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Chubb
CB

Overview Fund Activity

1,789 hedge funds and large institutions have $102B invested in Chubb in 2024 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 668 increasing their positions, 652 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
+96
Holders Change %
+5.67%
% of All Funds
25.88%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
200
Increased
668
Reduced
652
Closed
84
Calls
$655M
Puts
$631M
Net Calls
+$24.3M
Net Calls Change
+$41.8M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$938M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$435M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$402M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$238M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$721M
2
Lazard Asset Management
Lazard Asset Management
New York
-$471M
3
BlackRock
BlackRock
New York
-$283M
4
State Street
State Street
Massachusetts
-$270M
5
SWM
Scissortail Wealth Management
Oklahoma
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
776
Mather Group
Illinois
$1.9M +$15.3K +53 +0.8%
CWM
777
Cordatus Wealth Management
Pennsylvania
$1.88M +$19K +66 +1%
GRP
778
Global Retirement Partners
California
$1.88M -$77.3K -268 -4%
VA
779
Valmark Advisers
Ohio
$1.87M +$199K +690 +12%
CCM
780
Coldstream Capital Management
Washington
$1.87M +$324K +1,124 +21%
QWM
781
Quadcap Wealth Management
Texas
$1.86M -$34.6K -120 -2%
TDC
782
Thompson Davis & Co
Virginia
$1.84M +$72.1K +250 +4%
FIM
783
FWL Investment Management
Texas
$1.84M +$1.78M +6,180 +3,169%
STA
784
Summit Trail Advisors
New York
$1.83M +$477K +1,649 +35%
TRIA
785
Trail Ridge Investment Advisors
Colorado
$1.81M – – –
CCP
786
Cunning Capital Partners
North Carolina
$1.81M – – –
TSMHT
787
Thurston Springer Miller Herd & Titak
Indiana
$1.81M +$105K +365 +6%
LBWM
788
Left Brain Wealth Management
Illinois
$1.81M +$33.2K +115 +2%
PA
789
Procyon Advisors
Connecticut
$1.79M +$21.6K +75 +1%
HI
790
Horizon Investments
North Carolina
$1.79M -$149K -518 -8%
PA
791
Profund Advisors
Maryland
$1.79M +$84.5K +293 +5%
SLI
792
Sumitomo Life Insurance
Japan
$1.78M +$43.3K +150 +2%
MFG
793
Merit Financial Group
Georgia
$1.77M -$419K -1,452 -19%
DWT
794
Dorsey & Whitney Trust
South Dakota
$1.77M +$360K +1,247 +25%
RMC
795
Resources Management Corp
Connecticut
$1.75M -$16.4K -57 -0.9%
KWM
796
Kingsview Wealth Management
Oregon
$1.74M +$198K +686 +13%
LCWP
797
Legacy Capital Wealth Partners
Arkansas
$1.73M +$813K +2,819 +88%
PA
798
Parallel Advisors
California
$1.72M +$92.9K +322 +6%
CIC
799
Chase Investment Counsel
Virginia
$1.71M -$134K -465 -7%
WKWM
800
Walter & Keenan Wealth Management
Indiana
$1.71M +$1.71M +5,913 New
30 31
32
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