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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 %
JIC
1051
Joel Isaacson & Co
New York
$724K – – –
CGL
1052
Clarius Group LLC
Washington
$722K -$19K -66 -3%
KIA
1053
Knollwood Investment Advisory
Maryland
$721K – – –
SAI
1054
Savvy Advisors Inc
New York
$721K +$721K +2,500 New
VSQM
1055
V-Square Quantitative Management
Illinois
$721K – – –
GWMR
1056
GC Wealth Management RIA
Massachusetts
$717K -$74.1K -257 -9%
CP
1057
Canopy Partners
Ohio
$715K -$7.21K -25 -1%
GA
1058
Goldstein Advisors
Wisconsin
$714K +$21.3K +74 +3%
VBCG
1059
Valley Brook Capital Group
Pennsylvania
$712K +$27.4K +95 +4%
SCM
1060
Shelton Capital Management
Colorado
$710K -$73K -253 -9%
CCG
1061
Catalina Capital Group
California
$707K +$47.9K +166 +7%
SAM
1062
Silvercrest Asset Management
New York
$703K -$8.94K -31 -1%
BB
1063
Burford Brothers
Texas
$701K – – –
UFF
1064
USA Financial Formulas
Michigan
$701K -$1.22M -4,219 -63%
SMA
1065
Sage Mountain Advisors
Georgia
$699K +$34.3K +119 +5%
GSB
1066
Greenfield Savings Bank
Massachusetts
$699K +$149K +517 +27%
ZB
1067
Zions Bancorporation
Utah
$697K +$64.9K +225 +10%
NWAG
1068
Net Worth Advisory Group
Utah
$694K +$694K +2,408 New
MSCM
1069
McElhenny Sheffield Capital Management
Texas
$694K -$75.8K -263 -10%
CAM
1070
Cidel Asset Management
Ontario, Canada
$694K -$40.7K -141 -6%
PP
1071
PDS Planning
Ohio
$694K -$11.2K -39 -2%
MYIA
1072
Mount Yale Investment Advisors
Colorado
$693K -$20.2K -70 -3%
KFS
1073
Kurt F. Somerville
$692K – – –
IWA
1074
Icon Wealth Advisors
Texas
$692K +$6.35K +22 +0.9%
PL
1075
Plancorp LLC
Missouri
$689K +$6.92K +24 +1%
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