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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 %
ME
1376
McIlrath & Eck
Washington
$248K – – –
SG
1377
Somerset Group
Minnesota
$247K – – –
CC
1378
Callan Capital
California
$247K +$247K +953 New
IF
1379
Intrua Financial
Texas
$246K +$246K +950 New
FC
1380
Forte Capital
New York
$246K -$9.59K -37 -4%
HI
1381
Harrington Investments
California
$244K -$4.41K -17 -2%
SWM
1382
Segment Wealth Management
Texas
$244K +$244K +943 New
MMM
1383
Mendel Money Management
Illinois
$244K -$22K -85 -8%
KCPG
1384
Kavar Capital Partners Group
Kansas
$244K -$244K -941 -50%
KWM
1385
Kolinsky Wealth Management
New Jersey
$244K -$259 -1 -0.1%
AAS
1386
Ameritas Advisory Services
Nebraska
$243K -$18.3K -72 -7%
CIC
1387
Chilton Investment Company
Connecticut
$242K – – –
SCP
1388
Sivia Capital Partners
California
$242K -$7.52K -29 -3%
DI
1389
Diligent Investors
California
$241K – – –
PCG
1390
Prosperity Consulting Group
Maryland
$240K +$240K +928 New
RCM
1391
RB Capital Management
Nevada
$239K +$239K +922 New
ICG
1392
InterOcean Capital Group
Tennessee
$239K -$37.6K -145 -14%
IWA
1393
Icon Wealth Advisors
Texas
$237K +$85.3K +329 +56%
AWM
1394
Affinity Wealth Management
Delaware
$237K +$3.89K +15 +2%
ACM
1395
AlphaStar Capital Management
North Carolina
$237K +$237K +914 New
PJWM
1396
Philip James Wealth Mangement
Georgia
$237K -$143K -550 -38%
FBC
1397
Fairfield, Bush & Co
Connecticut
$236K – – –
ACM
1398
AUA Capital Management
Pennsylvania
$236K +$2.85K +11 +1%
AT
1399
Arlington Trust
Alabama
$235K -$2.59K -10 -1%
MW
1400
MBL Wealth
North Carolina
$235K +$235K +905 New
54 55
56
57 58