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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 %
AF
976
Apexium Financial
Texas
$459K -$4.08K -21 -0.9%
SIG
977
Sky Investment Group
Connecticut
$458K -$4.08K -21 -0.9%
CFGS
978
Concourse Financial Group Securities
Alabama
$455K +$220K +1,127 +93%
GA
979
Goldstein Advisors
Wisconsin
$455K +$10.9K +56 +2%
CWA
980
Canvas Wealth Advisors
Kansas
$455K +$16.7K +84 +4%
CFFP
981
Center for Financial Planning
Michigan
$451K -$10.5K -54 -2%
BCM
982
Bayesian Capital Management
New York
$447K -$214K -1,100 -32%
EGA
983
E&G Advisors
Texas
$444K +$117K +600 +36%
SC
984
Savant Capital
Illinois
$443K -$107K -552 -19%
PCA
985
Peddock Capital Advisors
Massachusetts
$441K – – –
CWM
986
Congress Wealth Management
Massachusetts
$439K -$3.3K -17 -0.7%
LC
987
Lindbrook Capital
California
$435K +$46.2K +238 +12%
SWM
988
Spire Wealth Management
Virginia
$434K +$93.4K +481 +27%
MWM
989
Meridian Wealth Management
Kentucky
$434K -$10.7K -55 -2%
VI
990
Versor Investments
New York
$432K +$432K +2,225 New
CG
991
Colony Group
Massachusetts
$432K -$305K -1,570 -41%
HPC
992
HM Payson & Co
Maine
$428K – – –
PCM
993
Penserra Capital Management
California
$428K -$2.74M -14,165 -87%
9WM
994
9258 Wealth Management
Ohio
$427K +$59.4K +306 +16%
DI
995
DAGCO Inc
Ohio
$426K – – –
EFMC
996
Empire Financial Management Company
New York
$426K +$426K +2,192 New
FHA
997
Flagship Harbor Advisors
Massachusetts
$426K +$16.9K +87 +4%
LW
998
Linscomb Wealth
Texas
$424K +$2.53K +13 +0.6%
FDS
999
First Dallas Securities
Texas
$418K +$388 +2 +0.1%
HDIM
1000
Hanson & Doremus Investment Management
Vermont
$416K -$38.1K -196 -8%
38 39
40
41 42