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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 %
LMIM
751
Lockheed Martin Investment Management
Maryland
$1.33M -$1.27M -5,620 -49%
PA
752
Profund Advisors
Maryland
$1.33M +$270K +1,195 +25%
LBWM
753
Left Brain Wealth Management
Illinois
$1.33M +$8.36K +37 +0.6%
SJL
754
Shayne & Jacobs LLC
Tennessee
$1.33M – – –
EF
755
Exeter Financial
Arizona
$1.32M – – –
SWP
756
Stratos Wealth Partners
Ohio
$1.32M +$30.3K +134 +2%
QI
757
Qtron Investments
Massachusetts
$1.32M -$130K -576 -9%
DFA
758
Delta Financial Advisors
Louisiana
$1.31M -$27.1K -120 -2%
TCOO
759
Trust Company of Oklahoma
Oklahoma
$1.3M -$37.3K -165 -3%
MAS
760
Meeder Advisory Services
Ohio
$1.3M +$59.4K +263 +5%
ONB
761
Old National Bancorp
Indiana
$1.29M +$55.6K +246 +5%
KWA
762
Kingswood Wealth Advisors
California
$1.27M +$222K +983 +21%
BL
763
Balentine LLC
Georgia
$1.27M +$95.6K +423 +8%
GI
764
GS Investments
Minnesota
$1.26M – – –
RL
765
Retireful LLC
Michigan
$1.26M +$1.26M +5,560 New
S
766
SignatureFD
Georgia
$1.26M +$82.5K +365 +7%
PFT
767
Providence First Trust
Arizona
$1.25M +$1.25M +5,540 New
NIM
768
NEOS Investment Management
Connecticut
$1.25M +$402K +1,777 +47%
VA
769
Valmark Advisers
Ohio
$1.25M -$4.97K -22 -0.4%
CG
770
Caprock Group
Idaho
$1.25M -$68.1K -300 -5%
BWM
771
BKM Wealth Management
Wisconsin
$1.24M +$1.24M +5,487 New
HCP
772
Holt Capital Partners
Texas
$1.24M +$31.6K +140 +3%
VIG
773
Vienna Insurance Group
Poland
$1.24M -$786K -3,476 -39%
CPC
774
Cookson Peirce & Co
Pennsylvania
$1.24M +$514K +2,274 +71%
BIM
775
Baldwin Investment Management
Pennsylvania
$1.23M +$17K +75 +1%
29 30
31
32 33