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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
826
Essex Financial Services
Connecticut
$814K +$15.8K +82 +2%
CPR
827
CSU Producer Resources
Ohio
$811K – – –
ATPW
828
Ashton Thomas Private Wealth
Arizona
$802K +$519K +2,693 +183%
PWM
829
Perigon Wealth Management
California
$796K +$85.5K +444 +12%
HCA
830
Harbour Capital Advisors
Virginia
$794K -$77.9K -405 -9%
CCM
831
Coldstream Capital Management
Washington
$789K +$22.7K +118 +3%
BIC
832
Beach Investment Counsel
Pennsylvania
$785K +$19.8K +103 +3%
APWM
833
Atlas Private Wealth Management
New York
$779K +$20.2K +105 +3%
SBH
834
Segall Bryant & Hamill
Illinois
$778K – – –
HW
835
Hancock Whitney
Mississippi
$777K +$379K +1,966 +95%
SI
836
Saxon Interests
Texas
$776K -$117K -609 -13%
MNBTD
837
Moody National Bank Trust Division
Texas
$775K – – –
CWM
838
Compass Wealth Management
Connecticut
$773K -$23.1K -120 -3%
IIM
839
InTrack Investment Management
Vermont
$770K +$770K +4,000 New
FAIM
840
Financial Advocates Investment Management
Washington
$770K +$6.93K +36 +0.9%
FFWA
841
FRG Family Wealth Advisors
Washington
$769K +$4.81K +25 +0.6%
PA
842
Parallel Advisors
California
$768K +$99.8K +518 +15%
KWM
843
Kingsview Wealth Management
Oregon
$765K +$30.4K +158 +4%
FMB
844
Field & Main Bank
Kentucky
$763K +$16K +83 +2%
FA
845
FC Advisory
Pennsylvania
$763K – – –
MA
846
Montag & Associates
Georgia
$763K – – –
SYBT
847
Stock Yards Bank & Trust
Kentucky
$754K -$39.9K -207 -5%
FG
848
Fiduciary Group
Georgia
$754K +$103K +534 +16%
MG
849
Mather Group
Illinois
$754K +$72.6K +377 +11%
BOH
850
Bank of Hawaii
Hawaii
$753K -$40.8K -212 -5%
32 33
34
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