1,586 hedge funds and large institutions have $82.4B invested in Chubb in 2023 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 588 increasing their positions, 556 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,586
Holders Change
+117
Holders Change %
+7.96%
% of All Funds
23.25%
Holding in Top 10
36
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+24.14%
% of All Funds
0.53%
New
218
Increased
588
Reduced
556
Closed
83
Calls
$425M
Puts
$334M
Net Calls
+$91.5M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Shares
Change %
BAWM
1176
Bennett Associates Wealth Management
Pennsylvania
$348K +$348K +1,540 New
SWA
1177
SFMG Wealth Advisors
Texas
$346K +$10.2K +45 +3%
PK
1178
Pflug Koory
Nebraska
$346K +$24K +106 +7%
ILI
1179
Invesco LLC (Illinois)
Illinois
$344K +$39.1K +173 +13%
SA
1180
Sicart Associates
New York
$343K
SAM
1181
Steinberg Asset Management
New York
$340K
VC
1182
Vicus Capital
Pennsylvania
$340K -$218K -966 -39%
NFA
1183
Northern Financial Advisors
Michigan
$336K -$2.26K -10 -0.7%
PAM
1184
Palisade Asset Management
Minnesota
$331K +$105K +463 +46%
PJWM
1185
Philip James Wealth Mangement
Georgia
$331K +$331K +1,463 New
MLL
1186
Moody Lynn & Lieberson
Massachusetts
$330K
EVM
1187
Evelyn V. Moreno
$328K
WCM
1188
Weik Capital Management
Pennsylvania
$327K
PCIG
1189
Partners Capital Investment Group
Massachusetts
$325K -$19.4K -86 -6%
AWA
1190
Arkadios Wealth Advisors
Georgia
$325K -$35K -155 -10%
TFA
1191
Toth Financial Advisory
Virginia
$324K +$305K +1,350 +1,607%
TA
1192
Tectonic Advisors
Texas
$323K +$1.36K +6 +0.4%
LA
1193
Legacy Advisors
Pennsylvania
$322K -$54K -238 -14%
EFG
1194
Everhart Financial Group
Ohio
$321K +$29.2K +129 +10%
AG
1195
Ascent Group
Virginia
$318K -$3.72K -15 -1%
KAS
1196
KPP Advisory Services
Kentucky
$318K -$24K -106 -7%
PWP
1197
Phillips Wealth Planners
Mississippi
$317K -$4.6K -20 -1%
LIM
1198
Letson Investment Management
Georgia
$314K +$314K +1,391 New
WC
1199
Wynn Capital
Georgia
$313K +$313K +1,386 New
FAT
1200
First American Trust
California
$313K +$313K +1,385 New