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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 %
WSCM
1676
Wellington Shields Capital Management
New York
$32.3K +$32.3K +112 New
GEA
1677
Glen Eagle Advisors
New Jersey
$32.1K – – –
FCA
1678
FinTrust Capital Advisors
South Carolina
$32K – – –
AWM
1679
Atticus Wealth Management
Florida
$31.7K -$865 -3 -3%
SWM
1680
Sugarloaf Wealth Management
Georgia
$31.4K – – –
MIM
1681
Meridiem Investment Management
United Kingdom
$31.1K – – –
TC
1682
Truvestments Capital
Florida
$30.5K +$30.5K +106 New
VWA
1683
Valued Wealth Advisors
Utah
$30.1K +$7.53K +26 +33%
NAAA
1684
New Age Alpha Advisors
New York
$29.7K +$18.5K +64 +164%
IAS
1685
IMA Advisory Services
Colorado
$29.5K +$29.5K +102 New
BWL
1686
Bogart Wealth LLC
Virginia
$29.4K – – –
KA
1687
Kozak & Associates
Colorado
$29.3K +$29.3K +100 New
FMTCOCP
1688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
RP
1689
Raelipskie Partnership
Ontario, Canada
$28.8K +$28.8K +100 New
GCS
1690
Gordian Capital (Singapore)
Singapore
$28.8K +$28.8K +100 New
LWANC
1691
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.6K – – –
CHC
1692
City Holding Co
West Virginia
$28.5K -$288 -1 -1%
BGC
1693
Beutel, Goodman & Co
Ontario, Canada
$28K +$28K +100 New
AWM
1694
Abound Wealth Management
Tennessee
$28K +$8.94K +31 +47%
CA
1695
Continuum Advisory
Idaho
$27.8K +$10K +35 +56%
FP
1696
Financial Perspectives
Minnesota
$27.1K – – –
PCMC
1697
Planning Capital Management Corporation
Pennsylvania
$26K -$34.3K -119 -57%
CAL
1698
Capital Advisors Ltd
Ohio
$25K +$1.71K +6 +7%
CT
1699
Clearstead Trust
Maine
$23.1K – – –
RWM
1700
Reston Wealth Management
Virginia
$22.3K +$22.3K +77 New
66 67
68
69 70