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Chubb
CB

Overview Fund Activity

1,877 hedge funds and large institutions have $99.1B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 762 increasing their positions, 605 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,877
Holders Change
+88
Holders Change %
+4.92%
% of All Funds
24.98%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.56%
New
214
Increased
762
Reduced
605
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$389M
2
GQG Partners
GQG Partners
Florida
+$326M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
+$278M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$149M
5
Northern Trust
Northern Trust
Illinois
+$144M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$1.85B
2
Capital International Investors
Capital International Investors
California
-$328M
3
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$317M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$257M
5
IAIM
International Assets Investment Management
Florida
-$254M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1801
Westside Investment Management
California
$12.7K – – –
CPG
1802
Cornerstone Planning Group
New Jersey
$12.4K +$553 +2 +5%
GA
1803
GoalVest Advisory
New York
$12.4K -$36.7K -133 -75%
CWM
1804
Copia Wealth Management
Oregon
$12.4K +$12.4K +45 New
NWMP
1805
Noble Wealth Management PBC
Colorado
$11.3K +$11.3K +41 New
FFA
1806
Frazier Financial Advisors
Ohio
$11.3K -$1.38K -5 -11%
RTL
1807
Red Tortoise LLC
Georgia
$10.8K – – –
AF
1808
Atala Financial
California
$10.5K +$10.5K +38 New
UIA
1809
Ulland Investment Advisors
Minnesota
$10K – – –
HCA
1810
Harbor Capital Advisors
Illinois
$10K – – –
CMA
1811
Cedar Mountain Advisors
Oregon
$9.95K – – –
HT
1812
Headlands Technologies
Illinois
$9.95K +$9.95K +36 New
SIS
1813
Sound Income Strategies
Florida
$9.68K -$2.77K -10 -22%
DIP
1814
DT Investment Partners
Pennsylvania
$9.67K – – –
MCM
1815
MidAtlantic Capital Management
Virginia
$9.39K -$3.87K -14 -29%
HIW
1816
Holos Integrated Wealth
Pennsylvania
$9.39K +$9.39K +34 New
HFS
1817
Hopwood Financial Services
Virginia
$9.12K +$9.12K +33 New
KFP
1818
Keener Financial Planning
Texas
$9K – – –
CAS
1819
Coppell Advisory Solutions
Texas
$8.26K – – –
SVCP
1820
Silicon Valley Capital Partners
California
$7.82K – – –
TWD
1821
True Wealth Design
Ohio
$7.74K +$7.74K +28 New
CB
1822
Centennial Bank
Arkansas
$7.46K – – –
BC
1823
Barrett & Company
Rhode Island
$7.18K -$6.91K -25 -49%
FPB
1824
First PREMIER Bank
South Dakota
$7K – – –
CI
1825
Clal Insurance
Israel
$7K +$7K +24 New
71 72
73
74 75