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1,358 hedge funds and large institutions have $66.4B invested in Chubb in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 560 increasing their positions, 463 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 463

12% more call options, than puts

Call options by funds: $217M | Put options by funds: $194M

0.54% more ownership

Funds ownership: 87.14%87.68% (+0.54%)

3% less funds holding

Funds holding: 1,4021,358 (-44)

8% less capital invested

Capital invested by funds: $72.2B → $66.4B (-$5.88B)

22% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 113

25% less funds holding in top 10

Funds holding in top 10: 4433 (-11)

Holders
1,358
Holders Change
-44
Holders Change %
-3.14%
% of All Funds
23.39%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.57%
New
88
Increased
560
Reduced
463
Closed
113
Calls
$217M
Puts
$194M
Net Calls
+$22.8M
Net Calls Change
+$8.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
751
Summitry LLC
California
$837K
SI
752
Saxon Interests
Texas
$836K -$8.73K -46 -1%
TA
753
TFG Advisers
Michigan
$835K +$31.1K +164 +4%
MYLI
754
Meiji Yasuda Life Insurance
Japan
$835K +$366K +1,927 +72%
MP
755
McDonald Partners
Ohio
$834K +$48.4K +255 +6%
TCA
756
Transcend Capital Advisors
New Jersey
$832K -$32.1K -169 -4%
SBH
757
Segall Bryant & Hamill
Illinois
$830K
HLOC
758
H.L. Ormond & Company
North Carolina
$828K +$58.5K +308 +7%
RZH
759
Relyea Zuckerberg Hanson
Connecticut
$827K
ECM
760
Everence Capital Management
Indiana
$826K +$862K +4,540 New
LA
761
Lakeside Advisors
Washington
$824K
WB
762
Webster Bank
Connecticut
$823K
RIM
763
Regent Investment Management
Kentucky
$823K +$5.7K +30 +0.7%
PA
764
Profund Advisors
Maryland
$821K -$2.09K -11 -0.2%
RWB
765
RMR Wealth Builders
New Jersey
$819K
BAM
766
Boyar Asset Management
New York
$819K +$302K +1,590 +55%
OWP
767
Obermeyer Wealth Partners
Colorado
$818K
CFA
768
CWS Financial Advisors
Michigan
$806K -$1.52K -8 -0.2%
FNA
769
First National Advisers
Nebraska
$806K +$238K +1,254 +39%
AG
770
Ascent Group
Virginia
$795K -$249K -1,312 -26%
VCM
771
Vigilant Capital Management
Maine
$791K -$398K -2,095 -33%
RC
772
Roundview Capital
New Jersey
$791K +$34.8K +183 +4%
GRP
773
Global Retirement Partners
California
$774K +$17.5K +92 +3%
CPR
774
CSU Producer Resources
Ohio
$766K
PWS
775
Peterson Wealth Services
Utah
$762K +$221K +1,163 +38%

CB Hedge Fund Activity: Q3 2022 in Review

1,358 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2022, worth a combined $66.4B — down 8.1% from $72.2B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of CB and 88 opened new positions — a net loss of 25 holders — while 463 trimmed existing stakes and 560 added.

The largest buyer was Goldman Sachs, adding an estimated $149M. The largest seller was Wellington Management Group, cutting an estimated $565M.

  • 1,358 institutional investors held Chubb (CB) as of Q3 2022, down from 1,402 in Q2 2022.
  • Funds reported $66.4B of Chubb stock for Q3 2022, down 8.1% quarter-over-quarter.
  • 88 funds opened new Chubb positions in Q3 2022 and 113 closed out, a net change of -25 holders.
  • The largest Chubb buyer in Q3 2022 was Goldman Sachs, an estimated $149M added.
  • The largest Chubb seller in Q3 2022 was Wellington Management Group, an estimated $565M sold.

Based on aggregated 13F filings for Q3 2022.