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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 %
HWA
1526
HHM Wealth Advisors
Tennessee
$77.7K – – –
HFS
1527
Hantz Financial Services
Michigan
$77K -$4.64K -18 -6%
FRA
1528
Front Row Advisors
California
$75.7K +$75.7K +291 New
FMII
1529
Farmers & Merchants Investments Inc
Nebraska
$74.4K -$1.56K -6 -2%
PWMG
1530
Private Wealth Management Group
New Jersey
$73.6K -$259 -1 -0.4%
GFL
1531
Granite FO LLC
New Hampshire
$72.5K -$16.7K -60 -19%
MLA
1532
MB, Levis & Associates
Pennsylvania
$71.5K +$259 +1 +0.4%
GCM
1533
Gables Capital Management
Florida
$71.3K – – –
SL
1534
Salomon & Ludwin
Virginia
$69.4K +$23.6K +91 +51%
FIM
1535
Fernwood Investment Management
Massachusetts
$68.9K +$68.9K +266 New
CA
1536
Crewe Advisors
Utah
$68.4K +$68.4K +264 New
APW
1537
Acima Private Wealth
Virginia
$68.4K – – –
WWP
1538
WR Wealth Planners
Missouri
$67.6K +$67.6K +261 New
IRC
1539
Investors Research Corp
Georgia
$64K – – –
HWM
1540
Horizons Wealth Management
North Carolina
$63.7K – – –
RTC
1541
Riverview Trust Company
Washington
$62.7K +$62.7K +242 New
OC
1542
Oakmont Corp
California
$62.2K – – –
LFG
1543
Larson Financial Group
Missouri
$61K -$6.75K -26 -10%
TFA
1544
Transamerica Financial Advisors
Florida
$61K -$111K -427 -65%
SIS
1545
Sound Income Strategies
Florida
$60.1K +$53.1K +205 +759%
QL
1546
Quarry LP
New York
$59.1K +$56.7K +219 +2,433%
BWAM
1547
Boyd Watterson Asset Management
Ohio
$58.6K – – –
IGWM
1548
ICA Group Wealth Management
Colorado
$58K +$39.6K +153 +215%
GAA
1549
Global Assets Advisory
Florida
$58K +$58K +14,929 New
KFI
1550
Key Financial Inc
Pennsylvania
$56.2K – – –
60 61
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63 64