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Chubb
CB

Overview Fund Activity

1,469 hedge funds and large institutions have $75.1B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 564 increasing their positions, 554 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
23.42%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
132
Increased
564
Reduced
554
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$556M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$218M
4
Barclays
Barclays
United Kingdom
+$144M
5
Lazard Asset Management
Lazard Asset Management
New York
+$103M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$421M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
3
AIM
Alphinity Investment Management
Australia
-$253M
4
Millennium Management
Millennium Management
New York
-$230M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
901
Allred Capital Management
Texas
$648K +$78.9K +379 +14%
MSCM
902
McElhenny Sheffield Capital Management
Texas
$647K -$87.9K -422 -12%
EWA
903
Encompass Wealth Advisors
Oregon
$644K – – –
EWA
904
EP Wealth Advisors
California
$643K +$221K +1,063 +52%
PWP
905
Principle Wealth Partners
Connecticut
$639K – – –
LWAM
906
Legacy Wealth Asset Management
Minnesota
$639K +$1.67K +8 +0.3%
CI
907
Conning Inc
Connecticut
$636K +$10.4K +50 +2%
AAS
908
Ameritas Advisory Services
Nebraska
$633K +$70.6K +329 +13%
BSA
909
Bull Street Advisors
Georgia
$632K +$15.6K +75 +3%
ETC
910
Exchange Traded Concepts
Oklahoma
$627K -$2.22M -10,646 -78%
BBA
911
Baader Bank Aktiengesellschaft
Germany
$627K +$627K +3,010 New
ACM
912
Advisors Capital Management
New Jersey
$626K +$2.08K +10 +0.3%
ARG
913
Advisory Resource Group
Oklahoma
$626K +$19.2K +92 +3%
SYBT
914
Stock Yards Bank & Trust
Kentucky
$625K -$190K -913 -23%
WFA
915
Websterrogers Financial Advisors
South Carolina
$623K – – –
MPI
916
Mairs & Power Inc
Minnesota
$621K -$17.7K -85 -3%
GSC
917
G&S Capital
Colorado
$621K -$2.92K -14 -0.5%
PFBT
918
Parkside Financial Bank & Trust
Missouri
$618K -$208 -1 -0%
CFGS
919
Concourse Financial Group Securities
Alabama
$614K +$57.9K +277 +10%
I
920
InceptionR
California
$611K +$187K +900 +44%
CT
921
Cambridge Trust
Massachusetts
$605K -$7.08K -34 -1%
HVIA
922
Hudson Valley Investment Advisors
New York
$603K -$88.1K -423 -13%
TWC
923
TD Waterhouse Canada
Ontario, Canada
$603K -$51.4K -247 -8%
SP
924
Symmetry Partners
Connecticut
$603K -$774K -3,717 -56%
BSW
925
Buckingham Strategic Wealth
Missouri
$602K +$1.67K +8 +0.3%
35 36
37
38 39