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Chubb
CB

Overview Fund Activity

1,475 hedge funds and large institutions have $80.2B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+123
Holders Change %
+9.1%
% of All Funds
23.8%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
523
Reduced
492
Closed
81
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$576M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$352M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$206M
4
Capital World Investors
Capital World Investors
California
+$154M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Millennium Management
Millennium Management
New York
-$263M
3
CCM
Cullen Capital Management
New York
-$209M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
5
Capital International Investors
Capital International Investors
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
876
Fiduciary Group
Georgia
$664K +$221K +1,000 +50%
WFA
877
Websterrogers Financial Advisors
South Carolina
$662K – – –
MMPW
878
Mitchell McLeod Pugh & Williams
Alabama
$660K +$94K +426 +17%
HTHT
879
Hemenway Trust Hemenway Trust
New Hampshire
$660K +$90K +408 +16%
BSA
880
Bull Street Advisors
Georgia
$657K +$15.4K +70 +2%
HL
881
HeadInvest LLC
Maine
$657K -$54.7K -248 -8%
WC
882
Westhampton Capital
North Carolina
$652K -$69.5K -315 -10%
APA
883
Astoria Portfolio Advisors
New York
$651K -$3.97K -18 -0.6%
SIM
884
Sentry Investment Management
Wisconsin
$647K +$6.18K +28 +1%
SFO
885
Stokes Family Office
Louisiana
$643K -$24.3K -110 -4%
CA
886
Commerzbank Aktiengesellschaft
Germany
$641K -$389K -1,765 -38%
UAS
887
United Asset Strategies
New York
$636K +$70.1K +318 +12%
WJWM
888
Williams Jones Wealth Management
New York
$636K +$5.29K +24 +0.8%
KFP
889
KB Financial Partners
New Jersey
$634K -$6.62K -30 -1%
WG
890
Welch Group
Alabama
$633K – – –
VFA
891
Valeo Financial Advisors
Indiana
$632K +$265K +1,202 +72%
GJIA
892
Glass Jacobson Investment Advisors
Maryland
$631K +$631K +2,860 New
HJIM
893
Henry James International Management
New York
$630K -$2.21K -10 -0.3%
CPWA
894
Cerro Pacific Wealth Advisors
California
$627K +$67.5K +306 +12%
SC
895
Savant Capital
Illinois
$625K +$45.2K +205 +8%
OIA
896
Optimum Investment Advisors
Illinois
$623K -$5.52K -25 -0.9%
FAB
897
First American Bank
Illinois
$621K – – –
BSW
898
Buckingham Strategic Wealth
Missouri
$618K +$81K +367 +15%
ZCA
899
Zeke Capital Advisors
Pennsylvania
$615K +$157K +710 +34%
MIM
900
Merrion Investment Management
New Jersey
$614K – – –
34 35
36
37 38