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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 %
SA
1576
Scarborough Advisors
Maryland
$38.6K – – –
CCM
1577
Copeland Capital Management
Pennsylvania
$37.1K +$10.1K +39 +38%
EWP
1578
Elevation Wealth Partners
California
$36.3K – – –
RFG
1579
RFP Financial Group
Georgia
$35.5K +$5.18K +20 +17%
HCM
1580
Hollencrest Capital Management
California
$35K -$23.3K -90 -40%
FFO
1581
Fortitude Family Office
Arizona
$34.7K -$33.4K -129 -49%
SWA
1582
SOA Wealth Advisors
New York
$34.7K – – –
EBA
1583
Eagle Bay Advisors
New York
$34.6K +$15.6K +60 +82%
BFPW
1584
BOK Financial Private Wealth
Colorado
$34.3K – – –
PCA
1585
Providence Capital Advisors
North Carolina
$33.9K -$13K -50 -28%
TWP
1586
TFO Wealth Partners
Ohio
$33.9K – – –
AP
1587
Atwood & Palmer
Missouri
$33.7K -$25.9K -100 -43%
EL
1588
EMFO LLC
Florida
$32.4K – – –
CYG
1589
Clean Yield Group
Vermont
$31.1K – – –
TCM
1590
Tradewinds Capital Management
Washington
$31.1K – – –
CWM
1591
CarsonAllaria Wealth Management
Illinois
$30.3K – – –
SS
1592
Sunbelt Securities
Texas
$30.1K – – –
C
1593
Covestor
United Kingdom
$30K +$526 +2 +2%
AWM
1594
Atticus Wealth Management
Florida
$29.3K – – –
WSCM
1595
Wellington Shields Capital Management
New York
$29K +$29K +112 New
SWM
1596
Sugarloaf Wealth Management
Georgia
$28.2K – – –
MIM
1597
Meridiem Investment Management
United Kingdom
$28K – – –
PI
1598
PEAK6 Investments
Illinois
$27.7K +$27.7K +107 New
FMTCOCP
1599
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K -$260K -1,000 -91%
TIM
1600
Tortoise Investment Management
New York
$25.9K -$1.3K -5 -5%
62 63
64
65 66