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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 %
PMSA
1126
Patrick M. Sweeney & Associates
Illinois
$576K +$54.8K +190 +11%
AI
1127
Atom Investors
Texas
$575K +$575K +1,995 New
FTA
1128
Financial & Tax Architects
Missouri
$569K +$35.5K +123 +7%
RIL
1129
Rothschild Investment LLC
Illinois
$567K +$58.8K +204 +12%
AG
1130
AlTi Global
New York
$566K +$260K +899 +85%
PCP
1131
Proficio Capital Partners
Massachusetts
$563K -$259K -897 -31%
BWM
1132
Baron Wealth Management
Michigan
$560K +$67.8K +235 +14%
SCA
1133
Sandy Cove Advisors
Massachusetts
$560K +$8.08K +28 +1%
VWM
1134
Venturi Wealth Management
Texas
$559K +$1.44K +5 +0.3%
EWA
1135
EverSource Wealth Advisors
Alabama
$558K +$14.1K +49 +3%
BEAM
1136
Baker Ellis Asset Management
Washington
$558K +$558K +1,934 New
PCM
1137
Penserra Capital Management
California
$556K +$6.33K +22 +1%
GA
1138
Geller Advisors
New York
$556K +$15.3K +53 +3%
GFPC
1139
Global Financial Private Client
Florida
$554K +$6.06K +21 +1%
BAM
1140
Belpointe Asset Management
Nevada
$553K -$46.1K -160 -8%
CAG
1141
Crestwood Advisors Group
Massachusetts
$549K +$55.1K +191 +11%
TFP
1142
Tilia Fiduciary Partners
North Carolina
$549K +$36.3K +126 +7%
HTHT
1143
Hemenway Trust Hemenway Trust
New Hampshire
$548K -$28.6K -99 -5%
AF
1144
Advisornet Financial
Minnesota
$548K +$250K +867 +84%
SFS
1145
Strategic Financial Services
New York
$548K – – –
SCM
1146
Sterling Capital Management
North Carolina
$548K +$548K +1,900 New
AC
1147
ASB Consultores
Florida
$548K – – –
LW
1148
Linscomb Wealth
Texas
$542K +$15.6K +54 +3%
AIA
1149
Alera Investment Advisors
Illinois
$540K -$32.9K -114 -6%
WIA
1150
Wetzel Investment Advisors
Indiana
$540K +$12.4K +43 +2%
44 45
46
47 48