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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 %
OPTFSNA
1101
Old Point Trust & Financial Services N A
Virginia
$533K +$130K +502 +32%
WSTAM
1102
Wilbanks Smith & Thomas Asset Management
Virginia
$530K +$289K +1,114 +120%
BB
1103
Bell Bank
North Dakota
$528K +$528K +2,038 New
GIA
1104
Gateway Investment Advisers
Ohio
$527K -$47.2K -182 -8%
HVIA
1105
Hudson Valley Investment Advisors
New York
$526K -$166K -641 -24%
CTC
1106
Cetera Trust Company
Minnesota
$526K -$25.9K -100 -5%
BAM
1107
Belpointe Asset Management
Nevada
$526K +$1.04K +4 +0.2%
EI
1108
Ellevest Inc
New York
$520K -$12.7K -49 -2%
RCA
1109
Ranch Capital Advisors
Florida
$519K +$1.82K +7 +0.4%
VFIC
1110
Valley Forge Investment Consultants
Pennsylvania
$518K – – –
FI
1111
Fosun International
China
$518K – – –
CJL
1112
Cyrus J. Lawrence
New York
$518K +$518K +2,006 New
IBOK
1113
Independence Bank of Kentucky
Kentucky
$517K -$42.8K -165 -8%
EARNEST Partners
1114
EARNEST Partners
Georgia
$513K +$1.81K +7 +0.4%
MWM
1115
Modern Wealth Management
Kansas
$513K +$67.9K +262 +15%
TPI
1116
Trust Point Inc
Wisconsin
$512K -$515K -1,986 -50%
HI
1117
Harbour Investments
Wisconsin
$509K -$79.6K -307 -14%
GWP
1118
Gen-Wealth Partners
Michigan
$509K +$509K +1,965 New
BFM
1119
Boston Financial Management
Massachusetts
$506K – – –
PCA
1120
Pallas Capital Advisors
Massachusetts
$502K +$40.9K +158 +9%
BJL
1121
Brighton Jones LLC
Washington
$496K +$87.1K +336 +21%
ALAM
1122
Asahi Life Asset Management
Japan
$496K +$496K +1,915 New
PCM
1123
Penserra Capital Management
California
$496K -$461K -1,786 -48%
RWM
1124
RBA Wealth Management
California
$495K -$9.85K -38 -2%
SCA
1125
Sandy Cove Advisors
Massachusetts
$494K -$10.9K -42 -2%
43 44
45
46 47