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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 %
CT
926
Cambridge Trust
Massachusetts
$948K +$181K +697 +24%
CCA
927
Checchi Capital Advisers
California
$947K +$9.85K +38 +1%
FAIM
928
Financial Advocates Investment Management
Washington
$947K +$8.55K +33 +0.9%
MMPW
929
Mitchell McLeod Pugh & Williams
Alabama
$944K -$12.4K -48 -1%
SA
930
SRN Advisors
Pennsylvania
$941K +$45.6K +176 +5%
AIM
931
Aigen Investment Management
New York
$937K +$937K +3,616 New
LSPW
932
Lake Street Private Wealth
Illinois
$936K -$92K -355 -9%
WA
933
WBH Advisory
Maryland
$935K -$21.2K -82 -2%
BHA
934
Beech Hill Advisors
New York
$935K – – –
SCA
935
Sippican Capital Advisors
Massachusetts
$932K -$475K -1,833 -34%
EWA
936
EP Wealth Advisors
California
$931K +$204K +788 +28%
VAG
937
VisionPoint Advisory Group
Texas
$929K -$796K -3,073 -46%
WANY
938
Wealthspire Advisors (New York)
New York
$928K -$22.3K -86 -2%
BIC
939
Beach Investment Counsel
Pennsylvania
$922K – – –
GCM
940
GoodHaven Capital Management
New Jersey
$920K – – –
AC
941
ASB Consultores
Florida
$919K +$637K +2,457 +225%
WGCA
942
Wolf Group Capital Advisors
Virginia
$919K – – –
ARG
943
Advisory Resource Group
Oklahoma
$916K +$148K +571 +19%
UAS
944
United Asset Strategies
New York
$911K +$29.5K +114 +3%
LC
945
LCNB Corp
Ohio
$910K +$45.3K +175 +5%
LSAG
946
Lake Street Advisors Group
New Hampshire
$908K +$22.9K +88 +3%
GWA
947
Gratus Wealth Advisors
Virginia
$907K – – –
CWM
948
Connecticut Wealth Management
Connecticut
$907K -$15K -58 -2%
CIM
949
CIM Investment Management
Pennsylvania
$907K – – –
PWP
950
Principle Wealth Partners
Connecticut
$904K +$108K +417 +14%
36 37
38
39 40