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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
CFA
826
CWS Financial Advisors
Michigan
$864K -$22.4K -111 -3%
MG
827
Mather Group
Illinois
$860K +$43.9K +217 +6%
STA
828
Summit Trail Advisors
New York
$858K +$185K +914 +29%
SFSG
829
Sound Financial Strategies Group
Mississippi
$856K +$831K +4,113 New
TCA
830
Transcend Capital Advisors
New Jersey
$856K -$27.9K -138 -3%
TPA
831
Trivium Point Advisory
Connecticut
$856K +$116K +575 +16%
HCA
832
Harbour Capital Advisors
Virginia
$855K -$4.04K -20 -0.5%
APWM
833
Atlas Private Wealth Management
New York
$850K +$7.48K +37 +0.9%
BIC
834
Beach Investment Counsel
Pennsylvania
$849K
PWM
835
Perigon Wealth Management
California
$844K -$15.8K -78 -2%
FAIM
836
Financial Advocates Investment Management
Washington
$839K +$6.87K +34 +0.9%
EFS
837
Essex Financial Services
Connecticut
$839K -$39.6K -196 -5%
BCP
838
Blackhawk Capital Partners
Wisconsin
$834K +$19.4K +96 +2%
IIM
839
InTrack Investment Management
Vermont
$833K
ADBIC
840
A.D. Beadell Investment Counsel
Wisconsin
$832K +$118K +585 +17%
DWM
841
Dakota Wealth Management
Florida
$827K +$470K +2,327 +142%
FA
842
FC Advisory
Pennsylvania
$825K
FFWA
843
FRG Family Wealth Advisors
Washington
$825K -$6.07K -30 -0.8%
MA
844
Montag & Associates
Georgia
$823K -$1.42K -7 -0.2%
CIC
845
Chase Investment Counsel
Virginia
$820K +$796K +3,940 New
VFA
846
Valeo Financial Advisors
Indiana
$815K +$66.9K +331 +9%
MNBTD
847
Moody National Bank Trust Division
Texas
$812K -$24.9K -123 -3%
HW
848
Hancock Whitney
Mississippi
$806K -$32.7K -162 -4%
BOH
849
Bank of Hawaii
Hawaii
$803K -$10.5K -52 -1%
CWM
850
Connecticut Wealth Management
Connecticut
$787K +$117K +580 +18%

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.