1,203 hedge funds and large institutions have $61B invested in Chubb in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 493 increasing their positions, 410 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,203
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
21%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
90
Increased
493
Reduced
410
Closed
69
Calls
$199M
Puts
$98.6M
Net Calls
+$100M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
876
Carret Asset Management
New York
$320K
SPC
877
Sigma Planning Corp
Michigan
$319K +$319K +2,008 New
VFIC
878
Valley Forge Investment Consultants
Pennsylvania
$318K
SF
879
Summit Financial
New Jersey
$318K +$318K +1,991 New
P
880
Pitcairn
Pennsylvania
$317K -$7.47K -47 -2%
BL
881
Balentine LLC
Georgia
$314K +$34.4K +217 +12%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$312K -$79.5K -500 -20%
LSAG
883
Lake Street Advisors Group
New Hampshire
$312K -$16.4K -90 -5%
JIC
884
Joel Isaacson & Co
New York
$311K -$18.1K -114 -6%
SC
885
Savant Capital
Illinois
$309K +$1.75K +11 +0.6%
MW
886
Marcum Wealth
Ohio
$307K -$256K -1,612 -45%
WJWM
887
Williams Jones Wealth Management
New York
$306K +$1.11K +7 +0.4%
GC
888
Grimes & Company
Massachusetts
$303K -$317 -2 -0.1%
FMB
889
Field & Main Bank
Kentucky
$303K +$53.3K +335 +21%
KPW
890
Kore Private Wealth
New York
$302K +$50.4K +317 +20%
VFA
891
Voya Financial Advisors
Connecticut
$301K -$1.97M -12,409 -87%
PI
892
Putnam Investments
Massachusetts
$301K -$16.5K -104 -5%
SWM
893
SeaCrest Wealth Management
New York
$301K +$11.9K +75 +4%
YWP
894
YorkBridge Wealth Partners
New York
$301K +$15.9K +100 +6%
MSA
895
Marino Stram & Associates
Massachusetts
$301K +$301K +1,893 New
SFG
896
Summit Financial Group
West Virginia
$300K +$9.05K +57 +3%
MC
897
Machina Capital
France
$299K +$299K +1,881 New
AWM
898
Apollon Wealth Management
South Carolina
$298K +$16.2K +102 +6%
RWM
899
Ritholtz Wealth Management
New York
$298K +$33.3K +209 +13%
HCP
900
Holt Capital Partners
Texas
$297K -$15.9K -100 -5%