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
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
1151
CTC Alternative Strategies
Illinois
$270K +$270K +1,400 New
PWP
1152
Phillips Wealth Planners
Mississippi
$269K +$51.4K +267 +24%
IAIM
1153
Industrial Alliance Investment Management
Quebec, Canada
$268K -$725K -3,760 -73%
TWA
1154
Tandem Wealth Advisors
Arizona
$267K +$30.2K +157 +13%
JFGIW
1155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K +$133K +690 +100%
AWA
1156
Arkadios Wealth Advisors
Georgia
$265K +$13.7K +71 +5%
WFI
1157
West Family Investments
California
$265K -$45.8K -238 -15%
MWM
1158
Modera Wealth Management
New Jersey
$263K +$32K +166 +14%
MFA
1159
Mayflower Financial Advisors
Massachusetts
$261K +$12.1K +63 +5%
RA
1160
RFG Advisory
Alabama
$260K -$37.8K -196 -13%
DCM
1161
Donaldson Capital Management
Indiana
$260K +$36.4K +189 +16%
CFP
1162
Catalyst Financial Partners
Massachusetts
$259K +$22.1K +115 +9%
ILI
1163
Invesco LLC (Illinois)
Illinois
$258K +$258K +1,342 New
FTA
1164
Financial & Tax Architects
Missouri
$258K +$4.82K +25 +2%
PA
1165
Procyon Advisors
Connecticut
$258K +$40.2K +209 +18%
TFP
1166
Tilia Fiduciary Partners
North Carolina
$257K +$65.1K +338 +34%
NC
1167
NinePointTwo Capital
California
$257K
HFG
1168
Heron Financial Group
New York
$256K +$3.85K +20 +2%
GPA
1169
Guerra Pan Advisors
New Jersey
$255K
SAM
1170
Strategy Asset Managers
California
$255K +$3.66K +19 +1%
BG
1171
Bollard Group
Massachusetts
$253K +$4.81K +25 +2%
FCB
1172
First County Bank
Connecticut
$252K +$252K +1,309 New
AC
1173
Abbrea Capital
California
$251K +$46.9K +243 +23%
TCOT
1174
Trust Company of Toledo
Ohio
$251K
LWP
1175
Lumature Wealth Partners
Georgia
$250K -$1.16K -6 -0.5%