19	850	250.91K	1.59K
Nov 14, 2025	LUPICA JOHN J	SALE	296.45	16.38K	4.85M	74.23K
Nov 13, 2025	WAYLAND JOSEPH F	SALE	297.08	5.83K	1.73M	60.59K
Oct 27, 2025	LUPICA JOHN J	SALE	281.00	23.7K	6.66M	90.6K
Jul 25, 2025	CORBAT MICHAEL	PURCHASE	269.80	425	114.67K	2.45K
Jul 01, 2025	LUPICA JOHN J	SALE	290.04	2.61K	755.84K	91.18K
Jun 16, 2025	ATIEH MICHAEL G	SALE	287.56	538	154.71K	39.47K
Jun 06, 2025	KEOGH JOHN W	SALE	292.99	9.79K	2.87M	0
Jun 04, 2025	WAYLAND JOSEPH F	SALE	293.16	5.26K	1.54M	66.57K
May 21, 2025	KEOGH JOHN W	SALE	290.24	20.72K	6.01M	237.73K
May 20, 2025	ORTEGA JUAN LUIS	SALE	292.13	6.5K	1.9M	40.45K
Mar 20, 2025	WAYLAND JOSEPH F	SALE	294.82	12.23K	3.61M	78.42K
Mar 18, 2025	BOROUGHS TIMOTHY ALAN	SALE	297.16	2.43K	721.21K	29.19K
Mar 14, 2025	OHSIEK GEORGE F.	SALE	290.41	763	221.58K	20.04K
Mar 11, 2025	GREENBERG EVAN G	SALE	292.26	4.86K	1.42M	584.4K
Mar 04, 2025	WAYLAND JOSEPH F	SALE	286.96	10K	2.87M	77.7K
Feb 11, 2025	OHSIEK GEORGE F.	SALE	267.63	1.01K	269.5K	19.9K
Sep 09, 2024	GREENBERG EVAN G	SALE	289.60	30.32K	8.78M	553.66K
Sep 06, 2024	GREENBERG EVAN G	SALE	287.25	30.54K	8.77M	583.98K
Sep 05, 2024	WAYLAND JOSEPH F	SALE	287.06	6.6K	1.89M	84.1K
Sep 03, 2024	ATIEH MICHAEL G	SALE	287.49	261	75.03K	39.17K
Sep 03, 2024	LUPICA JOHN J	SALE	286.49	3.21K	919.06K	103.95K
Aug 20, 2024	ORTEGA JUAN LUIS	SALE	273.06	3.92K	1.07M	44.63K
Aug 19, 2024	BOROUGHS TIMOTHY ALAN	SALE	274.46	750	205.85K	1.59K
Jun 20, 2024	ENNS PETER C.	SALE	267.29	5.2K	1.39M	45.85K
Jun 06, 2024	ORTEGA JUAN LUIS	SALE	260.98	2.4K	626.35K	44.63K
May 17, 2024	ATIEH MICHAEL G	SALE	269.70	716	193.11K	39.3K
May 16, 2024	HAGAN ANNMARIE T	SALE	263.81	1.53K	403.37K	7.72K
May 08, 2024	KEOGH JOHN W	SALE	251.95	1.48K	371.63K	284.14K
Mar 20, 2024	BOROUGHS TIMOTHY ALAN	SALE	258.81	590	152.7K	0
Mar 19, 2024	LUPICA JOHN J	SALE	259.64	4.99K	1.29M	130.94K
Mar 15, 2024	WAYLAND JOSEPH F	SALE	256.93	1.24K	317.82K	95.25K
Feb 26, 2024	BOROUGHS TIMOTHY ALAN	SALE	254.96	17.04K	4.34M	50.49K
Feb 06, 2024	GREENBERG EVAN G	SALE	248.37	58.73K	14.59M	609.62K
Feb 01, 2024	HAGAN ANNMARIE T	SALE	245.04	7.18K	1.76M	6.11K
Nov 08, 2023	ORTEGA JUAN LUIS	SALE	218.63	1.51K	329.69K	49.94K
Nov 06, 2023	LUPICA JOHN J	SALE	219.23	9.22K	2.02M	136.24K
Sep 19, 2023	WAYLAND JOSEPH F	SALE	213.61	7.75K	1.65M	93.32K
Aug 24, 2023	KEOGH JOHN W	SALE	201.01	10K	2.01M	265.18K
Aug 14, 2023	SHASTA THEODORE	SALE	201.94	699	141.16K	14.51K
Aug 01, 2023	BOROUGHS TIMOTHY ALAN	SALE	205.41	1.5K	308.12K	2.34K
Jul 28, 2023	ATIEH MICHAEL G	SALE	208.39	750	156.29K	38.93K
Jul 27, 2023	LUPICA JOHN J	SALE	211.74	8.4K	1.78M	154.05K
Jul 27, 2023	HAGAN ANNMARIE T	SALE	211.81	1.19K	251.42K	13.23K
Mar 20, 2023	SHASTA THEODORE	SALE	189.73	1K	189.73K	14.49K
Feb 28, 2023	KEOGH JOHN W	SALE	212.18	23.87K	5.06M	272.06K
Dec 01, 2022	LUPICA JOHN J	SALE	222.00	7.95K	1.76M	123.55K
Nov 30, 2022	LUPICA JOHN J	SALE	220.00	5.58K	1.23M	131.5K
Nov 08, 2022	BOROUGHS TIMOTHY ALAN	SALE	209.43	10K	2.09M	2.09K
Oct 28, 2022	RINGSTED SEAN	SALE	210.37	12.69K	2.67M	213K
Oct 28, 2022	ORTEGA JUAN LUIS	SALE	211.53	1.95K	412.48K	39.53K
Oct 27, 2022	GREENBERG EVAN G	SALE	207.91	24.05K	5M	570.62K
Sep 09, 2022	GREENBERG EVAN G	SALE	193.86	25.79K	5M	594.67K
May 27, 2022	SHASTA THEODORE	SALE	209.18	812	169.85K	15.49K
May 26, 2022	KEOGH JOHN W	SALE	208.59	30.1K	6.28M	230.24K
May 25, 2022	GREENBERG EVAN G	SALE	209.74	461	96.69K	16.12K
May 19, 2022	ATIEH MICHAEL G	SALE	203.49	500	101.75K	38.34K
May 18, 2022	LUPICA JOHN J	SALE	205.41	12K	2.47M	151.09K
May 05, 2022	BOROUGHS TIMOTHY ALAN	SALE	211.83	15.93K	3.38M	65.67K
Mar 22, 2022	LUPICA JOHN J	SALE	215.00	22.44K	4.82M	171.17K
Mar 10, 2022	KRUMP PAUL J	SALE	201.91	5.76K	1.16M	93.93K
Mar 09, 2022	SHASTA THEODORE	SALE	204.88	461	94.45K	15.64K
Feb 23, 2022	LUPICA JOHN J	SALE	204.39	901	184.16K	141.66K
Feb 08, 2022	HAGAN ANNMARIE T	SALE	205.97	610	125.64K	9.82K
Jan 07, 2022	LUPICA JOHN J	SALE	200.00	16.88K	3.38M	142.09K
Dec 03, 2021	KEOGH JOHN W	SALE	181.23	28.49K	5.16M	212.37K
Nov 10, 2021	GREENBERG EVAN G	SALE	195.01	15.39K	3M	680.58K
Oct 29, 2021	KRUMP PAUL J	SALE	196.97	30.93K	6.09M	77.4K
Sep 07, 2021	WAYLAND JOSEPH F	SALE	181.92	5.28K	959.99K	73.81K
Aug 31, 2021	GREENBERG EVAN G	SALE	185.03	30.15K	5.58M	695.96K
Aug 30, 2021	GREENBERG EVAN G	SALE	185.14	7.18K	1.33M	726.11K
Aug 24, 2021	GREENBERG EVAN G	SALE	185.91	45.43K	8.45M	733.28K
Aug 23, 2021	GREENBERG EVAN G	SALE	187.03	201	37.59K	733.28K
Aug 23, 2021	BOROUGHS TIMOTHY ALAN	SALE	186.61	30K	5.6M	144.2K
Aug 18, 2021	ATIEH MICHAEL G	SALE	186.20	2.94K	548.17K	37.56K
Aug 11, 2021	LUPICA JOHN J	SALE	180.00	10.14K	1.83M	141.93K
Aug 11, 2021	ORTEGA JUAN LUIS	SALE	180.92	3.65K	660.36K	31.79K
Jun 01, 2021	SHASTA THEODORE	SALE	171.46	290	49.72K	16.1K
May 13, 2021	BOROUGHS TIMOTHY ALAN	SALE	168.76	2.45K	413.46K	2.34K
May 12, 2021	RINGSTED SEAN	SALE	166.53	421	70.11K	201.22K
May 10, 2021	WAYLAND JOSEPH F	SALE	175.66	4K	702.64K	83.68K
May 06, 2021	KRUMP PAUL J	SALE	172.25	5.16K	888.29K	113.55K
Mar 15, 2021	LUPICA JOHN J	SALE	175.03	4.34K	759.11K	141.27K
Feb 23, 2021	KRUMP PAUL J	SALE	171.12	500	85.56K	95.63K
Feb 10, 2021	ATIEH MICHAEL G	SALE	165.36	1K	165.36K	39.04K
Feb 08, 2021	KRUMP PAUL J	SALE	165.05	5.6K	924.28K	101.92K
Feb 05, 2021	KRUMP PAUL J	SALE	165.02	500	82.51K	107.52K
Feb 04, 2021	KRUMP PAUL J	SALE	160.06	6.25K	1M	108.02K
Dec 15, 2020	KEOGH JOHN W	SALE	154.39	217	33.5K	197.16K
Dec 07, 2020	BOROUGHS TIMOTHY ALAN	SALE	152.45	17.32K	2.64M	168.14K
Nov 16, 2020	SHASTA THEODORE	SALE	151.87	948	143.97K	15.74K
Nov 11, 2020	RINGSTED SEAN	SALE	148.09	11.48K	1.7M	189.89K
Nov 10, 2020	GREENBERG EVAN G	SALE	149.55	17.85K	2.67M	682.07K
Nov 03, 2020	LUPICA JOHN J	SALE	138.00	6.04K	834.07K	169.92K
Sep 18, 2020	SHASTA THEODORE	SALE	116.96	914	106.9K	16.87K
May 01, 2020	SCULLY ROBERT W	PURCHASE	102.40	9.75K	998.4K	20.72K
Mar 17, 2020	SHASTA THEODORE	PURCHASE	99.74	2K	199.48K	16.38K
Mar 13, 2020	SHASTA THEODORE	PURCHASE	116.53	2K	233.06K	14.38K
Feb 07, 2020	MEDINI PAUL BENNETT	SALE	163.41	3.98K	650.7K	91.92K
Feb 05, 2020	KRUMP PAUL J	SALE	165.00	7K	1.16M	107.3K
Dec 18, 2019	KEOGH JOHN W	SALE	155.41	25.97K	4.04M	203.44K
Dec 17, 2019	BOROUGHS TIMOTHY ALAN	SALE	155.39	1.7K	264.16K	3.26K
Dec 12, 2019	GREENBERG EVAN G	SALE	153.49	157.84K	24.23M	997.23K
Nov 14, 2019	KRUMP PAUL J	SALE	151.99	10.31K	1.57M	114.3K
Nov 11, 2019	ATIEH MICHAEL G	SALE	151.12	1.5K	226.68K	38.23K
Oct 31, 2019	BOROUGHS TIMOTHY ALAN	SALE	151.17	12.3K	1.86M	173.08K
Sep 20, 2019	WAYLAND JOSEPH F	SALE	157.99	5.78K	912.87K	77.2K
Aug 13, 2019	LUPICA JOHN J	SALE	158.15	6K	948.9K	168.04K
Aug 09, 2019	KRUMP PAUL J	SALE	160.00	6K	960K	112.87K
Aug 07, 2019	KRUMP PAUL J	SALE	155.00	5K	775K	118.87K
Jul 31, 2019	MEDINI PAUL BENNETT	SALE	153.72	2.13K	326.66K	89.53K
Jun 19, 2019	GREENBERG EVAN G	SALE	148.84	215.65K	32.1M	215.65K
Jun 10, 2019	KRUMP PAUL J	SALE	150.00	4K	600K	123.87K
Jun 06, 2019	BANCROFT PHILIP V	SALE	148.77	50K	7.44M	243.99K
Jun 06, 2019	BOROUGHS TIMOTHY ALAN	SALE	148.64	25K	3.72M	171.32K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES109.29K14

