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
William Blair & Company
376
William Blair & Company
Illinois
$7.29M -$656K -3,243 -8%
AT
377
American Trust
Kentucky
$7.24M -$527K -2,607 -7%
EMPI
378
Elo Mutual Pension Insurance
Finland
$7.22M +$118K +582 +2%
KAS
379
Kestra Advisory Services
Texas
$7.18M -$1.98M -9,786 -22%
VCA
380
Verdence Capital Advisors
Maryland
$7.14M +$505K +2,500 +8%
LBC
381
Lowe Brockenbrough & Co
Virginia
$7.03M +$147K +725 +2%
MML Investors Services
382
MML Investors Services
Massachusetts
$6.97M +$200K +987 +3%
Wealthfront Advisers
383
Wealthfront Advisers
California
$6.93M +$985K +4,874 +17%
SLAM
384
Swiss Life Asset Management
$6.92M -$398K -1,969 -6%
CAN
385
Cetera Advisor Networks
California
$6.91M +$526K +2,600 +8%
CWP
386
Cyndeo Wealth Partners
Florida
$6.76M +$2.86M +14,138 +77%
DT
387
Diversified Trust
Tennessee
$6.63M -$323K -1,600 -5%
OPERF
388
Oregon Public Employees Retirement Fund
Oregon
$6.62M -$80.3K -397 -1%
KRS
389
Kentucky Retirement Systems
Kentucky
$6.59M -$336K -1,662 -5%
APF
390
Alaska Permanent Fund
Alaska
$6.57M +$18.6K +92 +0.3%
CIC
391
Carnegie Investment Counsel
Ohio
$6.5M -$129K -639 -2%
IC
392
IEQ Capital
California
$6.41M +$207K +1,025 +3%
MYAM
393
Meiji Yasuda Asset Management
Japan
$6.41M +$923K +4,567 +17%
PP
394
Prudential plc
United Kingdom
$6.35M +$937K +4,637 +18%
DILIC
395
Dai-ichi Life Insurance Company
Japan
$6.27M -$48.7K -241 -0.8%
OC
396
Oppenheimer & Co
New York
$6.26M -$1.14M -5,620 -16%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$6.26M +$180K +889 +3%
KNW
398
Kesler Norman & Wride
Utah
$6.23M -$92K -455 -1%
ECM
399
Evergreen Capital Management
Washington
$6.19M -$35K -173 -0.6%
FDP
400
Financiere des Professionnels
Quebec, Canada
$6.18M +$6M +29,669 New

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.