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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 %
FFA
1101
Farther Finance Advisors
California
$332K -$15.2K -73 -4%
BCP
1102
Berkeley Capital Partners
Georgia
$332K -$28.1K -135 -8%
AWA
1103
Arkadios Wealth Advisors
Georgia
$331K +$45.2K +217 +16%
RGC
1104
Roberts, Glore & Co
Illinois
$331K – – –
CFP
1105
Catalyst Financial Partners
Massachusetts
$331K +$50.4K +242 +18%
CFG
1106
Citizens Financial Group
Rhode Island
$331K -$292K -1,401 -47%
BAAM
1107
Baker Avenue Asset Management
California
$330K -$1.67K -8 -0.5%
QWM
1108
QP Wealth Management
New Jersey
$330K – – –
BWP
1109
BSW Wealth Partners
Colorado
$330K +$70.2K +337 +27%
EBWM
1110
Eagle Bluffs Wealth Management
Missouri
$330K -$86.8K -417 -21%
RWM
1111
Revisor Wealth Management
Ohio
$329K +$58.7K +282 +22%
BWM
1112
Baron Wealth Management
Michigan
$327K +$5.83K +28 +2%
DS
1113
DRW Securities
Illinois
$327K -$4.27M -20,560 -93%
FFA
1114
First Foundation Advisors
California
$326K +$80.8K +388 +33%
AAP
1115
Arax Advisory Partners
Colorado
$326K -$7.49K -36 -2%
TFP
1116
Tilia Fiduciary Partners
North Carolina
$324K +$46K +221 +17%
EH
1117
Equitable Holdings
New York
$323K +$72.9K +350 +29%
CA
1118
Carson Advisory
Georgia
$322K +$61.2K +294 +23%
HBCM
1119
Heron Bay Capital Management
Michigan
$322K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1120
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$320K – – –
AIM
1121
Anchor Investment Management
South Carolina
$318K -$13.9K -67 -4%
PCIG
1122
Partners Capital Investment Group
Massachusetts
$317K -$967K -4,643 -75%
SA
1123
Sicart Associates
New York
$316K – – –
KAS
1124
KPP Advisory Services
Kentucky
$315K +$315K +1,511 New
SAM
1125
Steinberg Asset Management
New York
$314K – – –
43 44
45
46 47