We are live on ! Find out more

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
CA
676
Claro Advisors
Massachusetts
$1.55M +$84.3K +417 +6%
MCM
677
Monarch Capital Management
Indiana
$1.54M -$3.84K -19 -0.3%
SLI
678
Sumitomo Life Insurance
Japan
$1.54M -$19.2K -95 -1%
WTC
679
WhitTier Trust Company
Nevada
$1.54M -$15.4K -76 -1%
SSA
680
Schonfeld Strategic Advisors
New York
$1.54M -$57.6M -284,993 -97%
DGAM
681
Desjardins Global Asset Management
Quebec, Canada
$1.54M +$137K +678 +10%
OAM
682
Occidental Asset Management
California
$1.53M +$178K +881 +14%
GBWM
683
Granite Bay Wealth Management
New Hampshire
$1.53M +$1.53M +7,560 New
FWIA
684
Fort Washington Investment Advisors
Ohio
$1.52M
LPT
685
Legacy Private Trust
Wisconsin
$1.51M -$228K -1,128 -13%
ATC
686
Argent Trust Co
Tennessee
$1.51M +$59.2K +293 +4%
FLI
687
Family Legacy Inc
South Carolina
$1.5M -$1.21K -6 -0.1%
SIS
688
Strategic Investment Solutions
Illinois
$1.49M +$1.47M +7,254 +6,200%
FBT
689
First Bankers Trust
Kentucky
$1.48M +$177K +877 +14%
MYIA
690
Mount Yale Investment Advisors
Colorado
$1.48M +$42.3K +209 +3%
AA
691
Altman Advisors
Illinois
$1.48M +$1.44M +7,110 New
LC
692
Lincoln Capital
Nebraska
$1.48M
PVI
693
Pine Valley Investments
New Jersey
$1.47M -$173K -856 -11%
PCM
694
Penserra Capital Management
California
$1.47M +$472K +2,333 +49%
IWC
695
Integrated Wealth Concepts
Massachusetts
$1.45M +$19.6K +97 +1%
MPPW
696
Mitchell & Pahl Private Wealth
Oklahoma
$1.44M +$109K +537 +8%
GIA
697
Guyasuta Investment Advisors
Pennsylvania
$1.44M +$654K +3,233 +88%
DWT
698
Dorsey & Whitney Trust
South Dakota
$1.44M +$7.08K +35 +0.5%
S
699
SimplyRich
California
$1.42M +$123K +609 +10%
DM
700
Delphi Management
Massachusetts
$1.42M +$165K +818 +14%

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.