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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 %
ST
1251
Smithfield Trust
Pennsylvania
$417K +$52.2K +181 +14%
WCM
1252
Weik Capital Management
Pennsylvania
$417K – – –
CC
1253
Courier Capital
New York
$416K -$14.1K -49 -3%
TA
1254
Tectonic Advisors
Texas
$416K -$5.19K -18 -1%
TSS
1255
Two Sigma Securities
New York
$416K +$416K +1,442 New
DFCM
1256
Dark Forest Capital Management
Puerto Rico
$415K +$415K +1,438 New
PP
1257
Patron Partners
Texas
$415K -$2.6K -9 -0.6%
MIS
1258
Morningstar Investment Services
Illinois
$414K +$36.2K +125 +10%
TWP
1259
Tyche Wealth Partners
Texas
$413K -$17.3K -60 -4%
TPA
1260
Trivium Point Advisory
Connecticut
$413K +$413K +1,458 New
RWM
1261
Revisor Wealth Management
Ohio
$410K -$10.7K -37 -3%
FM
1262
Family Management
New York
$407K +$13.6K +47 +3%
UF
1263
Univest Financial
Pennsylvania
$405K +$405K +1,405 New
MAG
1264
MRA Advisory Group
New Jersey
$405K +$31.7K +110 +8%
PWP
1265
Phillips Wealth Planners
Mississippi
$405K -$18.8K -64 -4%
CA
1266
Carson Advisory
Georgia
$404K -$25.4K -88 -6%
PWMG
1267
Prestige Wealth Management Group
New Jersey
$403K -$298K -1,029 -43%
CAM
1268
Councilmark Asset Management
Tennessee
$400K – – –
FDCP
1269
Foster Dykema Cabot & Partners
Massachusetts
$398K +$10.4K +36 +3%
DAS
1270
Diversify Advisory Services
Utah
$398K -$115K -388 -22%
MA
1271
MONECO Advisors
Connecticut
$395K -$29.4K -102 -7%
WE
1272
Wealth Effects
Massachusetts
$395K +$11.5K +40 +3%
BBA
1273
BLB&B Advisors
Pennsylvania
$395K -$4.33K -15 -1%
EWM
1274
Empirical Wealth Management
Washington
$395K +$4.33K +15 +1%
CC
1275
Callan Capital
California
$388K +$58.8K +204 +18%
49 50
51
52 53