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
Name Holding Trade Value Shares
Change
Shares
Change %
BCV
576
Banque Cantonale Vaudoise
Switzerland
$2.67M -$648K -2,866 -20%
QCM
577
Quantinno Capital Management
New York
$2.62M +$640K +2,834 +32%
LA
578
LVW Advisors
New York
$2.61M -$529K -2,341 -17%
MWM
579
Mattern Wealth Management
Kansas
$2.61M +$91.1K +403 +4%
PWLP
580
Prio Wealth Limited Partnership
Massachusetts
$2.58M +$9.27K +41 +0.4%
SW
581
SVB Wealth
Massachusetts
$2.57M -$250K -1,105 -9%
PS
582
Principal Securities
Iowa
$2.56M +$2.56M +11,329 New
Vontobel Holding
583
Vontobel Holding
Switzerland
$2.55M -$150K -665 -6%
HA
584
Herold Advisors
New York
$2.52M
MSFS
585
Main Street Financial Solutions
Pennsylvania
$2.48M -$17.6K -78 -0.7%
SSWM
586
Smith Salley Wealth Management
North Carolina
$2.47M -$77.5K -343 -3%
AWM
587
Accurate Wealth Management
Florida
$2.45M -$98.1K -431 -4%
AIP
588
Ameritas Investment Partners
Nebraska
$2.43M -$373K -1,649 -13%
BCM
589
Buckhead Capital Management
Georgia
$2.43M +$226K +1,000 +10%
CIAS
590
CFS Investment Advisory Services
New Jersey
$2.43M -$23.3K -103 -1%
BRWA
591
B. Riley Wealth Advisors
Florida
$2.4M -$67.4K -297 -3%
MWS
592
Maxwell Wealth Strategies
California
$2.39M +$2.39M +10,590 New
ECM
593
Everence Capital Management
Indiana
$2.38M +$382K +1,690 +19%
HCM
594
HMS Capital Management
Tennessee
$2.38M -$13.6K -60 -0.6%
DAS
595
Dynamic Advisor Solutions
Arizona
$2.38M +$86.1K +378 +4%
HDIM
596
Hanson & Doremus Investment Management
Vermont
$2.37M +$429K +1,896 +22%
GWM
597
Geneos Wealth Management
Colorado
$2.33M -$171K -756 -7%
LPT
598
Legacy Private Trust
Wisconsin
$2.33M +$694K +3,072 +42%
MC
599
Moors & Cabot
Massachusetts
$2.32M +$131K +579 +6%
CWS
600
Confluence Wealth Services
Pennsylvania
$2.31M -$52.9K -234 -2%