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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 %
BAWM
1301
Bennett Associates Wealth Management
Pennsylvania
$363K +$363K +1,258 New
HSA
1302
HBK Sorce Advisory
Pennsylvania
$362K +$9.8K +34 +3%
WC
1303
Wynn Capital
Georgia
$361K – – –
RPWA
1304
Regent Peak Wealth Advisors
Georgia
$359K +$2.88K +10 +0.8%
PCMN
1305
Paradigm Capital Management (Nevada)
Nevada
$359K +$359K +1,245 New
DWM
1306
Drive Wealth Management
Utah
$358K +$15.9K +55 +5%
QWM
1307
Quaker Wealth Management
New Jersey
$357K +$357K +1,238 New
JFG
1308
Jefferies Financial Group
New York
$357K +$106K +366 +42%
AWM
1309
Angeles Wealth Management
California
$356K +$58K +201 +19%
CAM
1310
Carret Asset Management
New York
$355K +$7.21K +25 +2%
UB
1311
Umpqua Bank
Oregon
$353K +$6.92K +24 +2%
PEA
1312
Park Edge Advisors
Ohio
$353K – – –
ECM
1313
Elgethun Capital Management
South Dakota
$352K – – –
NSB
1314
Norway Savings Bank
Maine
$351K – – –
CCG
1315
Cypress Capital Group
Florida
$351K +$1.73K +6 +0.5%
GIM
1316
Goelzer Investment Management
Indiana
$350K +$15K +52 +4%
ML
1317
McAdam LLC
Pennsylvania
$350K +$350K +1,212 New
BHBT
1318
Burke & Herbert Bank & Trust
Virginia
$348K – – –
BAAM
1319
Baker Avenue Asset Management
California
$348K -$2.88K -10 -0.8%
DWS
1320
Discipline Wealth Solutions
South Carolina
$348K +$348K +1,206 New
SSW
1321
Smith Shellnut Wilson
Mississippi
$348K +$5.77K +20 +2%
HB
1322
HTLF Bank
Colorado
$345K -$35.2K -122 -9%
SPC
1323
Spirepoint Private Client
Florida
$342K -$25.7K -89 -7%
LA
1324
Legacy Advisors
Pennsylvania
$342K +$16.2K +56 +5%
SIM
1325
Stratos Investment Management
Ohio
$340K -$25.4K -88 -7%
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