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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
901
Achmea Investment Management
Netherlands
$608K -$3.93M -20,381 -87%
MMPW
902
Mitchell McLeod Pugh & Williams
Alabama
$603K -$3.08K -16 -0.5%
OIA
903
Optimum Investment Advisors
Illinois
$602K +$87.6K +455 +17%
EWA
904
Encompass Wealth Advisors
Oregon
$596K – – –
WJWM
905
Williams Jones Wealth Management
New York
$595K +$11.2K +58 +2%
IWM
906
IHT Wealth Management
Illinois
$594K +$367K +1,904 +161%
AFM
907
Abbot Financial Management
Massachusetts
$594K -$6.93K -36 -1%
UAS
908
United Asset Strategies
New York
$593K +$22.5K +117 +4%
PWP
909
Principle Wealth Partners
Connecticut
$591K – – –
MPI
910
Mairs & Power Inc
Minnesota
$591K +$6.93K +36 +1%
IFU
911
iSAM Funds (UK)
United Kingdom
$591K +$591K +3,068 New
LWAM
912
Legacy Wealth Asset Management
Minnesota
$590K -$183K -951 -24%
FDCDDQ
913
Federation des caisses Desjardins du Quebec
Quebec, Canada
$585K -$1.61M -8,383 -73%
DFCM
914
Dark Forest Capital Management
Puerto Rico
$584K +$576K +2,990 +6,953%
JSL
915
JT Stratford LLC
Georgia
$583K +$583K +3,027 New
XSC
916
X-Square Capital
Puerto Rico
$581K – – –
CCG
917
Ceeto Capital Group
Florida
$580K – – –
CI
918
Conning Inc
Connecticut
$578K -$195K -1,013 -25%
SWM
919
Spire Wealth Management
Virginia
$578K +$148K +767 +34%
ACM
920
Advisors Capital Management
New Jersey
$577K +$296K +1,536 +105%
GSC
921
G&S Capital
Colorado
$577K +$577K +2,996 New
WFA
922
Websterrogers Financial Advisors
South Carolina
$576K -$1.35K -7 -0.2%
C
923
Certuity
Florida
$576K +$58.3K +303 +11%
CFG
924
Citizens Financial Group
Rhode Island
$576K -$623K -3,238 -52%
PFBT
925
Parkside Financial Bank & Trust
Missouri
$572K +$109K +566 +24%
35 36
37
38 39