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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 %
AWM
1351
Affinity Wealth Management
Delaware
$304K +$1.15K +4 +0.4%
FRA
1352
Front Row Advisors
California
$303K +$220K +759 +262%
IA
1353
IMZ Advisory
Florida
$303K +$303K +1,042 New
CFP
1354
Cascade Financial Partners
California
$302K – – –
SFC
1355
SYM Financial Corp
Indiana
$302K +$72.1K +250 +31%
MA
1356
MCF Advisors
Kentucky
$301K -$2.31K -8 -0.8%
FA
1357
FDx Advisors
Illinois
$300K -$15.9K -55 -5%
PRWA
1358
Platte River Wealth Advisors
Colorado
$300K +$53.4K +185 +22%
V
1359
VeraBank
Texas
$300K – – –
PL
1360
Parthenon LLC
Kentucky
$296K – – –
FA
1361
Financial Advisors
Massachusetts
$294K – – –
NEPPG
1362
New England Professional Planning Group
Rhode Island
$294K – – –
MAM
1363
McLean Asset Management
Virginia
$293K +$291 +1 +0.1%
ACM
1364
AlphaStar Capital Management
North Carolina
$292K +$18.5K +64 +7%
MCCA
1365
Mill Creek Capital Advisors
Pennsylvania
$291K -$67.5K -234 -19%
AM
1366
Atwater Malick
Pennsylvania
$291K – – –
RCM
1367
RB Capital Management
Nevada
$291K +$4.33K +15 +2%
CIP
1368
Convergence Investment Partners
Florida
$291K -$4.62K -16 -2%
CA
1369
CoreCap Advisors
Michigan
$290K +$32.6K +113 +13%
PAM
1370
Palisade Asset Management
Minnesota
$289K – – –
RC
1371
RBF Capital
California
$288K – – –
LCS
1372
Levin Capital Strategies
New York
$288K – – –
AGP
1373
Autumn Glory Partners
Texas
$288K +$288K +1,000 New
GIA
1374
GHP Investment Advisors
Colorado
$288K -$7.21K -25 -2%
ET
1375
Equitable Trust
Tennessee
$288K +$12.1K +42 +4%
53 54
55
56 57