1,586 hedge funds and large institutions have $82.4B invested in Chubb in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 588 increasing their positions, 556 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,586
Holders Change
+117
Holders Change %
+7.96%
% of All Funds
23.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.53%
New
218
Increased
588
Reduced
556
Closed
83
Calls
$425M
Puts
$334M
Net Calls
+$91.5M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
1001
CX Institutional
Indiana
$595K -$4.29K -19 -0.7%
WG
1002
Welch Group
Alabama
$595K +$40.5K +179 +7%
MWM
1003
Meridian Wealth Management
Kentucky
$595K +$96.5K +427 +19%
SWM
1004
Spire Wealth Management
Virginia
$595K -$21.4K -90 -3%
HPC
1005
HM Payson & Co
Maine
$589K -$8.36K -37 -1%
RPC
1006
Rossmore Private Capital
Connecticut
$588K +$9.27K +41 +2%
SFSG
1007
Sound Financial Strategies Group
Mississippi
$585K -$344K -1,523 -37%
FHA
1008
Flagship Harbor Advisors
Massachusetts
$584K +$46.8K +207 +9%
EHC
1009
Everett Harris & Co
California
$583K -$7.68K -34 -1%
WJWM
1010
Williams Jones Wealth Management
New York
$578K +$58.8K +260 +11%
FFN
1011
Focus Financial Network
Minnesota
$577K +$268K +1,181 +87%
BBA
1012
Baader Bank Aktiengesellschaft
Germany
$576K -$104K -460 -15%
CFFP
1013
Center for Financial Planning
Michigan
$569K +$4.07K +18 +0.7%
ZB
1014
Zions Bancorporation
Utah
$569K +$516K +2,284 +984%
LC
1015
Lindbrook Capital
California
$562K +$78.2K +346 +16%
LFA
1016
Legacy Financial Advisors
Kentucky
$560K +$28.9K +128 +5%
CA
1017
Commerzbank Aktiengesellschaft
Germany
$558K -$409K -1,811 -42%
CFG
1018
Citizens Financial Group
Rhode Island
$557K +$198K +876 +55%
FMWA
1019
Forvis Mazars Wealth Advisors
Missouri
$557K -$226 -1 -0%
SWP
1020
Strategic Wealth Partners
Ohio
$548K -$4.18M -18,498 -88%
JIC
1021
Joel Isaacson & Co
New York
$548K
GA
1022
Goldstein Advisors
Wisconsin
$544K +$7.91K +35 +1%
GSEP
1023
Golden State Equity Partners
California
$543K +$127K +562 +31%
KFS
1024
Kurt F. Somerville
$542K
EFMC
1025
Empire Financial Management Company
New York
$541K