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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 %
IWM
901
IHT Wealth Management
Illinois
$1.01M +$36K +139 +4%
MCM
902
Mill Capital Management
North Carolina
$1.01M – – –
TWM
903
Trueblood Wealth Management
Ohio
$1M +$84K +324 +9%
SSA
904
Sierra Summit Advisors
Nevada
$1M +$36K +139 +4%
BMCM
905
Bryn Mawr Capital Management
Pennsylvania
$1M -$4.41K -17 -0.4%
SIP
906
Stoneridge Investment Partners
Pennsylvania
$1M -$6.46M -24,937 -87%
MCM
907
Mainstay Capital Management
Michigan
$999K -$122K -469 -11%
FFWA
908
FRG Family Wealth Advisors
Washington
$985K – – –
EP
909
Edgestream Partners
New Jersey
$984K +$984K +3,797 New
BOH
910
Bank of Hawaii
Hawaii
$982K -$10.4K -40 -1%
CAMV
911
Concord Asset Management (Virginia)
Virginia
$975K +$434K +1,674 +80%
KSWWM
912
Keyes Stange & Wooten Wealth Management
Florida
$974K -$14.3K -55 -1%
KCM
913
KRS Capital Management
Michigan
$970K -$23.1K -89 -2%
MW
914
Marcum Wealth
Ohio
$968K +$12.2K +47 +1%
DWM
915
Dynasty Wealth Management
Florida
$966K +$966K +3,729 New
HCA
916
Harbour Capital Advisors
Virginia
$966K +$15.1K +59 +2%
IWA
917
Invera Wealth Advisors
Oregon
$966K -$47.4K -193 -5%
EP
918
EPIQ Partners
Minnesota
$962K – – –
GSC
919
Grey Street Capital
Illinois
$961K +$961K +3,697 New
GCP
920
GSA Capital Partners
United Kingdom
$961K +$961K +3,708 New
FI
921
Financial Insights
Washington
$959K -$219K -846 -19%
SL
922
Sentry LLC
Tennessee
$959K – – –
ACA
923
Aptus Capital Advisors
Alabama
$958K +$120K +465 +14%
CTA
924
Chesley Taft & Associates
Illinois
$957K – – –
NAMP
925
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$956K +$36.3K +140 +4%
35 36
37
38 39