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Chubb
CB

Overview Fund Activity

1,685 hedge funds and large institutions have $93.1B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 589 increasing their positions, 646 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,685
Holders Change
+99
Holders Change %
+6.24%
% of All Funds
24.42%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
187
Increased
589
Reduced
646
Closed
68
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$535M
3
First Trust Advisors
First Trust Advisors
Illinois
+$194M
4
National Pension Service
National Pension Service
South Korea
+$182M
5
Capital World Investors
Capital World Investors
California
+$178M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$787M
3
Morgan Stanley
Morgan Stanley
New York
-$729M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$237M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFP
601
Second Half Financial Partners
Florida
$2.93M +$2.93M +11,296 New
TIAA Trust, National Association
602
TIAA Trust, National Association
North Carolina
$2.91M -$382K -1,474 -12%
SW
603
SVB Wealth
Massachusetts
$2.9M -$46.9K -181 -2%
IIM
604
INTECH Investment Management
Florida
$2.89M -$6.84M -26,413 -70%
Carson Wealth (CWM LLC)
605
Carson Wealth (CWM LLC)
Nebraska
$2.87M +$308K +1,188 +12%
MSFS
606
Main Street Financial Solutions
Pennsylvania
$2.85M +$15K +58 +0.5%
MWS
607
Maxwell Wealth Strategies
California
$2.81M -$1.33K -5 -0%
PS
608
Principal Securities
Iowa
$2.79M -$141K -546 -5%
LPT
609
Legacy Private Trust
Wisconsin
$2.77M +$101K +388 +4%
DAS
610
Dynamic Advisor Solutions
Arizona
$2.76M +$52.6K +203 +2%
PAG
611
Private Advisor Group
New Jersey
$2.75M +$231K +893 +9%
MC
612
Moors & Cabot
Massachusetts
$2.75M +$86.3K +333 +3%
AIP
613
Ameritas Investment Partners
Nebraska
$2.75M -$44.1K -170 -2%
CIAS
614
CFS Investment Advisory Services
New Jersey
$2.72M -$64.5K -249 -2%
CC
615
Centiva Capital
New York
$2.67M +$1.5M +5,803 +129%
AWM
616
Accurate Wealth Management
Florida
$2.67M -$28.8K -115 -1%
PTC
617
Private Trust Company
Ohio
$2.66M +$125K +484 +5%
GWM
618
Geneos Wealth Management
Colorado
$2.64M -$38.9K -150 -1%
OAM
619
Occidental Asset Management
California
$2.63M +$430K +1,661 +20%
YIH
620
Y-Intercept (HK)
Hong Kong
$2.6M +$2.6M +10,051 New
CSPIA
621
Cary Street Partners Investment Advisory
Virginia
$2.59M +$186K +718 +8%
GAM
622
Griffin Asset Management
New York
$2.59M +$39.9K +154 +2%
MCM
623
Marathon Capital Management
Maryland
$2.58M +$9.07K +35 +0.4%
IA
624
IFG Advisory
Georgia
$2.56M -$673K -2,598 -21%
CWM
625
Compass Wealth Management
Connecticut
$2.55M +$204K +789 +9%
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