Institutional Investors Shake Up Holdings with Mega Moves in Labcorp, SCHR, and Chubb

December 20, 2025
Institutional Investors Shake Up Holdings with Mega Moves in Labcorp, SCHR, and Chubb
  • In the second quarter, Labcorp saw additional hedge funds and institutional investors adjust their positions, with Harbor Asset Planning, Caldwell Trust Co, Financial Gravity Companies Inc., Headlands Technologies LLC, and Creative Financial Designs Inc. ADV taking new stakes or increasing holdings.

  • Schr (SCHR) also attracted moves from several institutions in the same period, including Hoey Investments Inc., Thurston Springer Miller Herd & Titak Inc., Pin Oak Investment Advisors Inc., Berkshire Money Management Inc., and Geneos Wealth Management Inc., through increased or newly established positions.

  • Notable mega moves included Norges Bank taking a new stake worth about $1.195 billion; Bank of America boosting its CB exposure by 11.6%; London Company of Virginia lifting by 211.0%; Altrinsic Global Advisors rising by 46.9%; and Troy Asset Management Ltd increasing by 89.1%, with institutions collectively owning roughly 83.81% of Chubb.

  • VWO traded with an open around $53.78, showing a 52-week range from the mid-$39s to the mid-$56s, and key moving averages near $54 (50-day) and $52.15 (200-day); market cap near $101.69 billion and a price/earnings ratio around 15.08.

  • For SCHR, the latest block shows an opening around $25.19, with 50-day and 200-day moving averages close to $25.19 and $25.03, respectively, and broader metrics such as a quick ratio of 1.35, current ratio of 1.55, debt-to-equity of 0.59, and a P/E around 24.76.

  • SCHR’s portfolio context notes a roughly 9.0% weighting in Archer Investment Management LLC’s holdings, marking it as Sr. or second-largest position there.

  • SHY is an ETF tracking the U.S. Treasury 1-3 Year index, managed by BlackRock and launched in 2002.

  • ASML faced cautious sentiment amid reports of Chinese reverse engineering and potential impacts on its China-exclusive position, including discussions around prototype EUV machines and export-control concerns.

  • Amphenol designs and manufactures electrical, electronic, and fiber-optic connectors, operating across Harsh Environment Solutions, Communications Solutions, and Interconnect and Sensor Systems segments.

  • Archer held about 0.13% of SCHR, valued at roughly $14.656 million, at the most recent period end.

  • Chubb position after a sale accounted for about 0.06% of the firm’s stake, following a sale of 2,295 shares.

  • TJX remains a meaningful holding for Bartlett, representing 2.0% of its portfolio and valued at approximately $147.783 million.

Summary based on 20 sources


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