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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAG
951
First Capital Advisors Group
New Jersey
$528K -$15K -78 -3%
MM
952
MQS Management
New York
$527K +$527K +2,738 New
ACM
953
Allred Capital Management
Texas
$527K +$62.2K +323 +13%
MBT
954
Montecito Bank & Trust
California
$526K -$8.86K -46 -2%
HH
955
Hilltop Holdings
Texas
$522K +$7.51K +39 +1%
PWPS
956
Pinnacle Wealth Planning Services
Ohio
$521K +$6.35K +33 +1%
EWA
957
EverSource Wealth Advisors
Alabama
$518K -$38.3K -199 -7%
CSB
958
City State Bank
Iowa
$516K +$2.69K +14 +0.5%
CFGS
959
Concourse Financial Group Securities
Alabama
$514K +$62.9K +325 +14%
WPW
960
Waldron Private Wealth
Pennsylvania
$514K -$31.9K -165 -6%
CSI
961
Cross Staff Investments
New York
$510K – – –
1W
962
1776 Wealth
Georgia
$509K +$2.12K +11 +0.4%
WP
963
WealthSource Partners
California
$508K -$421K -2,185 -45%
TSWM
964
Tyler-Stone Wealth Management
Ohio
$508K +$508K +2,640 New
FNBT
965
FineMark National Bank & Trust
Florida
$508K +$35.2K +183 +7%
ESCM
966
Echo Street Capital Management
New York
$508K +$300K +1,559 +145%
1SB
967
1ST Source Bank
Indiana
$507K +$23.9K +124 +5%
EHC
968
Everett Harris & Co
California
$503K +$17.3K +90 +4%
AAS
969
Ameritas Advisory Services
Nebraska
$502K -$168K -877 -25%
BBI
970
Baxter Bros Inc
Connecticut
$501K – – –
KFS
971
Kurt F. Somerville
$501K -$193K -1,000 -28%
CWM
972
Cornerstone Wealth Management
Missouri
$500K +$40.4K +210 +9%
FM
973
Family Management
New York
$500K +$252K +1,311 +102%
LC
974
LCNB Corp
Ohio
$496K +$96.3K +500 +24%
SWM
975
SeaCrest Wealth Management
New York
$496K -$11.4K -59 -2%
37 38
39
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