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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 %
FI
1176
Financial Insights
Washington
$508K -$356K -1,234 -41%
DIM
1177
Delta Investment Management
California
$505K +$112K +389 +29%
TCM
1178
Tributary Capital Management
Nebraska
$505K -$133K -460 -21%
LAI
1179
Legal Advantage Investments
California
$505K – – –
OIS
1180
Okabena Investment Services
Minnesota
$504K -$404K -1,400 -44%
PWMAG
1181
Pinnacle Wealth Management Advisory Group
New Jersey
$504K +$14.1K +49 +3%
EW
1182
Evoke Wealth
California
$503K +$503K +1,738 New
CFFP
1183
Center for Financial Planning
Michigan
$501K -$287K -995 -36%
ACA
1184
Atlas Capital Advisors
Wyoming
$501K – – –
TBA
1185
Tower Bridge Advisors
Pennsylvania
$500K +$5.48K +19 +1%
CWM
1186
Congress Wealth Management
Massachusetts
$500K +$30K +104 +6%
SPWG
1187
Sage Private Wealth Group
Illinois
$499K -$215K -746 -30%
ABC
1188
Associated Banc-Corp
Wisconsin
$497K -$11.8K -41 -2%
BJL
1189
Brighton Jones LLC
Washington
$497K -$9.81K -34 -2%
IIC
1190
Ironwood Investment Counsel
Arizona
$496K +$10.1K +35 +2%
HVIA
1191
Hudson Valley Investment Advisors
New York
$496K -$274K -951 -36%
ST
1192
Sentinel Trust
Texas
$494K – – –
BP
1193
Broadleaf Partners
Ohio
$492K – – –
BCP
1194
Berkeley Capital Partners
Georgia
$492K +$17.3K +60 +4%
AF
1195
Alerus Financial
North Dakota
$491K -$37.5K -130 -7%
ACGA
1196
Atlanta Consulting Group Advisors
Georgia
$489K -$286K -993 -37%
MA
1197
Mutual Advisors
Nebraska
$485K -$15.3K -52 -3%
SWA
1198
SFMG Wealth Advisors
Texas
$485K +$11.5K +40 +2%
GA
1199
Gateway Advisory
New Jersey
$484K +$88.8K +308 +22%
TPI
1200
Trust Point Inc
Wisconsin
$483K -$25.1K -87 -5%
46 47
48
49 50