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Chubb
CB

Overview Fund Activity

1,685 hedge funds and large institutions have $93.1B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 589 increasing their positions, 646 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,685
Holders Change
+99
Holders Change %
+6.24%
% of All Funds
24.42%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
187
Increased
589
Reduced
646
Closed
68
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.51B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$535M
3
First Trust Advisors
First Trust Advisors
Illinois
+$194M
4
National Pension Service
National Pension Service
South Korea
+$182M
5
Capital World Investors
Capital World Investors
California
+$178M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$787M
3
Morgan Stanley
Morgan Stanley
New York
-$729M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$237M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
1226
Family Management
New York
$384K -$37.8K -146 -9%
AP
1227
Americana Partners
Texas
$383K +$383K +1,477 New
MA
1228
MONECO Advisors
Connecticut
$382K +$36.8K +142 +11%
FTA
1229
Financial & Tax Architects
Missouri
$380K +$58.1K +224 +18%
NFA
1230
Northern Financial Advisors
Michigan
$380K -$4.66K -18 -1%
EWM
1231
Empirical Wealth Management
Washington
$379K +$84.7K +327 +29%
GC
1232
Gratus Capital
Georgia
$379K +$379K +1,462 New
OTL
1233
Oak Thistle LLC
New York
$377K +$377K +1,456 New
IW
1234
Imprint Wealth
South Carolina
$377K +$79K +307 +27%
NWMG
1235
National Wealth Management Group
Ohio
$377K +$377K +1,453 New
WCM
1236
Weik Capital Management
Pennsylvania
$374K – – –
CWM
1237
Congress Wealth Management
Massachusetts
$373K -$139K -537 -27%
AA
1238
Advisory Alpha
Michigan
$372K +$39.7K +153 +12%
TA
1239
Tectonic Advisors
Texas
$371K +$1.3K +5 +0.4%
HFM
1240
Harvest Fund Management
China
$369K +$360K +1,390 +4,088%
RA
1241
RFG Advisory
Alabama
$369K +$98.5K +380 +36%
AWA
1242
Arkadios Wealth Advisors
Georgia
$368K -$4.15K -16 -1%
LAM
1243
L2 Asset Management
Massachusetts
$368K +$18.9K +73 +5%
SGI
1244
Summit Global Investments
Utah
$361K -$896K -3,457 -71%
CAM
1245
Councilmark Asset Management
Tennessee
$359K +$359K +1,387 New
PP
1246
Patron Partners
Texas
$358K +$23.6K +91 +7%
BWP
1247
BSW Wealth Partners
Colorado
$357K -$92.8K -358 -21%
SAM
1248
Strategy Asset Managers
California
$353K +$17.9K +69 +5%
TWA
1249
Tandem Wealth Advisors
Arizona
$352K -$3.11K -12 -0.9%
RG
1250
Renaissance Group
Kentucky
$350K +$14K +54 +4%
48 49
50
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