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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
SF
626
Summit Financial
New Jersey
$1.92M -$11.1K -55 -0.6%
CK
627
Cohen Klingenstein
New York
$1.9M
USCWA
628
U.S. Capital Wealth Advisors
Texas
$1.88M +$21.2K +105 +1%
NSEDCP
629
NJ State Employees Deferred Compensation Plan
New Jersey
$1.88M
SC
630
Shay Capital
New York
$1.87M -$910K -4,500 -33%
VIG
631
Vienna Insurance Group
Poland
$1.86M +$407K +2,011 +29%
MGIA
632
Moneta Group Investment Advisors
Missouri
$1.86M +$55.8K +276 +3%
JCM
633
Jag Capital Management
Missouri
$1.84M -$202 -1 -0%
VI
634
Vestcor Inc
New Brunswick, Canada
$1.83M -$213K -1,053 -11%
QCM
635
Quantinno Capital Management
New York
$1.82M +$146K +720 +9%
NB
636
NBT Bank
New York
$1.82M +$1.77M +8,747 New
FB
637
Fulton Bank
Pennsylvania
$1.81M +$46.7K +231 +3%
MIC
638
Meridian Investment Counsel
California
$1.79M
HDIM
639
Hanson & Doremus Investment Management
Vermont
$1.79M +$1.33M +6,591 +331%
SIA
640
Schechter Investment Advisors
Michigan
$1.77M -$622K -3,076 -27%
BC
641
Bowman & Company
Wisconsin
$1.76M +$99.5K +492 +6%
PTP
642
Platform Technology Partners
New York
$1.75M +$168K +830 +11%
EWA
643
Exencial Wealth Advisors
Oklahoma
$1.75M +$462K +2,286 +37%
CDH
644
Charles D. Hyman
$1.75M
CNBT
645
Canandaigua National Bank & Trust
New York
$1.75M -$30.9K -153 -2%
PGA
646
Portland Global Advisors
Maine
$1.75M
PFPT
647
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.74M +$5.66K +28 +0.3%
OHWP
648
Oak Harbor Wealth Partners
North Carolina
$1.73M +$106K +525 +7%
TFS
649
Thoroughbred Financial Services
Tennessee
$1.72M +$382K +1,889 +30%
DAC
650
Dividend Assets Capital
South Carolina
$1.72M -$112K -555 -6%

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.