NET SHARES-109.29K14

SHARES HELD1.44M14

% NET SHARES-107.57%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableYes

Short Percent Of Outstanding Shares0.89

Short Percent Of Float0.89

Shares Outstanding398.69M

Shares Float369.51M

Shares Short3.54M

Short Ratio1.73

0.89%

Short % of Float

0.89%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

7.36% Percentage of Shares held by All Insiders

84.22% Percentage of Shares held by All Institutions

90.92% Percentage of Float held by Institutions

2520

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	WELLS FARGO & COMPANY/MN	1.18%	4.7M	1.47B	-107.78K	-2.24%
Dec 31, 2025	BNP PARIBAS ARBITRAGE, SNC	0.19%	765.89K	239.05M	167.53K	+28.00%
Dec 31, 2025	TROY ASSET MANAGEMENT LTD	0.2%	792.48K	247.35M	801	+0.10%
Dec 31, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.2%	800.92K	248.33M	31.86K	+4.14%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.21%	838.01K	261.58M	1.35K	+0.16%
Dec 31, 2025	BOSTON PARTNERS	0.22%	856.55K	267.27M	-15.65K	-1.79%
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	870.58K	271.73M	-7.86K	-0.89%
Dec 31, 2025	MYCIO WEALTH PARTNERS, LLC	0.25%	982.56K	306.68M	53.71K	+5.78%
Dec 31, 2025	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.25%	999.07K	311.83M	666.09K	+200.04%
Dec 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	1.03M	320.24M	-31.17K	-2.95%
Dec 31, 2025	SWISS NATIONAL BANK	0.26%	1.04M	323.83M	-59.88K	-5.46%
Dec 31, 2025	FAYEZ SAROFIM & CO	0.27%	1.07M	334.41M	-92.51K	-7.95%
Dec 31, 2025	BARCLAYS PLC	0.28%	1.12M	349.14M	-654.08K	-36.90%
Dec 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.28%	1.13M	352.3M	-12.46K	-1.09%
Dec 31, 2025	NATIONAL PENSION SERVICE	0.29%	1.15M	358.46M	225.52K	+24.43%
Dec 31, 2025	GQG PARTNERS LLC	3.15%	12.48M	3.9B	1.65M	+15.21%
Dec 31, 2025	COOKE & BIELER LP	0.14%	565.38K	176.46M	-40.64K	-6.71%
Dec 31, 2025	ENSIGN PEAK ADVISORS, INC	0.15%	587.51K	183.37M	-73.58K	-11.13%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.15%	587.8K	183.46M	127.6K	+27.73%
Dec 31, 2025	BANK OF NEW YORK MELLON CORP	0.49%	1.96M	612.6M	-54.59K	-2.71%
Dec 31, 2025	CAPITAL INTERNATIONAL INVESTORS	0.64%	2.52M	788.05M	-911.28K	-26.52%
Dec 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.64%	2.55M	795.38M	2.55M	+100.00%
Dec 31, 2025	GOLDMAN SACHS GROUP INC	0.67%	2.65M	825.9M	367.14K	+16.11%
Dec 31, 2025	UBS GROUP AG	0.67%	2.66M	829.71M	424.19K	+18.99%
Dec 31, 2025	NORGES BANK	0.87%	3.46M	1.08B	3.46M	+100.00%
Dec 31, 2025	MORGAN STANLEY	1.3%	5.16M	1.61B	-179.35K	-3.36%
Dec 31, 2025	JPMORGAN CHASE & CO	1.34%	5.33M	1.66B	83.25K	+1.59%
Dec 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	1.43%	5.69M	1.77B	-176.62K	-3.01%
Dec 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.74%	6.89M	2.15B	-307.09K	-4.27%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.24%	8.88M	2.77B	-25.77K	-0.29%
Dec 31, 2025	CAPITAL WORLD INVESTORS	2.51%	9.94M	3.1B	-42.92K	-0.43%
Dec 31, 2025	STATE STREET CORP	4.25%	16.85M	5.27B	-200.74K	-1.18%
Dec 31, 2025	BLACKROCK, INC.	7.13%	28.27M	8.82B	587.18K	+2.12%
Dec 31, 2025	VIKING GLOBAL INVESTORS LP	0.26%	1.01M	316.44M	1.01M	+100.00%
Dec 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.27%	1.06M	329.29M	-763.27K	-41.98%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.32%	1.25M	390.01M	-1.43K	-0.11%
Dec 31, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.33%	1.31M	409.48M	-43.52K	-3.21%
Dec 31, 2025	AMUNDI	0.42%	1.66M	519.23M	-283.05K	-14.54%
Dec 31, 2025	INVESCO LTD.	0.57%	2.25M	703.67M	-110.31K	-4.66%
Dec 31, 2025	NORTHERN TRUST CORP	0.91%	3.61M	1.13B	-117.71K	-3.16%
Dec 31, 2025	NUVEEN, LLC	0.33%	1.31M	410.43M	-132.71K	-9.17%
Dec 31, 2025	DEUTSCHE BANK AG\	0.35%	1.38M	431.36M	-752.49K	-35.25%
Dec 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.37%	1.48M	463.69M	159.24K	+12.09%
Dec 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.15%	592.75K	185.34M	-9.31K	-1.55%
Dec 31, 2025	PROSHARE ADVISORS LLC	0.16%	650.03K	202.89M	-43.88K	-6.32%
Dec 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.17%	661.33K	206.41M	13.52K	+2.09%
Dec 31, 2025	DANSKE BANK A/S	0.17%	663.51K	207.09M	422.7K	+175.53%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	1.2%	4.76M	1.49B	162.79K	+3.54%
Dec 31, 2025	DAVIS SELECTED ADVISERS	0.3%	1.19M	370.38M	116.2K	+10.86%
Dec 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.33%	1.31M	408.5M	82.79K	+6.75%
Dec 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.37%	1.48M	462.32M	29.08K	+2.00%
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.38%	1.53M	476.23M	85.96K	+5.97%
Dec 31, 2025	ROYAL BANK OF CANADA	0.47%	1.85M	576.36M	162.83K	+9.67%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.04%	4.12M	1.29B	-42.51K	-1.02%
Dec 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.53%	2.12M	660.18M	-91.67K	-4.15%
Dec 31, 2025	DNB ASSET MANAGEMENT AS	0.13%	519.71K	162.21M	-114.15K	-18.01%
Dec 31, 2025	JENNISON ASSOCIATES LLC	0.14%	554.59K	173.1M	-32.23K	-5.49%
Dec 31, 2025	US BANCORP \DE\	0.14%	572.28K	178.62M	-12.15K	-2.08%
Dec 31, 2025	BANK OF MONTREAL /CAN/	0.15%	601.32K	187.68M	20.3K	+3.49%
Dec 31, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.16%	647.4K	202.07M	8.04K	+1.26%
Dec 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.24M	698.34M	-6.91K	-0.31%
Dec 31, 2025	LEGAL & GENERAL GROUP PLC	0.64%	2.52M	787.07M	60.3K	+2.45%
Dec 31, 2025	VANGUARD GROUP INC	9.03%	35.82M	11.18B	-805.89K	-2.20%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	1.07%	4.24M	1.32B	1.44M	+51.57%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	1.27%	5.03M	1.57B	-25.26K	-0.50%
Dec 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.89%	7.51M	2.34B	-622.93K	-7.66%
Dec 31, 2025	FMR LLC	2.75%	10.92M	3.41B	-1.47M	-11.86%
Dec 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.77%	14.95M	4.67B	3.05M	+25.63%
Dec 31, 2025	BERKSHIRE HATHAWAY INC	8.64%	34.25M	10.69B	2.92M	+9.31%
Dec 31, 2025	RHUMBLINE ADVISERS	0.17%	665.17K	207.61B	-21.62K	-3.15%
Dec 31, 2025	CULLEN CAPITAL MANAGEMENT, LLC	0.17%	681.73K	212.78M	-4.16K	-0.61%
Dec 31, 2025	TWO SIGMA ADVISERS, LP	0.19%	733.69K	229M	-530.32K	-41.96%
