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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 %
AW
1601
Avion Wealth
Texas
$96K +$79.7K +278 +488%
HNB
1602
Hilltop National Bank
Wyoming
$94.9K +$2.02K +7 +2%
HWA
1603
HHM Wealth Advisors
Tennessee
$94.3K +$7.79K +27 +9%
HFS
1604
Hantz Financial Services
Michigan
$91K +$5.17K +18 +6%
ITIM
1605
Indiana Trust & Investment Management
Indiana
$90.3K – – –
BWP
1606
Baldwin Wealth Partners
Massachusetts
$88K +$34.6K +120 +65%
LCM
1607
Logan Capital Management
Pennsylvania
$85.9K -$51.6K -179 -38%
RFS
1608
Richardson Financial Services
Massachusetts
$85.7K – – –
CTA
1609
Colonial Trust Advisors
South Carolina
$83.9K +$14.4K +50 +21%
PWMG
1610
Private Wealth Management Group
New Jersey
$82.5K +$577 +2 +0.7%
CPA
1611
Capital Performance Advisors
California
$82.2K +$82.2K +285 New
HWM
1612
Horizons Wealth Management
North Carolina
$81.3K – – –
FMII
1613
Farmers & Merchants Investments Inc
Nebraska
$81.3K – – –
MLA
1614
MB, Levis & Associates
Pennsylvania
$79.8K – – –
CFGS
1615
Concourse Financial Group Securities
Alabama
$78.1K -$108K -372 -58%
SL
1616
Salomon & Ludwin
Virginia
$77.9K +$15.9K +55 +26%
TIM
1617
Tortoise Investment Management
New York
$77.3K +$24.5K +85 +46%
APW
1618
Acima Private Wealth
Virginia
$76.1K – – –
GFL
1619
Granite FO LLC
New Hampshire
$75K +$75K +260 New
CSC
1620
Cove Street Capital
California
$75K +$75K +260 New
CA
1621
Crewe Advisors
Utah
$73.8K +$1.44K +5 +2%
WWP
1622
WR Wealth Planners
Missouri
$72.7K – – –
IRC
1623
Investors Research Corp
Georgia
$71.2K – – –
RTC
1624
Riverview Trust Company
Washington
$71.2K +$1.44K +5 +2%
TFM
1625
TFC Financial Management
Massachusetts
$69.2K +$10.4K +36 +18%
63 64
65
66 67