We are live on ! Find out more

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
OCM
301
Oakview Capital Management
Texas
$11.9M -$1.73M -8,559 -13%
X
302
Xponance
Pennsylvania
$11.8M +$172K +849 +2%
IMRF
303
Illinois Municipal Retirement Fund
Illinois
$11.8M -$2.87M -14,207 -20%
PAI
304
Pittenger & Anderson Inc
Nebraska
$11.8M +$458K +2,264 +4%
BFIM
305
Beese Fulmer Investment Management
Ohio
$11.6M +$161K +796 +1%
CIA
306
CCM Investment Advisers
South Carolina
$11.6M -$23.4K -116 -0.2%
UC
307
Unio Capital
New Jersey
$11.6M +$2.7M +13,370 +32%
BRCM
308
Bright Rock Capital Management
Massachusetts
$11.4M +$4.65M +23,000 +72%
KCM
309
Kanawha Capital Management
Virginia
$11.3M +$718K +3,553 +7%
Janus Henderson Group
310
Janus Henderson Group
United Kingdom
$11.2M -$722K -3,570 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
311
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.1M -$3.05M -15,068 -22%
TIP
312
Torray Investment Partners
Maryland
$11.1M
NRG
313
Nemes Rush Group
Michigan
$11.1M +$443K +2,191 +4%
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$10.9M +$685K +3,386 +7%
IAA
315
Independent Advisor Alliance
North Carolina
$10.9M -$544K -2,693 -5%
CCM
316
Callodine Capital Management
Massachusetts
$10.9M +$505K +2,500 +5%
AssetMark Inc
317
AssetMark Inc
California
$10.9M +$454K +2,245 +4%
PI
318
PGGM Investments
Netherlands
$10.7M -$838K -4,144 -7%
IGAM
319
iA Global Asset Management
Quebec, Canada
$10.7M +$8.63M +42,692 +498%
First Manhattan
320
First Manhattan
New York
$10.7M +$18.8K +93 +0.2%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$10.4M +$74K +366 +0.7%
Capital Fund Management (CFM)
322
Capital Fund Management (CFM)
France
$10.4M -$16.9M -83,462 -63%
HPCM
323
Hunter Perkins Capital Management
Illinois
$10.3M -$5.02M -24,810 -34%
SC
324
SouthState Corp
Florida
$10.2M -$16.6K -82 -0.2%
CWM
325
Calamos Wealth Management
Illinois
$10.1M +$4.43M +21,909 +82%

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.