Dec 31, 2025	NATIXIS ADVISORS, L.P.	0.19%	758.58K	236.77M	8.04K	+1.07%
Sep 30, 2025	BANK OF MONTREAL /CAN/	0.14%	581.02K	163.99M	54.05K	+10.26%
Sep 30, 2025	US BANCORP \DE\	0.14%	584.43K	164.96M	-18.69K	-3.10%
Sep 30, 2025	JENNISON ASSOCIATES LLC	0.15%	586.82K	165.63M	-157.52K	-21.16%
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.15%	598.36K	168.89M	219.9K	+58.10%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.22%	878.44K	247.94M	-10.7K	-1.20%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.61%	2.46M	694.73M	25.77K	+1.06%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.24M	633.46M	-9.29K	-0.41%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.56%	2.28M	643.23M	94.91K	+4.35%
Sep 30, 2025	INVESCO LTD.	0.59%	2.36M	667.47M	109.06K	+4.83%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.14%	4.6M	1.3B	-331.9K	-6.73%
Sep 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	769.06K	217.07M	21.68K	+2.90%
Sep 30, 2025	TROY ASSET MANAGEMENT LTD	0.2%	791.68K	223.45M	-1.75K	-0.22%
Sep 30, 2025	NATIONAL PENSION SERVICE	0.23%	922.96K	260.51M	24.41K	+2.72%
Sep 30, 2025	MYCIO WEALTH PARTNERS, LLC	0.23%	928.85K	262.17M	-364	-0.04%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	1.06M	298.39M	1.09K	+0.10%
Sep 30, 2025	DAVIS SELECTED ADVISERS	0.27%	1.07M	302.13M	-1.38K	-0.13%
Sep 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.28%	1.14M	322.11M	-86.39K	-7.04%
Sep 30, 2025	FAYEZ SAROFIM & CO	0.29%	1.16M	328.52M	-10.98K	-0.93%
Sep 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.3%	1.23M	346.04M	-25.51K	-2.04%
Sep 30, 2025	DEUTSCHE BANK AG\	0.53%	2.13M	602.47M	-1.31M	-37.98%
Sep 30, 2025	UBS GROUP AG	0.55%	2.23M	630.58M	-401.79K	-15.24%
Sep 30, 2025	CAPITAL WORLD INVESTORS	2.47%	9.98M	2.82B	-2.02M	-16.86%
Sep 30, 2025	GQG PARTNERS LLC	2.68%	10.83M	3.06B	1.01M	+10.33%
Sep 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	2.95%	11.9M	3.36B	-2.23M	-15.80%
Sep 30, 2025	FMR LLC	3.07%	12.39M	3.5B	-1.56M	-11.17%
Sep 30, 2025	STATE STREET CORP	4.22%	17.05M	4.83B	68.55K	+0.40%
Sep 30, 2025	BLACKROCK, INC.	6.86%	27.68M	7.81B	167.39K	+0.61%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	4.16M	1.17B	-8.21K	-0.20%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.2%	801.55K	226.24M	159.95K	+24.93%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.2%	823.63K	232.47M	50.21K	+6.49%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.21%	836.66K	236.17M	15.2K	+1.85%
Sep 30, 2025	BERKSHIRE HATHAWAY INC	7.76%	31.33M	8.84B	4.3M	+15.90%
Sep 30, 2025	BOSTON PARTNERS	0.22%	872.2K	246.39M	-728.85K	-45.52%
Sep 30, 2025	NORTHERN TRUST CORP	0.92%	3.73M	1.05B	-841	-0.02%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.19%	4.81M	1.36B	-975.06K	-16.87%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.25%	5.05M	1.43B	427.51K	+9.24%
Sep 30, 2025	JPMORGAN CHASE & CO	1.3%	5.25M	1.48B	252.95K	+5.07%
Sep 30, 2025	MORGAN STANLEY	1.32%	5.34M	1.51B	-1.11M	-17.19%
Sep 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	1.45%	5.86M	1.65B	-796.7K	-11.96%
Sep 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.78%	7.19M	2.03B	-94.55K	-1.30%
Sep 30, 2025	CITIGROUP INC	0.11%	461.48K	130.25M	-48.5K	-9.51%
Sep 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.13%	524.38K	148.01M	50.49K	+10.65%
Sep 30, 2025	LPL FINANCIAL LLC	0.13%	531.11K	149.91M	46.68K	+9.64%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.13%	538.66K	152.04M	-9.66K	-1.76%
Sep 30, 2025	VANGUARD GROUP INC	9.07%	36.63M	10.34B	-113.03K	-0.31%
Sep 30, 2025	COOKE & BIELER LP	0.15%	606.01K	171.05M	106.24K	+21.26%
Sep 30, 2025	SWISS NATIONAL BANK	0.27%	1.1M	309.74M	-55.3K	-4.80%
Sep 30, 2025	BARCLAYS PLC	0.31%	1.25M	351.65M	-19.73K	-1.56%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	1.25M	353.09M	13.73K	+1.11%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.21%	8.91M	2.51B	99.16K	+1.13%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.36%	1.44M	406.39M	157.96K	+12.32%
Sep 30, 2025	DNB ASSET MANAGEMENT AS	0.16%	633.87K	178.91M	7.68K	+1.23%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	647.81K	182.84M	-29.72K	-4.39%
Sep 30, 2025	ENSIGN PEAK ADVISORS, INC	0.16%	661.09K	186.59M	9.11K	+1.40%
Sep 30, 2025	CULLEN CAPITAL MANAGEMENT, LLC	0.17%	685.89K	193.59M	-9.62K	-1.38%
Sep 30, 2025	RHUMBLINE ADVISERS	0.17%	686.79K	193.85M	2.05K	+0.30%
Sep 30, 2025	PROSHARE ADVISORS LLC	0.17%	693.91K	195.86M	55.2K	+8.64%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.19%	750.54K	211.84M	26.89K	+3.72%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.31%	1.26M	356.77M	839.3K	+197.62%
Sep 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.33%	1.32M	368.13M	71.1K	+5.71%
Sep 30, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.34%	1.36M	382.58M	-37.4K	-2.68%
Sep 30, 2025	NUVEEN, LLC	0.36%	1.45M	408.61M	-90.07K	-5.86%
Sep 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.36%	1.45M	409.87M	112.71K	+8.41%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.45%	1.82M	513.21M	123.44K	+7.28%
Sep 30, 2025	AMUNDI	0.48%	1.95M	557.49M	693.74K	+55.37%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.5%	2.02M	569.38M	-23.28K	-1.14%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.55%	2.21M	622.79M	-60.91K	-2.69%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.01%	8.13M	2.3B	-31.85K	-0.39%
Sep 30, 2025	ROYAL BANK OF CANADA	0.42%	1.68M	475.25M	-2.41M	-58.89%
Sep 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.69%	2.8M	785.47M	1.2M	+75.06%
Sep 30, 2025	CAPITAL INTERNATIONAL INVESTORS	0.85%	3.44M	969.68M	-2.75M	-44.49%
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.77%	3.1M	898.09M	315.82K	+11.34%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.22%	4.93M	1.43B	512.85K	+11.61%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.51%	2.04M	591.19M	-204.22K	-9.10%
Jun 30, 2025	BOSTON PARTNERS	0.4%	1.6M	462.92M	-123.07K	-7.14%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.4%	1.6M	456.52M	188.13K	+13.34%
Jun 30, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.34%	1.39M	403.54M	444.56K	+46.88%
