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Chubb
CB

Overview Fund Activity

1,469 hedge funds and large institutions have $75.1B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 564 increasing their positions, 554 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
23.42%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
132
Increased
564
Reduced
554
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$556M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$218M
4
Barclays
Barclays
United Kingdom
+$144M
5
Lazard Asset Management
Lazard Asset Management
New York
+$103M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$421M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
3
AIM
Alphinity Investment Management
Australia
-$253M
4
Millennium Management
Millennium Management
New York
-$230M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
551
Northcape Wealth Management
New York
$2.73M -$165K -794 -6%
IRAG
552
Investment Research & Advisory Group
Georgia
$2.72M -$1.67K -8 -0.1%
KS
553
Karpas Strategies
Connecticut
$2.72M – – –
BF
554
BOK Financial
Oklahoma
$2.71M -$46.8K -218 -2%
O
555
Ossiam
France
$2.69M -$9.74M -46,806 -78%
PG
556
Patten Group
Tennessee
$2.68M -$1.25K -6 -0%
Bessemer Group
557
Bessemer Group
New Jersey
$2.68M -$297K -1,427 -10%
FNT
558
First National Trust
Pennsylvania
$2.66M -$9.37K -45 -0.4%
AWS
559
Atria Wealth Solutions
New York
$2.66M -$27.4K -131 -1%
VanEck Associates
560
VanEck Associates
New York
$2.63M +$137K +660 +6%
LFAS
561
Level Four Advisory Services
Texas
$2.62M -$177K -849 -6%
FTDI
562
First Trust Direct Indexing
Massachusetts
$2.62M +$172K +826 +7%
SW
563
SVB Wealth
Massachusetts
$2.6M -$785K -3,772 -23%
VIM
564
Vinva Investment Management
Australia
$2.59M -$35.7K -168 -1%
AIP
565
Ameritas Investment Partners
Nebraska
$2.59M -$277K -1,331 -10%
AI
566
Atom Investors
Texas
$2.56M +$2.56M +12,282 New
SC
567
Slow Capital
California
$2.55M +$13.1K +63 +0.5%
IA
568
IFG Advisory
Georgia
$2.54M +$50.8K +244 +2%
MCM
569
MV Capital Management
Maryland
$2.53M +$54.3K +261 +2%
BMWM
570
Brown Miller Wealth Management
Virginia
$2.49M +$191K +917 +8%
Vontobel Holding
571
Vontobel Holding
Switzerland
$2.48M +$772K +3,710 +45%
TYCC
572
Texas Yale Capital Corp
Florida
$2.48M +$7.29K +35 +0.3%
AWM
573
Accurate Wealth Management
Florida
$2.42M +$17.5K +81 +0.7%
LMIM
574
Lockheed Martin Investment Management
Maryland
$2.4M -$5.62M -26,980 -70%
RCM
575
Regency Capital Management
Hawaii
$2.4M -$192K -921 -7%
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