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
CGH
426
Crossmark Global Holdings
Texas
$5.42M -$160K -793 -3%
TW
427
Transform Wealth
Colorado
$5.34M -$2.04M -10,108 -28%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$5.29M -$40.4K -200 -0.8%
JFG
429
Jefferies Financial Group
New York
$5.29M +$3.75M +18,541 +270%
NB
430
Northwest Bancshares
Pennsylvania
$5.28M -$90K -445 -2%
AAIM
431
American Assets Investment Management
California
$5.2M
PCM
432
Portolan Capital Management
Massachusetts
$5.09M +$4.94M +24,441 New
EW
433
Evexia Wealth
Wisconsin
$5.08M +$6.87K +34 +0.1%
CA
434
Cornerstone Advisors
North Carolina
$5.06M +$3.94M +19,500 +406%
VCAM
435
Van Cleef Asset Management
Ohio
$4.94M -$1.62K -8 -0%
SIG
436
Stonegate Investment Group
Alabama
$4.89M -$1.29M -6,387 -21%
TCOV
437
Trust Company of Vermont
Vermont
$4.85M +$72.4K +358 +2%
PNC
438
Park National Corp
Ohio
$4.83M -$100K -495 -2%
BFA
439
Benedict Financial Advisors
Georgia
$4.8M +$55.4K +274 +1%
GAM
440
Gotham Asset Management
New York
$4.71M -$735K -3,635 -14%
GCM
441
Genus Capital Management
British Columbia, Canada
$4.69M +$4.55M +22,520 New
BFW
442
Brady Family Wealth
Missouri
$4.69M +$62.1K +307 +1%
AAM
443
Advisors Asset Management
Colorado
$4.68M -$1.03M -5,085 -18%
DIA
444
Dana Investment Advisors
Wisconsin
$4.67M +$1.08M +5,350 +31%
Two Sigma Advisers
445
Two Sigma Advisers
New York
$4.67M -$6.39M -31,600 -59%
HCMT
446
Highland Capital Management (Tennessee)
Tennessee
$4.65M -$318K -1,571 -7%
AA
447
ALPS Advisors
Colorado
$4.63M +$758K +3,748 +20%
Lido Advisors
448
Lido Advisors
California
$4.57M -$2.61M -12,889 -37%
CT
449
Coastline Trust
Rhode Island
$4.56M -$509K -2,520 -10%
PF
450
Phoenix Financial
Israel
$4.56M +$775K +3,834 +21%

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.