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 %
IP
901
Investment Partners
Ohio
$295K +$1.27K +8 +0.4%
AP
902
Appleton Partners
Massachusetts
$292K -$54.1K -341 -16%
CWA
903
Clearview Wealth Advisors
Oregon
$291K
EWM
904
Empirical Wealth Management
Washington
$291K +$38K +239 +15%
FRM
905
Fox Run Management
Connecticut
$291K +$291K +1,829 New
WWM
906
Western Wealth Management
Colorado
$290K -$1.41K -9 -0.5%
SCM
907
Stonebridge Capital Management
California
$290K
ACA
908
Atlas Capital Advisors
Wyoming
$289K -$82.3K -518 -22%
FPS
909
Fieldpoint Private Securities
Connecticut
$288K +$25.8K +145 +10%
HFG
910
Heron Financial Group
New York
$287K -$38.1K -240 -12%
EGA
911
E&G Advisors
Texas
$284K -$282K -1,786 Closed
EP
912
Eudaimonia Partners
Tennessee
$283K +$69.9K +440 +33%
4WM
913
44 Wealth Management
Oregon
$282K -$37.2K -234 -12%
WP
914
WealthSource Partners
California
$282K +$282K +1,776 New
FFN
915
Focus Financial Network
Minnesota
$281K +$7.99K +50 +3%
LPT
916
Legacy Private Trust
Wisconsin
$279K -$41.3K -260 -13%
WA
917
Wambolt & Associates
Colorado
$279K -$34.8K -215 -11%
AT
918
Arden Trust
Delaware
$279K -$19.1K -120 -6%
CC
919
Courier Capital
New York
$279K
IIC
920
Ironwood Investment Counsel
Arizona
$278K
MRCM
921
M&R Capital Management
New Jersey
$278K
OIA
922
OneDigital Investment Advisors
Kansas
$277K +$62.7K +394 +29%
GW
923
GW & Wade
Massachusetts
$275K +$15.3K +96 +6%
CFFP
924
Center for Financial Planning
Michigan
$274K +$1.11K +7 +0.4%
MWM
925
Meridian Wealth Management
Kentucky
$274K +$2.39K +15 +0.9%