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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 %
IPAM
1476
Investment Partners Asset Management
New Jersey
$234K -$1.73K -6 -0.7%
FAT
1477
First American Trust
California
$233K -$81.6K -283 -26%
TSWM
1478
Triangle Securities Wealth Management
North Carolina
$233K – – –
BWA
1479
BlueChip Wealth Advisors
Georgia
$231K – – –
RA
1480
Rise Advisors
New York
$231K -$12.1K -42 -5%
CEI
1481
Clark Estates Inc
New York
$231K – – –
RB
1482
Rodgers Brothers
Pennsylvania
$231K – – –
NFC
1483
Northeast Financial Consultants
Connecticut
$231K – – –
CPC
1484
Congress Park Capital
New York
$231K – – –
KCM
1485
Kornitzer Capital Management
Kansas
$231K +$1.73K +6 +0.8%
ST
1486
Sageworth Trust
Pennsylvania
$231K +$231K +800 New
AWM
1487
Aprio Wealth Management
Georgia
$230K +$230K +797 New
G
1488
GenTrust
Florida
$229K +$868 +3 +0.4%
BL
1489
Balentine LLC
Georgia
$228K +$288 +1 +0.1%
TC
1490
Trust Company
Kansas
$227K – – –
TW
1491
TrinityPoint Wealth
Connecticut
$227K +$227K +788 New
WCM
1492
Wedge Capital Management
North Carolina
$227K +$227K +787 New
SAA
1493
Southeast Asset Advisors
Georgia
$227K – – –
GWCM
1494
Godshalk Welsh Capital Management
Pennsylvania
$226K – – –
CD
1495
Chapin Davis
Maryland
$226K -$52.2K -181 -19%
APP
1496
Avantax Planning Partners
Iowa
$226K -$19.9K -69 -8%
WDG
1497
Wealth Dimensions Group
Ohio
$225K +$225K +781 New
PP
1498
Pacifica Partners
Canada
$225K – – –
LS
1499
Leelyn Smith
Illinois
$224K +$224K +777 New
UAML
1500
US Asset Management LLC
Pennsylvania
$224K – – –
58 59
60
61 62