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
Name Holding Trade Value Shares
Change
Shares
Change %
HI
976
Horizon Investments
North Carolina
$496K +$86.3K +448 +21%
CI
977
CX Institutional
Indiana
$495K +$114K +594 +30%
WG
978
Welch Group
Alabama
$494K
RPC
979
Rossmore Private Capital
Connecticut
$493K
FMWA
980
Forvis Mazars Wealth Advisors
Missouri
$492K -$21.8K -113 -4%
PCP
981
Proficio Capital Partners
Massachusetts
$491K +$19.1K +99 +4%
BAM
982
Boyar Asset Management
New York
$491K -$3.85K -20 -0.8%
ECG
983
Edge Capital Group
Georgia
$487K +$152K +788 +45%
SAM
984
Seelaus Asset Management
New Jersey
$487K -$77.9K -409 -14%
IWA
985
Intercontinental Wealth Advisors
Texas
$486K +$5.58K +29 +1%
EWA
986
EP Wealth Advisors
California
$480K -$884K -3,732 -65%
AF
987
Apexium Financial
Texas
$478K +$20.3K +105 +4%
IAIM
988
International Assets Investment Management
Florida
$477K -$30.4K -158 -6%
FWA
989
FSM Wealth Advisors
Ohio
$476K -$37.5K -195 -7%
JIC
990
Joel Isaacson & Co
New York
$472K
GIA
991
Gateway Investment Advisers
Ohio
$469K +$3.27K +17 +0.7%
TSW
992
Thompson Siegel & Walmsley
Virginia
$469K
FAFN
993
First Affirmative Financial Network
Colorado
$469K +$108K +560 +30%
IBOK
994
Independence Bank of Kentucky
Kentucky
$468K -$19.8K -103 -4%
CFFP
995
Center for Financial Planning
Michigan
$468K +$20.8K +108 +5%
VBCG
996
Valley Brook Capital Group
Pennsylvania
$464K
CPC
997
Cookson Peirce & Co
Pennsylvania
$463K -$44.1K -229 -9%
DP
998
Dearborn Partners
Illinois
$459K +$152K +791 +50%
FCCM
999
First City Capital Management
Georgia
$459K
FHA
1000
Flagship Harbor Advisors
Massachusetts
$458K +$36K +187 +9%