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Chubb
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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 %
RWA
576
Ropes Wealth Advisors
Massachusetts
$2.39M -$120K -578 -5%
WI
577
Wintrust Investments
Illinois
$2.38M +$387K +1,860 +19%
LA
578
LBP AM
France
$2.38M +$376K +1,806 +19%
PWLP
579
Prio Wealth Limited Partnership
Massachusetts
$2.37M -$365K -1,755 -13%
SSWM
580
Smith Salley Wealth Management
North Carolina
$2.35M -$29.8K -143 -1%
CCM
581
Cox Capital Management
Massachusetts
$2.34M +$197K +945 +9%
HA
582
Herold Advisors
New York
$2.32M +$165K +791 +8%
MWM
583
Mattern Wealth Management
Kansas
$2.32M +$174K +835 +8%
HCM
584
Hodges Capital Management
Texas
$2.31M -$636K -3,057 -22%
SG Americas Securities
585
SG Americas Securities
New York
$2.31M -$7.55M -36,280 -77%
GWM
586
Geneos Wealth Management
Colorado
$2.31M -$52.9K -254 -2%
MSFS
587
Main Street Financial Solutions
Pennsylvania
$2.3M +$117K +564 +5%
USAA
588
United Services Automobile Association
Texas
$2.29M +$2.29M +10,982 New
Carson Wealth (CWM LLC)
589
Carson Wealth (CWM LLC)
Nebraska
$2.28M +$489K +2,349 +27%
Balyasny Asset Management
590
Balyasny Asset Management
Illinois
$2.28M -$535K -2,568 -19%
BRWA
591
B. Riley Wealth Advisors
Florida
$2.27M -$124K -595 -5%
ADIM
592
Alpha DNA Investment Management
Maryland
$2.26M -$4.37K -21 -0.2%
CIAS
593
CFS Investment Advisory Services
New Jersey
$2.26M -$833 -4 -0%
AWA
594
Aaron Wealth Advisors
Illinois
$2.24M +$2.29K +11 +0.1%
HCM
595
HMS Capital Management
Tennessee
$2.21M -$114K -550 -5%
EIP
596
Epoch Investment Partners
New York
$2.19M +$186K +893 +9%
CWS
597
Confluence Wealth Services
Pennsylvania
$2.18M +$37.9K +182 +2%
ACM
598
Argyle Capital Management
Pennsylvania
$2.17M -$6.25K -30 -0.3%
M1FG
599
Mach-1 Financial Group
Arkansas
$2.15M -$25.6K -123 -1%
Gates Foundation Trust
600
Gates Foundation Trust
Washington
$2.13M +$2.13M +10,250 New
22 23
24
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