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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
MWP
51
MYCIO Wealth Partners
Pennsylvania
$204M +$613K +3,031 +0.3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$195M +$2.04M +10,091 +1%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$188M -$1.97M -9,738 -1%
PCH
54
Polar Capital Holdings
United Kingdom
$188M -$7.38M -36,500 -4%
CB
55
Cooke & Bieler
Pennsylvania
$177M +$16M +79,257 +10%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$173M -$8.27M -40,904 -5%
Stifel Financial
57
Stifel Financial
Missouri
$173M +$696K +3,443 +0.4%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$166M -$17M -84,255 -10%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$160M -$13.1M -64,554 -8%
Truist Financial
60
Truist Financial
North Carolina
$155M +$17.2K +85 +0%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$154M -$1.77M -8,731 -1%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$152M +$19.3M +95,600 +15%
US Bancorp
63
US Bancorp
Minnesota
$150M -$3.19M -15,765 -2%
JFL
64
Jarislowsky, Fraser Ltd
Quebec, Canada
$144M +$745K +3,684 +0.5%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$143M -$45.5M -225,274 -25%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$142M -$14.5M -71,526 -10%
CIM
67
Confluence Investment Management
Missouri
$141M -$1.31M -6,481 -0.9%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$138M -$5.7M -28,209 -4%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$135M -$12.2M -60,126 -8%
CCMG
70
Clark Capital Management Group
Pennsylvania
$132M +$36.4M +180,282 +40%
Neuberger Berman Group
71
Neuberger Berman Group
New York
$132M -$14M -69,414 -10%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$129M +$45.4M +224,369 +57%
CS
73
Credit Suisse
Switzerland
$120M -$1.93M -9,552 -2%
Barrow, Hanley, Mewhinney & Strauss
74
Barrow, Hanley, Mewhinney & Strauss
Texas
$117M +$257K +1,270 +0.2%
Lazard Asset Management
75
Lazard Asset Management
New York
$114M +$100M +495,860 +978%

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.