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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
RA
726
Rational Advisors
New York
$1.18M -$349K -1,676 -24%
DWP
727
Daymark Wealth Partners
Ohio
$1.18M +$1.11M +5,351 New
WI
728
Wintrust Investments
Illinois
$1.18M +$3.33K +16 +0.3%
CAM
729
Cresset Asset Management
Illinois
$1.18M +$579K +2,783 +48%
VA
730
Valmark Advisers
Ohio
$1.18M +$10.8K +52 +1%
MWA
731
Meridian Wealth Advisors
Texas
$1.14M +$416 +2 +0%
ANTB
732
AMG National Trust Bank
Colorado
$1.14M +$89.5K +430 +9%
CI
733
Cigna Investments
Connecticut
$1.14M +$208 +1 +0%
VNA
734
Valley National Advisers
Pennsylvania
$1.14M
IWC
735
Integrated Wealth Concepts
Massachusetts
$1.13M +$4.16K +20 +0.4%
CF
736
Centaurus Financial
California
$1.13M -$146K -700 -12%
TF
737
TIAA FSB
Florida
$1.12M -$192K -924 -15%
DWT
738
Dorsey & Whitney Trust
South Dakota
$1.11M +$61.4K +295 +6%
SWA
739
Stratos Wealth Advisors
Ohio
$1.11M +$2.29K +11 +0.2%
SL
740
Summitry LLC
California
$1.11M +$91.5K +440 +10%
Aristotle Capital Management
741
Aristotle Capital Management
California
$1.11M -$200K -959 -16%
TA
742
TFG Advisers
Michigan
$1.11M +$92K +442 +10%
SC
743
Shay Capital
New York
$1.1M +$1.04M +5,000 New
ACH
744
ArrowMark Colorado Holdings
Colorado
$1.1M
HT
745
Heritage Trust
Oklahoma
$1.09M +$8.11K +39 +0.8%
FNA
746
First National Advisers
Nebraska
$1.09M +$103K +497 +11%
SFSG
747
Sound Financial Strategies Group
Mississippi
$1.09M +$1.02M +4,919 New
JCM
748
Jacobi Capital Management
Pennsylvania
$1.08M +$217K +1,043 +27%
WP
749
WealthSource Partners
California
$1.07M +$208 +1 +0%
RZH
750
Relyea Zuckerberg Hanson
Connecticut
$1.07M +$63.5K +305 +7%

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.