Jun 30, 2025	BEUTEL, GOODMAN & CO LTD.	0.33%	1.34M	388.06M	58.53K	+4.57%
Jun 30, 2025	AMUNDI	0.31%	1.25M	350.91M	90.08K	+7.75%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.54%	2.18M	632.76M	290.26K	+15.33%
Jun 30, 2025	MYCIO WEALTH PARTNERS, LLC	0.23%	929.22K	269.21M	41.1K	+4.63%
Jun 30, 2025	VANGUARD GROUP INC	9.1%	36.74M	10.64B	210.05K	+0.58%
Jun 30, 2025	STATE STREET CORP	4.2%	16.98M	4.94B	-460.61K	-2.64%
Jun 30, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.5%	14.13M	4.09B	-443.51K	-3.04%
Jun 30, 2025	GQG PARTNERS LLC	2.43%	9.82M	2.84B	424.97K	+4.52%
Jun 30, 2025	BLACKROCK, INC.	6.81%	27.52M	7.97B	-509.39K	-1.82%
Jun 30, 2025	BERKSHIRE HATHAWAY INC	6.69%	27.03M	7.83B	0	0
Jun 30, 2025	FMR LLC	3.45%	13.95M	4.04B	-1.02M	-6.82%
Jun 30, 2025	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.09%	373.78K	108.29M	-74.46K	-16.61%
Jun 30, 2025	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	0.09%	365.71K	105.95M	-101.03K	-21.65%
Jun 30, 2025	CINCINNATI FINANCIAL CORP	0.09%	362.9K	105.14M	0	0
Jun 30, 2025	TROY ASSET MANAGEMENT LTD	0.2%	793.43K	229.87M	373.87K	+89.11%
Jun 30, 2025	POLAR CAPITAL HOLDINGS PLC	0.19%	750K	217.29M	3K	+0.40%
Jun 30, 2025	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.19%	747.38K	216.53M	46.77K	+6.68%
Jun 30, 2025	JENNISON ASSOCIATES LLC	0.18%	744.34K	215.65M	-36.49K	-4.67%
Jun 30, 2025	LONDON CO OF VIRGINIA	0.18%	737.09K	213.56M	500.12K	+211.04%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.18%	723.65K	209.66M	112.7K	+18.45%
Jun 30, 2025	ENSIGN PEAK ADVISORS, INC	0.16%	651.98K	188.89M	25.02K	+3.99%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.16%	641.6K	185.89B	-349.92K	-35.29%
Jun 30, 2025	DNB ASSET MANAGEMENT AS	0.16%	626.18K	181.42M	63.92K	+11.37%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.15%	602.19K	174.47B	2.56K	+0.43%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.15%	586.47K	169.87M	5.38K	+0.93%
Jun 30, 2025	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.	0.15%	585.57K	169.65M	73.27K	+14.30%
Jun 30, 2025	CLARK CAPITAL MANAGEMENT GROUP, INC.	0.14%	582.21K	168.68M	8.97K	+1.56%
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	548.33K	158.86M	-9.81K	-1.76%
Jun 30, 2025	QUBE RESEARCH & TECHNOLOGIES LTD	0.13%	508.93K	147.45M	347.17K	+214.62%
Jun 30, 2025	COOKE & BIELER LP	0.12%	499.77K	144.79M	-52.4K	-9.49%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0.12%	473.94K	137.31M	-40.42K	-7.86%
Jun 30, 2025	CANADA PENSION PLAN INVESTMENT BOARD	0.12%	473.89K	137.3M	126.03K	+36.23%
Jun 30, 2025	BARROW HANLEY MEWHINNEY & STRAUSS LLC	0.12%	466.58K	135.18M	377	+0.08%
Jun 30, 2025	DAVIS ASSET MANAGEMENT, L.P.	0.11%	450K	130.37M	0	0
Jun 30, 2025	EVERCORE WEALTH MANAGEMENT, LLC	0.11%	435.45K	126.16M	-8.22K	-1.85%
Jun 30, 2025	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.11%	430.27K	124.66M	261.72K	+155.29%
Jun 30, 2025	BOSTON TRUST WALDEN CORP	0.1%	416.82K	120.76M	-30.08K	-6.73%
Jun 30, 2025	GLENMEDE INVESTMENT MANAGEMENT, LP	0.1%	408.88K	118.46M	408.88K	+100.00%
Jun 30, 2025	WELCH & FORBES LLC	0.1%	401.37K	116.28M	-2.99K	-0.74%
Jun 30, 2025	CINCINNATI INSURANCE CO	0.1%	393.74K	114.07M	0	0
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.25M	652.92M	18.82K	+0.84%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.42%	1.69M	491.03M	202.69K	+13.58%
Jun 30, 2025	CAPITAL WORLD INVESTORS	2.97%	12M	3.48B	78.18K	+0.66%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.18%	8.81M	2.54B	30.72K	+0.35%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	2.02%	8.16M	2.37B	991.89K	+13.83%
Jun 30, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.8%	7.29M	2.11B	-437.12K	-5.66%
Jun 30, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	1.65%	6.66M	1.93B	-2.64M	-28.39%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.15%	4.63M	1.34B	-70.7K	-1.51%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.03%	4.17M	1.21B	-17.92K	-0.43%
Jun 30, 2025	NORGES BANK	1.02%	4.13M	1.2B	4.13M	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	1.01%	4.1M	1.19B	32.46K	+0.80%
Jun 30, 2025		0.38%	1.54M	445.52M	-323.96K	-17.40%
Jun 30, 2025	NUVEEN, LLC	0.38%	1.54M	445.52M	-323.96K	-17.40%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.32%	1.28M	371.39M	-537.94K	-29.56%
Jun 30, 2025	BARCLAYS PLC	0.31%	1.27M	366.67M	-458.36K	-26.59%
Jun 30, 2025	PRINCIPAL FINANCIAL GROUP INC	0.31%	1.25M	362.59M	-103.3K	-7.62%
Jun 30, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.31%	1.25M	360.92M	8.93K	+0.72%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.31%	1.24M	358.45M	45.22K	+3.79%
Jun 30, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.3%	1.23M	355.66M	-262.19K	-17.60%
Jun 30, 2025	FAYEZ SAROFIM & CO	0.29%	1.17M	340.4M	-27.36K	-2.28%
Jun 30, 2025	SWISS NATIONAL BANK	0.29%	1.15M	333.96M	72.7K	+6.73%
Jun 30, 2025	DAVIS SELECTED ADVISERS	0.27%	1.07M	310.53M	-14.57K	-1.34%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	1.06M	305.98M	61.68K	+6.20%
Jun 30, 2025	CAPITAL INTERNATIONAL INVESTORS	1.53%	6.19M	1.79B	70.37K	+1.15%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.43%	5.78M	1.67B	-45.05K	-0.77%
Jun 30, 2025	JPMORGAN CHASE & CO	1.24%	4.99M	1.45B	-356.97K	-6.67%
Jun 30, 2025	NORTHERN TRUST CORP	0.92%	3.73M	1.08B	-121.13K	-3.15%
Jun 30, 2025	DEUTSCHE BANK AG\	0.85%	3.44M	997.05M	-58.46K	-1.67%
Jun 30, 2025	UBS GROUP AG	0.65%	2.64M	763.67M	-207.01K	-7.28%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	2.44M	705.65M	-141.61K	-5.49%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	0.56%	2.27M	656.89M	-50.68K	-2.19%
Jun 30, 2025	INVESCO LTD.	0.56%	2.26M	653.54M	-44.04K	-1.92%
Jun 30, 2025	MORGAN STANLEY	1.6%	6.45M	1.87B	22.68K	+0.35%
Jun 30, 2025	NATIONAL PENSION SERVICE	0.22%	898.55K	260.33M	42.58K	+4.97%
Mar 31, 2025	SCHRODER INVESTMENT MANAGEMENT GROUP	0.31%	1.24M	366.64M	17.89K	+1.47%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.25%	991.52K	299.43M	35K	+3.66%
Mar 31, 2025	VANGUARD GROUP INC	9.12%	36.53M	11.03B	75.36K	+0.21%
Mar 31, 2025	ALTRINSIC GLOBAL ADVISORS LLC	0.24%	948.29K	286.37M	-52.23K	-5.22%
Mar 31, 2025	PRINCIPAL FINANCIAL GROUP INC	0.34%	1.35M	409.14M	-8.3K	-0.61%
