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1,205 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
351
Rowlandmiller & Partners
Georgia
$5.43M +$606K +3,455 +9%
EMPI
352
Elo Mutual Pension Insurance
Finland
$5.41M -$94.8K -541 -2%
IC
353
IEQ Capital
California
$5.3M +$135K +772 +3%
DC
354
Davenport & Co
Virginia
$5.15M +$3.43M +19,582 +194%
NMERB
355
New Mexico Educational Retirement Board
New Mexico
$5.11M -$105K -600 -2%
PNC
356
Park National Corp
Ohio
$5.04M -$234K -1,335 -4%
UTC
357
Unified Trust Company
Kentucky
$5.02M -$1.23K -7 -0%
SMDAM
358
Sumitomo Mitsui DS Asset Management
Japan
$4.98M -$51.4K -293 -1%
CGH
359
Crossmark Global Holdings
Texas
$4.97M -$23.5K -134 -0.5%
CIM
360
Corbyn Investment Management
Maryland
$4.92M -$18.6K -106 -0.4%
PA
361
Pinnacle Associates
New York
$4.92M -$34.2K -195 -0.7%
NEI
362
Northwest & Ethical Investments
Ontario, Canada
$4.86M -$41K -234 -0.8%
BWM
363
BerganKDV Wealth Management
Minnesota
$4.81M +$128K +728 +3%
CT
364
Coastline Trust
Rhode Island
$4.74M -$201K -1,149 -4%
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$4.74M -$123K -700 -3%
WC
366
Woodstock Corp
Massachusetts
$4.74M -$50K -285 -1%
Creative Planning
367
Creative Planning
Kansas
$4.72M -$115K -656 -2%
AWM
368
AE Wealth Management
Kansas
$4.63M +$48.6K +277 +1%
SW
369
SVB Wealth
Massachusetts
$4.63M -$471K -2,685 -9%
CWM
370
Calamos Wealth Management
Illinois
$4.45M +$46.1K +263 +1%
CA
371
Cornerstone Advisors
North Carolina
$4.42M
KRS
372
Kentucky Retirement Systems
Kentucky
$4.42M -$125K -712 -3%
NVIM
373
New Vernon Investment Management
Illinois
$4.38M +$4.43M +25,255 New
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$4.37M -$318K -1,812 -7%
NB
375
Northwest Bancshares
Pennsylvania
$4.36M -$136K -775 -3%

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.