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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
GRP
726
Global Retirement Partners
California
$1.27M +$7.68K +38 +0.6%
SCA
727
Snowden Capital Advisors
New York
$1.27M -$364K -1,800 -23%
LCM
728
Legato Capital Management
California
$1.24M
DFA
729
Delta Financial Advisors
Louisiana
$1.24M +$34.8K +172 +3%
TCOO
730
Trust Company of Oklahoma
Oklahoma
$1.23M -$291K -1,440 -20%
Wolverine Trading
731
Wolverine Trading
Illinois
$1.23M +$853K +4,220 +249%
FMAEN1
732
Fund Management at Engine No 1
California
$1.22M +$97.4K +482 +9%
EF
733
Exeter Financial
Arizona
$1.22M
SJL
734
Shayne & Jacobs LLC
Tennessee
$1.22M +$1.19M +5,872 New
LBWM
735
Left Brain Wealth Management
Illinois
$1.22M +$28.3K +140 +2%
LSPW
736
Lake Street Private Wealth
Illinois
$1.22M -$174K -860 -13%
RW
737
REDW Wealth
New Mexico
$1.21M -$334K -1,652 -22%
CG
738
Caprock Group
Idaho
$1.21M -$117K -578 -9%
PAG
739
Paladin Advisory Group
Iowa
$1.2M
HT
740
Heritage Trust
Oklahoma
$1.2M -$93.2K -461 -7%
SC
741
Scotia Capital
Ontario, Canada
$1.19M +$1.16M +5,740 New
SWP
742
Stratos Wealth Partners
Ohio
$1.19M -$59K -292 -5%
Credit Agricole
743
Credit Agricole
France
$1.18M +$781K +3,865 +217%
TI
744
Tidal Investments
Wisconsin
$1.18M +$72K +356 +7%
WIS
745
Wright Investors Service
Connecticut
$1.17M +$737K +3,644 +183%
GI
746
GS Investments
Minnesota
$1.16M
VA
747
Valmark Advisers
Ohio
$1.15M +$77.2K +382 +7%
RCAG
748
Rehmann Capital Advisory Group
Michigan
$1.15M -$348K -1,722 -24%
SB
749
Simmons Bank
Arkansas
$1.14M -$74.6K -369 -6%
MAS
750
Meeder Advisory Services
Ohio
$1.14M -$250K -1,237 -18%

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.