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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 %
GC
1151
Grimes & Company
Massachusetts
$538K -$2.88K -10 -0.5%
RW
1152
Rede Wealth
Virginia
$537K -$865 -3 -0.2%
HC
1153
Hara Capital
Washington
$537K -$9.52K -33 -2%
MWM
1154
Modern Wealth Management
Kansas
$534K +$15.3K +53 +3%
IA
1155
IFP Advisors
Florida
$531K +$236K +819 +80%
PA
1156
Promethium Advisors
Maryland
$529K +$529K +1,830 New
SVWAG
1157
Sound View Wealth Advisors Group
Georgia
$528K +$31.7K +110 +6%
BWM
1158
BlackDiamond Wealth Management
New York
$527K -$78.9K -279 -13%
SCM
1159
Stonebridge Capital Management
California
$527K – – –
EFG
1160
Everhart Financial Group
Ohio
$526K +$47.3K +164 +10%
CFP
1161
Catalyst Financial Partners
Massachusetts
$525K +$23.6K +82 +5%
MWM
1162
Modera Wealth Management
New Jersey
$523K -$11.2K -39 -2%
MCC
1163
Money Concepts Capital
Florida
$523K +$523K +1,814 New
SPA
1164
Shore Point Advisors
New Jersey
$522K +$288 +1 +0.1%
AWA
1165
Aaron Wealth Advisors
Illinois
$519K +$58.8K +204 +13%
DP
1166
Dearborn Partners
Illinois
$519K +$51K +177 +11%
DI
1167
DAGCO Inc
Ohio
$518K – – –
FCB
1168
First County Bank
Connecticut
$517K +$88.5K +307 +21%
GIA
1169
Gateway Investment Advisers
Ohio
$515K -$56.2K -195 -10%
SIM
1170
Sentry Investment Management
Wisconsin
$513K -$58.6K -203 -10%
TA
1171
TKG Advisors
Indiana
$513K -$14.1K -49 -3%
PCM
1172
Pointe Capital Management
Michigan
$511K +$37.8K +131 +8%
MCM
1173
Manchester Capital Management
Vermont
$510K +$9.52K +33 +2%
CPA
1174
Cardiff Park Advisors
California
$509K +$1.73K +6 +0.3%
AIM
1175
Aspen Investment Management
Michigan
$508K +$508K +1,760 New
45 46
47
48 49