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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 %
DFCM
1326
Dark Forest Capital Management
Puerto Rico
$283K +$283K +1,092 New
HNB
1327
Hilltop National Bank
Wyoming
$282K +$282K +1,087 New
AWA
1328
Aaron Wealth Advisors
Illinois
$282K +$50.8K +196 +22%
FIA
1329
Foundations Investment Advisors
Arizona
$281K +$44.6K +172 +19%
LA
1330
Legacy Advisors
Pennsylvania
$280K -$88.7K -341 -24%
Jones Financial Companies
1331
Jones Financial Companies
Missouri
$279K +$85K +328 +44%
RSWM
1332
Robertson Stephens Wealth Management
California
$278K +$278K +1,071 New
SLWA
1333
San Luis Wealth Advisors
California
$277K -$48.2K -186 -15%
SWK
1334
Stephen W. Kidder
$276K -$7.77K -30 -3%
GF
1335
Gries Financial
Ohio
$274K -$7.52K -29 -3%
LI
1336
LRI Investments
Florida
$274K +$274K +1,057 New
RMCM
1337
Reynders McVeigh Capital Management
Massachusetts
$273K -$3.12K -12 -1%
LSIA
1338
LaSalle St. Investment Advisors
Illinois
$273K – – –
MA
1339
MCF Advisors
Kentucky
$272K +$520 +2 +0.2%
CIP
1340
Convergence Investment Partners
Florida
$272K -$1.29K -5 -0.5%
AL
1341
Aspiriant LLC
California
$271K +$18.1K +70 +7%
OL
1342
OneFund LLC
Florida
$271K -$7.21K -28 -3%
EM
1343
Excalibur Management
Massachusetts
$271K – – –
FBT
1344
First Bank & Trust
South Dakota
$270K +$7.77K +30 +3%
SC
1345
Sapient Capital
Indiana
$270K -$75.1K -289 -22%
IAN
1346
Integrated Advisors Network
Texas
$269K -$31.4K -121 -10%
V
1347
VeraBank
Texas
$269K – – –
TWA
1348
TCI Wealth Advisors
Arizona
$269K +$3.63K +14 +1%
CA
1349
Cornerstone Advisory
Maryland
$268K +$8.81K +34 +3%
MIS
1350
Morningstar Investment Services
Illinois
$268K -$826K -3,189 -75%
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