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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
MHIC
551
Marble Harbor Investment Counsel
Massachusetts
$2.75M -$18.2K -90 -0.7%
PWA
552
Phoenix Wealth Advisors
North Carolina
$2.74M -$83.9K -415 -3%
NWM
553
Northcape Wealth Management
New York
$2.73M -$161K -794 -6%
IRAG
554
Investment Research & Advisory Group
Georgia
$2.72M -$1.62K -8 -0.1%
KS
555
Karpas Strategies
Connecticut
$2.72M
BF
556
BOK Financial
Oklahoma
$2.71M -$44.1K -218 -2%
O
557
Ossiam
France
$2.69M -$9.46M -46,806 -78%
PG
558
Patten Group
Tennessee
$2.68M -$1.21K -6 -0%
Bessemer Group
559
Bessemer Group
New Jersey
$2.68M -$288K -1,427 -10%
FNT
560
First National Trust
Pennsylvania
$2.66M -$9.1K -45 -0.4%
AWS
561
Atria Wealth Solutions
New York
$2.66M -$26.5K -131 -1%
VanEck Associates
562
VanEck Associates
New York
$2.63M +$133K +660 +6%
LFAS
563
Level Four Advisory Services
Texas
$2.62M -$172K -849 -6%
FTDI
564
First Trust Direct Indexing
Massachusetts
$2.62M +$167K +826 +7%
SW
565
SVB Wealth
Massachusetts
$2.6M -$763K -3,772 -23%
VIM
566
Vinva Investment Management
Australia
$2.59M -$34K -168 -1%
AIP
567
Ameritas Investment Partners
Nebraska
$2.59M -$269K -1,331 -10%
AI
568
Atom Investors
Texas
$2.56M +$2.48M +12,282 New
SC
569
Slow Capital
California
$2.55M +$12.7K +63 +0.5%
IA
570
IFG Advisory
Georgia
$2.54M +$49.3K +244 +2%
MCM
571
MV Capital Management
Maryland
$2.53M +$52.8K +261 +2%
BMWM
572
Brown Miller Wealth Management
Virginia
$2.49M +$185K +917 +8%
Vontobel Holding
573
Vontobel Holding
Switzerland
$2.48M +$750K +3,710 +45%
TYCC
574
Texas Yale Capital Corp
Florida
$2.48M +$7.08K +35 +0.3%
AWM
575
Accurate Wealth Management
Florida
$2.42M +$16.4K +81 +0.7%

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.