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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 %
CI
1026
CX Institutional
Indiana
$787K +$39.5K +137 +5%
PCA
1027
Pallas Capital Advisors
Massachusetts
$781K +$44.7K +152 +6%
VT
1028
Vise Technologies
New York
$780K +$260K +902 +50%
1W
1029
1776 Wealth
Georgia
$780K +$288 +1 +0%
LC
1030
Lindbrook Capital
California
$771K -$7.21K -25 -0.9%
HJIM
1031
Henry James International Management
New York
$769K – – –
AWA
1032
Arkadios Wealth Advisors
Georgia
$766K +$282K +977 +58%
MBT
1033
Montecito Bank & Trust
California
$765K -$3.75K -13 -0.5%
LFA
1034
Legacy Financial Advisors
Kentucky
$765K +$48.4K +168 +7%
CSI
1035
Cross Staff Investments
New York
$764K – – –
WG
1036
Welch Group
Alabama
$763K – – –
CSB
1037
City State Bank
Iowa
$763K -$2.02K -7 -0.3%
FWA
1038
FSM Wealth Advisors
Ohio
$758K +$19K +66 +3%
Group One Trading
1039
Group One Trading
Illinois
$758K +$176K +611 +30%
SFS
1040
Stiles Financial Services
Minnesota
$758K -$10.7K -37 -1%
RFA
1041
Resurgent Financial Advisors
Georgia
$755K -$76.1K -264 -9%
RW
1042
REDW Wealth
New Mexico
$751K – – –
WFAG
1043
Worth Financial Advisory Group
North Carolina
$747K +$44.7K +155 +6%
WJWM
1044
Williams Jones Wealth Management
New York
$746K -$14.1K -49 -2%
EHC
1045
Everett Harris & Co
California
$744K – – –
PCA
1046
Peddock Capital Advisors
Massachusetts
$742K – – –
ECG
1047
Edge Capital Group
Georgia
$740K -$33.2K -115 -4%
AF
1048
Apexium Financial
Texas
$739K +$4.34K +15 +0.6%
BBA
1049
Baader Bank Aktiengesellschaft
Germany
$735K – – –
HW
1050
Hamilton Wealth
California
$727K +$191K +661 +35%
40 41
42
43 44