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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 %
CK
651
Cohen Klingenstein
New York
$2.36M – – –
GF
652
Gabelli Funds
New York
$2.36M – – –
PGA
653
Portland Global Advisors
Maine
$2.36M +$95.6K +369 +4%
ACM
654
Argyle Capital Management
Pennsylvania
$2.35M – – –
KF
655
KKM Financial
Illinois
$2.35M +$291K +1,122 +14%
NSEDCP
656
NJ State Employees Deferred Compensation Plan
New Jersey
$2.34M – – –
NW
657
NewEdge Wealth
Pennsylvania
$2.32M +$529K +2,114 +29%
RRA
658
Round Rock Advisors
Connecticut
$2.3M -$109K -420 -5%
SF
659
Summit Financial
New Jersey
$2.3M -$76.7K -295 -3%
OIA
660
OneDigital Investment Advisors
Kansas
$2.3M -$194K -748 -8%
AF
661
Allworth Financial
California
$2.3M +$317K +1,223 +16%
SSWM
662
Smith Salley Wealth Management
North Carolina
$2.29M -$541K -2,089 -19%
EIP
663
Epoch Investment Partners
New York
$2.29M -$236K -912 -9%
BC
664
Bowman & Company
Wisconsin
$2.29M -$39.1K -151 -2%
BRWA
665
B. Riley Wealth Advisors
Florida
$2.27M +$62.1K +297 +3%
CA
666
Clearstead Advisors
Ohio
$2.26M +$55.5K +218 +3%
PWS
667
Peterson Wealth Services
Utah
$2.26M +$111K +428 +5%
PNAA
668
Pictet North America Advisors
Switzerland
$2.25M -$214K -827 -9%
BP
669
Ballentine Partners
Massachusetts
$2.23M +$123K +474 +6%
MIC
670
Meridian Investment Counsel
California
$2.23M – – –
AWM
671
Avitas Wealth Management
California
$2.22M +$26.4K +102 +1%
EWA
672
Exencial Wealth Advisors
Oklahoma
$2.22M +$186K +717 +9%
BFG
673
Bleakley Financial Group
New Jersey
$2.2M +$74.9K +289 +4%
ADBIC
674
A.D. Beadell Investment Counsel
Wisconsin
$2.2M -$13K -50 -0.6%
SW
675
Simplicity Wealth
New Jersey
$2.19M +$2.19M +8,461 New
25 26
27
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