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 %
CG
1001
Colony Group
Massachusetts
$452K +$24.1K +125 +6%
SFO
1002
Stokes Family Office
Louisiana
$450K -$114K -591 -20%
GA
1003
Goldstein Advisors
Wisconsin
$448K -$2.7K -14 -0.6%
SIG
1004
Sky Investment Group
Connecticut
$445K -$9.63K -50 -2%
PTC
1005
Petrus Trust Company
Texas
$444K +$235K +1,220 +112%
EGA
1006
E&G Advisors
Texas
$440K
QT
1007
Quantamental Technologies
New York
$438K -$1.43M -7,416 -77%
PCA
1008
Peddock Capital Advisors
Massachusetts
$437K
CWA
1009
Canvas Wealth Advisors
Kansas
$437K -$21.7K -108 -5%
WANY
1010
Wealthspire Advisors (New York)
New York
$434K -$31.2K -162 -7%
9WM
1011
9258 Wealth Management
Ohio
$432K +$9.05K +47 +2%
MWM
1012
Meridian Wealth Management
Kentucky
$430K
DI
1013
DFPG Investments
Utah
$429K -$130K -674 -23%
EFMC
1014
Empire Financial Management Company
New York
$428K +$5.39K +28 +1%
SC
1015
SRB Corp
Massachusetts
$427K +$90.7K +471 +27%
DI
1016
DAGCO Inc
Ohio
$423K
BAM
1017
Blueshift Asset Management
New Jersey
$420K +$420K +2,182 New
BJL
1018
Brighton Jones LLC
Washington
$418K +$191K +990 +84%
FDS
1019
First Dallas Securities
Texas
$415K +$577 +3 +0.1%
FRM
1020
Foundation Resource Management
Arkansas
$415K +$15.4K +80 +4%
LC
1021
Lindbrook Capital
California
$413K -$18.7K -97 -4%
MMHP
1022
Murphy Middleton Hinkle & Parker
Georgia
$411K
AP
1023
Appleton Partners
Massachusetts
$409K
IW
1024
Imprint Wealth
South Carolina
$405K +$109K +549 +37%
PP
1025
PDS Planning
Ohio
$405K +$27.3K +142 +7%