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Chubb
CB

Overview Fund Activity

1,586 hedge funds and large institutions have $82.4B invested in Chubb in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 588 increasing their positions, 556 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,586
Holders Change
+117
Holders Change %
+7.96%
% of All Funds
23.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.53%
New
218
Increased
588
Reduced
556
Closed
83
Calls
$425M
Puts
$334M
Net Calls
+$91.5M
Net Calls Change
+$116M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$4.54B
2
Morgan Stanley
Morgan Stanley
New York
$1.89B
3
Lazard Asset Management
Lazard Asset Management
New York
$697M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$2.97B
5
BlackRock
BlackRock
New York
$6.67B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.89B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.72B
3
Capital International Investors
Capital International Investors
California
$1.74B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.28B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$601M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
301
Amplius Wealth Advisors
Pennsylvania
$12.4M -$1.23M -5,451 -9%
DCM
302
Dupont Capital Management
Delaware
$12.4M -$1.64M -7,264 -12%
MOACM
303
Mutual of America Capital Management
New York
$12.3M -$650K -2,878 -5%
NRG
304
Nemes Rush Group
Michigan
$12.2M +$214K +946 +2%
KCM
305
Kanawha Capital Management
Virginia
$12.2M -$140K -621 -1%
TIP
306
Torray Investment Partners
Maryland
$12.1M +$15.8K +70 +0.1%
X
307
Xponance
Pennsylvania
$11.9M -$875K -3,872 -7%
TRCT
308
Tower Research Capital (TRC)
New York
$11.8M +$8.45M +37,399 +251%
AAIM
309
Asset Advisors Investment Management
Georgia
$11.8M +$1.39M +6,171 +13%
IAA
310
Independent Advisor Alliance
North Carolina
$11.6M -$233K -1,032 -2%
PI
311
PGGM Investments
Netherlands
$11.6M – – –
FCM
312
Fogel Capital Management
Florida
$11.4M +$11.4M +46,837 New
HPCM
313
Hunter Perkins Capital Management
Illinois
$11.2M +$55.5K +245 +0.5%
BPA
314
Beacon Pointe Advisors
California
$11.1M +$1.9M +8,411 +21%
SC
315
SouthState Corp
Florida
$11.1M +$4.52K +20 +0%
CWM
316
Calamos Wealth Management
Illinois
$11.1M +$61.9K +274 +0.6%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$11M -$871K -3,852 -7%
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$11M -$332K -1,469 -3%
IGAM
319
iA Global Asset Management
Quebec, Canada
$10.9M -$678K -3,000 -6%
FMC
320
First Merchants Corp
Indiana
$10.9M +$208K +921 +2%
NAM
321
Nissay Asset Management
Japan
$10.9M +$375K +1,661 +4%
ZAM
322
Zevin Asset Management
Massachusetts
$10.8M +$153K +679 +1%
BCIM
323
British Columbia Investment Management
British Columbia, Canada
$10.7M +$2.17M +9,621 +26%
ECM
324
Estabrook Capital Management
New York
$10.7M -$174K -772 -2%
RJT
325
Raymond James Trust
Florida
$10.6M +$302K +1,336 +3%
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