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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 %
QWM
1276
Quaker Wealth Management
New Jersey
$319K +$259 +1 +0.1%
JFGIW
1277
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$319K -$42.4K -163 -12%
SA
1278
Strategic Advisors
New York
$317K -$39.6K -153 -11%
Empower Advisory Group
1279
Empower Advisory Group
Colorado
$317K -$8.29K -32 -3%
PEA
1280
Park Edge Advisors
Ohio
$317K – – –
NSB
1281
Norway Savings Bank
Maine
$316K – – –
UB
1282
Umpqua Bank
Oregon
$316K +$316K +1,218 New
RPWA
1283
Regent Peak Wealth Advisors
Georgia
$315K -$14.8K -57 -4%
KIC
1284
Kensington Investment Counsel
California
$315K +$38.4K +148 +14%
DWA
1285
Delap Wealth Advisory
Oregon
$314K +$314K +1,213 New
SFG
1286
Summit Financial Group
West Virginia
$313K – – –
BAAM
1287
Baker Avenue Asset Management
California
$313K +$3.63K +14 +1%
DA
1288
DCM Advisors
New York
$311K -$194K -747 -38%
SPC
1289
Spirepoint Private Client
Florida
$311K +$311K +1,201 New
VHAM
1290
Van Hulzen Asset Management
California
$310K -$28.5K -110 -8%
HSA
1291
HBK Sorce Advisory
Pennsylvania
$308K +$20.5K +79 +7%
CCG
1292
Cypress Capital Group
Florida
$307K +$7.77K +30 +3%
SSW
1293
Smith Shellnut Wilson
Mississippi
$307K – – –
CCB
1294
Country Club Bank
Missouri
$306K -$11.7K -45 -4%
AWE
1295
Avidian Wealth Enterprises
Texas
$305K +$69.4K +268 +30%
Grantham, Mayo, Van Otterloo & Co (GMO)
1296
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$304K +$26.2K +101 +9%
NAS
1297
Nicolet Advisory Services
Wisconsin
$303K +$27.3K +110 +10%
APG
1298
Abacus Planning Group
South Carolina
$302K – – –
EA
1299
Echo45 Advisors
California
$302K -$3.63K -14 -1%
FFO
1300
Fiduciary Family Office
Florida
$300K +$300K +1,158 New
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