CB icon

Chubb
CB

Overview Fund Activity

1,396 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 553 increasing their positions, 499 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+6
Holders Change %
+0.43%
% of All Funds
23.61%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
116
Increased
553
Reduced
499
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$342M
2
Morgan Stanley
Morgan Stanley
New York
+$321M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$171M
4
AIM
Alphinity Investment Management
Australia
+$148M
5
Invesco
Invesco
Georgia
+$142M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$624M
2
Capital World Investors
Capital World Investors
California
-$543M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$471M
4
AWA
Aaron Wealth Advisors
Illinois
-$440M
5
State Street
State Street
Massachusetts
-$330M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1126
Bickling Financial Services
Massachusetts
$230K +$985 +5 +0.4%
EWM
1127
Endowment Wealth Management
Wisconsin
$230K +$4.13K +21 +2%
DA
1128
DSC Advisors
Illinois
$229K +$7.48K +38 +3%
HSA
1129
HBK Sorce Advisory
Pennsylvania
$229K +$15.7K +80 +7%
ST
1130
Sageworth Trust
Pennsylvania
$229K +$229K +1,165 New
SA
1131
Strategic Advisors
New York
$228K +$4.51K +23 +2%
EFG
1132
Everhart Financial Group
Ohio
$227K +$227K +1,156 New
OC
1133
Oakworth Capital
Alabama
$226K – – –
ACM
1134
AUA Capital Management
Pennsylvania
$226K – – –
WAP
1135
Wealthcare Advisory Partners
Pennsylvania
$226K +$226K +1,147 New
PP
1136
PDS Planning
Ohio
$226K +$226K +1,150 New
SB
1137
Sunflower Bank
Texas
$224K -$17.3K -88 -7%
AP
1138
Appleton Partners
Massachusetts
$224K -$10.6K -54 -5%
FDCC
1139
Foster Dykema Cabot & Co
Massachusetts
$224K – – –
CWA
1140
Canvas Wealth Advisors
Kansas
$222K -$3.53K -18 -2%
BEI
1141
Benjamin Edwards Inc
Missouri
$222K +$15.8K +80 +8%
MSAM
1142
Moloney Securities Asset Management
Missouri
$219K -$17.7K -90 -7%
STA
1143
Summit Trail Advisors
New York
$219K +$219K +1,111 New
SRG
1144
SBB Research Group
Illinois
$218K +$218K +1,107 New
DI
1145
Diligent Investors
California
$217K -$19.6K -100 -8%
EW
1146
Evoke Wealth
California
$217K +$8.08K +41 +4%
JCIA
1147
Jackson Creek Investment Advisors
Colorado
$217K +$217K +1,150 New
NJBEST
1148
New Jersey Better Educational Savings Trust
New Jersey
$216K – – –
SFA
1149
Souders Financial Advisors
Ohio
$216K +$2.75K +14 +1%
PCH
1150
Polar Capital Holdings
United Kingdom
$215K +$8.79K +44,698 +4%
44 45
46
47 48