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Chubb
CB

Overview Fund Activity

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

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2.7B
2
Morgan Stanley
Morgan Stanley
New York
+$959M
3
Lazard Asset Management
Lazard Asset Management
New York
+$574M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
5
BlackRock
BlackRock
New York
+$145M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.36B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$467M
3
Capital International Investors
Capital International Investors
California
-$359M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$256M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
651
Stephens Inc
Arkansas
$1.96M +$163K +723 +9%
CA
652
Clearstead Advisors
Ohio
$1.96M -$1.96M -8,671 -50%
MIC
653
Meridian Investment Counsel
California
$1.94M – – –
ADBIC
654
A.D. Beadell Investment Counsel
Wisconsin
$1.93M +$1.02M +4,535 +113%
FB
655
Fulton Bank
Pennsylvania
$1.92M -$44.5K -197 -2%
OAM
656
Occidental Asset Management
California
$1.92M +$254K +1,122 +15%
AWM
657
Avitas Wealth Management
California
$1.91M +$57.9K +256 +3%
MOS
658
MGO One Seven
Ohio
$1.91M +$148K +653 +8%
CDH
659
Charles D. Hyman
$1.9M – – –
CC
660
Chicago Capital
Illinois
$1.89M +$1.89M +8,367 New
PFP
661
Pinnacle Financial Partners
Tennessee
$1.89M -$2.71K -12 -0.1%
PCM
662
Prelude Capital Management
New York
$1.87M +$1.87M +8,294 New
ATC
663
Argent Trust Co
Tennessee
$1.87M +$236K +1,043 +14%
PWS
664
Peterson Wealth Services
Utah
$1.87M +$1.87M +8,275 New
TFS
665
Thoroughbred Financial Services
Tennessee
$1.87M +$1.81K +8 +0.1%
Nomura Holdings
666
Nomura Holdings
Japan
$1.86M +$1.3M +5,767 +234%
BFG
667
Bleakley Financial Group
New Jersey
$1.85M +$116K +514 +7%
DWA
668
Douglass Winthrop Advisors
New York
$1.85M +$22.6K +100 +1%
SS
669
Simplicity Solutions
Minnesota
$1.84M +$105K +465 +6%
BP
670
Ballentine Partners
Massachusetts
$1.84M +$155K +687 +9%
MSS
671
Mitchell Sinkler & Starr
Pennsylvania
$1.83M +$1.45M +6,418 +381%
CNBT
672
Canandaigua National Bank & Trust
New York
$1.81M -$82.7K -366 -4%
ACM
673
Advent Capital Management
New York
$1.81M +$1.81M +8,000 New
FWIA
674
Fort Washington Investment Advisors
Ohio
$1.8M +$150K +664 +9%
KF
675
KKM Financial
Illinois
$1.8M +$1.8M +7,958 New
25 26
27
28 29