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1,205 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
826
1ST Source Bank
Indiana
$411K
KFP
827
KB Financial Partners
New Jersey
$411K +$9.99K +57 +2%
EN1L
828
Engine No 1 LLC
California
$411K +$163K +932 +65%
AC
829
Allstate Corporation
Illinois
$410K -$164K -935 -28%
IWA
830
Intercontinental Wealth Advisors
Texas
$409K -$14.4K -82 -3%
MA
831
Mutual Advisors
Nebraska
$408K -$35.4K -202 -8%
SIG
832
Sky Investment Group
Connecticut
$404K -$8.77K -50 -2%
FTA
833
Financial & Tax Architects
Missouri
$402K -$4.56K -26 -1%
HJIM
834
Henry James International Management
New York
$401K +$351 +2 +0.1%
KFA
835
Krane Funds Advisors
New York
$400K +$404K +2,304 New
FMWA
836
Forvis Mazars Wealth Advisors
Missouri
$395K -$28K -160 -7%
PCA
837
Peddock Capital Advisors
Massachusetts
$394K
CCMD
838
Cypress Capital Management (Delaware)
Delaware
$390K
GAM
839
Griffin Asset Management
New York
$390K
LTI
840
Laffer Tengler Investments
Tennessee
$389K +$116K +664 +42%
PCM
841
Pointe Capital Management
Michigan
$389K
AWM
842
Affinity Wealth Management
Delaware
$389K +$48.4K +276 +14%
HW
843
Hancock Whitney
Mississippi
$387K -$5.61K -32 -1%
SC
844
Savant Capital
Illinois
$384K +$47.3K +270 +14%
SS
845
Simplicity Solutions
Minnesota
$383K +$33.5K +191 +9%
DI
846
DAGCO Inc
Ohio
$381K
S
847
SignatureFD
Georgia
$379K +$28.4K +162 +8%
CG
848
Colony Group
Massachusetts
$377K -$9.29K -53 -2%
MMHP
849
Murphy Middleton Hinkle & Parker
Georgia
$377K
AAM
850
Aureus Asset Management
Massachusetts
$373K

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.