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Chubb
CB

Overview Fund Activity

1,472 hedge funds and large institutions have $69.2B invested in Chubb in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 614 increasing their positions, 528 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,472
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
23.21%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
107
Increased
614
Reduced
528
Closed
81
Calls
$172M
Puts
$204M
Net Calls
-$31.9M
Net Calls Change
-$49.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$273M
2
Two Sigma Investments
Two Sigma Investments
New York
+$153M
3
Ameriprise
Ameriprise
Minnesota
+$115M
4
OP
Oldfield Partners
United Kingdom
+$101M
5
Morgan Stanley
Morgan Stanley
New York
+$100M

Top Sellers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$4.04B
2
Capital International Investors
Capital International Investors
California
-$571M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$481M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$417M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBCM
1126
Heron Bay Capital Management
Michigan
$298K – – –
BWM
1127
Baron Wealth Management
Michigan
$298K +$5.2K +27 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1128
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$296K +$296K +1,538 New
SA
1129
Sicart Associates
New York
$292K -$60K -310 -17%
BTI
1130
Blue Trust Inc
Georgia
$292K -$515K -2,653 -64%
CL
1131
Choreo LLC
Illinois
$290K +$5.61K +29 +2%
SAM
1132
Steinberg Asset Management
New York
$289K – – –
APP
1133
Avantax Planning Partners
Iowa
$288K – – –
GSEP
1134
Golden State Equity Partners
California
$286K +$286K +1,485 New
LA
1135
Legacy Advisors
Pennsylvania
$282K -$46.2K -240 -14%
MLL
1136
Moody Lynn & Lieberson
Massachusetts
$281K +$11.9K +62 +4%
FANJ
1137
Financial Architects (New Jersey)
New Jersey
$280K – – –
SWA
1138
SFMG Wealth Advisors
Texas
$279K -$47.9K -249 -15%
PP
1139
Patten & Patten
Tennessee
$279K +$279K +1,449 New
AC
1140
Arjuna Capital
North Carolina
$279K -$312K -1,618 -53%
WCM
1141
Weik Capital Management
Pennsylvania
$278K +$49.1K +255 +21%
SPP
1142
Single Point Partners
Massachusetts
$278K +$7.89K +41 +3%
SA
1143
Strategic Advisors
New York
$277K – – –
PWMAG
1144
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$30.4K +158 +12%
WE
1145
Wealth Effects
Massachusetts
$275K +$193 +1 +0.1%
AR
1146
Advisory Research
Illinois
$275K +$275K +1,427 New
TIA
1147
Traphagen Investment Advisors
New Jersey
$274K -$7.7K -40 -3%
MIC
1148
Means Investment Company
Maine
$274K +$1.93K +10 +0.7%
TA
1149
Tectonic Advisors
Texas
$273K +$1.16K +6 +0.4%
PK
1150
Pflug Koory
Nebraska
$270K +$61.2K +318 +29%
44 45
46
47 48