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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
JCM
751
Jacobi Capital Management
Pennsylvania
$1.14M +$215K +1,064 +24%
NP
752
Nilsine Partners
Colorado
$1.13M +$606 +3 +0.1%
ONB
753
Old National Bancorp
Indiana
$1.13M -$31.3K -155 -3%
WS
754
Wedbush Securities
California
$1.13M -$179K -887 -14%
BIM
755
Baldwin Investment Management
Pennsylvania
$1.12M +$124K +615 +13%
QT
756
Quantbot Technologies
New York
$1.12M +$714K +3,533 +193%
HCP
757
Holt Capital Partners
Texas
$1.11M
V
758
ViaWealth
Kansas
$1.11M
LCGC
759
Legacy Capital Group California
California
$1.09M +$20.6K +102 +2%
CTC
760
Central Trust Company
Missouri
$1.09M -$59K -292 -5%
BL
761
Balentine LLC
Georgia
$1.08M +$202 +1 +0%
S
762
SignatureFD
Georgia
$1.08M +$187K +927 +22%
CIBC World Market
763
CIBC World Market
Ontario, Canada
$1.07M +$85.5K +423 +9%
IC
764
Inscription Capital
Texas
$1.07M +$49.5K +245 +5%
TC
765
TownSquare Capital
Utah
$1.07M +$21.6K +107 +2%
FDS
766
First Dallas Securities
Texas
$1.07M +$601K +2,974 +138%
GVAG
767
Great Valley Advisor Group
Delaware
$1.06M +$134K +662 +15%
AWM
768
Avior Wealth Management
Nebraska
$1.06M +$133K +659 +15%
VNA
769
Valley National Advisers
Pennsylvania
$1.05M +$2.02K +10 +0.2%
MFG
770
Merit Financial Group
Georgia
$1.05M +$149K +739 +17%
TCM
771
Teza Capital Management
Illinois
$1.05M -$4.43M -21,924 -81%
AF
772
Ally Financial
Michigan
$1.04M +$1.01M +5,000 New
SL
773
Summitry LLC
California
$1.04M +$4.85K +24 +0.5%
CF
774
Centaurus Financial
California
$1.04M +$10.9K +54 +1%
FA
775
FDx Advisors
Illinois
$1.04M -$1.05M -5,192 -51%

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.