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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
SBH
826
Segall Bryant & Hamill
Illinois
$784K -$109K -518 -11%
MNBTD
827
Moody National Bank Trust Division
Texas
$782K
CI
828
Conning Inc
Connecticut
$780K -$26.9K -128 -3%
LWAM
829
Legacy Wealth Asset Management
Minnesota
$779K -$16K -76 -2%
CC
830
Centiva Capital
New York
$773K +$395K +1,878 +89%
CCM
831
Coldstream Capital Management
Washington
$772K -$21K -100 -2%
BIC
832
Beach Investment Counsel
Pennsylvania
$772K -$5.64M -26,840 -87%
VEA
833
Virtus ETF Advisers
New York
$771K +$834K +3,969 New
FFWA
834
FRG Family Wealth Advisors
Washington
$771K
FA
835
FC Advisory
Pennsylvania
$770K
FAIM
836
Financial Advocates Investment Management
Washington
$769K -$9.04K -43 -1%
MA
837
Montag & Associates
Georgia
$769K
ADL
838
Asset Dedication LLC
California
$769K +$46.2K +220 +6%
LCGC
839
Legacy Capital Group California
California
$766K +$829K +3,944 New
APWM
840
Atlas Private Wealth Management
New York
$765K +$17.4K +83 +2%
VFA
841
Valeo Financial Advisors
Indiana
$765K +$226K +1,074 +37%
QCG
842
Quadrant Capital Group
Ohio
$762K +$28K +133 +4%
WA
843
WBH Advisory
Maryland
$756K +$818K +3,893 New
BI
844
Ballast Inc
Kentucky
$754K +$6.51K +31 +0.8%
FMB
845
Field & Main Bank
Kentucky
$754K +$171K +813 +26%
FRM
846
Fox Run Management
Connecticut
$753K +$815K +3,878 New
KWM
847
Kingsview Wealth Management
Oregon
$741K -$128K -611 -14%
CGL
848
Clarius Group LLC
Washington
$731K -$630 -3 -0.1%
BCP
849
Blackhawk Capital Partners
Wisconsin
$731K -$86.4K -411 -10%
CTA
850
Chesley Taft & Associates
Illinois
$730K +$20.8K +99 +3%

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.