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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 %
SIC
1501
Salem Investment Counselors
North Carolina
$224K – – –
AA
1502
Ancora Advisors
Ohio
$224K +$50.8K +176 +29%
JJBC
1503
James J. Burns & Company
New York
$223K -$3.17K -11 -1%
BCA
1504
Bay Colony Advisors
Massachusetts
$222K +$222K +771 New
HPM
1505
Hoxton Planning & Management
West Virginia
$221K +$221K +767 New
BFA
1506
Bill Few Associates
Pennsylvania
$220K +$220K +764 New
NPI
1507
New Perspectives Inc
Mississippi
$220K +$220K +762 New
SFM
1508
Signet Financial Management
New Jersey
$220K +$220K +762 New
LAS
1509
LWM Advisory Services
Florida
$219K +$219K +760 New
PWA
1510
Provenance Wealth Advisors
Florida
$218K – – –
RWM
1511
Rockline Wealth Management
New York
$218K +$218K +756 New
CPW
1512
Crestmont Private Wealth
Texas
$217K +$217K +753 New
MFG
1513
Mosaic Financial Group
Illinois
$217K – – –
BFC
1514
Bedel Financial Consulting
Indiana
$217K +$217K +751 New
TIA
1515
Tiemann Investment Advisors
California
$217K +$217K +751 New
FAG
1516
Fortitude Advisory Group
Washington
$217K +$217K +751 New
WCA
1517
Westover Capital Advisors
Delaware
$216K +$216K +750 New
GAM
1518
Gould Asset Management
California
$215K -$40.4K -140 -16%
SI
1519
Seeds Investor
New York
$215K +$215K +746 New
PA
1520
Prossimo Advisors
California
$214K +$214K +743 New
EDRH
1521
Edmond de Rothschild Holding
Switzerland
$213K -$132K -456 -38%
KCPG
1522
Kavar Capital Partners Group
Kansas
$213K -$58K -201 -21%
ZIM
1523
Zacks Investment Management
Illinois
$213K +$213K +738 New
PWM
1524
PBMares Wealth Management
Virginia
$213K +$213K +738 New
DOA
1525
D'Orazio & Associates
Virginia
$212K +$212K +736 New
59 60
61
62 63