CB icon

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 %
MPM
1326
MBB Public Markets
Illinois
$337K -$8.21M -28,480 -96%
QWP
1327
Quotient Wealth Partners
Texas
$336K +$33.2K +115 +11%
RA
1328
RFG Advisory
Alabama
$333K -$110K -380 -25%
AAS
1329
Ameritas Advisory Services
Nebraska
$333K +$11.5K +40 +4%
SCP
1330
Sivia Capital Partners
California
$331K +$865 +3 +0.3%
CH
1331
Cromwell Holdings
Wyoming
$330K – – –
SIG
1332
Sargent Investment Group
Maryland
$330K +$50.5K +175 +18%
VAS
1333
Vestmark Advisory Solutions
Massachusetts
$329K +$32.9K +114 +11%
NC
1334
Napatree Capital
Rhode Island
$329K +$329K +1,140 New
GF
1335
Gries Financial
Ohio
$323K +$9.52K +33 +3%
LSA
1336
Lansing Street Advisors
Pennsylvania
$323K +$323K +1,120 New
GWAM
1337
Guardian Wealth Advisors (Minnesota)
Minnesota
$322K +$288 +1 +0.1%
AA
1338
Alta Advisers
United Kingdom
$317K – – –
CPW
1339
Cove Private Wealth
New York
$317K – – –
HWA
1340
Heritage Wealth Advisors
Virginia
$317K +$130K +452 +70%
OW
1341
Olistico Wealth
Oklahoma
$314K +$57.7K +200 +22%
TCWA
1342
Turtle Creek Wealth Advisors
Texas
$313K +$55.4K +192 +21%
TAM
1343
Titleist Asset Management
Texas
$313K -$82.5K -286 -21%
BCG
1344
Breakwater Capital Group
New Jersey
$312K +$14.4K +50 +5%
Capstone Investment Advisors
1345
Capstone Investment Advisors
New York
$309K -$499K -1,731 -62%
SC
1346
Sapient Capital
Indiana
$308K +$2.31K +8 +0.8%
TWA
1347
TCI Wealth Advisors
Arizona
$307K +$2.88K +10 +0.9%
CG
1348
Clarus Group
Texas
$307K -$2.02K -7 -0.7%
RMCM
1349
Reynders McVeigh Capital Management
Massachusetts
$307K – – –
ZIG
1350
Zullo Investment Group
Pennsylvania
$307K +$14.1K +49 +5%
52 53
54
55 56