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Chubb
CB

Overview Fund Activity

1,586 hedge funds and large institutions have $82.4B invested in Chubb in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 588 increasing their positions, 556 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,586
Holders Change
+117
Holders Change %
+7.96%
% of All Funds
23.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.53%
New
218
Increased
588
Reduced
556
Closed
83
Calls
$425M
Puts
$334M
Net Calls
+$91.5M
Net Calls Change
+$116M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$2.7B
2
Morgan Stanley
Morgan Stanley
New York
+$959M
3
Lazard Asset Management
Lazard Asset Management
New York
+$574M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
5
BlackRock
BlackRock
New York
+$145M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.36B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$467M
3
Capital International Investors
Capital International Investors
California
-$359M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$256M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
876
FRG Family Wealth Advisors
Washington
$896K – – –
TPI
877
Trust Point Inc
Wisconsin
$895K +$895K +3,962 New
MA
878
Montag & Associates
Georgia
$893K – – –
Millennium Management
879
Millennium Management
New York
$890K -$91.9M -406,580 -99%
AF
880
Apexium Financial
Texas
$888K +$333K +1,472 +60%
WAP
881
Wealthcare Advisory Partners
Pennsylvania
$885K +$518K +2,290 +141%
MCM
882
Mill Capital Management
North Carolina
$880K -$209K -923 -19%
BMCM
883
Bryn Mawr Capital Management
Pennsylvania
$878K +$35.5K +157 +4%
FG
884
Fiduciary Group
Georgia
$872K -$76.8K -340 -8%
ET
885
Entropy Technologies
New York
$869K +$869K +3,846 New
KCM
886
KRS Capital Management
Michigan
$866K +$41.1K +182 +5%
BOH
887
Bank of Hawaii
Hawaii
$866K -$6.33K -28 -0.7%
KSWWM
888
Keyes Stange & Wooten Wealth Management
Florida
$862K +$862K +3,812 New
IWM
889
IHT Wealth Management
Illinois
$848K +$13.1K +58 +2%
SSA
890
Sierra Summit Advisors
Nevada
$844K +$844K +3,733 New
HCA
891
Harbour Capital Advisors
Virginia
$840K -$90.6K -400 -10%
CFA
892
CWS Financial Advisors
Michigan
$840K -$98.3K -435 -10%
EP
893
EPIQ Partners
Minnesota
$839K – – –
SL
894
Sentry LLC
Tennessee
$836K – – –
PCM
895
Penserra Capital Management
California
$836K -$758K -3,359 -48%
GWA
896
Gratus Wealth Advisors
Virginia
$835K +$835K +3,696 New
CTA
897
Chesley Taft & Associates
Illinois
$835K – – –
WA
898
WBH Advisory
Maryland
$834K -$1.36K -6 -0.2%
MW
899
Marcum Wealth
Ohio
$834K -$6.33K -28 -0.8%
MMPW
900
Mitchell McLeod Pugh & Williams
Alabama
$834K +$6.33K +28 +0.8%
34 35
36
37 38