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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 %
WMA
1451
Wealth Management Associates
New Jersey
$207K +$207K +810 New
KCM
1452
Kornitzer Capital Management
Kansas
$206K +$206K +794 New
FA
1453
Fermata Advisors
California
$205K +$205K +791 New
UCB
1454
United Community Bank
South Carolina
$204K +$133K +525 +185%
TC
1455
Trust Company
Kansas
$204K – – –
MWA
1456
Midland Wealth Advisors
Illinois
$204K +$204K +786 New
WCM
1457
Wedge Capital Management
North Carolina
$204K +$204K +786 New
SAA
1458
Southeast Asset Advisors
Georgia
$204K +$204K +786 New
GWCM
1459
Godshalk Welsh Capital Management
Pennsylvania
$203K +$203K +785 New
LS
1460
Leelyn Smith
Illinois
$203K +$203K +784 New
TW
1461
TrinityPoint Wealth
Connecticut
$202K +$202K +781 New
TSWM
1462
Triangle Securities Wealth Management
North Carolina
$201K +$201K +777 New
PP
1463
Pacifica Partners
Canada
$199K – – –
IA
1464
IFP Advisors
Florida
$197K +$2.33K +9 +1%
PWA
1465
Provenance Wealth Advisors
Florida
$196K – – –
CAL
1466
Capital Analysts LLC
Pennsylvania
$191K +$57.8K +223 +43%
CQS
1467
Credential Qtrade Securities
$186K -$27.5K -106 -13%
CBT
1468
CoreFirst Bank & Trust
Kansas
$185K – – –
JWM
1469
Janiczek Wealth Management
Colorado
$179K – – –
BGAI
1470
Bruce G. Allen Investments
Colorado
$177K -$9.59K -37 -5%
CHA
1471
Carmichael Hill & Associates
Maryland
$176K -$3.11K -12 -2%
JSAM
1472
J. Safra Asset Management
New York
$171K – – –
DMBA
1473
Deseret Mutual Benefit Administrators
Utah
$169K – – –
HWA
1474
Heritage Wealth Advisors
Virginia
$167K +$259 +1 +0.2%
CFGS
1475
Concourse Financial Group Securities
Alabama
$166K +$87.9K +338 +112%
57 58
59
60 61