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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 %
CH
1701
Canton Hathaway
Rhode Island
$22K +$22K +76 New
CTWM
1702
Cherry Tree Wealth Management
Minnesota
$21.9K – – –
AS
1703
Altshuler Shaham
Israel
$21.3K +$21.3K +74 New
NBT
1704
Northwest Bank & Trust
Iowa
$20.8K – – –
TCA
1705
Trifecta Capital Advisors
Illinois
$20.5K +$15.6K +54 +318%
MWM
1706
Mascoma Wealth Management
New Hampshire
$19.9K – – –
MFG
1707
Mendota Financial Group
Wisconsin
$19K +$288 +1 +2%
TFA
1708
Toth Financial Advisory
Virginia
$18.7K – – –
ITFISA
1709
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$18.7K -$6.92K -24 -27%
LFA
1710
Legend Financial Advisors
Pennsylvania
$18.2K -$22.5K -78 -55%
NCM
1711
Northwest Capital Management
Oregon
$17K – – –
IHWM
1712
Iron Horse Wealth Management
Iowa
$17K +$12.1K +42 +247%
WBC
1713
West Branch Capital
Massachusetts
$16.7K -$135K -468 -89%
RWA
1714
Redmont Wealth Advisors
Illinois
$16.7K – – –
PG
1715
Proffitt & Goodson
Tennessee
$16.2K -$8.65K -30 -35%
AEPWM
1716
Atlantic Edge Private Wealth Management
Florida
$16.2K +$16.2K +56 New
CCM
1717
Copeland Capital Management
Pennsylvania
$15.6K +$15.6K +54 New
PPWM
1718
PFG Private Wealth Management
Florida
$15.3K – – –
BC
1719
Barrett & Company
Rhode Island
$14.7K -$9.52K -33 -39%
PPA
1720
Painted Porch Advisors
California
$14.1K – – –
Acadian Asset Management
1721
Acadian Asset Management
Massachusetts
$14K -$3.21M -11,448 -100%
MCM
1722
MidAtlantic Capital Management
Virginia
$13.8K – – –
CSWM
1723
Cassady Schiller Wealth Management
Ohio
$13.6K – – –
FFA
1724
Frazier Financial Advisors
Ohio
$13.3K -$1.73K -6 -12%
OAJ
1725
Ogorek Anthony Joseph
New York
$13K – – –
67 68
69
70 71