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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 %
BCMLT
1626
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K +$2.59K +10 +22%
PPWM
1627
PFG Private Wealth Management
Florida
$13.7K – – –
FFA
1628
Frazier Financial Advisors
Ohio
$13.5K – – –
MCM
1629
MidAtlantic Capital Management
Virginia
$12.4K -$2.07K -8 -14%
CTWM
1630
Cherry Tree Wealth Management
Minnesota
$12.2K – – –
OAJ
1631
Ogorek Anthony Joseph
New York
$12K – – –
CPA
1632
Clear Point Advisors
New York
$11.4K – – –
RFA
1633
Register Financial Advisors
Georgia
$11.4K +$11.4K +44 New
WAG
1634
Wiser Advisor Group
Arizona
$11.3K – – –
NIC
1635
Northwest Investment Counselors
Oregon
$11.1K +$11.1K +43 New
RTL
1636
Red Tortoise LLC
Georgia
$10.1K – – –
TAM
1637
Tucker Asset Management
Colorado
$9.85K – – –
GEA
1638
Glen Eagle Advisors
New Jersey
$9.67K – – –
CPG
1639
Cornerstone Planning Group
New Jersey
$9.45K +$497 +2 +6%
CMA
1640
Cedar Mountain Advisors
Oregon
$9.33K – – –
AFG
1641
Albion Financial Group
Utah
$9.16K +$1.57K +6 +21%
FRA
1642
Frank Rimerman Advisors
California
$9.07K – – –
Kayne Anderson Rudnick Investment Management
1643
Kayne Anderson Rudnick Investment Management
California
$9.07K – – –
DIP
1644
DT Investment Partners
Pennsylvania
$9.07K – – –
BIM
1645
Breakwater Investment Management
Washington
$9.07K +$9.07K +35 New
UIA
1646
Ulland Investment Advisors
Minnesota
$9K – – –
DF
1647
Dunhill Financial
United Kingdom
$8.43K +$1.53K +6 +22%
MWM
1648
Mascoma Wealth Management
New Hampshire
$7.52K – – –
WIM
1649
Westside Investment Management
California
$7.26K – – –
SVCP
1650
Silicon Valley Capital Partners
California
$7.26K +$7.26K +28 New
64 65
66
67 68