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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 %
KAS
1251
KPP Advisory Services
Kentucky
$347K -$17.1K -66 -5%
PWP
1252
Phillips Wealth Planners
Mississippi
$347K +$8.83K +36 +3%
RCA
1253
Resonant Capital Advisors
Wisconsin
$347K +$36.7K +141 +12%
HB
1254
HTLF Bank
Colorado
$345K +$5.96K +23 +2%
TAM
1255
Titleist Asset Management
Texas
$344K +$36.5K +141 +12%
RCM
1256
RMR Capital Management
California
$343K – – –
SOW
1257
State of Wyoming
Wyoming
$341K +$240K +925 +237%
AG
1258
AlTi Global
New York
$339K +$339K +1,304 New
WE
1259
Wealth Effects
Massachusetts
$338K -$10.4K -40 -3%
SFMG
1260
Sage Financial Management Group
Virginia
$337K +$337K +1,300 New
WP
1261
WMS Partners
Maryland
$336K +$16.8K +65 +5%
DCM
1262
DGS Capital Management
New Jersey
$335K +$518 +2 +0.2%
ST
1263
Smithfield Trust
Pennsylvania
$335K +$12.4K +48 +4%
BG
1264
Bollard Group
Massachusetts
$334K – – –
WC
1265
Wynn Capital
Georgia
$333K -$25.9K -100 -7%
BP
1266
BBR Partners
New York
$332K +$332K +1,280 New
DP
1267
Dearborn Partners
Illinois
$331K -$354K -1,365 -52%
KP
1268
Keel Point
Alabama
$330K +$18.7K +72 +6%
EDRH
1269
Edmond de Rothschild Holding
Switzerland
$329K +$47.2K +182 +17%
OCM
1270
One Capital Management
California
$329K +$68.7K +265 +26%
BBA
1271
BLB&B Advisors
Pennsylvania
$328K -$25.1K -97 -7%
WPC
1272
Waters Parkerson & Co
Louisiana
$326K +$326K +1,259 New
FWP
1273
Firethorn Wealth Partners
Georgia
$325K -$13.2K -51 -4%
PCWA
1274
Pacific Capital Wealth Advisors
California
$325K +$9.07K +35 +3%
GIM
1275
Goelzer Investment Management
Indiana
$319K – – –
49 50
51
52 53