CB icon

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 %
SIS
1726
Sound Income Strategies
Florida
$13K -$4.04K -14 -24%
WIM
1727
Westside Investment Management
California
$13K – – –
CPA
1728
Clear Point Advisors
New York
$12.7K – – –
CPG
1729
Cornerstone Planning Group
New Jersey
$12.4K +$574 +2 +5%
RTL
1730
Red Tortoise LLC
Georgia
$11.2K – – –
HCA
1731
Harbor Capital Advisors
Illinois
$11K +$11K +37 New
BHWM
1732
Bay Harbor Wealth Management
Maryland
$10.7K +$10.7K +37 New
CMA
1733
Cedar Mountain Advisors
Oregon
$10.4K – – –
AFG
1734
Albion Financial Group
Utah
$10.2K – – –
Kayne Anderson Rudnick Investment Management
1735
Kayne Anderson Rudnick Investment Management
California
$10.1K – – –
DIP
1736
DT Investment Partners
Pennsylvania
$10.1K – – –
AP
1737
Aspect Partners
Virginia
$10.1K +$1.44K +5 +17%
UIA
1738
Ulland Investment Advisors
Minnesota
$10K – – –
KFP
1739
Keener Financial Planning
Texas
$10K – – –
TFGT
1740
TS Financial Group (TSFG)
Illinois
$10K – – –
DF
1741
Dunhill Financial
United Kingdom
$9.81K +$289 +1 +3%
CAS
1742
Coppell Advisory Solutions
Texas
$8.69K -$11.3K -39 -57%
SVCP
1743
Silicon Valley Capital Partners
California
$8.13K – – –
CB
1744
Centennial Bank
Arkansas
$7.79K – – –
FPB
1745
First PREMIER Bank
South Dakota
$7K – – –
TCM
1746
TD Capital Management
Tennessee
$6.92K +$6.92K +24 New
PMFA
1747
Plante Moran Financial Advisors
Michigan
$6.35K +$4.04K +14 +175%
1IA
1748
1620 Investment Advisors
Massachusetts
$6.06K – – –
CWA
1749
Carolina Wealth Advisors
South Carolina
$5.77K +$5.77K +20 New
RWM
1750
Ruedi Wealth Management
Illinois
$5.48K -$1.73K -6 -24%
68 69
70
71 72