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1,206 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2091,206 (-3)

Holders
1,206
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.11%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
626
Venture Visionary Partners
Ohio
$1.05M -$165K -942 -13%
CAG
627
Csenge Advisory Group
Florida
$1.04M -$20.5K -117 -2%
ACH
628
ArrowMark Colorado Holdings
Colorado
$1.04M
FM
629
Foster & Motley
Ohio
$1.03M -$118K -675 -10%
WG
630
Winton Group
United Kingdom
$1.02M +$1.03M +5,869 New
AIC
631
Aurora Investment Counsel
Georgia
$1.01M -$220K -1,255 -18%
GIA
632
Gateway Investment Advisers
Ohio
$1.01M +$43.6K +249 +4%
WTC
633
WhitTier Trust Company
Nevada
$1.01M +$38.6K +220 +4%
CHAM
634
Clear Harbor Asset Management
Connecticut
$1.01M +$78K +445 +8%
SCM
635
Silvant Capital Management
Georgia
$982K -$149K -850 -13%
WSCM
636
Wellington Shields Capital Management
New York
$974K
LFAS
637
Level Four Advisory Services
Texas
$972K -$308K -1,757 -24%
S
638
SimplyRich
California
$964K
VA
639
Valmark Advisers
Ohio
$964K
ANTB
640
AMG National Trust Bank
Colorado
$962K -$202K -1,150 -17%
LWAM
641
Legacy Wealth Asset Management
Minnesota
$949K +$3.86K +22 +0.4%
DFA
642
Delta Financial Advisors
Louisiana
$945K
CFD
643
Creative Financial Designs
Indiana
$938K +$74.9K +427 +9%
PFPT
644
Pinnacle Financial Partners (Tennessee)
Tennessee
$917K -$34K -194 -4%
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$905K +$417K +2,381 +84%
IIM
646
Intact Investment Management
Quebec, Canada
$902K -$52.6K -300 -5%
DAS
647
Dynamic Advisor Solutions
Arizona
$899K +$48K +274 +6%
RWB
648
RMR Wealth Builders
New Jersey
$898K
AWM
649
Avior Wealth Management
Nebraska
$896K -$184K -1,050 -17%
AWM
650
Apollon Wealth Management
South Carolina
$894K +$574K +3,277 +175%

CB Hedge Fund Activity: Q3 2021 in Review

1,206 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,206 institutional investors held Chubb (CB) as of Q3 2021, down from 1,209 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.