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Chubb
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Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
576
Texas Yale Capital Corp
Florida
$2.29M +$6.74K +35 +0.3%
FTDI
577
First Trust Direct Indexing
Massachusetts
$2.26M -$84.9K -441 -4%
PRC
578
Pearl River Capital
Michigan
$2.24M +$2.24M +11,631 New
SIA
579
Schechter Investment Advisors
Michigan
$2.23M +$72.6K +377 +3%
BRWA
580
B. Riley Wealth Advisors
Florida
$2.22M -$230K -1,190 -9%
Acadian Asset Management
581
Acadian Asset Management
Massachusetts
$2.22M -$3.63M -18,884 -62%
SSWM
582
Smith Salley Wealth Management
North Carolina
$2.2M -$3.27K -17 -0.1%
GWM
583
Geneos Wealth Management
Colorado
$2.18M -$79.5K -413 -4%
HCM
584
HMS Capital Management
Tennessee
$2.15M -$53.9K -280 -2%
NWM
585
NEIRG Wealth Management
Massachusetts
$2.15M -$282K -1,462 -12%
FFAM
586
Forge First Asset Management
Canada
$2.14M – – –
BMWM
587
Brown Miller Wealth Management
Virginia
$2.13M +$77.2K +401 +4%
AWM
588
Accurate Wealth Management
Florida
$2.1M +$429K +2,277 +26%
ADIM
589
Alpha DNA Investment Management
Maryland
$2.09M +$162K +839 +8%
CIAS
590
CFS Investment Advisory Services
New Jersey
$2.09M -$12.5K -65 -0.6%
AWA
591
Aaron Wealth Advisors
Illinois
$2.07M +$32.2K +167 +2%
QIM
592
Quantitative Investment Management
Virginia
$2.05M -$671K -3,488 -25%
MSFS
593
Main Street Financial Solutions
Pennsylvania
$2.02M +$37K +192 +2%
M1FG
594
Mach-1 Financial Group
Arkansas
$2.01M +$2.01M +10,417 +23,675%
ACM
595
Argyle Capital Management
Pennsylvania
$2.01M -$189K -982 -9%
HA
596
Herold Advisors
New York
$2M +$104K +542 +6%
MWM
597
Mattern Wealth Management
Kansas
$1.99M +$148K +767 +8%
CCM
598
Cox Capital Management
Massachusetts
$1.99M +$45.4K +236 +2%
GAM
599
Griffin Asset Management
New York
$1.98M +$651K +3,383 +49%
CWS
600
Confluence Wealth Services
Pennsylvania
$1.98M -$2.5K -13 -0.1%
22 23
24
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