Mar 31, 2025	BLACKROCK, INC.	6.99%	28.03M	8.46B	-317.85K	-1.12%
Mar 31, 2025	DAVIS SELECTED ADVISERS	0.27%	1.09M	328.08M	-8.61K	-0.79%
Mar 31, 2025	BOSTON PARTNERS	0.43%	1.72M	520.21M	-39.08K	-2.22%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.45%	1.82M	549.57M	-100.87K	-5.25%
Mar 31, 2025	AMUNDI	0.29%	1.16M	351.7M	-145.38K	-11.11%
Mar 31, 2025	BARCLAYS PLC	0.43%	1.72M	520.62M	177.21K	+11.46%
Mar 31, 2025		0.46%	1.86M	562.22M	1.86M	+100.00%
Mar 31, 2025	DEUTSCHE BANK AG\	0.87%	3.5M	1.06B	-103.24K	-2.87%
Mar 31, 2025	STATE STREET CORP	4.35%	17.44M	5.28B	-10.08K	-0.06%
Mar 31, 2025	INVESCO LTD.	0.57%	2.3M	694.52M	-299.78K	-11.53%
Mar 31, 2025	CAPITAL INTERNATIONAL INVESTORS	1.53%	6.12M	1.85B	110.36K	+1.84%
Mar 31, 2025	DEMARS FINANCIAL GROUP, LLC	1.56%	6.24M	20.66M	878.18K	+16.38%
Mar 31, 2025	MORGAN STANLEY	1.6%	6.42M	1.94B	52.29K	+0.82%
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	1.79%	7.17M	2.17B	-1.36M	-15.99%
Mar 31, 2025	CAPITAL RESEARCH GLOBAL INVESTORS	2.32%	9.3M	2.81B	406.97K	+4.58%
Mar 31, 2025	GQG PARTNERS LLC	2.34%	9.39M	2.84B	4.96M	+112.07%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.47%	1.89M	571.9M	-211.76K	-10.06%
Mar 31, 2025	VIKING GLOBAL INVESTORS LP	0.49%	1.95M	588.6M	1.95M	+100.00%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.23M	674.88M	-368	-0.02%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.56%	2.24M	677.91M	-81.38K	-3.50%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	0.58%	2.32M	699.99M	-10.46K	-0.45%
Mar 31, 2025	BERKSHIRE HATHAWAY INC	6.75%	27.03M	8.16B	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	1.01%	4.06M	1.23B	-342.46K	-7.77%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	4.19M	1.26B	-5.83K	-0.14%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.1%	4.42M	1.33B	211.31K	+5.02%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.25%	994.43K	300.31M	5.05K	+0.51%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.69%	2.78M	840.76M	30.33K	+1.10%
Mar 31, 2025	UBS GROUP AG	0.71%	2.84M	858.53M	276.22K	+10.76%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	2.19%	8.78M	2.64B	161.52K	+1.87%
Mar 31, 2025	FMR LLC	3.73%	14.97M	4.52B	-701.55K	-4.48%
Mar 31, 2025	PRICE T ROWE ASSOCIATES INC /MD/	3.64%	14.57M	4.4B	-1.83M	-11.17%
Mar 31, 2025	CAPITAL WORLD INVESTORS	2.98%	11.92M	3.6B	443.44K	+3.86%
Mar 31, 2025	JPMORGAN CHASE & CO	1.34%	5.35M	1.62B	-974K	-15.40%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.3%	1.19M	359.98M	41.98K	+3.65%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.17%	4.7M	1.42B	304.75K	+6.94%
Mar 31, 2025	NORTHERN TRUST CORP	0.96%	3.85M	1.16B	-72.66K	-1.85%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.37%	1.49M	450.62M	-56.66K	-3.66%
Mar 31, 2025	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.37%	1.49M	449.9M	139.4K	+10.32%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.35%	1.41M	423.83M	231.4K	+19.63%
Mar 31, 2025	FAYEZ SAROFIM & CO	0.3%	1.2M	363.08M	-53.82K	-4.28%
Mar 31, 2025	SWISS NATIONAL BANK	0.27%	1.08M	326.15M	-4.6K	-0.42%
Mar 31, 2025	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.93%	7.73M	2.33B	-148.02K	-1.88%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.45%	5.83M	1.76B	-41K	-0.70%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.64%	2.58M	778.3M	-71.29K	-2.69%
Mar 31, 2025	BEUTEL, GOODMAN & CO LTD.	0.32%	1.28M	386.82M	273.1K	+27.10%
Mar 31, 2024	AMUNDI	0.43%	1.73M	424.71M	514.46K	+42.30%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.23%	942.78K	244.3M	2.97K	+0.32%
Mar 31, 2024	MYCIO WEALTH PARTNERS, LLC	0.24%	953.66K	247.12M	2.57K	+0.27%
Mar 31, 2024	FAYEZ SAROFIM & CO	0.25%	1.02M	264.64M	-2.46K	-0.24%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.25%	1.03M	267.93M	-35.63K	-3.33%
Mar 31, 2024	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	1.03M	266.97M	14.56K	+1.43%
Mar 31, 2024	SCHRODER INVESTMENT MANAGEMENT GROUP	0.26%	1.04M	268.33M	30.02K	+2.99%
Mar 31, 2024	UBS GROUP AG	0.57%	2.3M	596.34M	336.17K	+17.11%
Mar 31, 2024	ONTARIO TEACHERS PENSION PLAN BOARD	0.6%	2.44M	631.31M	-262.31K	-9.72%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.62%	2.54M	657.42M	-120.19K	-4.52%
Mar 31, 2024	DEUTSCHE BANK AG\	0.79%	3.23M	837.74M	43.73K	+1.37%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.87%	3.54M	918.29M	457.88K	+14.84%
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.88%	3.57M	926.36M	-22.67K	-0.63%
Mar 31, 2024	NORTHERN TRUST CORP	0.92%	3.76M	973.96M	-214.72K	-5.40%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.05%	4.28M	1.11B	9.03K	+0.21%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.2%	4.87M	1.26B	-510.38K	-9.49%
Mar 31, 2024	MORGAN STANLEY	1.37%	5.57M	1.44B	1.38M	+32.84%
Mar 31, 2024	CAPITAL INTERNATIONAL INVESTORS	1.76%	7.14M	1.85B	-556.29K	-7.22%
Mar 31, 2024	JPMORGAN CHASE & CO	2.04%	8.32M	2.15B	-405.36K	-4.65%
Mar 31, 2024	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.26%	9.19M	2.38B	-915.12K	-9.06%
Mar 31, 2024	PRINCIPAL FINANCIAL GROUP INC	0.34%	1.38M	358.24M	-29.15K	-2.06%
Mar 31, 2024	ROYAL BANK OF CANADA	0.35%	1.41M	366.08M	17.49K	+1.25%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	1.42M	368M	-9.87K	-0.69%
Mar 31, 2024	BARCLAYS PLC	0.42%	1.72M	446.14M	-9.74K	-0.56%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.51%	2.08M	539.94M	409.38K	+24.45%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.52%	2.1M	545.27M	-40.99K	-1.91%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	0.52%	2.14M	553.86M	2.76K	+0.13%
Mar 31, 2024	INVESCO LTD.	0.53%	2.15M	556.04M	36.55K	+1.73%
Mar 31, 2024	BOSTON PARTNERS	0.53%	2.15M	555.69M	-48.32K	-2.20%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.28M	591.95M	17.9K	+0.79%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.47%	5.98M	1.55B	-11.31K	-0.19%
Mar 31, 2024	CAPITAL RESEARCH GLOBAL INVESTORS	1.65%	6.71M	1.74B	2.06M	+44.42%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	2.09%	8.52M	2.2B	340.74K	+4.16%
Mar 31, 2024	CAPITAL WORLD INVESTORS	2.71%	11M	2.85B	685.68K	+6.65%
Mar 31, 2024	FMR LLC	3.35%	13.64M	3.53B	496.31K	+3.78%
