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1,475 hedge funds and large institutions have $75.2B invested in Chubb in 2023 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 565 increasing their positions, 556 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 2529 (+4)

15% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 116

9% more capital invested

Capital invested by funds: $69.3B → $75.2B (+$5.9B)

1.02% more ownership

Funds ownership: 86.8%87.82% (+1%)

2% more repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 556

0% less funds holding

Funds holding: 1,4771,475 (-2)

10% less call options, than puts

Call options by funds: $223M | Put options by funds: $247M

Holders
1,475
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
23.41%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.46%
New
133
Increased
565
Reduced
556
Closed
116
Calls
$223M
Puts
$247M
Net Calls
-$24.2M
Net Calls Change
+$7.74M
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
276
Ingalls & Snyder LLC
New York
$14.7M +$143K +709 +1%
OA
277
Oak Associates
Ohio
$14.6M +$1.42K +7 +0%
CLOS
278
Compagnie Lombard Odier SCmA
Switzerland
$14.5M -$2.24M -11,063 -14%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$14.3M +$571K +2,825 +4%
NI
280
Nepsis Inc
Minnesota
$14.2M +$719K +3,556 +6%
Qube Research & Technologies (QRT)
281
Qube Research & Technologies (QRT)
United Kingdom
$14M -$160M -793,310 -92%
CIS
282
Connors Investor Services
Pennsylvania
$14M -$172K -850 -1%
CCM
283
Cinctive Capital Management
New York
$13.6M +$3.04M +15,060 +30%
TTWM
284
TCV Trust & Wealth Management
Virginia
$13.4M -$40.2K -199 -0.3%
BBHC
285
Brown Brothers Harriman & Co
New York
$13.2M +$2.38M +11,775 +23%
SOADOR
286
State of Alaska Department of Revenue
Alaska
$13.1M -$498K -2,465 -4%
PR
287
Payden & Rygel
California
$13M -$17.9M -88,400 -59%
PRIG
288
Payden & Rygel Investment Group
California
$13M +$12.6M +62,270 New
ERIC
289
Eagle Rock Investment Company
Georgia
$12.9M -$38.4K -190 -0.3%
GT
290
Glenview Trust
Kentucky
$12.9M +$10.5M +52,059 +521%
DCM
291
Dupont Capital Management
Delaware
$12.9M +$8.39M +41,497 +203%
Axa
292
Axa
France
$12.8M -$107K -529 -0.9%
AWA
293
Amplius Wealth Advisors
Pennsylvania
$12.6M -$580K -2,871 -5%
WIC
294
Wilkins Investment Counsel
Massachusetts
$12.4M -$27.5K -136 -0.2%
LIA
295
LS Investment Advisors
Michigan
$12.3M -$276K -1,363 -2%
IIM
296
INTECH Investment Management
Florida
$12.3M +$6.29M +31,105 +111%
CAM
297
Cresset Asset Management
Illinois
$12.3M -$510K -2,525 -4%
UCFA
298
United Capital Financial Advisors
Texas
$12.2M +$303K +1,498 +3%
WT
299
Washington Trust
Rhode Island
$12.1M -$28.1K -139 -0.2%
MOACM
300
Mutual of America Capital Management
New York
$12M -$424K -2,098 -4%

CB Hedge Fund Activity: Q3 2023 in Review

1,475 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2023, worth a combined $75.2B — up 8.5% from $69.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new CB positions and 116 closed out — a net gain of 17 holders — while 565 added to existing stakes and 556 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $1.65B. The largest seller was Capital International Investors, cutting an estimated $409M.

  • 1,475 institutional investors held Chubb (CB) as of Q3 2023, down from 1,477 in Q2 2023.
  • Funds reported $75.2B of Chubb stock for Q3 2023, up 8.5% quarter-over-quarter.
  • 133 funds opened new Chubb positions in Q3 2023 and 116 closed out, a net change of +17 holders.
  • The largest Chubb buyer in Q3 2023 was Berkshire Hathaway, an estimated $1.65B added.
  • The largest Chubb seller in Q3 2023 was Capital International Investors, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2023.