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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 %
RSWM
1276
Robertson Stephens Wealth Management
California
$387K +$44.6K +154 +13%
FWP
1277
Firethorn Wealth Partners
Georgia
$387K +$13.6K +47 +4%
TWA
1278
Tandem Wealth Advisors
Arizona
$387K -$4.33K -15 -1%
LSIA
1279
LaSalle St. Investment Advisors
Illinois
$386K +$45.9K +159 +13%
RG
1280
Renaissance Group
Kentucky
$383K -$6.06K -21 -2%
RCM
1281
RMR Capital Management
California
$382K – – –
VHAM
1282
Van Hulzen Asset Management
California
$381K +$577 +2 +0.2%
SAM
1283
Strategy Asset Managers
California
$381K -$865 -3 -0.2%
Two Sigma Advisers
1284
Two Sigma Advisers
New York
$379K +$379K +1,313 New
DCM
1285
DGS Capital Management
New Jersey
$375K – – –
SFMG
1286
Sage Financial Management Group
Virginia
$375K – – –
NHC
1287
Nicholas Hoffman & Company
Georgia
$373K -$8.94K -31 -2%
DFG
1288
Delta Financial Group
New Jersey
$373K – – –
BG
1289
Bollard Group
Massachusetts
$372K – – –
CA
1290
Cornerstone Advisory
Maryland
$371K +$120K +415 +48%
ICP
1291
Interchange Capital Partners
Pennsylvania
$370K -$289 -1 -0.1%
SA
1292
Strategic Advisors
New York
$369K +$15.3K +53 +4%
KAS
1293
KPP Advisory Services
Kentucky
$367K -$11.2K -39 -3%
PCWA
1294
Pacific Capital Wealth Advisors
California
$366K -$9.81K -34 -3%
APG
1295
Abacus Planning Group
South Carolina
$365K +$19.9K +69 +6%
AIFAIM
1296
American Institute for Advanced Investment Management
Arizona
$365K +$365K +1,310 New
Empower Advisory Group
1297
Empower Advisory Group
Colorado
$365K -$1.15K -4 -0.3%
SIA
1298
Soltis Investment Advisors
Utah
$364K +$47K +163 +15%
AP
1299
Appleton Partners
Massachusetts
$364K -$4.33K -15 -1%
BCM
1300
Brookstone Capital Management
Illinois
$364K +$72.7K +252 +25%
50 51
52
53 54