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Chubb
CB

Overview Fund Activity

1,685 hedge funds and large institutions have $93.1B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 589 increasing their positions, 646 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,685
Holders Change
+99
Holders Change %
+6.24%
% of All Funds
24.42%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
187
Increased
589
Reduced
646
Closed
68
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$535M
3
First Trust Advisors
First Trust Advisors
Illinois
+$194M
4
National Pension Service
National Pension Service
South Korea
+$182M
5
Capital World Investors
Capital World Investors
California
+$178M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$787M
3
Morgan Stanley
Morgan Stanley
New York
-$729M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$237M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1001
Waldron Private Wealth
Pennsylvania
$735K +$16.6K +64 +2%
GLR
1002
Great Lakes Retirement
Ohio
$733K +$24.4K +94 +3%
MSCM
1003
McElhenny Sheffield Capital Management
Texas
$727K -$30.8K -119 -4%
MFIM
1004
Mesirow Financial Investment Management
Illinois
$725K +$142K +550 +24%
HL
1005
HeadInvest LLC
Maine
$723K – – –
PCP
1006
Proficio Capital Partners
Massachusetts
$722K +$16.8K +65 +2%
MIM
1007
Merrion Investment Management
New Jersey
$718K – – –
GSC
1008
G&S Capital
Colorado
$715K -$22.5K -87 -3%
NP
1009
NorthRock Partners
Minnesota
$713K +$18.7K +72 +3%
HH
1010
Hilltop Holdings
Texas
$712K +$22.3K +86 +3%
FTWA
1011
Fifth Third Wealth Advisors
Ohio
$712K +$107K +413 +18%
SC
1012
SRB Corp
Massachusetts
$709K +$116K +449 +20%
JWCA
1013
J.W. Cole Advisors
Florida
$707K -$40.2K -155 -5%
SCM
1014
Shelton Capital Management
Colorado
$703K – – –
CGL
1015
Clarius Group LLC
Washington
$702K -$125K -483 -15%
CAM
1016
Cidel Asset Management
Ontario, Canada
$701K -$145K -561 -17%
PPWP
1017
Premier Path Wealth Partners
New Jersey
$698K -$23.3K -90 -3%
VSQM
1018
V-Square Quantitative Management
Illinois
$697K +$432K +1,666 +163%
ECG
1019
Edge Capital Group
Georgia
$697K -$1.3K -5 -0.2%
BAM
1020
Boyar Asset Management
New York
$696K -$1.3K -5 -0.2%
MBT
1021
Montecito Bank & Trust
California
$696K -$23.8K -92 -3%
ACGA
1022
Atlanta Consulting Group Advisors
Georgia
$696K +$696K +2,687 New
ETC
1023
Exchange Traded Concepts
Oklahoma
$692K -$88.6K -342 -11%
CAMG
1024
CWA Asset Management Group
Florida
$691K +$114K +439 +20%
HJIM
1025
Henry James International Management
New York
$691K – – –
39 40
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