We are live on ! Find out more

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
WPC
851
Wedmont Private Capital
Pennsylvania
$786K +$97K +480 +15%
NIM
852
NEOS Investment Management
Connecticut
$783K +$760K +3,759 New
C
853
Certuity
Florida
$779K +$152K +751 +25%
QCG
854
Quadrant Capital Group
Ohio
$778K +$10.1K +50 +1%
BMCM
855
Bryn Mawr Capital Management
Pennsylvania
$777K +$76.2K +377 +11%
MW
856
Marcum Wealth
Ohio
$774K -$26.5K -131 -3%
EP
857
EPIQ Partners
Minnesota
$773K
SL
858
Sentry LLC
Tennessee
$770K
TC
859
Toews Corporation
New Jersey
$770K +$748K +3,700 New
WA
860
WBH Advisory
Maryland
$770K -$17K -84 -2%
IWM
861
IHT Wealth Management
Illinois
$769K +$124K +612 +20%
CTA
862
Chesley Taft & Associates
Illinois
$769K -$19.2K -95 -3%
WC
863
Westhampton Capital
North Carolina
$768K
EF
864
Empowered Funds
Pennsylvania
$768K +$159K +786 +27%
MMPW
865
Mitchell McLeod Pugh & Williams
Alabama
$762K +$107K +529 +17%
CAM
866
Cidel Asset Management
Ontario, Canada
$761K -$290K -1,435 -28%
KCM
867
KRS Capital Management
Michigan
$760K +$43.7K +216 +6%
GCM
868
GoodHaven Capital Management
New Jersey
$755K
CCA
869
Checchi Capital Advisers
California
$753K -$21.2K -105 -3%
BHA
870
Beech Hill Advisors
New York
$752K
GIA
871
Gladstone Institutional Advisory
Florida
$751K -$575K -2,843 -44%
MCM
872
Mainstay Capital Management
Michigan
$750K -$163K -806 -18%
SCA
873
Sippican Capital Advisors
Massachusetts
$749K -$5.86K -29 -0.8%
NAMP
874
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$739K +$15.2K +75 +2%
HCM
875
Highlander Capital Management
New Jersey
$739K +$136K +675 +23%

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.