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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 %
ZB
1051
Zions Bancorporation
Utah
$654K +$1.81K +7 +0.3%
AFG
1052
Atomi Financial Group
New York
$651K +$76.2K +294 +13%
LFA
1053
Legacy Financial Advisors
Kentucky
$646K +$4.15K +16 +0.6%
MYIA
1054
Mount Yale Investment Advisors
Colorado
$645K -$262K -1,011 -29%
FNBT
1055
FineMark National Bank & Trust
Florida
$631K -$57.3K -221 -8%
BB
1056
Burford Brothers
Texas
$630K +$13K +50 +2%
BCM
1057
BluePath Capital Management
Georgia
$630K +$54.9K +212 +10%
JIC
1058
Joel Isaacson & Co
New York
$628K – – –
RWM
1059
Revisor Wealth Management
Ohio
$627K +$349K +1,438 +125%
KFS
1060
Kurt F. Somerville
$622K – – –
SWP
1061
Strategic Wealth Partners
Ohio
$621K -$7.26K -28 -1%
SIM
1062
Sentry Investment Management
Wisconsin
$619K +$63.3K +244 +11%
VC
1063
Vicus Capital
Pennsylvania
$616K +$225K +870 +58%
GA
1064
Goldstein Advisors
Wisconsin
$612K -$11.4K -44 -2%
MIC
1065
Means Investment Company
Maine
$609K +$261K +1,007 +75%
FWA
1066
FSM Wealth Advisors
Ohio
$608K -$2.59K -10 -0.4%
PP
1067
PDS Planning
Ohio
$605K +$13.2K +51 +2%
PL
1068
Plancorp LLC
Missouri
$605K +$59.9K +231 +11%
FCCM
1069
First City Capital Management
Georgia
$601K -$4.41K -17 -0.7%
SIG
1070
Sky Investment Group
Connecticut
$598K – – –
TCM
1071
Tributary Capital Management
Nebraska
$596K -$130K -500 -18%
SAM
1072
Silvercrest Asset Management
New York
$593K -$5.44K -21 -0.9%
EGA
1073
E&G Advisors
Texas
$591K -$1.56K -6 -0.3%
PCA
1074
Peddock Capital Advisors
Massachusetts
$589K – – –
AWM
1075
AE Wealth Management
Kansas
$588K -$4.26M -16,443 -88%
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