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Chubb
CB

Overview Fund Activity

1,458 hedge funds and large institutions have $70.9B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 576 increasing their positions, 529 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,458
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.34%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
130
Increased
576
Reduced
529
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$491M
3
CCM
Cullen Capital Management
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
5
Citadel Advisors
Citadel Advisors
Florida
+$174M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.63B
2
Capital International Investors
Capital International Investors
California
-$1.01B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
4
DZ Bank
DZ Bank
Germany
-$218M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1426
Kelly Financial Services
Massachusetts
$5.44K – – –
SN
1427
Sittner & Nelson
Oregon
$5.44K – – –
RTL
1428
Red Tortoise LLC
Georgia
$5.44K – – –
CB
1429
Centennial Bank
Arkansas
$5.24K – – –
CAL
1430
Capital Advisors Ltd
Ohio
$5K -$11.8K -59 -70%
IFAM
1431
Institutional & Family Asset Management
Colorado
$4.86K – – –
BWS
1432
Buck Wealth Strategies
Colorado
$4.5K +$4.5K +23 New
UFF
1433
USA Financial Formulas
Michigan
$4.08K +$4.08K +21 New
TFGT
1434
TS Financial Group (TSFG)
Illinois
$4K – – –
DI
1435
Disciplined Investments
Oklahoma
$3.88K -$971 -5 -20%
BAM
1436
Bellevue Asset Management
Washington
$3.88K +$971 +5 +33%
FWM
1437
Focused Wealth Management
New York
$3.62K – – –
TFA
1438
Toth Financial Advisory
Virginia
$3.5K – – –
TCA
1439
Trifecta Capital Advisors
Illinois
$3.3K – – –
NSIM
1440
North Star Investment Management
Illinois
$3.3K – – –
PCA
1441
Providence Capital Advisors
North Carolina
$3.3K – – –
NMG
1442
New Millennium Group
Utah
$3.18K – – –
MCM
1443
Magnolia Capital Management
New York
$3K – – –
OIS
1444
Okabena Investment Services
Minnesota
$2.82K -$85.6K -1,638 -97%
AIC
1445
Archer Investment Corporation
Indiana
$2.52K – – –
TWD
1446
True Wealth Design
Ohio
$2.14K +$2.14K +11 New
CQS
1447
Credential Qtrade Securities
$2.14K -$1.55K -8 -42%
CA
1448
Centerpoint Advisors
Massachusetts
$2K +$2K +9 New
AW
1449
Avion Wealth
Texas
$2K +$2K +13 New
GWSA
1450
Global Wealth Strategies & Associates
Colorado
$1.75K – – –
56 57
58
59 60