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1,480 hedge funds and large institutions have $80.3B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 526 increasing their positions, 493 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

58% more funds holding in top 10

Funds holding in top 10: 3352 (+19)

21% more capital invested

Capital invested by funds: $66.4B → $80.3B (+$13.9B)

9% more funds holding

Funds holding: 1,3581,480 (+122)

7% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 493

0% more call options, than puts

Call options by funds: $268M | Put options by funds: $267M

0.31% more ownership

Funds ownership: 87.68%87.99% (+0.31%)

Holders
1,480
Holders Change
+122
Holders Change %
+8.98%
% of All Funds
23.79%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
526
Reduced
493
Closed
82
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
651
MGO One Seven
Ohio
$1.65M -$12.1K -58 -0.8%
PTP
652
Platform Technology Partners
New York
$1.65M +$15.2K +73 +1%
MCM
653
Monarch Capital Management
Indiana
$1.64M
WMA
654
West Michigan Advisors
Michigan
$1.64M -$43.5K -209 -3%
RW
655
REDW Wealth
New Mexico
$1.63M
ONB
656
Old National Bancorp
Indiana
$1.63M +$69.3K +333 +5%
Nomura Holdings
657
Nomura Holdings
Japan
$1.63M +$210K +1,008 +16%
SCP
658
Shorepoint Capital Partners
Massachusetts
$1.63M -$52.2K -251 -3%
AWM
659
Aries Wealth Management
Maine
$1.62M -$6.24K -30 -0.4%
GIA
660
Gateway Investment Advisers
Ohio
$1.62M +$249K +1,197 +20%
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M -$624 -3 -0%
FLI
662
Family Legacy Inc
South Carolina
$1.61M -$13.9K -67 -0.9%
GAM
663
Griffin Asset Management
New York
$1.6M +$26K +125 +2%
LC
664
Lincoln Capital
Nebraska
$1.59M
NGA
665
Naples Global Advisors
Florida
$1.57M
FWIA
666
Fort Washington Investment Advisors
Ohio
$1.57M -$15K -72 -1%
BFEC
667
Benjamin F. Edwards & Company
Missouri
$1.57M -$28.9K -139 -2%
AW
668
Alaethes Wealth
Nevada
$1.56M +$1.47M +7,072 New
AF
669
Allworth Financial
California
$1.56M +$31.6K +152 +2%
CWM
670
Catalyst Wealth Management
Georgia
$1.53M +$1.44M +6,934 New
QI
671
Qtron Investments
Massachusetts
$1.53M +$88.4K +425 +7%
SF
672
Summit Financial
New Jersey
$1.51M -$73.4K -353 -5%
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$321K +1,541 +29%
WG
674
Winton Group
United Kingdom
$1.5M -$3.46M -16,622 -71%
Luther King Capital Management (LKCM)
675
Luther King Capital Management (LKCM)
Texas
$1.5M +$6.24K +30 +0.4%

CB Hedge Fund Activity: Q4 2022 in Review

1,480 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2022, worth a combined $80.3B — up 21% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new CB positions and 82 closed out — a net gain of 149 holders — while 526 added to existing stakes and 493 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $543M. The largest seller was Wellington Management Group, cutting an estimated $263M.

  • 1,480 institutional investors held Chubb (CB) as of Q4 2022, up from 1,358 in Q3 2022.
  • Funds reported $80.3B of Chubb stock for Q4 2022, up 21% quarter-over-quarter.
  • 231 funds opened new Chubb positions in Q4 2022 and 82 closed out, a net change of +149 holders.
  • The largest Chubb buyer in Q4 2022 was Ontario Teachers' Pension Plan Board, an estimated $543M added.
  • The largest Chubb seller in Q4 2022 was Wellington Management Group, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2022.