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Chubb
CB

Overview Fund Activity

1,877 hedge funds and large institutions have $99.1B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 762 increasing their positions, 605 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,877
Holders Change
+88
Holders Change %
+4.92%
% of All Funds
24.98%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.56%
New
214
Increased
762
Reduced
605
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$389M
2
GQG Partners
GQG Partners
Florida
+$326M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$278M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$149M
5
Northern Trust
Northern Trust
Illinois
+$144M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$1.85B
2
Capital International Investors
Capital International Investors
California
-$328M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$317M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$257M
5
IAIM
International Assets Investment Management
Florida
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTA
1151
Financial & Tax Architects
Missouri
$598K +$53.1K +192 +10%
IBOK
1152
Independence Bank of Kentucky
Kentucky
$596K -$20.7K -75 -3%
TFP
1153
Tilia Fiduciary Partners
North Carolina
$592K +$66K +239 +13%
VSQM
1154
V-Square Quantitative Management
Illinois
$590K -$100K -362 -14%
MMHP
1155
Murphy Middleton Hinkle & Parker
Georgia
$589K – – –
FRM
1156
Foundation Resource Management
Arkansas
$588K – – –
TWP
1157
Tyche Wealth Partners
Texas
$588K +$192K +695 +48%
MWM
1158
Modera Wealth Management
New Jersey
$587K +$85.1K +308 +17%
BAM
1159
Belpointe Asset Management
Nevada
$586K +$40.6K +143 +7%
WCM
1160
Washburn Capital Management
Florida
$583K +$583K +2,110 New
ATPW
1161
Ashton Thomas Private Wealth
Arizona
$583K +$6.38K +23 +1%
BIC
1162
Beach Investment Counsel
Pennsylvania
$582K -$255K -921 -30%
AO
1163
Advisor OS
Illinois
$581K +$379K +1,371 +187%
PMSA
1164
Patrick M. Sweeney & Associates
Illinois
$580K +$27.6K +100 +5%
YP
1165
YANKCOM Partnership
South Dakota
$579K +$579K +2,095 New
FNBT
1166
FineMark National Bank & Trust
Florida
$578K -$35.4K -128 -6%
CPC
1167
Cookson Peirce & Co
Pennsylvania
$576K -$10.8K -39 -2%
EGA
1168
E&G Advisors
Texas
$575K -$55.3K -200 -9%
SCA
1169
Sandy Cove Advisors
Massachusetts
$572K +$35.9K +130 +7%
GWP
1170
Gen-Wealth Partners
Michigan
$569K -$13.3K -48 -2%
CJL
1171
Cyrus J. Lawrence
New York
$567K +$13K +47 +2%
MFA
1172
Mayflower Financial Advisors
Massachusetts
$567K -$17.4K -63 -3%
MA
1173
Mutual Advisors
Nebraska
$567K +$115K +421 +26%
SFS
1174
Strategic Financial Services
New York
$566K +$41.4K +150 +8%
BI
1175
Bolthouse Investments
California
$566K +$566K +2,050 New
45 46
47
48 49