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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
ATPW
701
Ashton Thomas Private Wealth
Arizona
$1.41M +$531K +2,627 +63%
RMC
702
Resources Management Corp
Connecticut
$1.41M +$47.5K +235 +4%
TA
703
TFG Advisers
Michigan
$1.39M +$110K +543 +9%
JWCA
704
J.W. Coons Advisors
Ohio
$1.39M -$211K -1,042 -14%
CWM
705
Cordatus Wealth Management
Pennsylvania
$1.37M -$35K -173 -3%
JAG
706
Journey Advisory Group
Kentucky
$1.37M +$79.7K +394 +6%
VAG
707
VisionPoint Advisory Group
Texas
$1.36M +$1.32M +6,533 New
SCP
708
Shorepoint Capital Partners
Massachusetts
$1.35M -$49.5K -245 -4%
MCM
709
McRae Capital Management
New Jersey
$1.34M +$35.4K +175 +3%
CHAM
710
Clear Harbor Asset Management
Connecticut
$1.34M +$10.1K +50 +0.8%
TDC
711
Thompson Davis & Co
Virginia
$1.33M
TPW
712
Transatlantique Private Wealth
New York
$1.33M
QI
713
Qtron Investments
Massachusetts
$1.33M -$74.4K -368 -5%
TPCW
714
TD Private Client Wealth
New York
$1.33M +$178K +880 +16%
FM
715
Foster & Motley
Ohio
$1.33M +$4.65K +23 +0.4%
DFC
716
DB Fitzpatrick & Co
Idaho
$1.32M +$23.9K +118 +2%
DEA
717
DoubleLine ETF Adviser
Florida
$1.32M +$57.6K +285 +5%
PL
718
Perpetual Ltd
Australia
$1.3M +$99.5K +492 +9%
CCP
719
Cunning Capital Partners
North Carolina
$1.3M +$1.27M +6,265 New
CFD
720
Creative Financial Designs
Indiana
$1.3M -$44.3K -219 -3%
NW
721
NewEdge Wealth
Pennsylvania
$1.29M -$243K -1,203 -16%
BC
722
Burney Company
Virginia
$1.29M -$12.1K -60 -1%
TRIA
723
Trail Ridge Investment Advisors
Colorado
$1.28M
CAG
724
Csenge Advisory Group
Florida
$1.27M +$188K +930 +18%
VVP
725
Venture Visionary Partners
Ohio
$1.27M

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.