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Chubb
CB

Overview Fund Activity

1,877 hedge funds and large institutions have $99.1B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 762 increasing their positions, 605 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,877
Holders Change
+88
Holders Change %
+4.92%
% of All Funds
24.98%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.56%
New
214
Increased
762
Reduced
605
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$389M
2
GQG Partners
GQG Partners
Florida
+$326M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$278M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$149M
5
Northern Trust
Northern Trust
Illinois
+$144M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$1.85B
2
Capital International Investors
Capital International Investors
California
-$328M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$317M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$257M
5
IAIM
International Assets Investment Management
Florida
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSP
676
Cary Street Partners
Virginia
$2.54M +$2.54M +9,204 New
SSWM
677
Smith Salley Wealth Management
North Carolina
$2.54M +$9.67K +35 +0.4%
PWA
678
Phoenix Wealth Advisors
North Carolina
$2.53M -$62.4K -226 -2%
BRWA
679
B. Riley Wealth Advisors
Florida
$2.52M +$13.6K +49 +0.5%
CK
680
Cohen Klingenstein
New York
$2.52M – – –
MMA
681
Mizuho Markets Americas
New York
$2.51M -$3.56M -12,897 -59%
BFG
682
Bleakley Financial Group
New Jersey
$2.51M +$69.1K +250 +3%
MFG
683
Merit Financial Group
Georgia
$2.51M +$807K +2,919 +47%
MSFS
684
Main Street Financial Solutions
Pennsylvania
$2.5M -$390K -1,410 -13%
ICP
685
Impact Capital Partners
Colorado
$2.5M +$2.5M +9,060 New
NSEDCP
686
NJ State Employees Deferred Compensation Plan
New Jersey
$2.49M – – –
PTP
687
Platform Technology Partners
New York
$2.48M -$13.5K -49 -0.5%
SW
688
SVB Wealth
Massachusetts
$2.47M +$2.47M +8,956 New
CWP
689
Concord Wealth Partners
Virginia
$2.47M +$629K +2,276 +34%
CAMV
690
Concord Asset Management (Virginia)
Virginia
$2.46M +$552K +1,998 +29%
EWA
691
Exencial Wealth Advisors
Oklahoma
$2.46M +$27.6K +100 +1%
RRA
692
Round Rock Advisors
Connecticut
$2.45M -$146K -530 -6%
SSA
693
Schonfeld Strategic Advisors
New York
$2.44M +$546K +1,975 +29%
VIPI
694
Vista Investment Partners II
Indiana
$2.44M +$2.44M +8,838 New
TW
695
TrinityPoint Wealth
Connecticut
$2.44M +$2.22M +8,046 +1,021%
OAM
696
Ostrum Asset Management
France
$2.44M +$490K +1,773 +25%
DWA
697
Douglass Winthrop Advisors
New York
$2.42M +$55.3K +200 +2%
AWM
698
Avitas Wealth Management
California
$2.42M +$11.1K +40 +0.5%
PP
699
Prudential plc
United Kingdom
$2.42M – – –
ATC
700
Argent Trust Co
Tennessee
$2.41M +$1.66K +6 +0.1%
26 27
28
29 30