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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 %
KSWWM
1001
Keyes Stange & Wooten Wealth Management
Florida
$862K -$164K -567 -16%
BSA
1002
Bull Street Advisors
Georgia
$854K -$21.6K -75 -2%
FAFN
1003
First Affirmative Financial Network
Colorado
$854K +$16.4K +57 +2%
AG
1004
Ascent Group
Virginia
$852K -$1.15M -3,991 -57%
HL
1005
HeadInvest LLC
Maine
$851K +$31.1K +108 +4%
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$849K -$8.65K -30 -1%
WPW
1007
Waldron Private Wealth
Pennsylvania
$845K +$45.9K +159 +6%
CB
1008
CNB Bank
Pennsylvania
$842K +$81K +281 +11%
RPC
1009
Rossmore Private Capital
Connecticut
$836K – – –
NL
1010
NVWM LLC
Pennsylvania
$827K -$4.9K -17 -0.6%
EWA
1011
Encompass Wealth Advisors
Oregon
$827K – – –
FAB
1012
First American Bank
Illinois
$827K +$2.88K +10 +0.4%
SFSG
1013
Sound Financial Strategies Group
Mississippi
$820K +$12.7K +44 +2%
MFIM
1014
Mesirow Financial Investment Management
Illinois
$819K +$159K +550 +24%
AC
1015
Avestar Capital
New York
$811K +$40.4K +140 +5%
BAM
1016
Boyar Asset Management
New York
$804K +$29.4K +102 +4%
OWP
1017
ORG Wealth Partners
Texas
$804K +$804K +2,788 New
SWM
1018
SeaCrest Wealth Management
New York
$804K +$60K +208 +8%
MIM
1019
Merrion Investment Management
New Jersey
$799K – – –
WFI
1020
West Family Investments
California
$797K +$40.1K +139 +5%
HFM
1021
Harvest Fund Management
China
$796K +$330K +1,143 +71%
KSB
1022
Kennebec Savings Bank
Maine
$792K +$792K +2,748 New
EFMC
1023
Empire Financial Management Company
New York
$789K – – –
AWM
1024
AE Wealth Management
Kansas
$787K -$212K -736 -21%
LI
1025
LRI Investments
Florida
$787K +$397K +1,385 +102%
39 40
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