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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 %
AFS
1426
Axiom Financial Strategies
Indiana
$262K +$262K +908 New
PIP
1427
Peachtree Investment Partners
Florida
$261K +$261K +906 New
LWL
1428
Leo Wealth LLC
Texas
$261K -$43.8K -152 -14%
SWM
1429
Seed Wealth Management
Illinois
$261K – – –
DCM
1430
Donaldson Capital Management
Indiana
$261K +$31.5K +109 +14%
FMP
1431
Financial Management Professionals
Texas
$260K -$15K -52 -5%
ACM
1432
AUA Capital Management
Pennsylvania
$260K -$3.17K -11 -1%
BB
1433
Busey Bank
Illinois
$260K +$26.2K +91 +11%
OWA
1434
One Wealth Advisors
California
$260K – – –
BWP
1435
Balboa Wealth Partners
Arizona
$259K +$259K +898 New
FFO
1436
Fiduciary Family Office
Florida
$258K -$9.81K -34 -4%
PS
1437
Planned Solutions
California
$258K +$258K +893 New
KWM
1438
Kolinsky Wealth Management
New Jersey
$257K -$11.5K -40 -4%
BWP
1439
Barlow Wealth Partners
Kentucky
$256K -$13.9K -50 -5%
MMM
1440
Mendel Money Management
Illinois
$256K -$1.44K -5 -0.6%
PJWM
1441
Philip James Wealth Mangement
Georgia
$255K +$577 +2 +0.2%
WWM
1442
WT Wealth Management
Arizona
$254K – – –
MWA
1443
Midland Wealth Advisors
Illinois
$254K +$4.33K +15 +2%
FFA
1444
Founders Financial Alliance
North Carolina
$254K -$25.4K -88 -9%
CRI
1445
Colonial River Investments
Virginia
$253K +$253K +877 New
SWA
1446
Stratos Wealth Advisors
Ohio
$252K +$252K +874 New
SG
1447
StoneX Group
New York
$252K +$252K +872 New
CFO
1448
CVA Family Office
Colorado
$252K +$1.44K +5 +0.6%
RB
1449
Renasant Bank
Mississippi
$251K -$865 -3 -0.3%
PCH
1450
PGIM Custom Harvest
New Jersey
$250K +$6.06K +21 +2%
56 57
58
59 60