Mar 31, 2024	BLACKROCK INC.	7.23%	29.42M	7.62B	-85.12K	-0.29%
Mar 31, 2024	VANGUARD GROUP INC	9.48%	38.6M	10B	-332.27K	-0.85%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	2.55%	10.39M	2.69B	-6.07M	-36.87%
Mar 31, 2024	STATE STREET CORP	4.49%	18.27M	4.75B	-248.85K	-1.34%
Mar 31, 2024	PRICE T ROWE ASSOCIATES INC /MD/	4.57%	18.61M	4.82B	-3.04M	-14.03%
Mar 31, 2024	CREDIT SUISSE AG/	0.15%	619.01K	160.41M	-192.32K	-23.70%
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.15%	620.41K	160.77M	-34.34K	-5.24%
Mar 31, 2024	LOS ANGELES CAPITAL MANAGEMENT LLC	0.15%	623.3K	161.51M	-394.37K	-38.75%
Mar 31, 2024	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	640.34K	165.93M	640.34K	+100.00%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.16%	641.09K	166.13M	-37.15K	-5.48%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0.16%	664.48K	172.19M	-66.27K	-9.07%
Mar 31, 2024	US BANCORP \DE\	0.17%	683.09K	177.01M	-32.83K	-4.59%
Mar 31, 2024	NATIONAL PENSION SERVICE	0.17%	703.14K	182.21M	703.14K	+100.00%
Mar 31, 2024	NORDEA INVESTMENT MANAGEMENT AB	0.17%	707K	182.6M	-448.88K	-38.83%
Mar 31, 2024	JARISLOWSKY, FRASER LTD	0.18%	713.85K	184.98M	31.21K	+4.57%
Mar 31, 2024	RHUMBLINE ADVISERS	0.18%	724.24K	187.67M	2.46K	+0.34%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.19%	771.97K	200.05M	-32.95K	-4.09%
Mar 31, 2024	PROSHARE ADVISORS LLC	0.19%	782.16K	202.68M	-46.19K	-5.58%
Mar 31, 2024	ALTRINSIC GLOBAL ADVISORS LLC	0.29%	1.17M	303.5M	-192.44K	-14.11%
Mar 31, 2024	SWISS NATIONAL BANK	0.3%	1.22M	316.63M	-62.5K	-4.87%
Mar 31, 2024	DAVIS SELECTED ADVISERS	0.31%	1.26M	327.14M	-137.42K	-9.82%
Mar 31, 2024	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.34%	1.38M	357.76M	143.76K	+11.62%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.27%	1.1M	284.14M	748.25K	+214.84%
Mar 31, 2024	JENNISON ASSOCIATES LLC	0.28%	1.14M	295.79M	-19.69K	-1.70%
Mar 31, 2024	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.28%	1.15M	299.27M	-13.8K	-1.18%
Mar 31, 2024	BERKSHIRE HATHAWAY INC	6.39%	25.92M	6.72B	5.82M	+28.97%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.65%	2.63M	682.03M	-485.45K	-15.57%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.73%	2.96M	768.07M	-139.08K	-4.48%
Dec 31, 2023	BOSTON PARTNERS	0.54%	2.2M	497.06M	-654.22K	-22.95%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.65%	2.66M	600.53M	-699.49K	-20.84%
Dec 31, 2023	ONTARIO TEACHERS PENSION PLAN BOARD	0.66%	2.7M	609.88M	24.32K	+0.91%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.76%	3.09M	697.41M	2.54M	+464.60%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.76%	3.1M	701.3M	77.45K	+2.56%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.76%	3.12M	704.55M	-143.75K	-4.41%
Dec 31, 2023	DEUTSCHE BANK AG\	0.78%	3.19M	720.76M	145.19K	+4.77%
Dec 31, 2023	LEGAL & GENERAL GROUP PLC	0.88%	3.6M	813.05M	718.54K	+24.96%
Dec 31, 2023	NORTHERN TRUST CORP	0.97%	3.97M	897.97M	-248.12K	-5.88%
Dec 31, 2023	MORGAN STANLEY	1.03%	4.19M	947.32M	52.07K	+1.26%
Dec 31, 2023	NORGES BANK	1.04%	4.24M	957.76M	4.24M	+100.00%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.05%	4.27M	965.34M	-7.95K	-0.19%
Dec 31, 2023	CAPITAL RESEARCH GLOBAL INVESTORS	1.14%	4.65M	1.05B	-150.7K	-3.14%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.32%	5.38M	1.22B	-274.08K	-4.85%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.47%	5.99M	1.35B	43.74K	+0.74%
Dec 31, 2023	CAPITAL INTERNATIONAL INVESTORS	1.89%	7.7M	1.74B	-1.59M	-17.11%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	2.01%	8.18M	1.84B	84.84K	+1.05%
Dec 31, 2023	PRICE T ROWE ASSOCIATES INC /MD/	5.31%	21.64M	4.89B	-6M	-21.70%
Dec 31, 2023	JPMORGAN CHASE & CO	2.14%	8.72M	1.97B	576.27K	+7.08%
Dec 31, 2023	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.48%	10.1M	2.28B	-1.13M	-10.08%
Dec 31, 2023	CAPITAL WORLD INVESTORS	2.53%	10.31M	2.33B	43.85K	+0.43%
Dec 31, 2023	FMR LLC	3.22%	13.14M	2.97B	910.98K	+7.45%
Dec 31, 2023	WELLINGTON MANAGEMENT GROUP LLP	4.03%	16.46M	3.72B	16.46M	+100.00%
Dec 31, 2023	STATE STREET CORP	4.54%	18.52M	4.2B	116.3K	+0.63%
Dec 31, 2023	BLACKROCK INC.	7.23%	29.51M	6.67B	639.93K	+2.22%
Dec 31, 2023	VANGUARD GROUP INC	9.54%	38.93M	8.8B	-123.89K	-0.32%
Dec 31, 2023	MYCIO WEALTH PARTNERS, LLC	0.23%	951.09K	214.95M	-27.46K	-2.81%
Dec 31, 2023	SCHRODER INVESTMENT MANAGEMENT GROUP	0.25%	1.01M	227.24M	207.1K	+25.94%
Dec 31, 2023	ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V.	0.25%	1.02M	229.55M	-60.5K	-5.62%
Dec 31, 2023	LOS ANGELES CAPITAL MANAGEMENT LLC	0.25%	1.02M	229.99M	-175.78K	-14.73%
Dec 31, 2023	FAYEZ SAROFIM & CO	0.25%	1.02M	253.08M	-5.87K	-0.57%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.26%	1.07M	241.73M	-37.76K	-3.41%
Dec 31, 2023	NORDEA INVESTMENT MANAGEMENT AB	0.28%	1.16M	261.32M	5.43K	+0.47%
Dec 31, 2023	JENNISON ASSOCIATES LLC	0.28%	1.16M	262.42M	155.55K	+15.47%
Dec 31, 2023	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.29%	1.17M	264.13M	-25.68K	-2.15%
Dec 31, 2023	AMUNDI	0.3%	1.22M	274.05M	-333.73K	-21.53%
Dec 31, 2023	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	0.3%	1.24M	279.53M	247.73K	+25.05%
Dec 31, 2023	SWISS NATIONAL BANK	0.31%	1.28M	290.27M	-47.9K	-3.60%
Dec 31, 2023	ALTRINSIC GLOBAL ADVISORS LLC	0.33%	1.36M	308.19M	-81.22K	-5.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.34%	1.4M	315.32M	-155.62K	-10.03%
Dec 31, 2023	DAVIS SELECTED ADVISERS	0.34%	1.4M	316.38M	-53.66K	-3.69%
Dec 31, 2023	PRINCIPAL FINANCIAL GROUP INC	0.35%	1.41M	319.03M	-20.77K	-1.45%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	1.43M	323.18M	5.28K	+0.37%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.41%	1.67M	378.39M	-41.78K	-2.43%
Dec 31, 2023	BARCLAYS PLC	0.42%	1.73M	391.3M	-70.65K	-3.92%
Dec 31, 2023	UBS GROUP AG	0.48%	1.97M	444.12M	-241.34K	-10.94%
Dec 31, 2023	INVESCO LTD.	0.52%	2.11M	476.69M	-161.68K	-7.12%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	0.52%	2.13M	482.4M	52.96K	+2.54%
Dec 31, 2023	UBS ASSET MANAGEMENT AMERICAS INC	0.53%	2.15M	484.82M	191.85K	+9.82%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.56%	2.27M	512.23M	45.32K	+2.04%

