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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
WB
801
Webster Bank
Connecticut
$952K
MWA
802
Meridian Wealth Advisors
Texas
$951K -$5.66K -28 -0.6%
FI
803
Financial Insights
Washington
$944K +$141K +699 +19%
SFA
804
Sequoia Financial Advisors
Ohio
$937K -$29.5K -146 -3%
MUAMU
805
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$937K +$910K +4,500 New
OWP
806
Obermeyer Wealth Partners
Colorado
$932K
MMG
807
Monetary Management Group
Missouri
$927K -$303K -1,500 -25%
ANTB
808
AMG National Trust Bank
Colorado
$927K -$49.5K -245 -5%
WCM Investment Management
809
WCM Investment Management
California
$925K -$249K -1,233 -22%
SCM
810
Silvant Capital Management
Georgia
$923K
CI
811
Cigna Investments
Connecticut
$914K -$123K -606 -12%
FMB
812
Field & Main Bank
Kentucky
$914K +$85.9K +425 +11%
CA
813
Commerzbank Aktiengesellschaft
Germany
$891K -$593K -2,931 -41%
KWM
814
Kingsview Wealth Management
Oregon
$889K +$60.2K +298 +8%
FSA
815
Financial Security Advisor
Virginia
$888K +$859K +4,248 New
ACL
816
Applied Capital LLC
Florida
$885K -$4.85K -24 -0.6%
CCM
817
Coldstream Capital Management
Washington
$882K +$28.3K +140 +3%
LA
818
Lakeside Advisors
Washington
$880K -$60.6K -300 -7%
RWB
819
RMR Wealth Builders
New Jersey
$879K -$14.4K -71 -2%
CPR
820
CSU Producer Resources
Ohio
$877K
FG
821
Fiduciary Group
Georgia
$874K +$57.4K +284 +7%
SPC
822
Sigma Planning Corp
Michigan
$870K -$67.9K -336 -7%
Parallax Volatility Advisers
823
Parallax Volatility Advisers
California
$869K +$844K +4,174 New
GW
824
GW & Wade
Massachusetts
$868K +$475K +2,350 +129%
JSL
825
JT Stratford LLC
Georgia
$867K +$230K +1,137 +38%

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.