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Chubb
CB

Overview Fund Activity

1,789 hedge funds and large institutions have $102B invested in Chubb in 2024 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 668 increasing their positions, 652 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
+96
Holders Change %
+5.67%
% of All Funds
25.88%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
0.64%
New
200
Increased
668
Reduced
652
Closed
84
Calls
$655M
Puts
$631M
Net Calls
+$24.3M
Net Calls Change
+$41.8M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$938M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$435M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$402M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$304M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$238M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$721M
2
Lazard Asset Management
Lazard Asset Management
New York
-$471M
3
BlackRock
BlackRock
New York
-$283M
4
State Street
State Street
Massachusetts
-$270M
5
SWM
Scissortail Wealth Management
Oklahoma
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
976
Private Portfolio Partners
New Jersey
$945K +$945K +3,277 New
AUB
977
Atlantic Union Bankshares
Virginia
$944K -$4.61K -16 -0.5%
MM
978
MQS Management
New York
$937K +$937K +3,250 New
LSAG
979
Lake Street Advisors Group
New Hampshire
$934K +$2.6K +9 +0.3%
I
980
InceptionR
California
$929K +$929K +3,223 New
MCM
981
Mill Capital Management
North Carolina
$926K – – –
NP
982
NorthRock Partners
Minnesota
$925K +$39.3K +136 +4%
PPWP
983
Premier Path Wealth Partners
New Jersey
$921K – – –
WGCA
984
Wolf Group Capital Advisors
Virginia
$919K +$4.62K +24 +0.5%
AWM
985
Axxcess Wealth Management
California
$915K +$269K +933 +42%
SC
986
Saturna Capital
Washington
$914K – – –
1SB
987
1ST Source Bank
Indiana
$912K – – –
EH
988
Equitable Holdings
New York
$912K +$217K +753 +31%
ETC
989
Exchange Traded Concepts
Oklahoma
$906K +$119K +411 +15%
MTIC
990
Missouri Trust & Investment Company
Missouri
$899K +$213K +740 +31%
WA
991
Wealth Alliance
New York
$891K -$288 -1 -0%
SYBT
992
Stock Yards Bank & Trust
Kentucky
$889K -$62.3K -216 -7%
OIA
993
Optimum Investment Advisors
Illinois
$887K – – –
UAS
994
United Asset Strategies
New York
$876K -$18.2K -63 -2%
VAG
995
VisionPoint Advisory Group
Texas
$876K -$104K -362 -11%
APA
996
Astoria Portfolio Advisors
New York
$875K +$62.5K +218 +8%
BIC
997
Beach Investment Counsel
Pennsylvania
$873K -$114K -396 -12%
CG
998
CFO4Life Group
Texas
$868K -$24.8K -86 -3%
BAM
999
Bayview Asset Management
Florida
$865K -$1.04M -3,600 -55%
DC
1000
Diametric Capital
Massachusetts
$864K +$864K +2,995 New
38 39
40
41 42