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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
CGIM
476
Capital Group Investment Management
Singapore
$3.98M
PGAM
477
Princeton Global Asset Management
New Jersey
$3.97M +$344K +1,700 +10%
WB
478
WesBanco Bank
West Virginia
$3.91M +$401K +1,986 +12%
API
479
Advisor Partners II
California
$3.9M +$499K +2,467 +15%
HIS
480
Horizon Investment Services
Indiana
$3.86M +$12.5K +62 +0.3%
CIM
481
Corbyn Investment Management
Maryland
$3.86M -$488K -2,415 -12%
CSUI
482
Cincinnati Specialty Underwriters Insurance
Ohio
$3.84M
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$3.79M +$3.68M +18,225 New
FAP
484
Financial Advisory Partners
Florida
$3.78M -$40.8K -202 -1%
WMSA
485
Weiss Multi-Strategy Advisers
New York
$3.76M +$1.22M +6,051 +50%
BB
486
Berkshire Bank
Massachusetts
$3.74M -$37.8K -187 -1%
AG
487
Advocate Group
Minnesota
$3.73M +$350K +1,731 +11%
LCM
488
Liberty Capital Management
Michigan
$3.66M
MYLI
489
Meiji Yasuda Life Insurance
Japan
$3.65M +$2.23M +11,025 +170%
RCAP
490
Resolute Capital Asset Partners
Colorado
$3.64M +$3.54M +17,500 New
Cetera Investment Advisers
491
Cetera Investment Advisers
Illinois
$3.63M +$8.49K +42 +0.2%
CA
492
Clearstead Advisors
Ohio
$3.61M +$1.62M +8,014 +86%
PI
493
Putnam Investments
Massachusetts
$3.57M +$263K +1,300 +8%
QC
494
Quadrature Capital
United Kingdom
$3.57M +$1.53M +7,552 +79%
MLICM
495
Metropolitan Life Insurance Company (MetLife)
New York
$3.54M -$213K -1,055 -6%
CT
496
Chicago Trust
Illinois
$3.49M -$62.5K -309 -2%
PT
497
Plimoth Trust
Massachusetts
$3.49M +$40.6K +201 +1%
AFCM
498
Alta Fox Capital Management
Texas
$3.48M +$3.38M +16,700 New
IIM
499
Ipswich Investment Management
Massachusetts
$3.46M +$2.63K +13 +0.1%
TCM
500
Twin Capital Management
Pennsylvania
$3.45M -$219K -1,082 -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.