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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 %
FOA
1451
Five Oceans Advisors
California
$248K +$865 +3 +0.3%
FBC
1452
Fairfield, Bush & Co
Connecticut
$248K -$15K -52 -6%
BMO
1453
Beck Mack & Oliver
New York
$247K – – –
CS
1454
Crescent Sterling
Louisiana
$247K +$247K +858 New
PCM
1455
Poehling Capital Management
Wisconsin
$247K +$247K +857 New
EM
1456
Excalibur Management
Massachusetts
$247K -$53.1K -184 -18%
SWK
1457
Stephen W. Kidder
$245K -$53.6K -186 -18%
CW
1458
Code Waechter
Florida
$245K +$245K +848 New
MAWA
1459
Moss Adams Wealth Advisors
Washington
$245K +$245K +846 New
PP
1460
Paloma Partners
Connecticut
$244K -$68.9K -239 -22%
MCC
1461
Maiden Cove Capital
Maine
$244K +$244K +846 New
LTAS
1462
Linden Thomas Advisory Services
North Carolina
$243K +$14.1K +49 +6%
CFG
1463
Clayton Financial Group
Missouri
$243K -$15.9K -55 -6%
JSAM
1464
J. Safra Asset Management
New York
$242K – – –
MW
1465
MBL Wealth
North Carolina
$241K +$288 +1 +0.1%
TWM
1466
Thrive Wealth Management
Pennsylvania
$241K -$2.31K -8 -1%
WP
1467
WealthShield Partners
North Carolina
$239K +$239K +829 New
WMA
1468
Wealth Management Associates
New Jersey
$238K +$4.33K +15 +2%
SM
1469
Salzhauer Michael
$238K – – –
SB
1470
Sunflower Bank
Texas
$238K +$6.63K +23 +3%
AI
1471
Accredited Investors
Minnesota
$237K +$237K +822 New
CRIG
1472
Charter Research & Investment Group
Connecticut
$236K – – –
CWG
1473
Crown Wealth Group
North Carolina
$234K -$149K -517 -39%
WAM
1474
Weatherly Asset Management
California
$234K +$234K +809 New
KA
1475
Kovack Advisors
Florida
$234K +$234K +811 New
57 58
59
60 61