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Chubb
CB

Overview Fund Activity

1,685 hedge funds and large institutions have $93.1B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 589 increasing their positions, 646 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,685
Holders Change
+99
Holders Change %
+6.24%
% of All Funds
24.42%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
187
Increased
589
Reduced
646
Closed
68
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$535M
3
First Trust Advisors
First Trust Advisors
Illinois
+$194M
4
National Pension Service
National Pension Service
South Korea
+$182M
5
Capital World Investors
Capital World Investors
California
+$178M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$787M
3
Morgan Stanley
Morgan Stanley
New York
-$729M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$237M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
876
Ceeto Capital Group
Florida
$1.09M – – –
CPR
877
CSU Producer Resources
Ohio
$1.09M – – –
AWM
878
Avior Wealth Management
Nebraska
$1.09M -$38.9K -150 -3%
FCP
879
Fidelis Capital Partners
Florida
$1.09M +$292K +1,126 +37%
FSA
880
Financial Security Advisor
Virginia
$1.09M +$260 +1 +0%
WC
881
Westhampton Capital
North Carolina
$1.09M – – –
EB
882
Emprise Bank
Kansas
$1.08M +$1.08M +4,187 New
WCM Investment Management
883
WCM Investment Management
California
$1.08M -$47.2K -182 -4%
SPI
884
Sutton Place Investors
New York
$1.08M +$18.9K +73 +2%
ACL
885
Applied Capital LLC
Florida
$1.08M – – –
HCM
886
Hodges Capital Management
Texas
$1.07M -$4.31M -16,643 -80%
SPC
887
Sigma Planning Corp
Michigan
$1.07M +$572K +2,208 +116%
HT
888
Heritage Trust
Oklahoma
$1.07M -$277K -1,069 -21%
FAM
889
Formidable Asset Management
Ohio
$1.05M +$1.05M +4,062 New
IIM
890
InTrack Investment Management
Vermont
$1.05M – – –
MWM
891
MGB Wealth Management
Texas
$1.05M – – –
FG
892
Fiduciary Group
Georgia
$1.05M +$47.2K +182 +5%
MMG
893
Monetary Management Group
Missouri
$1.04M -$84.2K -325 -7%
MCWA
894
Meadow Creek Wealth Advisors
Georgia
$1.04M -$5.44K -21 -0.5%
WAP
895
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$21.8K +84 +2%
BAM
896
Bayview Asset Management
Florida
$1.04M -$259K -1,000 -20%
TCA
897
Transcend Capital Advisors
New Jersey
$1.03M -$54.2K -209 -5%
CWP
898
Concord Wealth Partners
Virginia
$1.03M +$436K +1,684 +74%
FA
899
FC Advisory
Pennsylvania
$1.03M – – –
MA
900
Montag & Associates
Georgia
$1.02M – – –
34 35
36
37 38