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Chubb
CB

Overview Fund Activity

1,475 hedge funds and large institutions have $80.2B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+123
Holders Change %
+9.1%
% of All Funds
23.8%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
523
Reduced
492
Closed
81
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$576M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$352M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$206M
4
Capital World Investors
Capital World Investors
California
+$154M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Millennium Management
Millennium Management
New York
-$263M
3
CCM
Cullen Capital Management
New York
-$209M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
5
Capital International Investors
Capital International Investors
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
801
Westover Capital Advisors
Delaware
$902K -$11.7K -53 -1%
LWAM
802
Legacy Wealth Asset Management
Minnesota
$902K -$882 -4 -0.1%
CCM
803
Coldstream Capital Management
Washington
$900K +$900K +4,078 New
Fisher Asset Management
804
Fisher Asset Management
Washington
$897K +$610K +2,763 +212%
LOAMS
805
Lombard Odier Asset Management (Switzerland)
Switzerland
$893K +$893K +4,049 New
MNBTD
806
Moody National Bank Trust Division
Texas
$888K – – –
FAIM
807
Financial Advocates Investment Management
Washington
$883K -$671K -3,043 -43%
DGAM
808
Desjardins Global Asset Management
Quebec, Canada
$883K +$11.2K +51 +1%
FFWA
809
FRG Family Wealth Advisors
Washington
$875K -$23.2K -105 -3%
FA
810
FC Advisory
Pennsylvania
$874K – – –
HI
811
Horizon Investments
North Carolina
$874K -$377K -1,710 -30%
MA
812
Montag & Associates
Georgia
$873K +$1.55K +7 +0.2%
SPC
813
Sigma Planning Corp
Michigan
$862K +$101K +459 +13%
APWM
814
Atlas Private Wealth Management
New York
$851K +$54.7K +248 +7%
BI
815
Ballast Inc
Kentucky
$850K +$12.8K +58 +2%
MBT
816
Montecito Bank & Trust
California
$850K – – –
BOH
817
Bank of Hawaii
Hawaii
$849K -$1.32K -6 -0.2%
PF
818
Phoenix Financial
Israel
$839K +$839K +3,803 New
KFS
819
Kurt F. Somerville
$838K – – –
CG
820
Colony Group
Massachusetts
$837K +$322K +1,459 +63%
QCG
821
Quadrant Capital Group
Ohio
$836K +$168K +760 +25%
SCA
822
Sippican Capital Advisors
Massachusetts
$835K +$3.31K +15 +0.4%
CGL
823
Clarius Group LLC
Washington
$831K +$21.6K +98 +3%
MW
824
Marcum Wealth
Ohio
$830K -$41K -186 -5%
BBA
825
Baader Bank Aktiengesellschaft
Germany
$827K -$475K -2,154 -36%
31 32
33
34 35