1,469 hedge funds and large institutions have $75.1B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 564 increasing their positions, 554 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
23.42%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
132
Increased
564
Reduced
554
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
976
Thompson Siegel & Walmsley
Virginia
$512K +$4.17K +20 +0.8%
WG
977
Welch Group
Alabama
$511K -$22.9K -110 -4%
EWA
978
EverSource Wealth Advisors
Alabama
$509K -$51.4K -247 -9%
SFO
979
Stokes Family Office
Louisiana
$508K +$21.2K +102 +4%
TCOT
980
Trust Company of Toledo
Ohio
$505K +$234K +1,126 +87%
JIC
981
Joel Isaacson & Co
New York
$505K -$5.21K -25 -1%
VBCG
982
Valley Brook Capital Group
Pennsylvania
$502K
KFS
983
Kurt F. Somerville
$500K -$41.6K -200 -8%
EFMC
984
Empire Financial Management Company
New York
$499K +$36.4K +175 +8%
FA
985
Faithward Advisors
Pennsylvania
$496K +$65K +293 +15%
FCCM
986
First City Capital Management
Georgia
$496K
FHA
987
Flagship Harbor Advisors
Massachusetts
$495K
SIM
988
Sentry Investment Management
Wisconsin
$494K -$120K -575 -20%
GA
989
Goldstein Advisors
Wisconsin
$494K +$8.95K +43 +2%
SC
990
SRB Corp
Massachusetts
$491K +$29.8K +143 +6%
GIA
991
Gateway Investment Advisers
Ohio
$489K -$18.1K -87 -4%
LFA
992
Legacy Financial Advisors
Kentucky
$489K +$89.1K +428 +22%
FWA
993
FSM Wealth Advisors
Ohio
$487K -$28.1K -135 -5%
SIG
994
Sky Investment Group
Connecticut
$481K
GL
995
Graypoint LLC
New York
$478K +$88.7K +426 +23%
WJWM
996
Williams Jones Wealth Management
New York
$478K -$165K -793 -26%
BFM
997
Boston Financial Management
Massachusetts
$477K -$99.3K -477 -17%
EGA
998
E&G Advisors
Texas
$476K
PCA
999
Peddock Capital Advisors
Massachusetts
$473K
CG
1000
Colony Group
Massachusetts
$469K -$20.2K -97 -4%