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Chubb
CB

Overview Fund Activity

1,469 hedge funds and large institutions have $75.1B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 564 increasing their positions, 554 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
23.42%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
132
Increased
564
Reduced
554
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$556M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$218M
4
Barclays
Barclays
United Kingdom
+$144M
5
Lazard Asset Management
Lazard Asset Management
New York
+$103M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$421M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
3
AIM
Alphinity Investment Management
Australia
-$253M
4
Millennium Management
Millennium Management
New York
-$230M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
701
TFG Advisers
Michigan
$1.39M +$113K +543 +9%
JWCA
702
J.W. Coons Advisors
Ohio
$1.39M -$217K -1,042 -14%
CWM
703
Cordatus Wealth Management
Pennsylvania
$1.37M -$36K -173 -3%
JAG
704
Journey Advisory Group
Kentucky
$1.37M +$82K +394 +6%
VAG
705
VisionPoint Advisory Group
Texas
$1.36M +$1.36M +6,533 New
SCP
706
Shorepoint Capital Partners
Massachusetts
$1.35M -$51K -245 -4%
MCM
707
McRae Capital Management
New Jersey
$1.34M +$36.4K +175 +3%
CHAM
708
Clear Harbor Asset Management
Connecticut
$1.34M +$10.4K +50 +0.8%
TDC
709
Thompson Davis & Co
Virginia
$1.33M – – –
TPW
710
Transatlantique Private Wealth
New York
$1.33M – – –
QI
711
Qtron Investments
Massachusetts
$1.33M -$76.6K -368 -5%
TPCW
712
TD Private Client Wealth
New York
$1.33M +$183K +880 +16%
FM
713
Foster & Motley
Ohio
$1.33M +$4.79K +23 +0.4%
DFC
714
DB Fitzpatrick & Co
Idaho
$1.32M +$24.6K +118 +2%
DEA
715
DoubleLine ETF Adviser
Florida
$1.32M +$59.3K +285 +5%
PL
716
Perpetual Ltd
Australia
$1.3M +$102K +492 +9%
CCP
717
Cunning Capital Partners
North Carolina
$1.3M +$1.3M +6,265 New
CFD
718
Creative Financial Designs
Indiana
$1.3M -$45.6K -219 -3%
NW
719
NewEdge Wealth
Pennsylvania
$1.29M -$250K -1,203 -16%
BC
720
Burney Company
Virginia
$1.29M -$12.5K -60 -1%
TRIA
721
Trail Ridge Investment Advisors
Colorado
$1.28M – – –
CAG
722
Csenge Advisory Group
Florida
$1.27M +$194K +930 +18%
VVP
723
Venture Visionary Partners
Ohio
$1.27M – – –
GRP
724
Global Retirement Partners
California
$1.27M +$7.89K +38 +0.6%
SCA
725
Snowden Capital Advisors
New York
$1.27M -$375K -1,800 -23%
27 28
29
30 31