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
Name Holding Trade Value Shares
Change
Shares
Change %
SGK
1126
Steigerwald Gordon & Koch
Virginia
$312K +$312K +1,500 New
NFA
1127
Northern Financial Advisors
Michigan
$311K +$67.7K +325 +28%
CPIG
1128
Chicago Partners Investment Group
Illinois
$311K -$7.02K -34 -2%
SWA
1129
SFMG Wealth Advisors
Texas
$310K +$8.12K +39 +3%
WE
1130
Wealth Effects
Massachusetts
$305K +$7.91K +38 +3%
MLL
1131
Moody Lynn & Lieberson
Massachusetts
$304K
MWM
1132
Modera Wealth Management
New Jersey
$303K +$19.2K +92 +7%
EVM
1133
Evelyn V. Moreno
$302K +$302K +1,450 New
CCA
1134
Childress Capital Advisors
Texas
$302K +$302K +1,449 New
WCM
1135
Weik Capital Management
Pennsylvania
$301K
EGM
1136
Engineers Gate Manager
New York
$297K -$4.64M -22,274 -94%
AR
1137
Advisory Research
Illinois
$297K -$208 -1 -0.1%
PK
1138
Pflug Koory
Nebraska
$296K +$4.79K +23 +2%
MIC
1139
Means Investment Company
Maine
$296K +$416 +2 +0.1%
TA
1140
Tectonic Advisors
Texas
$296K +$1.25K +6 +0.4%
PWP
1141
Phillips Wealth Planners
Mississippi
$295K +$211 +1 +0.1%
MFA
1142
Mayflower Financial Advisors
Massachusetts
$294K +$11.9K +57 +4%
WPW
1143
Warther Private Wealth
Ohio
$294K +$294K +1,412 New
AP
1144
Americana Partners
Texas
$292K +$292K +1,403 New
JFGIW
1145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K
SLWA
1146
San Luis Wealth Advisors
California
$287K -$129K -619 -31%
LOIP
1147
Live Oak Investment Partners
Texas
$286K -$311K
WFI
1148
West Family Investments
California
$286K
TWA
1149
Tandem Wealth Advisors
Arizona
$285K -$3.54K -17 -1%
PTC
1150
Petrus Trust Company
Texas
$285K -$195K -938 -41%