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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
+$2.7B
2
Morgan Stanley
Morgan Stanley
New York
+$959M
3
Lazard Asset Management
Lazard Asset Management
New York
+$574M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
5
BlackRock
BlackRock
New York
+$145M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.36B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$467M
3
Capital International Investors
Capital International Investors
California
-$359M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$256M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
551
Stonebrook Private
Michigan
$2.96M +$2.96M +13,079 New
KS
552
Karpas Strategies
Connecticut
$2.95M – – –
NWM
553
Northcape Wealth Management
New York
$2.95M -$21.5K -95 -0.7%
VanEck Associates
554
VanEck Associates
New York
$2.94M +$94.2K +417 +3%
HCM
555
Horiko Capital Management
New York
$2.94M +$1.09M +4,856 +59%
LFAS
556
Level Four Advisory Services
Texas
$2.93M +$83.8K +371 +3%
AWS
557
Atria Wealth Solutions
New York
$2.92M +$36.3K +160 +1%
PG
558
Patten Group
Tennessee
$2.92M +$4.75K +21 +0.2%
TI
559
Tidal Investments
Wisconsin
$2.91M +$1.63M +7,229 +128%
ADIM
560
Alpha DNA Investment Management
Maryland
$2.9M +$451K +1,997 +18%
Parallax Volatility Advisers
561
Parallax Volatility Advisers
California
$2.89M +$1.95M +8,623 +207%
BF
562
BOK Financial
Oklahoma
$2.88M +$33.2K +147 +1%
FNT
563
First National Trust
Pennsylvania
$2.88M -$15.6K -69 -0.5%
TIAA Trust, National Association
564
TIAA Trust, National Association
North Carolina
$2.87M -$7.48M -33,099 -72%
PWA
565
Phoenix Wealth Advisors
North Carolina
$2.83M -$164K -722 -5%
IA
566
IFG Advisory
Georgia
$2.82M +$68K +301 +2%
PFS
567
Prospera Financial Services
Texas
$2.8M -$192K -850 -6%
SC
568
Slow Capital
California
$2.79M +$21K +93 +0.8%
MCM
569
MV Capital Management
Maryland
$2.77M +$22.4K +99 +0.8%
FNA
570
First National Advisers
Nebraska
$2.76M +$617K +2,731 +29%
BMWM
571
Brown Miller Wealth Management
Virginia
$2.74M +$38K +168 +1%
LSIA
572
LaSalle St. Investment Advisors
Illinois
$2.74M +$4.52K +2 +0.2%
M1FG
573
Mach-1 Financial Group
Arkansas
$2.7M +$368K +1,630 +16%
TYCC
574
Texas Yale Capital Corp
Florida
$2.7M +$3.16K +14 +0.1%
USAA
575
United Services Automobile Association
Texas
$2.68M +$195K +864 +8%
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