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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 %
CWM
776
Compass Wealth Management
Connecticut
$1.02M +$187K +897 +22%
ADL
777
Asset Dedication LLC
California
$1.02M +$108K +520 +12%
ALAM
778
Asahi Life Asset Management
Japan
$1.02M +$17.3K +83 +2%
RZH
779
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$17.1K +82 +2%
PA
780
Parallel Advisors
California
$1.01M +$176K +843 +21%
TAM
781
Trust Asset Management
Texas
$1.01M – – –
PHS
782
Pekin Hardy Strauss
Illinois
$1M +$416 +2 +0%
MP
783
McDonald Partners
Ohio
$1M +$12.5K +60 +1%
MCM
784
Mill Capital Management
North Carolina
$1M – – –
NPA
785
Nichols & Pratt Advisers
Massachusetts
$1M +$36K +173 +4%
FFM
786
Forum Financial Management
Illinois
$1M -$10.4K -50 -1%
RWM
787
Ritholtz Wealth Management
New York
$997K +$205K +987 +26%
PCM
788
Parsons Capital Management
Rhode Island
$995K +$30.2K +145 +3%
SWA
789
Stratos Wealth Advisors
Ohio
$992K +$20.6K +99 +2%
Fisher Asset Management
790
Fisher Asset Management
Washington
$990K +$64.1K +308 +7%
WGCA
791
Wolf Group Capital Advisors
Virginia
$989K +$1.25K +6 +0.1%
RC
792
Roundview Capital
New Jersey
$982K +$12.7K +61 +1%
GS
793
GTS Securities
New York
$981K +$981K +4,710 New
PA
794
Profund Advisors
Maryland
$977K -$53.1K -255 -5%
PP
795
PFS Partners
New Jersey
$969K +$2.08K +10 +0.2%
KWA
796
Kingswood Wealth Advisors
California
$969K +$969K +4,653 New
BI
797
Ballast Inc
Kentucky
$964K +$14.4K +69 +2%
WHCI
798
W.H. Cornerstone Investments
Massachusetts
$962K -$46.7K -224 -5%
WB
799
Webster Bank
Connecticut
$952K – – –
MWA
800
Meridian Wealth Advisors
Texas
$951K -$5.83K -28 -0.6%
30 31
32
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