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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
CBT
451
Central Bank & Trust
Kentucky
$4.55M +$4.04K +20 +0.1%
BHWM
452
Bar Harbor Wealth Management
New Hampshire
$4.5M -$85.1K -421 -2%
NMERB
453
New Mexico Educational Retirement Board
New Mexico
$4.48M +$283K +1,400 +7%
NEI
454
Northwest & Ethical Investments
Ontario, Canada
$4.48M -$6.21M -30,695 -59%
SAM
455
Silvercrest Asset Management
New York
$4.47M +$4.34M +21,463 New
AWM
456
AE Wealth Management
Kansas
$4.45M +$112K +553 +3%
MC
457
Middleton & Co
Massachusetts
$4.44M -$138K -683 -3%
LF
458
Lantz Financial
Illinois
$4.39M -$66.3K -328 -2%
SWP
459
Strategic Wealth Partners
Ohio
$4.36M +$6.87K +34 +0.2%
SAM
460
Selway Asset Management
$4.34M -$23.2K -115 -0.5%
KA
461
Kintegral Advisory
New York
$4.32M -$2.43K -12 -0.1%
VWMG
462
Virginia Wealth Management Group
Virginia
$4.32M +$45.7K +226 +1%
DWP
463
Daymark Wealth Partners
Ohio
$4.29M +$2.32M +11,493 +126%
SW
464
SlateStone Wealth
Florida
$4.27M +$3.43M +16,945 +473%
MGP
465
Metis Global Partners
California
$4.21M +$386K +1,909 +10%
RCM
466
Radnor Capital Management
Pennsylvania
$4.17M -$113K -561 -3%
SCI
467
S&CO Inc
Massachusetts
$4.13M
DFG
468
Demars Financial Group
Washington
$4.12M +$4M +19,806 New
GT
469
Greenleaf Trust
Michigan
$4.11M -$129K -639 -3%
NS
470
NBC Securities
Alabama
$4.1M +$3.98M +19,689 New
UB
471
UMB Bank
Missouri
$4.1M -$1.15M -5,699 -22%
RWA
472
River Wealth Advisors
Pennsylvania
$4.07M +$240K +1,188 +6%
SFI
473
Siemens Fonds Invest
Germany
$4.06M +$414K +2,047 +12%
NC
474
NovaPoint Capital
Georgia
$4.03M +$88.7K +439 +2%
PCTC
475
Perkins Coie Trust Company
Washington
$3.98M -$8.29K -41 -0.2%

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.