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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
APG Asset Management
526
APG Asset Management
Netherlands
$3.07M -$263K -1,300 -8%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$3.06M +$78.6K +389 +3%
ST
528
Somerset Trust
Pennsylvania
$3.05M -$5.46K -27 -0.2%
TNB
529
Thomasville National Bank
Georgia
$3.04M -$29.5K -146 -1%
CFCI
530
Comprehensive Financial Consultants Institutional
Indiana
$3.02M +$205K +1,015 +8%
NHT
531
New Hampshire Trust
New Hampshire
$3.02M -$84.5K -418 -3%
CA
532
Cetera Advisors
Colorado
$3M +$1.09M +5,370 +59%
SC
533
Savant Capital
Illinois
$2.96M +$1.74M +8,614 +154%
WC
534
Weil Company
California
$2.94M +$606 +3 +0%
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.94M -$150K -742 -5%
LSV Asset Management
536
LSV Asset Management
Illinois
$2.94M -$243K -1,200 -8%
BCFD
537
Boit C.F. David
$2.93M
1832 Asset Management
538
1832 Asset Management
Ontario, Canada
$2.93M -$3.63M -17,943 -56%
CB
539
Community Bank
New York
$2.91M +$278K +1,375 +11%
NIM
540
Nicollet Investment Management
Minnesota
$2.91M +$7.08K +35 +0.3%
WCM
541
Wunderlich Capital Managemnt
Tennessee
$2.9M -$21.2K -105 -0.7%
LA
542
LVW Advisors
New York
$2.89M -$693K -3,427 -20%
SDIC
543
South Dakota Investment Council
South Dakota
$2.86M -$254K -1,257 -8%
BCM
544
Bayesian Capital Management
New York
$2.84M -$283K -1,400 -9%
VA
545
Vident Advisory
Georgia
$2.81M +$2.73M +13,515 New
DCM
546
Delta Capital Management
New Jersey
$2.8M -$68.7K -340 -2%
MAM
547
Meeder Asset Management
Ohio
$2.79M -$240K -1,189 -8%
AW
548
Apricus Wealth
South Carolina
$2.78M -$17.2K -85 -0.6%
UA
549
Unison Advisors
District of Columbia
$2.77M +$11.3K +56 +0.4%
PFS
550
Prospera Financial Services
Texas
$2.76M +$205K +1,014 +8%

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.