CB icon

Chubb
CB

Overview Fund Activity

1,469 hedge funds and large institutions have $75.1B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 564 increasing their positions, 554 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,469
Holders Change
-3
Holders Change %
-0.2%
% of All Funds
23.42%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
132
Increased
564
Reduced
554
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$556M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$218M
4
Barclays
Barclays
United Kingdom
+$144M
5
Lazard Asset Management
Lazard Asset Management
New York
+$103M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$421M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$308M
3
AIM
Alphinity Investment Management
Australia
-$253M
4
Millennium Management
Millennium Management
New York
-$230M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$187M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1051
Manchester Capital Management
Vermont
$378K +$12.7K +61 +3%
CWM
1052
Congress Wealth Management
Massachusetts
$378K +$32.5K +156 +9%
CWA
1053
Clearview Wealth Advisors
Oregon
$377K +$1.67K +8 +0.4%
GLA
1054
Good Life Advisors
Pennsylvania
$377K +$377K +1,812 New
SPWG
1055
Sage Private Wealth Group
Illinois
$376K +$6.25K +30 +2%
TSS
1056
Two Sigma Securities
New York
$375K -$611K -2,933 -62%
LAI
1057
Legal Advantage Investments
California
$375K – – –
SPA
1058
Shore Point Advisors
New Jersey
$374K +$833 +4 +0.2%
GA
1059
Geller Advisors
New York
$373K +$2.51K +12 +0.7%
WA
1060
Wambolt & Associates
Colorado
$372K -$11.6K -56 -3%
FNB
1061
Farmers National Bank
Kentucky
$372K – – –
BEI
1062
Benjamin Edwards Inc
Missouri
$372K +$14K +67 +4%
APWM
1063
Argonautica Private Wealth Management
Massachusetts
$371K +$3.54K +17 +1%
EI
1064
Ellevest Inc
New York
$369K -$25.6K -123 -6%
BCM
1065
BluePath Capital Management
Georgia
$368K +$368K +1,766 New
ACA
1066
Atlas Capital Advisors
Wyoming
$365K – – –
SVWAG
1067
Sound View Wealth Advisors Group
Georgia
$364K +$35.8K +172 +11%
TBA
1068
Tower Bridge Advisors
Pennsylvania
$363K +$3.54K +17 +1%
FCP
1069
Fidelis Capital Partners
Florida
$363K +$5.62K +27 +2%
WOC
1070
West Oak Capital
California
$361K -$10.4K -50 -3%
EWM
1071
Empirical Wealth Management
Washington
$356K +$21.4K +103 +6%
MA
1072
Mutual Advisors
Nebraska
$356K +$2.5K +12 +0.7%
BP
1073
Broadleaf Partners
Ohio
$355K – – –
LC
1074
Lavaca Capital
Texas
$354K +$2.08K +10 +0.6%
EFI
1075
EHP Funds Inc
Canada
$354K -$1.23M -5,900 -78%
41 42
43
44 45