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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
M1FG
601
Mach-1 Financial Group
Arkansas
$2.15M -$24.9K -123 -1%
Gates Foundation Trust
602
Gates Foundation Trust
Washington
$2.13M +$2.07M +10,250 New
MWM
603
Mission Wealth Management
California
$2.11M -$22.8K -113 -1%
DAS
604
Dynamic Advisor Solutions
Arizona
$2.09M +$59.6K +295 +3%
NFG
605
Nations Financial Group
Iowa
$2.09M -$17.6K -87 -0.9%
LFM
606
LGT Fund Management
Liechtenstein
$2.06M +$2.02M +10,000 New
PTC
607
Private Trust Company
Ohio
$2.05M -$84.9K -420 -4%
NPP
608
New Potomac Partners
Maryland
$2.04M +$82.9K +410 +4%
MCM
609
Marathon Capital Management
Maryland
$2.03M +$1.97M +9,760 New
BCM
610
Buckhead Capital Management
Georgia
$2.03M +$150K +743 +8%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$2.03M +$190K +939 +11%
ASA
612
Armstrong Shaw Associates
Connecticut
$2.02M
MC
613
Moors & Cabot
Massachusetts
$2.02M +$85.5K +423 +5%
LAIC
614
Lederer & Associates Investment Counsel
California
$2.01M -$29.9K -148 -2%
GF
615
Gabelli Funds
New York
$2M +$516K +2,550 +36%
GAM
616
Griffin Asset Management
New York
$1.99M -$154K -760 -7%
FNA
617
First National Advisers
Nebraska
$1.98M +$776K +3,837 +68%
CS
618
Comerica Securities
Michigan
$1.98M -$73.4K -363 -4%
PNAA
619
Pictet North America Advisors
Switzerland
$1.97M -$4.85K -24 -0.3%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$1.96M +$272K +1,345 +17%
AWMT
621
AAFMAA Wealth Management & Trust
North Carolina
$1.95M -$1.03M -5,094 -35%
NCM
622
Nelson Capital Management
California
$1.94M +$1.88M +9,312 New
HTC
623
Haverford Trust Company
Pennsylvania
$1.93M -$189K -937 -9%
PAG
624
Private Advisor Group
New Jersey
$1.93M +$152K +752 +9%
CIC
625
Cornercap Investment Counsel
Georgia
$1.93M +$1.87M +9,254 New

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.