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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 %
CFG
1026
Citizens Financial Group
Rhode Island
$688K +$49.8K +192 +8%
CSB
1027
City State Bank
Iowa
$688K – – –
CWM
1028
Cornerstone Wealth Management
Missouri
$688K -$21K -81 -3%
SQA
1029
Simon Quick Advisors
New Jersey
$687K +$453K +1,747 +193%
CSI
1030
Cross Staff Investments
New York
$686K – – –
CFFP
1031
Center for Financial Planning
Michigan
$686K +$33.9K +131 +5%
EFMC
1032
Empire Financial Management Company
New York
$683K +$62.2K +240 +10%
CI
1033
CX Institutional
Indiana
$682K -$1.04K -4 -0.2%
TA
1034
TKG Advisors
Indiana
$674K -$16.1K -62 -2%
BSW
1035
Buckingham Strategic Wealth
Missouri
$670K -$14.3K -55 -2%
EHC
1036
Everett Harris & Co
California
$668K – – –
CP
1037
Canopy Partners
Ohio
$668K +$73.9K +285 +12%
FHA
1038
Flagship Harbor Advisors
Massachusetts
$667K -$2.59K -10 -0.4%
LC
1039
Lindbrook Capital
California
$667K +$22.5K +87 +3%
AF
1040
Apexium Financial
Texas
$665K -$357K -1,373 -35%
APA
1041
Astoria Portfolio Advisors
New York
$664K -$20K -82 -3%
WJWM
1042
Williams Jones Wealth Management
New York
$663K +$1.04K +4 +0.2%
SWM
1043
SeaCrest Wealth Management
New York
$661K -$31.4K -121 -5%
SFSG
1044
Sound Financial Strategies Group
Mississippi
$661K -$10.4K -40 -2%
BBA
1045
Baader Bank Aktiengesellschaft
Germany
$661K – – –
BEI
1046
Benjamin Edwards Inc
Missouri
$659K +$154K +595 +31%
SWM
1047
Spire Wealth Management
Virginia
$657K +$7.51K +29 +1%
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$656K +$18.1K +70 +3%
GIA
1049
Gladstone Institutional Advisory
Florida
$654K -$1.77M -6,836 -73%
FFA
1050
Farther Finance Advisors
California
$654K +$132K +513 +25%
40 41
42
43 44