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Chubb
CB

Overview Fund Activity

1,469 hedge funds and large institutions have $75.1B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 564 increasing their positions, 554 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
23.42%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
132
Increased
564
Reduced
554
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$556M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$218M
4
Barclays
Barclays
United Kingdom
+$144M
5
Lazard Asset Management
Lazard Asset Management
New York
+$103M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$421M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
3
AIM
Alphinity Investment Management
Australia
-$253M
4
Millennium Management
Millennium Management
New York
-$230M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
826
Summit Trail Advisors
New York
$858K +$191K +914 +29%
SFSG
827
Sound Financial Strategies Group
Mississippi
$856K +$856K +4,113 New
TCA
828
Transcend Capital Advisors
New Jersey
$856K -$28.7K -138 -3%
TPA
829
Trivium Point Advisory
Connecticut
$856K +$118K +575 +16%
HCA
830
Harbour Capital Advisors
Virginia
$855K -$4.16K -20 -0.5%
APWM
831
Atlas Private Wealth Management
New York
$850K +$7.7K +37 +0.9%
BIC
832
Beach Investment Counsel
Pennsylvania
$849K – – –
PWM
833
Perigon Wealth Management
California
$844K -$16.2K -78 -2%
FAIM
834
Financial Advocates Investment Management
Washington
$839K +$7.08K +34 +0.9%
EFS
835
Essex Financial Services
Connecticut
$839K -$40.8K -196 -5%
BCP
836
Blackhawk Capital Partners
Wisconsin
$834K +$20K +96 +2%
IIM
837
InTrack Investment Management
Vermont
$833K – – –
ADBIC
838
A.D. Beadell Investment Counsel
Wisconsin
$832K +$122K +585 +17%
DWM
839
Dakota Wealth Management
Florida
$827K +$484K +2,327 +142%
FA
840
FC Advisory
Pennsylvania
$825K – – –
FFWA
841
FRG Family Wealth Advisors
Washington
$825K -$6.25K -30 -0.8%
MA
842
Montag & Associates
Georgia
$823K -$1.46K -7 -0.2%
CIC
843
Chase Investment Counsel
Virginia
$820K +$820K +3,940 New
VFA
844
Valeo Financial Advisors
Indiana
$815K +$68.9K +331 +9%
MNBTD
845
Moody National Bank Trust Division
Texas
$812K -$25.6K -123 -3%
HW
846
Hancock Whitney
Mississippi
$806K -$33.7K -162 -4%
BOH
847
Bank of Hawaii
Hawaii
$803K -$10.8K -52 -1%
CWM
848
Connecticut Wealth Management
Connecticut
$787K +$121K +580 +18%
WPC
849
Wedmont Private Capital
Pennsylvania
$786K +$101K +480 +15%
NIM
850
NEOS Investment Management
Connecticut
$783K +$783K +3,759 New
32 33
34
35 36