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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
ECM
326
Estabrook Capital Management
New York
$9.97M -$5.26K -26 -0.1%
AIM
327
Artemis Investment Management
United Kingdom
$9.86M -$1.06M -5,239 -10%
FMC
328
First Merchants Corp
Indiana
$9.85M -$56.8K -281 -0.6%
ZAM
329
Zevin Asset Management
Massachusetts
$9.78M +$55.2K +273 +0.6%
CAC
330
Core Alternative Capital
Georgia
$9.7M +$494K +2,444 +6%
NAM
331
Nissay Asset Management
Japan
$9.65M +$327K +1,620 +4%
AAIM
332
Asset Advisors Investment Management
Georgia
$9.56M -$254K -1,258 -3%
TIAA Trust, National Association
333
TIAA Trust, National Association
North Carolina
$9.54M +$9.26M +45,815 New
SMDAM
334
Sumitomo Mitsui DS Asset Management
Japan
$9.49M +$299K +1,477 +3%
RJT
335
Raymond James Trust
Florida
$9.48M +$232K +1,147 +3%
NC
336
Nicholas Company
Wisconsin
$9.43M -$39.4K -195 -0.4%
GIBU
337
Gulf International Bank (UK)
United Kingdom
$9.22M -$729K -3,605 -8%
CNB
338
Camden National Bank
Maine
$9.18M -$23K -114 -0.3%
AT
339
AMF Tjänstepension
Sweden
$9.1M +$99.1K +490 +1%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$9.04M -$10.4M -51,396 -54%
B
341
Bailard
California
$9.03M +$324K +1,603 +4%
ERSOT
342
Employees Retirement System of Texas
Texas
$8.98M
AAS
343
Avantax Advisory Services
Texas
$8.87M -$45.7K -226 -0.5%
WP
344
Waycross Partners
Kentucky
$8.82M +$8.57M +42,391 New
CA
345
CSM Advisors
Pennsylvania
$8.82M +$8.57M +42,374 New
WHG
346
Westwood Holdings Group
Texas
$8.7M -$136K -675 -2%
ECM
347
ExodusPoint Capital Management
New York
$8.54M -$11.8M -58,395 -59%
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$8.53M -$3.06M -15,132 -27%
BPA
349
Beacon Pointe Advisors
California
$8.5M +$3.75M +18,562 +83%
FFP
350
FourThought Financial Partners
Florida
$8.49M +$352K +1,743 +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.