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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 %
ACI
1851
Alpha Cubed Investments
California
– -$209K -821 Closed
RIA
1852
Regal Investment Advisors
Michigan
– -$209K -819 Closed
RCWM
1853
Royal Capital Wealth Management
Indiana
– -$204K -798 Closed
FFA
1854
First Foundation Advisors
California
– -$127K -497 Closed
TFF
1855
The Family Firm
Maryland
– -$65.8K -258 Closed
QL
1856
Quarry LP
New York
– -$53.3K -209 Closed
EC
1857
EdgeRock Capital
Colorado
– -$49.2K -193 Closed
RFG
1858
RFP Financial Group
Georgia
– -$46.9K -184 Closed
SA
1859
Scarborough Advisors
Maryland
– -$38K -149 Closed
TWP
1860
Triad Wealth Partners
Kansas
– -$37.2K -146 Closed
TWD
1861
True Wealth Design
Ohio
– -$25.5K -100 Closed
IWA
1862
IBEX Wealth Advisors
New Jersey
– -$21.1K -83 Closed
OWA
1863
Opal Wealth Advisors
New York
– -$17.1K -67 Closed
SFA
1864
Semmax Financial Advisors
North Carolina
– -$17.4K -65 Closed
CAM
1865
Creekmur Asset Management
Illinois
– -$16.2K -63 Closed
WAG
1866
Wiser Advisor Group
Arizona
– -$11.1K -44 Closed
RFA
1867
Register Financial Advisors
Georgia
– -$11.2K -44 Closed
FW
1868
Fairway Wealth
Ohio
– -$4.59K -18 Closed
FCT
1869
First Community Trust
Iowa
– -$3.83K -15 Closed
LIA
1870
Lynx Investment Advisory
District of Columbia
– -$2.81K -11 Closed
TJHA
1871
Thomas J. Herzfeld Advisors
Florida
– -$2.3K -9 Closed
DWA
1872
Delos Wealth Advisors
Texas
– -$2.04K -8 Closed
RWMG
1873
Redwood Wealth Management Group
New Jersey
– -$765 -3 Closed
GLR
1874
Great Lakes Retirement
Ohio
– -$823 -3 Closed
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