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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
LMIM
576
Lockheed Martin Investment Management
Maryland
$2.4M -$5.45M -26,980 -70%
RCM
577
Regency Capital Management
Hawaii
$2.4M -$186K -921 -7%
RWA
578
Ropes Wealth Advisors
Massachusetts
$2.39M -$117K -578 -5%
WI
579
Wintrust Investments
Illinois
$2.38M +$376K +1,860 +19%
LA
580
LBP AM
France
$2.38M +$365K +1,806 +19%
PWLP
581
Prio Wealth Limited Partnership
Massachusetts
$2.37M -$355K -1,755 -13%
SSWM
582
Smith Salley Wealth Management
North Carolina
$2.35M -$28.9K -143 -1%
CCM
583
Cox Capital Management
Massachusetts
$2.34M +$191K +945 +9%
HA
584
Herold Advisors
New York
$2.32M +$160K +791 +8%
MWM
585
Mattern Wealth Management
Kansas
$2.32M +$169K +835 +8%
HCM
586
Hodges Capital Management
Texas
$2.31M -$618K -3,057 -22%
SG Americas Securities
587
SG Americas Securities
New York
$2.31M -$7.33M -36,280 -77%
GWM
588
Geneos Wealth Management
Colorado
$2.31M -$51.3K -254 -2%
MSFS
589
Main Street Financial Solutions
Pennsylvania
$2.3M +$114K +564 +5%
USAA
590
United Services Automobile Association
Texas
$2.29M +$2.22M +10,982 New
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$2.28M +$475K +2,349 +27%
Balyasny Asset Management
592
Balyasny Asset Management
Illinois
$2.28M -$519K -2,568 -19%
BRWA
593
B. Riley Wealth Advisors
Florida
$2.27M -$120K -595 -5%
ADIM
594
Alpha DNA Investment Management
Maryland
$2.26M -$4.25K -21 -0.2%
CIAS
595
CFS Investment Advisory Services
New Jersey
$2.25M -$809 -4 -0%
AWA
596
Aaron Wealth Advisors
Illinois
$2.24M +$2.22K +11 +0.1%
HCM
597
HMS Capital Management
Tennessee
$2.21M -$111K -550 -5%
EIP
598
Epoch Investment Partners
New York
$2.19M +$181K +893 +9%
CWS
599
Confluence Wealth Services
Pennsylvania
$2.18M +$36.8K +182 +2%
ACM
600
Argyle Capital Management
Pennsylvania
$2.17M -$6.07K -30 -0.3%

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.