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1,480 hedge funds and large institutions have $80.3B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 526 increasing their positions, 493 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

58% more funds holding in top 10

Funds holding in top 10: 3352 (+19)

21% more capital invested

Capital invested by funds: $66.4B → $80.3B (+$13.9B)

9% more funds holding

Funds holding: 1,3581,480 (+122)

7% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 493

0% more call options, than puts

Call options by funds: $268M | Put options by funds: $267M

0.31% more ownership

Funds ownership: 87.68%87.99% (+0.31%)

Holders
1,480
Holders Change
+122
Holders Change %
+8.98%
% of All Funds
23.79%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
526
Reduced
493
Closed
82
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1201
Alera Investment Advisors
Illinois
$233K +$220K +1,058 New
RWP
1202
RWA Wealth Partners
Massachusetts
$232K +$215K +1,032 New
FA
1203
Financial Advisors
Massachusetts
$232K +$218K +1,050 New
RMCM
1204
Reynders McVeigh Capital Management
Massachusetts
$231K -$14.6K -70 -6%
SFA
1205
Souders Financial Advisors
Ohio
$230K +$217K +1,043 New
V
1206
VeraBank
Texas
$229K +$216K +1,039 New
FMTCOCP
1207
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K
BOPW
1208
Brandywine Oak Private Wealth
Pennsylvania
$229K -$40.2K -193 -16%
MA
1209
MCF Advisors
Kentucky
$229K +$13.9K +67 +7%
EM
1210
Excalibur Management
Massachusetts
$229K +$216K +1,036 New
OPOWM
1211
One Plus One Wealth Management
Florida
$229K +$216K +1,036 New
LCM
1212
Linker Capital Management
Kentucky
$228K
DSC
1213
Duncker Streett & Co
Missouri
$228K
SM
1214
Salzhauer Michael
$227K +$214K +1,028 New
CFAM
1215
Center For Asset Management
Florida
$226K +$213K +1,024 New
NG
1216
Northstar Group
New York
$225K +$213K +1,022 New
MFG
1217
Magnus Financial Group
New York
$225K +$212K +1,020 New
ACI
1218
Alpha Cubed Investments
California
$225K +$212K +1,019 New
IWM
1219
IHT Wealth Management
Illinois
$223K -$60.1K -289 -22%
HI
1220
Harbour Investments
Wisconsin
$223K +$23.3K +112 +12%
MAM
1221
McLean Asset Management
Virginia
$222K -$18.3K -88 -8%
GJIC
1222
Gamble Jones Investment Counsel
California
$222K +$209K +1,006 New
FFA
1223
First Foundation Advisors
California
$222K +$209K +1,005 New
ZIM
1224
Zacks Investment Management
Illinois
$221K +$208K +1,002 New
RC
1225
RBF Capital
California
$221K +$208K +1,000 New