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1,206 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2091,206 (-3)

Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.11%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
501
CFS Investment Advisory Services
New Jersey
$2.09M +$2.12M +12,069 New
AF
502
Alerus Financial
North Dakota
$2.09M +$121K +690 +6%
AF
503
Ally Financial
Michigan
$2.08M
WAM
504
World Asset Management
Michigan
$2.07M -$172K -980 -8%
PG
505
Patten Group
Tennessee
$2.06M +$66.1K +377 +3%
SC
506
Slow Capital
California
$2.06M -$25.4K -145 -1%
MFM
507
MD Financial Management
Ontario, Canada
$2.05M +$301K +1,719 +17%
TYCC
508
Texas Yale Capital Corp
Florida
$2.03M
SNT
509
Security National Trust
West Virginia
$2.02M
PAG
510
Private Advisor Group
New Jersey
$2.02M +$922K +5,258 +82%
AP
511
Advisor Partners
California
$2.02M -$154K -877 -7%
FNT
512
First National Trust
Pennsylvania
$2.01M +$23.7K +135 +1%
CB
513
Community Bank
New York
$2M -$67K -382 -3%
HTC
514
Haverford Trust Company
Pennsylvania
$1.99M -$34.4K -196 -2%
WIA
515
Westbourne Investment Advisors
Maryland
$1.99M +$2.01M +11,462 New
AFM
516
Andesa Financial Management
Pennsylvania
$1.99M -$2.07M -11,818 -51%
CWM
517
Cordatus Wealth Management
Pennsylvania
$1.99M +$2.01M +11,442 New
KRSITF
518
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.98M -$55.7K -318 -3%
Wealthfront Advisers
519
Wealthfront Advisers
California
$1.97M +$932K +5,314 +88%
MCM
520
MV Capital Management
Maryland
$1.95M +$101K +575 +5%
BCB
521
Brian C. Broderick
$1.94M -$1.24M -7,075 -39%
HT
522
Heritage Trust
Oklahoma
$1.94M +$229K +1,305 +13%
NPP
523
New Potomac Partners
Maryland
$1.93M -$14.9K -85 -0.8%
JAG
524
Journey Advisory Group
Kentucky
$1.89M -$501K -2,858 -21%
RIM
525
Redpoint Investment Management
Australia
$1.89M +$19.3K +110 +1%

CB Hedge Fund Activity: Q3 2021 in Review

1,206 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,206 institutional investors held Chubb (CB) as of Q3 2021, down from 1,209 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.