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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 %
WOC
1751
West Oak Capital
California
$5K – – –
POIA
1752
Pin Oak Investment Advisors
Texas
$5K – – –
WBWA
1753
William B. Walkup & Associates
South Carolina
$4.99K +$2.06K +7 +70%
NSIM
1754
North Star Investment Management
Illinois
$4.9K – – –
NMG
1755
New Millennium Group
Utah
$4.76K +$280 +1 +6%
SC
1756
Stephens Consulting
Michigan
$4.62K -$2.6K -9 -36%
CA
1757
Claris Advisors
Missouri
$4.33K +$4.33K +15 New
FC
1758
Fairscale Capital
New Hampshire
$4.05K – – –
FNWA
1759
Financial Network Wealth Advisors
Utah
$4.04K +$2.31K +8 +133%
MIA
1760
MeadowBrook Investment Advisors
Michigan
$3.75K – – –
CMBA
1761
C.M. Bidwell & Associates
Hawaii
$3.75K +$3.75K +13 New
PFG
1762
Peterson Financial Group
Iowa
$3.71K +$3.71K +13 New
SFCL
1763
Strengthening Families & Communities LLC
Massachusetts
$3.46K -$4.9K -17 -59%
BFS
1764
Burkett Financial Services
South Carolina
$3.46K +$3.46K +12 New
IAIM
1765
International Assets Investment Management
Florida
$3.24K +$3.23K +931,841 +28,885%
ATC
1766
Adirondack Trust Company
New York
$3.17K – – –
BIM
1767
Breakwater Investment Management
Washington
$2.88K -$21.6K -75 -88%
HWP
1768
Highline Wealth Partners
California
$2.88K -$577 -2 -17%
RAM
1769
Riggs Asset Management
Pennsylvania
$2.6K – – –
GWSA
1770
Global Wealth Strategies & Associates
Colorado
$2.6K – – –
LWMI
1771
Legacy Wealth Management (Idaho)
Idaho
$2.55K +$2.55K +9 New
LIS
1772
Legacy Investment Solutions
Idaho
$2.55K +$2.55K +9 New
M
1773
MOTCO
Texas
$2.31K – – –
WCM
1774
Westend Capital Management
California
$2.31K – – –
W
1775
WealthCollab
Washington
$2.02K – – –
69 70
71
72 73