1,693 hedge funds and large institutions have $91.8B invested in Chubb in 2024 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 703 increasing their positions, 583 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,693
Holders Change
+8
Holders Change %
+0.47%
% of All Funds
24.62%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
130
Increased
703
Reduced
583
Closed
95
Calls
$477M
Puts
$495M
Net Calls
-$17.4M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
1626
Redmont Wealth Advisors
Illinois
$14.8K
AW
1627
Avion Wealth
Texas
$14K +$491 +2 +4%
PPWM
1628
PFG Private Wealth Management
Florida
$13.5K
FFA
1629
Frazier Financial Advisors
Ohio
$13.3K
PPA
1630
Painted Porch Advisors
California
$12.5K +$12.5K +49 New
MCM
1631
MidAtlantic Capital Management
Virginia
$12.2K
OAJ
1632
Ogorek Anthony Joseph
New York
$12K
CSWM
1633
Cassady Schiller Wealth Management
Ohio
$12K -$76.5K -300 -86%
WIM
1634
Westside Investment Management
California
$11.7K +$4.59K +18 +64%
RFA
1635
Register Financial Advisors
Georgia
$11.2K
CPA
1636
Clear Point Advisors
New York
$11.2K
WAG
1637
Wiser Advisor Group
Arizona
$11.1K +$253 +1 +2%
CPG
1638
Cornerstone Planning Group
New Jersey
$11K +$808 +3 +8%
RTL
1639
Red Tortoise LLC
Georgia
$9.95K
NAAA
1640
New Age Alpha Advisors
New York
$9.95K +$9.95K +39 New
UWS
1641
Unique Wealth Strategies
Illinois
$9.33K +$9.33K +36 New
CMA
1642
Cedar Mountain Advisors
Oregon
$9.18K
AFG
1643
Albion Financial Group
Utah
$9.01K
KFP
1644
Keener Financial Planning
Texas
$9K -$10.8K -43 -54%
UIA
1645
Ulland Investment Advisors
Minnesota
$9K
TFGT
1646
TS Financial Group (TSFG)
Illinois
$9K +$9K +35 New
Kayne Anderson Rudnick Investment Management
1647
Kayne Anderson Rudnick Investment Management
California
$8.93K
DIP
1648
DT Investment Partners
Pennsylvania
$8.93K
DF
1649
Dunhill Financial
United Kingdom
$8.51K
AP
1650
Aspect Partners
Virginia
$7.65K +$2.55K +10 +50%