We are live on ! Find out more

1,480 hedge funds and large institutions have $80.3B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 526 increasing their positions, 493 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

58% more funds holding in top 10

Funds holding in top 10: 3352 (+19)

21% more capital invested

Capital invested by funds: $66.4B → $80.3B (+$13.9B)

9% more funds holding

Funds holding: 1,3581,480 (+122)

7% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 493

0% more call options, than puts

Call options by funds: $268M | Put options by funds: $267M

0.31% more ownership

Funds ownership: 87.68%87.99% (+0.31%)

Holders
1,480
Holders Change
+122
Holders Change %
+8.98%
% of All Funds
23.79%
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
526
Reduced
493
Closed
82
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
951
Mairs & Power Inc
Minnesota
$513K
BFM
952
Boston Financial Management
Massachusetts
$513K +$31K +149 +7%
WIS
953
Wright Investors Service
Connecticut
$508K
FWA
954
FSM Wealth Advisors
Ohio
$508K -$24.3K -117 -5%
OF
955
Outfitter Financial
Maine
$507K
GA
956
Goldstein Advisors
Wisconsin
$505K +$476K +2,287 New
MWM
957
Meridian Wealth Management
Kentucky
$505K +$20.2K +97 +4%
CWM
958
Congress Wealth Management
Massachusetts
$503K -$20K -96 -4%
PCA
959
Peddock Capital Advisors
Massachusetts
$501K
TSS
960
Two Sigma Securities
New York
$498K +$470K +2,257 New
WANY
961
Wealthspire Advisors (New York)
New York
$496K +$173K +830 +58%
SC
962
SRB Corp
Massachusetts
$488K
AC
963
ASB Consultores
Florida
$487K
HPC
964
HM Payson & Co
Maine
$487K +$37.7K +181 +9%
HSA
965
HBK Sorce Advisory
Pennsylvania
$486K +$459K +2,206 New
CWA
966
Canvas Wealth Advisors
Kansas
$485K -$50.1K -241 -10%
SC
967
Scotia Capital
Ontario, Canada
$485K +$457K +2,197 New
DI
968
DAGCO Inc
Ohio
$484K
LC
969
LCNB Corp
Ohio
$482K -$20.8K -100 -4%
VWM
970
Venturi Wealth Management
Texas
$479K -$8.74K -42 -2%
LW
971
Linscomb Wealth
Texas
$479K +$74.5K +358 +20%
MSS
972
Mitchell Sinkler & Starr
Pennsylvania
$478K
EWA
973
EP Wealth Advisors
California
$476K +$449K +2,159 New
WWM
974
Western Wealth Management
Colorado
$476K -$559K -2,688 -55%
EA
975
Eudaimonia Advisors
Tennessee
$476K +$31.2K +150 +7%