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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
PA
501
Pinnacle Associates
New York
$3.44M +$4.25K +21 +0.1%
WT
502
Whittier Trust
California
$3.42M +$103K +508 +3%
NVIM
503
New Vernon Investment Management
Illinois
$3.41M
WIA
504
Westbourne Investment Advisors
Maryland
$3.41M +$444K +2,195 +15%
SIP
505
Stoneridge Investment Partners
Pennsylvania
$3.39M -$163K -807 -5%
RBC
506
Romano Brothers & Co
Illinois
$3.38M +$2.02K +10 +0.1%
NB
507
Norinchukin Bank
Japan
$3.37M -$4.12M -20,376 -56%
Twin Tree Management
508
Twin Tree Management
Texas
$3.36M +$3.27M +16,161 New
CNBTD
509
Citizens National Bank Trust Department
Mississippi
$3.36M +$10.1K +50 +0.3%
SGI
510
Summit Global Investments
Utah
$3.34M -$41.4K -205 -1%
MMA
511
Mizuho Markets Americas
New York
$3.33M +$3.23M +15,978 New
LWMM
512
Legacy Wealth Management (Mississippi)
Mississippi
$3.32M -$4.04K -20 -0.1%
PAM
513
Panagora Asset Management
Massachusetts
$3.32M +$2.12M +10,464 +191%
LTI
514
Laffer Tengler Investments
Tennessee
$3.3M -$414K -2,050 -11%
BFA
515
Brendel Financial Advisors
New Hampshire
$3.25M +$3.15M +15,592 New
BPC
516
Banque Pictet & Cie
Switzerland
$3.23M -$2.36M -11,695 -43%
PAS
517
Park Avenue Securities
New York
$3.21M +$350K +1,730 +13%
AWM
518
Apollon Wealth Management
South Carolina
$3.16M -$591K -2,924 -16%
CIC
519
Cincinnati Indemnity Company
Ohio
$3.13M
JIC
520
Johnson Investment Counsel
Ohio
$3.13M +$212K +1,050 +8%
SFI
521
SPC Financial Inc
Maryland
$3.12M -$26.7K -132 -0.9%
BA
522
Bristlecone Advisors
Washington
$3.11M +$81.9K +405 +3%
KIA
523
KCM Investment Advisors
California
$3.11M -$464K -2,293 -13%
AAM
524
AR Asset Management
California
$3.1M
TRCT
525
Tower Research Capital (TRC)
New York
$3.1M +$512K +2,534 +20%

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.