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Chubb
CB

Overview Fund Activity

1,458 hedge funds and large institutions have $70.9B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 576 increasing their positions, 529 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,458
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.34%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.42%
New
130
Increased
576
Reduced
529
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$818M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$491M
3
CCM
Cullen Capital Management
New York
+$212M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
5
Citadel Advisors
Citadel Advisors
Florida
+$174M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$1.63B
2
Capital International Investors
Capital International Investors
California
-$1.01B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$350M
4
DZ Bank
DZ Bank
Germany
-$218M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1551
Columbia Trust
Oregon
– -$200K -907 Closed
HFM
1552
Harvest Fund Management
China
– -$152K -691 Closed
OWA
1553
One Wealth Advisors
California
– -$137K -619 Closed
HNWAG
1554
High Net Worth Advisory Group
Florida
– -$74.1K -336 Closed
PFC
1555
Phocas Financial Corp
California
– -$61.8K -280 Closed
MFG
1556
MidWestOne Financial Group
Iowa
– -$2.25M -264 Closed
MPCL
1557
My Personal CFO LLC
Washington
– -$49.4K -224 Closed
FPFS
1558
First Personal Financial Services
North Carolina
– -$46.8K -212 Closed
FA
1559
Fiduciary Alliance
South Carolina
– -$43.5K -197 Closed
DWP
1560
Destiny Wealth Partners
Florida
– -$29.1K -132 Closed
MUMSS
1561
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$22K -100 Closed
AIM
1562
Arcadia Investment Management
Michigan
– -$12.8K -58 Closed
SC
1563
Sierra Capital
Florida
– -$10K -44 Closed
CG
1564
Cutler Group
California
– -$9K -43 Closed
MS
1565
Madden Securities
Texas
– -$7.72K -35 Closed
BA
1566
Bellwether Advisors
Nebraska
– -$6.18K -28 Closed
RWM
1567
Ruedi Wealth Management
Illinois
– -$6.18K -28 Closed
EE
1568
EWG Elevate
California
– -$3.09K -14 Closed
LSA
1569
Lansing Street Advisors
Pennsylvania
– -$2.65K -12 Closed
PWS
1570
Paragon Wealth Strategies
Florida
– -$2.43K -11 Closed
WWM
1571
Wolff Wiese Magana
California
– -$2.21K -10 Closed
ST
1572
Sageworth Trust
Pennsylvania
– -$2K -10 Closed
LS
1573
Leelyn Smith
Illinois
– -$2.21K -10 Closed
CCMI
1574
Creative Capital Management Investments
California
– -$2K -10 Closed
RFS
1575
Retirement Financial Solutions
Tennessee
– -$1.54K -7 Closed
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