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Chubb
CB

Overview Fund Activity

1,458 hedge funds and large institutions have $70.9B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 576 increasing their positions, 529 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,458
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.34%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
130
Increased
576
Reduced
529
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$491M
3
CCM
Cullen Capital Management
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
5
Citadel Advisors
Citadel Advisors
Florida
+$174M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.63B
2
Capital International Investors
Capital International Investors
California
-$1.01B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
4
DZ Bank
DZ Bank
Germany
-$218M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
951
J.W. Cole Advisors
Florida
$504K +$23.1K +119 +5%
GWM
952
GSB Wealth Management
Connecticut
$501K +$19.8K +102 +4%
BAM
953
Boyar Asset Management
New York
$499K -$26.2K -135 -5%
WG
954
Welch Group
Alabama
$498K -$59K -304 -11%
RPC
955
Rossmore Private Capital
Connecticut
$497K -$4.08K -21 -0.8%
CPWA
956
Cerro Pacific Wealth Advisors
California
$495K -$56.7K -292 -10%
IBOK
957
Independence Bank of Kentucky
Kentucky
$492K -$15.5K -80 -3%
EHC
958
Everett Harris & Co
California
$490K – – –
1SB
959
1ST Source Bank
Indiana
$487K – – –
EWA
960
Exencial Wealth Advisors
Oklahoma
$485K +$33K +170 +7%
IWA
961
Intercontinental Wealth Advisors
Texas
$484K +$4.66K +24 +1%
FCCM
962
First City Capital Management
Georgia
$481K +$6.65K +33 +1%
FNBT
963
FineMark National Bank & Trust
Florida
$476K +$63.9K +329 +15%
PCP
964
Proficio Capital Partners
Massachusetts
$476K -$9.9K -51 -2%
JIC
965
Joel Isaacson & Co
New York
$476K – – –
FI
966
Financial Insights
Washington
$473K +$473K +2,437 New
TSW
967
Thompson Siegel & Walmsley
Virginia
$473K – – –
GIA
968
Gateway Investment Advisers
Ohio
$470K -$952K -4,901 -67%
WANY
969
Wealthspire Advisors (New York)
New York
$469K +$31.8K +164 +7%
ACM
970
Allred Capital Management
Texas
$469K +$3.88K +20 +0.8%
VBCG
971
Valley Brook Capital Group
Pennsylvania
$468K – – –
PFBT
972
Parkside Financial Bank & Trust
Missouri
$467K +$2.72K +14 +0.6%
TFA
973
Transamerica Financial Advisors
Florida
$465K -$225K -1,158 -33%
CWM
974
Cornerstone Wealth Management
Missouri
$464K +$464K +2,388 New
JIP
975
Jaffetilchin Investment Partners
Florida
$462K -$63.7K -328 -12%
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