CB icon

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 %
FWA
951
FSM Wealth Advisors
Ohio
$508K -$25.8K -117 -5%
OF
952
Outfitter Financial
Maine
$507K – – –
GA
953
Goldstein Advisors
Wisconsin
$505K +$505K +2,287 New
MWM
954
Meridian Wealth Management
Kentucky
$505K +$21.4K +97 +4%
CWM
955
Congress Wealth Management
Massachusetts
$503K -$21.2K -96 -4%
PCA
956
Peddock Capital Advisors
Massachusetts
$501K – – –
TSS
957
Two Sigma Securities
New York
$498K +$498K +2,257 New
WANY
958
Wealthspire Advisors (New York)
New York
$496K +$183K +830 +58%
SC
959
SRB Corp
Massachusetts
$488K – – –
AC
960
ASB Consultores
Florida
$487K – – –
HPC
961
HM Payson & Co
Maine
$487K +$39.9K +181 +9%
HSA
962
HBK Sorce Advisory
Pennsylvania
$486K +$486K +2,206 New
CWA
963
Canvas Wealth Advisors
Kansas
$485K -$53.2K -241 -10%
SC
964
Scotia Capital
Ontario, Canada
$485K +$485K +2,197 New
DI
965
DAGCO Inc
Ohio
$484K – – –
LC
966
LCNB Corp
Ohio
$482K -$22.1K -100 -4%
VWM
967
Venturi Wealth Management
Texas
$479K -$9.27K -42 -2%
LW
968
Linscomb Wealth
Texas
$479K +$79K +358 +20%
MSS
969
Mitchell Sinkler & Starr
Pennsylvania
$478K – – –
EWA
970
EP Wealth Advisors
California
$476K +$476K +2,159 New
WWM
971
Western Wealth Management
Colorado
$476K -$593K -2,688 -55%
EA
972
Eudaimonia Advisors
Tennessee
$476K +$33.1K +150 +7%
FDS
973
First Dallas Securities
Texas
$475K +$99.4K +450 +26%
AC
974
Arjuna Capital
North Carolina
$471K +$16.5K +75 +4%
MMHP
975
Murphy Middleton Hinkle & Parker
Georgia
$470K – – –
37 38
39
40 41