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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 %
GSC
1101
G&S Capital
Colorado
$632K +$3.46K +12 +0.6%
PDL
1102
Portfolio Design Labs
California
$622K -$1.57M -5,447 -72%
CAS
1103
CTC Alternative Strategies
Illinois
$620K +$43.3K +150 +8%
BWP
1104
BSW Wealth Partners
Colorado
$616K +$204K +707 +49%
MMHP
1105
Murphy Middleton Hinkle & Parker
Georgia
$615K – – –
FRM
1106
Foundation Resource Management
Arkansas
$614K – – –
CPWA
1107
Cerro Pacific Wealth Advisors
California
$612K – – –
CPC
1108
Cookson Peirce & Co
Pennsylvania
$612K -$844K -2,926 -58%
BFM
1109
Boston Financial Management
Massachusetts
$610K +$33.2K +115 +6%
MFA
1110
Mayflower Financial Advisors
Massachusetts
$610K +$865 +3 +0.1%
IIM
1111
InTrack Investment Management
Vermont
$608K +$14.4K +50 +2%
HI
1112
Harbour Investments
Wisconsin
$601K +$19K +66 +3%
ATPW
1113
Ashton Thomas Private Wealth
Arizona
$600K +$44.1K +153 +8%
CIA
1114
Capital Investment Advisors
Georgia
$598K +$54.5K +189 +10%
WWM
1115
Western Wealth Management
Colorado
$598K -$54.8K -190 -8%
GWP
1116
Gen-Wealth Partners
Michigan
$598K -$13.3K -47 -2%
CPIG
1117
Chicago Partners Investment Group
Illinois
$595K +$117K +397 +24%
BFIC
1118
Bedell Frazier Investment Counselling
California
$591K +$591K +2,050 New
HCM
1119
Hutner Capital Management
Vermont
$587K +$587K +2,035 New
BB
1120
Bell Bank
North Dakota
$587K -$1.15K -4 -0.2%
VFIC
1121
Valley Forge Investment Consultants
Pennsylvania
$586K +$9.52K +33 +2%
CTC
1122
Cetera Trust Company
Minnesota
$585K – – –
NG
1123
Northstar Group
New York
$583K +$204K +709 +54%
SWP
1124
Strategic Wealth Partners
Ohio
$580K +$4.9K +17 +0.9%
CJL
1125
Cyrus J. Lawrence
New York
$578K – – –
43 44
45
46 47