Insiders

Insiders	Designation	Shares Held
GREENBERG EVAN G	Chairman & CEO	496.65K
BANCROFT PHILIP V	Executive Vice President*	243.99K
RINGSTED SEAN	EVP, Chief Risk Officer and*	213K
KRUMP PAUL J	Vice Chairman, Chubb Group*	93.93K
MEDINI PAUL BENNETT	Chief Accounting Officer	91.92K
LUPICA JOHN J	Vice Chrm, Chubb Group*	74.23K
WAYLAND JOSEPH F	Executive Vice President and*	56.21K
ENNS PETER C.	Executive Vice President and*	45.85K
ATIEH MICHAEL G	director	39.47K
ORTEGA JUAN LUIS	Executive Vice President*	35.23K
STEIMER OLIVIER	director	25.47K
JOHNS BRYCE L.	Senior Vice President,*	24.77K
SCULLY ROBERT W	director	20.72K
OHSIEK GEORGE F.	Chief Accounting Officer	17.09K
SHASTA THEODORE	director	14.51K
BOROUGHS TIMOTHY ALAN	Executive Vice President*	11.81K
HAGAN ANNMARIE T	Chief Accounting Officer	7.72K
CORBAT MICHAEL	director	2.45K
KEOGH JOHN W	President & COO	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Mar 19, 2026	STEIMER OLIVIER	SALE	329.30	2K	658.6K	25.47K
Mar 06, 2026	OHSIEK GEORGE F.	SALE	325.20	770	250.41K	17.09K
Mar 04, 2026	JOHNS BRYCE L.	SALE	336.62	1.5K	504.93K	24.77K
Mar 03, 2026	WAYLAND JOSEPH F	SALE	336.44	7.65K	2.57M	56.21K
Feb 13, 2026	OHSIEK GEORGE F.	SALE	324.30	3.9K	1.26M	17.02K
Feb 12, 2026	GREENBERG EVAN G	SALE	335.09	14.93K	5M	496.65K
Feb 12, 2026	OHSIEK GEORGE F.	SALE	328.97	1.24K	407.92K	20.92K
Feb 06, 2026	BOROUGHS TIMOTHY ALAN	SALE	331.98	14.64K	4.86M	11.81K
Feb 05, 2026	GREENBERG EVAN G	SALE	331.47	15.06K	4.99M	511.58K
Dec 02, 2025	ORTEGA JUAN LUIS	SALE	293.60	864	253.67K	35.23K
Nov 24, 2025	BOROUGHS TIMOTHY ALAN	SALE	295.19	850	250.91K	1.59K
Nov 14, 2025	LUPICA JOHN J	SALE	296.45	16.38K	4.85M	74.23K
Nov 13, 2025	WAYLAND JOSEPH F	SALE	297.08	5.83K	1.73M	60.59K
Oct 27, 2025	LUPICA JOHN J	SALE	281.00	23.7K	6.66M	90.6K
Jul 25, 2025	CORBAT MICHAEL	PURCHASE	269.80	425	114.67K	2.45K
Jul 01, 2025	LUPICA JOHN J	SALE	290.04	2.61K	755.84K	91.18K
Jun 16, 2025	ATIEH MICHAEL G	SALE	287.56	538	154.71K	39.47K
Jun 06, 2025	KEOGH JOHN W	SALE	292.99	9.79K	2.87M	0
Jun 04, 2025	WAYLAND JOSEPH F	SALE	293.16	5.26K	1.54M	66.57K
May 21, 2025	KEOGH JOHN W	SALE	290.24	20.72K	6.01M	237.73K
May 20, 2025	ORTEGA JUAN LUIS	SALE	292.13	6.5K	1.9M	40.45K
Mar 20, 2025	WAYLAND JOSEPH F	SALE	294.82	12.23K	3.61M	78.42K
Mar 18, 2025	BOROUGHS TIMOTHY ALAN	SALE	297.16	2.43K	721.21K	29.19K
Mar 14, 2025	OHSIEK GEORGE F.	SALE	290.41	763	221.58K	20.04K
Mar 11, 2025	GREENBERG EVAN G	SALE	292.26	4.86K	1.42M	584.4K
Mar 04, 2025	WAYLAND JOSEPH F	SALE	286.96	10K	2.87M	77.7K
Feb 11, 2025	OHSIEK GEORGE F.	SALE	267.63	1.01K	269.5K	19.9K
Sep 09, 2024	GREENBERG EVAN G	SALE	289.60	30.32K	8.78M	553.66K
Sep 06, 2024	GREENBERG EVAN G	SALE	287.25	30.54K	8.77M	583.98K
Sep 05, 2024	WAYLAND JOSEPH F	SALE	287.06	6.6K	1.89M	84.1K
Sep 03, 2024	ATIEH MICHAEL G	SALE	287.49	261	75.03K	39.17K
Sep 03, 2024	LUPICA JOHN J	SALE	286.49	3.21K	919.06K	103.95K
Aug 20, 2024	ORTEGA JUAN LUIS	SALE	273.06	3.92K	1.07M	44.63K
Aug 19, 2024	BOROUGHS TIMOTHY ALAN	SALE	274.46	750	205.85K	1.59K
Jun 20, 2024	ENNS PETER C.	SALE	267.29	5.2K	1.39M	45.85K
Jun 06, 2024	ORTEGA JUAN LUIS	SALE	260.98	2.4K	626.35K	44.63K
May 17, 2024	ATIEH MICHAEL G	SALE	269.70	716	193.11K	39.3K
May 16, 2024	HAGAN ANNMARIE T	SALE	263.81	1.53K	403.37K	7.72K
May 08, 2024	KEOGH JOHN W	SALE	251.95	1.48K	371.63K	284.14K
Mar 20, 2024	BOROUGHS TIMOTHY ALAN	SALE	258.81	590	152.7K	0
Mar 19, 2024	LUPICA JOHN J	SALE	259.64	4.99K	1.29M	130.94K
Mar 15, 2024	WAYLAND JOSEPH F	SALE	256.93	1.24K	317.82K	95.25K
Feb 26, 2024	BOROUGHS TIMOTHY ALAN	SALE	254.96	17.04K	4.34M	50.49K
Feb 06, 2024	GREENBERG EVAN G	SALE	248.37	58.73K	14.59M	609.62K
Feb 01, 2024	HAGAN ANNMARIE T	SALE	245.04	7.18K	1.76M	6.11K
Nov 08, 2023	ORTEGA JUAN LUIS	SALE	218.63	1.51K	329.69K	49.94K
Nov 06, 2023	LUPICA JOHN J	SALE	219.23	9.22K	2.02M	136.24K
Sep 19, 2023	WAYLAND JOSEPH F	SALE	213.61	7.75K	1.65M	93.32K
Aug 24, 2023	KEOGH JOHN W	SALE	201.01	10K	2.01M	265.18K
Aug 14, 2023	SHASTA THEODORE	SALE	201.94	699	141.16K	14.51K
Aug 01, 2023	BOROUGHS TIMOTHY ALAN	SALE	205.41	1.5K	308.12K	2.34K
Jul 28, 2023	ATIEH MICHAEL G	SALE	208.39	750	156.29K	38.93K
Jul 27, 2023	LUPICA JOHN J	SALE	211.74	8.4K	1.78M	154.05K
Jul 27, 2023	HAGAN ANNMARIE T	SALE	211.81	1.19K	251.42K	13.23K
Mar 20, 2023	SHASTA THEODORE	SALE	189.73	1K	189.73K	14.49K
Feb 28, 2023	KEOGH JOHN W	SALE	212.18	23.87K	5.06M	272.06K
Dec 01, 2022	LUPICA JOHN J	SALE	222.00	7.95K	1.76M	123.55K
