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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
MFG
776
Monte Financial Group
Connecticut
$1.04M -$2.43K -12 -0.2%
ACH
777
ArrowMark Colorado Holdings
Colorado
$1.03M
CWM
778
Compass Wealth Management
Connecticut
$1.02M +$181K +897 +22%
ADL
779
Asset Dedication LLC
California
$1.02M +$105K +520 +12%
ALAM
780
Asahi Life Asset Management
Japan
$1.02M +$16.8K +83 +2%
RZH
781
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$16.6K +82 +2%
PA
782
Parallel Advisors
California
$1.01M +$170K +843 +21%
TAM
783
Trust Asset Management
Texas
$1.01M
PHS
784
Pekin Hardy Strauss
Illinois
$1M +$404 +2 +0%
MP
785
McDonald Partners
Ohio
$1M +$12.1K +60 +1%
MCM
786
Mill Capital Management
North Carolina
$1M
NPA
787
Nichols & Pratt Advisers
Massachusetts
$1M +$35K +173 +4%
FFM
788
Forum Financial Management
Illinois
$1M -$10.1K -50 -1%
RWM
789
Ritholtz Wealth Management
New York
$997K +$200K +987 +26%
PCM
790
Parsons Capital Management
Rhode Island
$995K +$29.3K +145 +3%
SWA
791
Stratos Wealth Advisors
Ohio
$992K +$20K +99 +2%
Fisher Asset Management
792
Fisher Asset Management
Washington
$990K +$62.3K +308 +7%
WGCA
793
Wolf Group Capital Advisors
Virginia
$989K +$1.21K +6 +0.1%
RC
794
Roundview Capital
New Jersey
$982K +$12.3K +61 +1%
GS
795
GTS Securities
New York
$981K +$952K +4,710 New
PA
796
Profund Advisors
Maryland
$977K -$51.5K -255 -5%
PP
797
PFS Partners
New Jersey
$969K +$2.02K +10 +0.2%
KWA
798
Kingswood Wealth Advisors
California
$969K +$941K +4,653 New
BI
799
Ballast Inc
Kentucky
$964K +$13.9K +69 +2%
WHCI
800
W.H. Cornerstone Investments
Massachusetts
$962K -$45.3K -224 -5%

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.