CB icon

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 %
BCP
851
Blackhawk Capital Partners
Wisconsin
$753K +$27.9K +145 +4%
CGL
852
Clarius Group LLC
Washington
$743K +$17.9K +93 +2%
MW
853
Marcum Wealth
Ohio
$741K +$29.8K +155 +4%
RWM
854
Ritholtz Wealth Management
New York
$732K -$77.6K -403 -10%
VEA
855
Virtus ETF Advisers
New York
$731K -$33.7K -175 -4%
CTA
856
Chesley Taft & Associates
Illinois
$730K +$5.78K +30 +0.8%
WA
857
WBH Advisory
Maryland
$728K -$21.4K -111 -3%
CCA
858
Checchi Capital Advisers
California
$717K +$6.16K +32 +0.9%
EP
859
EPIQ Partners
Minnesota
$715K – – –
SL
860
Sentry LLC
Tennessee
$713K – – –
FI
861
Financial Insights
Washington
$712K +$243K +1,262 +52%
RDWM
862
Red Door Wealth Management
Tennessee
$711K +$711K +3,691 New
WC
863
Westhampton Capital
North Carolina
$711K +$963 +5 +0.1%
GIA
864
Guyasuta Investment Advisors
Pennsylvania
$710K +$5.97K +31 +0.8%
QCG
865
Quadrant Capital Group
Ohio
$710K -$46K -239 -6%
SCA
866
Sippican Capital Advisors
Massachusetts
$699K -$6.74K -35 -1%
DDC
867
DF Dent & Co
Maryland
$698K -$963 -5 -0.1%
GCM
868
GoodHaven Capital Management
New Jersey
$698K – – –
BHA
869
Beech Hill Advisors
New York
$695K – – –
TPA
870
Trivium Point Advisory
Connecticut
$694K +$115K +598 +20%
CIM
871
CIM Investment Management
Pennsylvania
$690K +$1.73K +9 +0.3%
VFA
872
Valeo Financial Advisors
Indiana
$690K -$68.3K -355 -9%
SW
873
SlateStone Wealth
Florida
$690K +$31.2K +162 +5%
WA
874
Wealth Alliance
New York
$685K -$447K -2,320 -39%
MSCM
875
McElhenny Sheffield Capital Management
Texas
$679K -$107K -555 -14%
33 34
35
36 37