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Chubb
CB

Overview Fund Activity

1,877 hedge funds and large institutions have $99.1B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 762 increasing their positions, 605 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,877
Holders Change
+88
Holders Change %
+4.92%
% of All Funds
24.98%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.56%
New
214
Increased
762
Reduced
605
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$389M
2
GQG Partners
GQG Partners
Florida
+$326M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$278M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$149M
5
Northern Trust
Northern Trust
Illinois
+$144M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$1.85B
2
Capital International Investors
Capital International Investors
California
-$328M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$317M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$257M
5
IAIM
International Assets Investment Management
Florida
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank Julius Baer & Co
1351
Bank Julius Baer & Co
Switzerland
$361K +$361K +1,185 New
DCM
1352
DGS Capital Management
New Jersey
$360K – – –
SFMG
1353
Sage Financial Management Group
Virginia
$359K – – –
NSB
1354
Norway Savings Bank
Maine
$357K +$20.7K +75 +6%
BG
1355
Bollard Group
Massachusetts
$356K – – –
SCM
1356
Sterling Capital Management
North Carolina
$353K -$172K -621 -33%
MAG
1357
MRA Advisory Group
New Jersey
$352K -$35.9K -130 -9%
SWA
1358
SFMG Wealth Advisors
Texas
$352K -$113K -408 -24%
WE
1359
Wealth Effects
Massachusetts
$351K -$27.3K -99 -7%
TPA
1360
Trivium Point Advisory
Connecticut
$349K -$53.6K -194 -13%
WC
1361
Wynn Capital
Georgia
$346K – – –
KAS
1362
KPP Advisory Services
Kentucky
$345K -$6.91K -25 -2%
AT
1363
Arlington Trust
Alabama
$343K +$92.6K +335 +37%
NC
1364
Napatree Capital
Rhode Island
$343K +$27.6K +100 +9%
SFC
1365
SYM Financial Corp
Indiana
$342K +$53.1K +192 +18%
SG
1366
StoneX Group
New York
$342K +$101K +364 +42%
TAM
1367
Titleist Asset Management
Texas
$341K +$41.7K +151 +14%
CAM
1368
Carret Asset Management
New York
$340K – – –
FNB
1369
Farmers National Bank
Kentucky
$340K +$340K +1,229 New
PEA
1370
Park Edge Advisors
Ohio
$338K – – –
AIFAIM
1371
American Institute for Advanced Investment Management
Arizona
$337K -$24.9K -90 -7%
PCWA
1372
Pacific Capital Wealth Advisors
California
$337K -$13.3K -48 -4%
ECM
1373
Elgethun Capital Management
South Dakota
$337K – – –
BAWM
1374
Bennett Associates Wealth Management
Pennsylvania
$336K -$11.3K -41 -3%
LA
1375
Legacy Advisors
Pennsylvania
$336K +$8.59K +31 +3%
53 54
55
56 57