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Chubb
CB

Overview Fund Activity

1,396 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 553 increasing their positions, 499 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+6
Holders Change %
+0.43%
% of All Funds
23.61%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
116
Increased
553
Reduced
499
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
2
Morgan Stanley
Morgan Stanley
New York
+$321M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$171M
4
AIM
Alphinity Investment Management
Australia
+$148M
5
Invesco
Invesco
Georgia
+$142M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$624M
2
Capital World Investors
Capital World Investors
California
-$543M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$471M
4
AWA
Aaron Wealth Advisors
Illinois
-$440M
5
State Street
State Street
Massachusetts
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
826
Asset Dedication LLC
California
$634K +$82.4K +417 +15%
EP
827
Eudaimonia Partners
Tennessee
$625K -$93K -473 -13%
FNA
828
First National Advisers
Nebraska
$624K +$624K +3,175 New
PPP
829
Private Portfolio Partners
New Jersey
$624K +$9.83K +50 +2%
SC
830
Saturna Capital
Washington
$623K +$70.8K +360 +13%
NPA
831
Nichols & Pratt Advisers
Massachusetts
$622K – – –
SC
832
Savant Capital
Illinois
$618K +$36.7K +187 +6%
FCAG
833
First Capital Advisors Group
New Jersey
$618K +$618K +3,144 New
FIM
834
Freedom Investment Management
Connecticut
$615K -$19.5K -99 -3%
SSA
835
Schonfeld Strategic Advisors
New York
$615K +$615K +3,128 New
XSC
836
X-Square Capital
Puerto Rico
$611K +$162K +821 +36%
SFO
837
Stokes Family Office
Louisiana
$607K -$35.2K -179 -5%
MCM
838
Murphy Capital Management
New Jersey
$607K -$5.89K -30 -1%
SCM
839
Shelton Capital Management
Colorado
$606K – – –
PWP
840
Principle Wealth Partners
Connecticut
$605K – – –
PWS
841
Peterson Wealth Services
Utah
$595K +$87.7K +446 +17%
CCG
842
Ceeto Capital Group
Florida
$592K – – –
AWM
843
Avior Wealth Management
Nebraska
$590K -$117K -596 -17%
WFA
844
Websterrogers Financial Advisors
South Carolina
$590K -$12.4K -63 -2%
CCM
845
CTC Capital Management
Illinois
$590K +$590K +3,000 New
WP
846
WMS Partners
Maryland
$586K -$13.6K -69 -2%
OQS
847
Occudo Quantitative Strategies
Florida
$583K -$703K -3,579 -55%
JIP
848
Jaffetilchin Investment Partners
Florida
$581K -$22.6K -115 -4%
WJWM
849
Williams Jones Wealth Management
New York
$575K +$204K +1,039 +55%
QCG
850
Quadrant Capital Group
Ohio
$574K +$28.9K +147 +5%
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