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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 %
CB
1651
Centennial Bank
Arkansas
$7K – – –
IFAM
1652
Institutional & Family Asset Management
Colorado
$6.74K -$1.3K -5 -16%
OLVIG
1653
Oliver Lagore Vanvalin Investment Group
Michigan
$6.48K – – –
FPB
1654
First PREMIER Bank
South Dakota
$6K – – –
AP
1655
Aspect Partners
Virginia
$5.18K +$259 +1 +5%
POIA
1656
Pin Oak Investment Advisors
Texas
$5K – – –
RWM
1657
Ruedi Wealth Management
Illinois
$4.92K – – –
TCA
1658
Trifecta Capital Advisors
Illinois
$4.41K – – –
NSIM
1659
North Star Investment Management
Illinois
$4.41K – – –
IHWM
1660
Iron Horse Wealth Management
Iowa
$4.41K – – –
MIM
1661
Macroview Investment Management
Maryland
$4.33K -$8.91K -35 -67%
FCT
1662
First Community Trust
Iowa
$3.89K – – –
CWA
1663
Core Wealth Advisors
Florida
$3.89K +$3.89K +15 New
ECM
1664
Everence Capital Management
Indiana
$3.55K +$816 +3,150 +30%
MIA
1665
MeadowBrook Investment Advisors
Michigan
$3.37K – – –
ATC
1666
Adirondack Trust Company
New York
$2.85K +$2.85K +11 New
GWSA
1667
Global Wealth Strategies & Associates
Colorado
$2.33K – – –
DWA
1668
Delos Wealth Advisors
Texas
$2.07K +$519 +2 +33%
PMFA
1669
Plante Moran Financial Advisors
Michigan
$2.07K -$5.18K -20 -71%
M
1670
MOTCO
Texas
$2.07K – – –
WCM
1671
Westend Capital Management
California
$2.07K +$2.07K +8 New
W
1672
WealthCollab
Washington
$1.81K – – –
HWP
1673
Highline Wealth Partners
California
$1.56K – – –
FSWA
1674
Financial Synergies Wealth Advisors
Texas
$1.56K +$518 +2 +50%
RAM
1675
Riggs Asset Management
Pennsylvania
$1.56K +$1.56K +6 New
65 66
67
68 69