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
SAM
401
Securian Asset Management
Minnesota
$6.14M -$982K -4,859 -14%
JSC
402
Jackson Square Capital
California
$6.09M +$1.04M +5,151 +21%
KPWS
403
Kestra Private Wealth Services
Texas
$6.06M +$470K +2,325 +9%
CI Investments Inc
404
CI Investments Inc
Ontario, Canada
$6.04M -$6.48M -32,041 -52%
HWM
405
HB Wealth Management
Georgia
$6.01M +$231K +1,144 +4%
SCA
406
Stokes Capital Advisors
South Carolina
$6M -$9.3K -46 -0.2%
HIMCH
407
Hartford Investment Management Co (HIMCO)
Connecticut
$5.92M -$188K -932 -3%
AI
408
Atria Investments
North Carolina
$5.91M +$618K +3,057 +12%
SF
409
Synovus Financial
Georgia
$5.9M -$273K -1,351 -5%
RPI
410
Railway Pension Investments
United Kingdom
$5.83M
SWS
411
SYSTM Wealth Solutions
Illinois
$5.81M -$447K -2,209 -7%
AAB
412
ABN AMRO Bank
Netherlands
$5.8M -$30.1K -149 -0.5%
ASN
413
Advisory Services Network
Georgia
$5.77M -$24M -118,823 -81%
WC
414
Woodstock Corp
Massachusetts
$5.74M -$47.9K -237 -0.9%
WIC
415
Woodmont Investment Counsel
Tennessee
$5.74M +$2.27M +11,253 +69%
JCM
416
Janney Capital Management
Pennsylvania
$5.71M +$2.43K +12 +0%
HIP
417
Harrell Investment Partners
Texas
$5.71M +$287K +1,421 +5%
RPA
418
Rock Point Advisors
Vermont
$5.7M -$25.3K -125 -0.5%
OAM
419
Ostrum Asset Management
France
$5.68M +$825K +4,079 +18%
FTC
420
Farmers Trust Company
Ohio
$5.6M -$147K -727 -3%
LIP
421
Lighthouse Investment Partners
Florida
$5.6M -$1.89M -9,344 -26%
BS
422
Banco Santander
Spain
$5.54M +$1.34M +6,606 +33%
PE
423
Point72 Europe
United Kingdom
$5.45M -$6.98M -34,524 -57%
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$5.44M +$129K +639 +3%
VPIM
425
Vanguard Personalized Indexing Management
California
$5.42M -$29.3K -145 -0.6%

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.