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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 %
EA
1526
Everpar Advisors
Oklahoma
$212K -$37.2K -129 -15%
NRC
1527
New Republic Capital
North Carolina
$211K +$211K +730 New
AO
1528
Advisor OS
Illinois
$211K +$211K +732 New
PFC
1529
Poplar Forest Capital
California
$211K +$211K +731 New
WCM
1530
Washington Capital Management
Washington
$210K +$210K +728 New
RFN
1531
RDA Financial Network
Iowa
$210K +$210K +727 New
IFS
1532
Ifrah Financial Services
Arkansas
$209K +$209K +726 New
MW
1533
Maia Wealth
Colorado
$209K +$209K +712 New
TAM
1534
Trillium Asset Management
Massachusetts
$209K +$209K +724 New
OFS
1535
Orrstown Financial Services
Pennsylvania
$209K +$209K +724 New
CHP
1536
Cable Hill Partners
Oregon
$208K -$77.8K -269 -27%
GKWIM
1537
Gerber Kawasaki Wealth & Investment Management
California
$208K +$208K +722 New
Dodge & Cox
1538
Dodge & Cox
California
$208K +$208K +722 New
JCM
1539
Jacobsen Capital Management
Utah
$208K +$208K +722 New
AAS
1540
Asset Allocation Strategies
Michigan
$207K +$207K +719 New
XF
1541
XML Financial
Maryland
$205K +$205K +710 New
IPW
1542
Intergy Private Wealth
Colorado
$205K +$205K +710 New
GWSG
1543
GPS Wealth Strategies Group
Colorado
$204K -$14.1K -49 -6%
KA
1544
Klingman & Associates
New York
$204K +$204K +706 New
PIAS
1545
PCA Investment Advisory Services
Ohio
$203K +$203K +705 New
LOIP
1546
Live Oak Investment Partners
Texas
$203K -$193K – –
NFG
1547
Nadler Financial Group
Illinois
$202K +$202K +701 New
LCM
1548
Leisure Capital Management
California
$202K +$202K +699 New
AWA
1549
Arete Wealth Advisors
Illinois
$201K -$105K -365 -34%
OFW
1550
Omnia Family Wealth
Florida
$200K +$200K +693 New
60 61
62
63 64