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1,464 hedge funds and large institutions have $71B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 578 increasing their positions, 531 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 531

8% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 120

8% more call options, than puts

Call options by funds: $225M | Put options by funds: $207M

0.8% more ownership

Funds ownership: 87.99%88.79% (+0.8%)

1% less funds holding

Funds holding: 1,4811,464 (-17)

12% less capital invested

Capital invested by funds: $80.3B → $71B (-$9.31B)

50% less funds holding in top 10

Funds holding in top 10: 5226 (-26)

Holders
1,464
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.33%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.41%
New
130
Increased
578
Reduced
531
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
776
Monte Financial Group
Connecticut
$958K +$152K +723 +17%
HT
777
Heritage Trust
Oklahoma
$955K -$8.41K -40 -0.8%
SL
778
Summitry LLC
California
$949K -$31.9K -152 -3%
FFM
779
Forum Financial Management
Illinois
$941K +$5.46K +26 +0.5%
TAM
780
Trust Asset Management
Texas
$938K +$4.83K +23 +0.5%
WP
781
WealthSource Partners
California
$937K -$7.14K -34 -0.7%
PHS
782
Pekin Hardy Strauss
Illinois
$937K +$18.1K +86 +2%
ANTB
783
AMG National Trust Bank
Colorado
$929K -$77.8K -370 -7%
MP
784
McDonald Partners
Ohio
$922K +$28K +133 +3%
AWM
785
Axxcess Wealth Management
California
$922K -$240K -1,144 -19%
WGCA
786
Wolf Group Capital Advisors
Virginia
$922K
BTI
787
Blue Trust Inc
Georgia
$917K +$38.2K +182 +5%
SPC
788
Sigma Planning Corp
Michigan
$916K +$170K +811 +21%
DEA
789
DoubleLine ETF Adviser
Florida
$909K -$250K -1,188 -20%
S
790
SignatureFD
Georgia
$908K -$37.6K -179 -4%
TCA
791
Transcend Capital Advisors
New Jersey
$908K +$47.5K +226 +5%
PCM
792
Parsons Capital Management
Rhode Island
$905K -$25.4K -121 -3%
RC
793
Roundview Capital
New Jersey
$904K +$55.3K +263 +6%
NPA
794
Nichols & Pratt Advisers
Massachusetts
$901K +$316K +1,503 +48%
PP
795
PFS Partners
New Jersey
$901K +$1.68K +8 +0.2%
SI
796
Saxon Interests
Texas
$900K +$30.5K +145 +3%
WB
797
Webster Bank
Connecticut
$888K +$15.1K +72 +2%
MYLI
798
Meiji Yasuda Life Insurance
Japan
$887K -$4.2K -20 -0.4%
CTC
799
Central Trust Company
Missouri
$882K -$10.7K -51 -1%
MC
800
Machina Capital
France
$881K +$953K +4,537 New

CB Hedge Fund Activity: Q1 2023 in Review

1,464 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2023, worth a combined $71B — down 12% from $80.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CB positions and 120 closed out — a net gain of 10 holders — while 578 added to existing stakes and 531 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $885M. The largest seller was Capital International Investors, cutting an estimated $1.09B.

  • 1,464 institutional investors held Chubb (CB) as of Q1 2023, down from 1,481 in Q4 2022.
  • Funds reported $71B of Chubb stock for Q1 2023, down 12% quarter-over-quarter.
  • 130 funds opened new Chubb positions in Q1 2023 and 120 closed out, a net change of +10 holders.
  • The largest Chubb buyer in Q1 2023 was T. Rowe Price Associates, an estimated $885M added.
  • The largest Chubb seller in Q1 2023 was Capital International Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.