1,458 hedge funds and large institutions have $70.9B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 576 increasing their positions, 529 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,458
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.34%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
130
Increased
576
Reduced
529
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
1026
PDS Planning
Ohio
$381K +$134K +688 +54%
EBWM
1027
Eagle Bluffs Wealth Management
Missouri
$378K +$4.27K +22 +1%
CIM
1028
Contravisory Investment Management
Massachusetts
$371K +$8.74K +45 +2%
SAG
1029
SageView Advisory Group
California
$367K +$367K +1,890 New
EA
1030
Eudaimonia Advisors
Tennessee
$367K -$52K -268 -12%
BEI
1031
Benjamin Edwards Inc
Missouri
$365K +$120K +615 +49%
FAFN
1032
First Affirmative Financial Network
Colorado
$364K +$36.9K +190 +11%
GC
1033
Grimes & Company
Massachusetts
$360K -$4.47K -23 -1%
BBA
1034
BLB&B Advisors
Pennsylvania
$359K -$7.96K -41 -2%
BFG
1035
Barber Financial Group
Kansas
$358K -$388 -2 -0.1%
LFA
1036
Legacy Financial Advisors
Kentucky
$358K -$32K -165 -8%
CWA
1037
Clearview Wealth Advisors
Oregon
$355K -$135K -693 -27%
SCM
1038
Stonebridge Capital Management
California
$355K
SA
1039
Sicart Associates
New York
$355K
GW
1040
GW & Wade
Massachusetts
$353K -$30.9K -159 -8%
PWMG
1041
Prestige Wealth Management Group
New Jersey
$351K +$14.6K +75 +4%
GL
1042
Graypoint LLC
New York
$349K +$6.8K +35 +2%
FCBT
1043
First Citizens Bank & Trust
North Carolina
$349K +$1.94K +10 +0.6%
FNB
1044
Farmers National Bank
Kentucky
$349K -$2.33K -12 -0.7%
SPA
1045
Shore Point Advisors
New Jersey
$348K +$348K +1,794 New
LC
1046
Lavaca Capital
Texas
$347K +$347K +1,774 New
WOC
1047
West Oak Capital
California
$347K
MSAM
1048
Moloney Securities Asset Management
Missouri
$347K +$120K +620 +53%
PFWA
1049
Paces Ferry Wealth Advisors
Georgia
$344K +$26.2K +135 +8%
SPWG
1050
Sage Private Wealth Group
Illinois
$344K +$31.9K +164 +10%