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1,464 hedge funds and large institutions have $71B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 578 increasing their positions, 531 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 531

8% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 120

8% more call options, than puts

Call options by funds: $225M | Put options by funds: $207M

0.8% more ownership

Funds ownership: 87.99%88.79% (+0.8%)

1% less funds holding

Funds holding: 1,4811,464 (-17)

12% less capital invested

Capital invested by funds: $80.3B → $71B (-$9.31B)

50% less funds holding in top 10

Funds holding in top 10: 5226 (-26)

Holders
1,464
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.33%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.41%
New
130
Increased
578
Reduced
531
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFW
451
Brady Family Wealth
Missouri
$4.29M +$37.8K +180 +0.8%
AWM
452
AE Wealth Management
Kansas
$4.21M -$55.3K -263 -1%
Artisan Partners
453
Artisan Partners
Wisconsin
$4.2M +$4.54M +21,614 New
UB
454
UMB Bank
Missouri
$4.18M +$6.51K +31 +0.1%
BHWM
455
Bar Harbor Wealth Management
New Hampshire
$4.15M -$48.8K -232 -1%
GT
456
Greenleaf Trust
Michigan
$4.07M -$16.6K -79 -0.4%
KA
457
Kintegral Advisory
New York
$4.03M -$234K -1,112 -5%
LF
458
Lantz Financial
Illinois
$4.03M +$164K +782 +4%
RCM
459
Radnor Capital Management
Pennsylvania
$4M +$26.3K +125 +0.6%
VWMG
460
Virginia Wealth Management Group
Virginia
$3.96M +$969K +4,610 +29%
SCI
461
S&CO Inc
Massachusetts
$3.96M -$25.2K -120 -0.6%
BPC
462
Banque Pictet & Cie
Switzerland
$3.94M -$290K -1,379 -6%
SAM
463
Selway Asset Management
$3.86M +$36.8K +175 +0.9%
1832 Asset Management
464
1832 Asset Management
Ontario, Canada
$3.81M -$206M -979,776 -98%
SWP
465
Strategic Wealth Partners
Ohio
$3.81M +$1.26M +6,013 +44%
PCTC
466
Perkins Coie Trust Company
Washington
$3.79M +$161K +765 +4%
UC
467
Unio Capital
New Jersey
$3.77M +$223K +1,061 +6%
NMERB
468
New Mexico Educational Retirement Board
New Mexico
$3.73M -$126K -600 -3%
SW
469
SVB Wealth
Massachusetts
$3.72M -$727K -3,458 -15%
PGAM
470
Princeton Global Asset Management
New Jersey
$3.72M +$228K +1,086 +6%
NC
471
NovaPoint Capital
Georgia
$3.69M +$168K +801 +4%
AA
472
ALPS Advisors
Colorado
$3.67M -$214K -1,020 -5%
AIM
473
Aigen Investment Management
New York
$3.65M +$3.53M +16,818 +849%
HIS
474
Horizon Investment Services
Indiana
$3.64M -$147K -701 -4%
MLICM
475
Metropolitan Life Insurance Company (MetLife)
New York
$3.6M -$1.03M -4,885 -21%

CB Hedge Fund Activity: Q1 2023 in Review

1,464 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2023, worth a combined $71B — down 12% from $80.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CB positions and 120 closed out — a net gain of 10 holders — while 578 added to existing stakes and 531 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $885M. The largest seller was Capital International Investors, cutting an estimated $1.09B.

  • 1,464 institutional investors held Chubb (CB) as of Q1 2023, down from 1,481 in Q4 2022.
  • Funds reported $71B of Chubb stock for Q1 2023, down 12% quarter-over-quarter.
  • 130 funds opened new Chubb positions in Q1 2023 and 120 closed out, a net change of +10 holders.
  • The largest Chubb buyer in Q1 2023 was T. Rowe Price Associates, an estimated $885M added.
  • The largest Chubb seller in Q1 2023 was Capital International Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.