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Chubb
CB

Overview Fund Activity

1,197 hedge funds and large institutions have $62.5B invested in Chubb in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 443 increasing their positions, 419 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
+38
Holders Change %
+3.28%
% of All Funds
21.08%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.37%
New
138
Increased
443
Reduced
419
Closed
84
Calls
$146M
Puts
$108M
Net Calls
+$37.8M
Net Calls Change
-$35.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$233M
3
CCM
Cullen Capital Management
New York
+$137M
4
Deutsche Bank
Deutsche Bank
Germany
+$135M
5
Truist Financial
Truist Financial
North Carolina
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$567M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$316M
3
Stifel Financial
Stifel Financial
Missouri
-$191M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$184M
5
American Century Companies
American Century Companies
Missouri
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
651
SimplyRich
California
$879K – – –
HAG
652
HighPoint Advisor Group
Illinois
$863K +$8.36K +52 +1%
LNWWM
653
Laird Norton Wetherby Wealth Management
California
$862K -$140K -888 -14%
DFA
654
Delta Financial Advisors
Louisiana
$860K +$8.21K +52 +1%
F
655
F3Logic
Minnesota
$857K -$1.32M -8,515 -61%
LWAM
656
Legacy Wealth Asset Management
Minnesota
$849K +$1.74K +11 +0.2%
WTC
657
WhitTier Trust Company
Nevada
$841K -$19.7K -125 -2%
AF
658
Advisornet Financial
Minnesota
$838K -$2.05K -13 -0.2%
VA
659
Valmark Advisers
Ohio
$829K +$15.8K +100 +2%
QT
660
Quantamental Technologies
New York
$829K +$829K +5,249 New
TCM
661
Teza Capital Management
Illinois
$819K +$819K +5,185 New
SBH
662
Segall Bryant & Hamill
Illinois
$817K -$366K -2,316 -31%
RWB
663
RMR Wealth Builders
New Jersey
$814K +$34.5K +218 +4%
VNA
664
Valley National Advisers
Pennsylvania
$802K +$2.05K +13 +0.3%
HPC
665
HM Payson & Co
Maine
$795K +$534K +3,377 +204%
CHAM
666
Clear Harbor Asset Management
Connecticut
$794K +$794K +5,026 New
PAM
667
Premier Asset Management
Illinois
$781K +$150K +953 +24%
HCM
668
Hodges Capital Management
Texas
$766K +$766K +4,850 New
CA
669
Claro Advisors
Massachusetts
$763K +$6.32K +40 +0.8%
AWM
670
Avior Wealth Management
Nebraska
$762K +$91.8K +582 +14%
PHS
671
Pekin Hardy Strauss
Illinois
$760K -$11.8K -75 -2%
FA
672
FC Advisory
Pennsylvania
$759K – – –
WB
673
Webster Bank
Connecticut
$758K – – –
RZH
674
Relyea Zuckerberg Hanson
Connecticut
$754K -$2.5K -15 -0.3%
HVIA
675
Hudson Valley Investment Advisors
New York
$750K -$59.7K -378 -7%
25 26
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