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Chubb
CB

Overview Fund Activity

1,352 hedge funds and large institutions have $66.3B invested in Chubb in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 558 increasing their positions, 460 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,352
Holders Change
-44
Holders Change %
-3.15%
% of All Funds
23.38%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
88
Increased
558
Reduced
460
Closed
113
Calls
$217M
Puts
$194M
Net Calls
+$22.8M
Net Calls Change
+$8.48M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$143M
2
Millennium Management
Millennium Management
New York
+$117M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$79.1M
4
AIM
Alphinity Investment Management
Australia
+$78.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$68.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$541M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$323M
3
FMI
Fiduciary Management Inc
Wisconsin
-$245M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$132M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$76.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
901
Thompson Siegel & Walmsley
Virginia
$443K -$81.8K -450 -16%
BSW
902
Buckingham Strategic Wealth
Missouri
$443K +$52.6K +289 +13%
FWA
903
FSM Wealth Advisors
Ohio
$440K +$4K +22 +0.9%
ECM
904
Evergreen Capital Management
Washington
$440K +$22.2K +122 +5%
AF
905
Apexium Financial
Texas
$440K +$440K +2,421 New
VBCG
906
Valley Brook Capital Group
Pennsylvania
$438K – – –
PFBT
907
Parkside Financial Bank & Trust
Missouri
$437K -$909 -5 -0.2%
CWM
908
Congress Wealth Management
Massachusetts
$432K – – –
FCCM
909
First City Capital Management
Georgia
$428K -$1.82K -10 -0.4%
ACM
910
Allred Capital Management
Texas
$428K +$108K +593 +34%
SIG
911
Sky Investment Group
Connecticut
$427K +$4.54K +25 +1%
JIC
912
Joel Isaacson & Co
New York
$427K +$68.1K +375 +19%
FG
913
Fiduciary Group
Georgia
$426K +$89.1K +420 +26%
CWM
914
Cornerstone Wealth Management
Missouri
$426K +$426K +2,340 New
CG
915
Colony Group
Massachusetts
$425K -$4.73K -26 -1%
MPI
916
Mairs & Power Inc
Minnesota
$423K +$423K +2,324 New
WIS
917
Wright Investors Service
Connecticut
$419K -$469K -2,578 -53%
CCMD
918
Cypress Capital Management (Delaware)
Delaware
$419K – – –
OF
919
Outfitter Financial
Maine
$418K -$36.3K -200 -8%
LC
920
LCNB Corp
Ohio
$416K +$129K +711 +45%
PCA
921
Peddock Capital Advisors
Massachusetts
$413K – – –
SCA
922
Sandy Cove Advisors
Massachusetts
$409K – – –
PCM
923
Pointe Capital Management
Michigan
$408K – – –
IP
924
Investment Partners
Ohio
$406K +$103K +568 +34%
VWM
925
Venturi Wealth Management
Texas
$403K -$27.9K -153 -6%
35 36
37
38 39