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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 %
MWM
601
Mission Wealth Management
California
$2.11M -$23.5K -113 -1%
DAS
602
Dynamic Advisor Solutions
Arizona
$2.09M +$61.4K +295 +3%
NFG
603
Nations Financial Group
Iowa
$2.09M -$18.1K -87 -0.9%
LFM
604
LGT Fund Management
Liechtenstein
$2.06M +$2.06M +10,000 New
PTC
605
Private Trust Company
Ohio
$2.05M -$87.4K -420 -4%
NPP
606
New Potomac Partners
Maryland
$2.04M +$85.4K +410 +4%
MCM
607
Marathon Capital Management
Maryland
$2.03M +$2.03M +9,760 New
BCM
608
Buckhead Capital Management
Georgia
$2.03M +$155K +743 +8%
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$2.03M +$195K +939 +11%
ASA
610
Armstrong Shaw Associates
Connecticut
$2.02M – – –
MC
611
Moors & Cabot
Massachusetts
$2.02M +$88.1K +423 +5%
LAIC
612
Lederer & Associates Investment Counsel
California
$2.01M -$30.8K -148 -2%
GF
613
Gabelli Funds
New York
$2M +$531K +2,550 +36%
GAM
614
Griffin Asset Management
New York
$1.99M -$158K -760 -7%
FNA
615
First National Advisers
Nebraska
$1.98M +$799K +3,837 +68%
CS
616
Comerica Securities
Michigan
$1.98M -$75.9K -363 -4%
PNAA
617
Pictet North America Advisors
Switzerland
$1.97M -$5K -24 -0.3%
CSPIA
618
Cary Street Partners Investment Advisory
Virginia
$1.96M +$280K +1,345 +17%
AWMT
619
AAFMAA Wealth Management & Trust
North Carolina
$1.95M -$1.06M -5,094 -35%
NCM
620
Nelson Capital Management
California
$1.94M +$1.94M +9,312 New
HTC
621
Haverford Trust Company
Pennsylvania
$1.93M -$195K -937 -9%
PAG
622
Private Advisor Group
New Jersey
$1.93M +$157K +752 +9%
CIC
623
Cornercap Investment Counsel
Georgia
$1.93M +$1.93M +9,254 New
SF
624
Summit Financial
New Jersey
$1.92M -$11.5K -55 -0.6%
CK
625
Cohen Klingenstein
New York
$1.9M – – –
23 24
25
26 27