CB icon

Chubb
CB

Overview Fund Activity

1,458 hedge funds and large institutions have $70.9B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 576 increasing their positions, 529 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,458
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.34%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
130
Increased
576
Reduced
529
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$491M
3
CCM
Cullen Capital Management
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
5
Citadel Advisors
Citadel Advisors
Florida
+$174M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.63B
2
Capital International Investors
Capital International Investors
California
-$1.01B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
4
DZ Bank
DZ Bank
Germany
-$218M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
801
Great Valley Advisor Group
Delaware
$873K +$873K +4,496 New
OWP
802
Obermeyer Wealth Partners
Colorado
$869K -$4.86K -25 -0.6%
MCM
803
Mainstay Capital Management
Michigan
$867K -$57.3K -295 -6%
LOAMS
804
Lombard Odier Asset Management (Switzerland)
Switzerland
$866K +$80K +412 +10%
SCM
805
Silvant Capital Management
Georgia
$862K – – –
BIM
806
Baldwin Investment Management
Pennsylvania
$862K -$9.32K -48 -1%
SFA
807
Sequoia Financial Advisors
Ohio
$856K -$54K -278 -6%
AG
808
Ascent Group
Virginia
$846K -$4.47K -23 -0.5%
BBHC
809
Brown Brothers Harriman & Co
New York
$845K +$16.3K +84 +2%
JCM
810
Jacobi Capital Management
Pennsylvania
$838K -$113K -583 -12%
RWB
811
RMR Wealth Builders
New Jersey
$833K +$194 +1 +0%
CFA
812
CWS Financial Advisors
Michigan
$831K -$90.9K -468 -10%
ACL
813
Applied Capital LLC
Florida
$830K -$25.6K -132 -3%
CPR
814
CSU Producer Resources
Ohio
$818K – – –
Fisher Asset Management
815
Fisher Asset Management
Washington
$817K +$26.3K +135 +3%
RWM
816
Ritholtz Wealth Management
New York
$816K -$20.8K -107 -2%
EFS
817
Essex Financial Services
Connecticut
$805K +$1.55K +8 +0.2%
CWM
818
Compass Wealth Management
Connecticut
$802K – – –
BOH
819
Bank of Hawaii
Hawaii
$801K +$53.2K +274 +7%
SYBT
820
Stock Yards Bank & Trust
Kentucky
$800K -$58.8K -303 -7%
MSCM
821
McElhenny Sheffield Capital Management
Texas
$793K -$40.6K -209 -5%
WCA
822
Westover Capital Advisors
Delaware
$793K -$1.36K -7 -0.2%
Capstone Investment Advisors
823
Capstone Investment Advisors
New York
$792K +$792K +4,077 New
SBH
824
Segall Bryant & Hamill
Illinois
$784K -$101K -518 -11%
MNBTD
825
Moody National Bank Trust Division
Texas
$782K – – –
31 32
33
34 35