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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
SW
876
SlateStone Wealth
Florida
$664K +$282K +1,340 +64%
HTHT
877
Hemenway Trust Hemenway Trust
New Hampshire
$663K +$88.1K +419 +14%
HVIA
878
Hudson Valley Investment Advisors
New York
$660K -$52.3K -249 -7%
ATIA
879
American Trust Investment Advisors
New Hampshire
$657K
FG
880
Fiduciary Group
Georgia
$657K +$78.2K +372 +12%
BMCM
881
Bryn Mawr Capital Management
Pennsylvania
$655K -$210 -1 -0%
ST
882
Spinnaker Trust
Maine
$655K
HFM
883
Hartford Funds Management
Pennsylvania
$654K +$72.7K +346 +11%
RFA
884
Resurgent Financial Advisors
Georgia
$651K -$34.7K -165 -5%
NAMP
885
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$651K +$16.2K +77 +2%
VIG
886
Vienna Insurance Group
Poland
$642K +$695K +3,307 New
SLWA
887
San Luis Wealth Advisors
California
$642K -$166K -790 -19%
CG
888
CFO4Life Group
Texas
$632K -$86.6K -412 -11%
XT
889
XTX Topco
Cayman Islands
$632K +$684K +3,253 New
PPP
890
Private Portfolio Partners
New Jersey
$631K +$210 +1 +0%
AC
891
ASB Consultores
Florida
$630K +$218K +1,038 +47%
VSQM
892
V-Square Quantitative Management
Illinois
$628K +$680K +3,234 New
VCM
893
Vigilant Capital Management
Maine
$626K -$236K -1,125 -26%
DTL
894
Dynamic Technology Lab
Singapore
$621K +$672K +3,197 New
BSW
895
Buckingham Strategic Wealth
Missouri
$618K
SC
896
Saturna Capital
Washington
$616K
MMPW
897
Mitchell McLeod Pugh & Williams
Alabama
$611K +$32.6K +155 +5%
APA
898
Astoria Portfolio Advisors
New York
$608K +$33.4K +159 +5%
AFM
899
Abbot Financial Management
Massachusetts
$606K
EWA
900
Encompass Wealth Advisors
Oregon
$601K

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.