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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 %
IAM
926
Innovis Asset Management
Illinois
$601K +$9.78K +47 +2%
CIA
927
Choate Investment Advisors
Massachusetts
$601K +$200K +961 +50%
SCM
928
Shelton Capital Management
Colorado
$600K – – –
PWPS
929
Pinnacle Wealth Planning Services
Ohio
$596K +$32.3K +155 +6%
FAB
930
First American Bank
Illinois
$595K +$8.54K +41 +1%
SC
931
Syon Capital
California
$594K +$594K +2,855 New
TA
932
TKG Advisors
Indiana
$587K +$416 +2 +0.1%
XSC
933
X-Square Capital
Puerto Rico
$581K – – –
WPW
934
Waldron Private Wealth
Pennsylvania
$581K +$25.3K +121 +5%
MIM
935
Merrion Investment Management
New Jersey
$579K – – –
HL
936
HeadInvest LLC
Maine
$576K – – –
GM
937
GeoWealth Management
Illinois
$573K +$570K +2,738 +18,253%
FDCDDQ
938
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K -$60.8K -292 -10%
DP
939
Dearborn Partners
Illinois
$570K +$73.9K +355 +15%
FAFN
940
First Affirmative Financial Network
Colorado
$570K +$63.9K +307 +13%
CWM
941
Cornerstone Wealth Management
Missouri
$570K +$29.1K +140 +5%
TSWM
942
Tyler-Stone Wealth Management
Ohio
$570K +$20.8K +100 +4%
JWCA
943
J.W. Cole Advisors
Florida
$566K -$39.1K -188 -6%
CF
944
Concorde Financial
Texas
$564K -$3M -14,348 -84%
MBT
945
Montecito Bank & Trust
California
$564K -$5K -24 -0.9%
1SB
946
1ST Source Bank
Indiana
$564K +$15.8K +76 +3%
WP
947
WMS Partners
Maryland
$562K -$20.6K -99 -4%
PWMG
948
Prestige Wealth Management Group
New Jersey
$562K +$224K +1,073 +66%
BAM
949
Boyar Asset Management
New York
$560K +$29.4K +141 +6%
AFM
950
Abbot Financial Management
Massachusetts
$559K -$83.3K -400 -13%
36 37
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