Nov 30, 2022	LUPICA JOHN J	SALE	220.00	5.58K	1.23M	131.5K
Nov 08, 2022	BOROUGHS TIMOTHY ALAN	SALE	209.43	10K	2.09M	2.09K
Oct 28, 2022	RINGSTED SEAN	SALE	210.37	12.69K	2.67M	213K
Oct 28, 2022	ORTEGA JUAN LUIS	SALE	211.53	1.95K	412.48K	39.53K
Oct 27, 2022	GREENBERG EVAN G	SALE	207.91	24.05K	5M	570.62K
Sep 09, 2022	GREENBERG EVAN G	SALE	193.86	25.79K	5M	594.67K
May 27, 2022	SHASTA THEODORE	SALE	209.18	812	169.85K	15.49K
May 26, 2022	KEOGH JOHN W	SALE	208.59	30.1K	6.28M	230.24K
May 25, 2022	GREENBERG EVAN G	SALE	209.74	461	96.69K	16.12K
May 19, 2022	ATIEH MICHAEL G	SALE	203.49	500	101.75K	38.34K
May 18, 2022	LUPICA JOHN J	SALE	205.41	12K	2.47M	151.09K
May 05, 2022	BOROUGHS TIMOTHY ALAN	SALE	211.83	15.93K	3.38M	65.67K
Mar 22, 2022	LUPICA JOHN J	SALE	215.00	22.44K	4.82M	171.17K
Mar 10, 2022	KRUMP PAUL J	SALE	201.91	5.76K	1.16M	93.93K
Mar 09, 2022	SHASTA THEODORE	SALE	204.88	461	94.45K	15.64K
Feb 23, 2022	LUPICA JOHN J	SALE	204.39	901	184.16K	141.66K
Feb 08, 2022	HAGAN ANNMARIE T	SALE	205.97	610	125.64K	9.82K
Jan 07, 2022	LUPICA JOHN J	SALE	200.00	16.88K	3.38M	142.09K
Dec 03, 2021	KEOGH JOHN W	SALE	181.23	28.49K	5.16M	212.37K
Nov 10, 2021	GREENBERG EVAN G	SALE	195.01	15.39K	3M	680.58K
Oct 29, 2021	KRUMP PAUL J	SALE	196.97	30.93K	6.09M	77.4K
Sep 07, 2021	WAYLAND JOSEPH F	SALE	181.92	5.28K	959.99K	73.81K
Aug 31, 2021	GREENBERG EVAN G	SALE	185.03	30.15K	5.58M	695.96K
Aug 30, 2021	GREENBERG EVAN G	SALE	185.14	7.18K	1.33M	726.11K
Aug 24, 2021	GREENBERG EVAN G	SALE	185.91	45.43K	8.45M	733.28K
Aug 23, 2021	GREENBERG EVAN G	SALE	187.03	201	37.59K	733.28K
Aug 23, 2021	BOROUGHS TIMOTHY ALAN	SALE	186.61	30K	5.6M	144.2K
Aug 18, 2021	ATIEH MICHAEL G	SALE	186.20	2.94K	548.17K	37.56K
Aug 11, 2021	LUPICA JOHN J	SALE	180.00	10.14K	1.83M	141.93K
Aug 11, 2021	ORTEGA JUAN LUIS	SALE	180.92	3.65K	660.36K	31.79K
Jun 01, 2021	SHASTA THEODORE	SALE	171.46	290	49.72K	16.1K
May 13, 2021	BOROUGHS TIMOTHY ALAN	SALE	168.76	2.45K	413.46K	2.34K
May 12, 2021	RINGSTED SEAN	SALE	166.53	421	70.11K	201.22K
May 10, 2021	WAYLAND JOSEPH F	SALE	175.66	4K	702.64K	83.68K
May 06, 2021	KRUMP PAUL J	SALE	172.25	5.16K	888.29K	113.55K
Mar 15, 2021	LUPICA JOHN J	SALE	175.03	4.34K	759.11K	141.27K
Feb 23, 2021	KRUMP PAUL J	SALE	171.12	500	85.56K	95.63K
Feb 10, 2021	ATIEH MICHAEL G	SALE	165.36	1K	165.36K	39.04K
Feb 08, 2021	KRUMP PAUL J	SALE	165.05	5.6K	924.28K	101.92K
Feb 05, 2021	KRUMP PAUL J	SALE	165.02	500	82.51K	107.52K
Feb 04, 2021	KRUMP PAUL J	SALE	160.06	6.25K	1M	108.02K
Dec 15, 2020	KEOGH JOHN W	SALE	154.39	217	33.5K	197.16K
Dec 07, 2020	BOROUGHS TIMOTHY ALAN	SALE	152.45	17.32K	2.64M	168.14K
Nov 16, 2020	SHASTA THEODORE	SALE	151.87	948	143.97K	15.74K
Nov 11, 2020	RINGSTED SEAN	SALE	148.09	11.48K	1.7M	189.89K
Nov 10, 2020	GREENBERG EVAN G	SALE	149.55	17.85K	2.67M	682.07K
Nov 03, 2020	LUPICA JOHN J	SALE	138.00	6.04K	834.07K	169.92K
Sep 18, 2020	SHASTA THEODORE	SALE	116.96	914	106.9K	16.87K
May 01, 2020	SCULLY ROBERT W	PURCHASE	102.40	9.75K	998.4K	20.72K
Mar 17, 2020	SHASTA THEODORE	PURCHASE	99.74	2K	199.48K	16.38K
Mar 13, 2020	SHASTA THEODORE	PURCHASE	116.53	2K	233.06K	14.38K
Feb 07, 2020	MEDINI PAUL BENNETT	SALE	163.41	3.98K	650.7K	91.92K
Feb 05, 2020	KRUMP PAUL J	SALE	165.00	7K	1.16M	107.3K
Dec 18, 2019	KEOGH JOHN W	SALE	155.41	25.97K	4.04M	203.44K
Dec 17, 2019	BOROUGHS TIMOTHY ALAN	SALE	155.39	1.7K	264.16K	3.26K
Dec 12, 2019	GREENBERG EVAN G	SALE	153.49	157.84K	24.23M	997.23K
Nov 14, 2019	KRUMP PAUL J	SALE	151.99	10.31K	1.57M	114.3K
Nov 11, 2019	ATIEH MICHAEL G	SALE	151.12	1.5K	226.68K	38.23K
Oct 31, 2019	BOROUGHS TIMOTHY ALAN	SALE	151.17	12.3K	1.86M	173.08K
Sep 20, 2019	WAYLAND JOSEPH F	SALE	157.99	5.78K	912.87K	77.2K
Aug 13, 2019	LUPICA JOHN J	SALE	158.15	6K	948.9K	168.04K
Aug 09, 2019	KRUMP PAUL J	SALE	160.00	6K	960K	112.87K
Aug 07, 2019	KRUMP PAUL J	SALE	155.00	5K	775K	118.87K
Jul 31, 2019	MEDINI PAUL BENNETT	SALE	153.72	2.13K	326.66K	89.53K
Jun 19, 2019	GREENBERG EVAN G	SALE	148.84	215.65K	32.1M	215.65K
Jun 10, 2019	KRUMP PAUL J	SALE	150.00	4K	600K	123.87K
Jun 06, 2019	BANCROFT PHILIP V	SALE	148.77	50K	7.44M	243.99K
Jun 06, 2019	BOROUGHS TIMOTHY ALAN	SALE	148.64	25K	3.72M	171.32K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES109.29K14

NET SHARES-109.29K14

SHARES HELD1.44M14

% NET SHARES-107.57%0%

CB Stock Ownership Breakdown

Chubb

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions