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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 %
BCA
1501
Bray Capital Advisors
Florida
$116K – – –
CWM
1502
Cedar Wealth Management
California
$115K +$115K +443 New
DCBT
1503
Dakota Community Bank & Trust
North Dakota
$112K -$4.92K -19 -4%
OA
1504
Operose Advisors
Wisconsin
$111K – – –
GPI
1505
General Partner Inc
Pennsylvania
$110K +$110K +425 New
PB
1506
Pinnacle Bancorp
Nebraska
$110K – – –
CWC
1507
Carolinas Wealth Consulting
North Carolina
$110K +$1.82K +7 +2%
NFSG
1508
Newbridge Financial Services Group
Florida
$109K +$10.9K +42 +11%
KSWA
1509
Kathleen S. Wright Associates
Pennsylvania
$109K – – –
TFIPS
1510
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K +$46.6K +180 +78%
HCP
1511
Hexagon Capital Partners
Arkansas
$105K +$4.66K +18 +5%
RFS
1512
Richardson Financial Services
Massachusetts
$99K -$777 -3 -0.8%
CHC
1513
City Holding Co
West Virginia
$98.7K – – –
SSB
1514
Sandy Spring Bank
Maryland
$98.2K – – –
JWA
1515
JFS Wealth Advisors
Pennsylvania
$97.7K -$4.41K -17 -4%
JFA
1516
JNBA Financial Advisors
Minnesota
$96.9K – – –
WBC
1517
Westpac Banking Corp
Australia
$94.6K – – –
MSFP
1518
Mark Sheptoff Financial Planning
Connecticut
$93.5K – – –
WSC
1519
Wellington Shields & Co
New York
$93.5K +$93.5K +361 New
CSWM
1520
Cassady Schiller Wealth Management
Ohio
$89.9K – – –
MSWM
1521
Mowery & Schoenfeld Wealth Management
Illinois
$87.3K +$87.3K +337 New
PAS
1522
Point72 Asia (Singapore)
Singapore
$86.9K +$86.9K +335 New
BL
1523
BFSG LLC
California
$86.8K +$12.7K +49 +17%
CP
1524
Castleview Partners
Texas
$85.8K -$1.04K -4 -1%
ITIM
1525
Indiana Trust & Investment Management
Indiana
$81.1K -$14.3K -55 -15%
59 60
61
62 63