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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
OTPPB
26
Ontario Teachers' Pension Plan Board
Ontario, Canada
$557M -$86.8M -429,125 -14%
Invesco
27
Invesco
Georgia
$473M -$19.2M -94,989 -4%
Charles Schwab
28
Charles Schwab
California
$462M +$3.39M +16,765 +0.8%
UBS Group
29
UBS Group
Switzerland
$459M -$36.4M -179,922 -8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$433M +$4.02M +19,910 +1%
UBS AM
31
UBS AM
Illinois
$407M -$35M -173,298 -8%
Barclays
32
Barclays
United Kingdom
$375M +$140M +692,997 +62%
Goldman Sachs
33
Goldman Sachs
New York
$357M -$88.3M -436,725 -20%
Amundi
34
Amundi
France
$327M +$60.9M +301,180 +24%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$323M +$38.7M +191,317 +14%
DSA
36
Davis Selected Advisers
Arizona
$303M -$5.16M -25,545 -2%
AGA
37
Altrinsic Global Advisors
Connecticut
$301M -$10.9M -54,010 -4%
Principal Financial Group
38
Principal Financial Group
Iowa
$298M -$3.28M -16,247 -1%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$297M +$16.2M +80,325 +6%
Swiss National Bank
40
Swiss National Bank
Switzerland
$277M -$33.1M -163,500 -11%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$249M -$3.06M -15,143 -1%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$248M +$17.3M +85,390 +8%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$241M -$20.6M -102,123 -8%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$231M +$67.7M +334,970 +43%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$224M -$14.1M -69,516 -6%
CCM
46
Cullen Capital Management
New York
$220M -$6.81M -33,689 -3%
Fayez Sarofim & Co
47
Fayez Sarofim & Co
Texas
$214M -$1.48M -7,320 -0.7%
Jennison Associates
48
Jennison Associates
New York
$209M +$7.32M +36,211 +4%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$206M +$42.6M +210,801 +27%
ProShare Advisors
50
ProShare Advisors
Maryland
$205M +$9.31M +46,072 +5%

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.