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Chubb
CB

Overview Fund Activity

1,475 hedge funds and large institutions have $80.2B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 523 increasing their positions, 492 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,475
Holders Change
+123
Holders Change %
+9.1%
% of All Funds
23.8%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
523
Reduced
492
Closed
81
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$576M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$352M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$206M
4
Capital World Investors
Capital World Investors
California
+$154M
5
BlackRock
BlackRock
New York
+$129M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$279M
2
Millennium Management
Millennium Management
New York
-$263M
3
CCM
Cullen Capital Management
New York
-$209M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$206M
5
Capital International Investors
Capital International Investors
California
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHC
926
Everett Harris & Co
California
$557K – – –
CWA
927
Clearview Wealth Advisors
Oregon
$556K -$662 -3 -0.1%
1SB
928
1ST Source Bank
Indiana
$553K -$441 -2 -0.1%
ONGA
929
O'Neil Global Advisors
California
$552K +$552K +2,500 New
PCP
930
Proficio Capital Partners
Massachusetts
$552K -$3.97K -18 -0.7%
NEGWA
931
New England Guild Wealth Advisors
Connecticut
$550K – – –
JWCA
932
J.W. Cole Advisors
Florida
$547K -$221 -1 -0%
GWM
933
GSB Wealth Management
Connecticut
$546K +$882 +4 +0.2%
IWA
934
Intercontinental Wealth Advisors
Texas
$545K -$11.7K -53 -2%
HIM
935
Hillsdale Investment Management
Ontario, Canada
$545K -$88.2K -400 -14%
JIC
936
Joel Isaacson & Co
New York
$540K +$22.1K +100 +4%
TSW
937
Thompson Siegel & Walmsley
Virginia
$538K – – –
ARG
938
Advisory Resource Group
Oklahoma
$536K +$536K +2,430 New
VBCG
939
Valley Brook Capital Group
Pennsylvania
$532K – – –
ACM
940
Allred Capital Management
Texas
$528K +$7.72K +35 +1%
PFBT
941
Parkside Financial Bank & Trust
Missouri
$527K -$3.09K -14 -0.6%
AF
942
Apexium Financial
Texas
$527K -$7.5K -34 -1%
SIG
943
Sky Investment Group
Connecticut
$525K +$6.84K +31 +1%
CFFP
944
Center for Financial Planning
Michigan
$524K +$55.6K +252 +12%
FCCM
945
First City Capital Management
Georgia
$519K – – –
HDIM
946
Hanson & Doremus Investment Management
Vermont
$515K +$153K +694 +42%
EWA
947
Exencial Wealth Advisors
Oklahoma
$514K +$105K +475 +26%
MPI
948
Mairs & Power Inc
Minnesota
$513K – – –
BFM
949
Boston Financial Management
Massachusetts
$513K +$32.9K +149 +7%
WIS
950
Wright Investors Service
Connecticut
$508K – – –
36 37
38
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