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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
NIM
876
Northeast Investment Management
Massachusetts
$733K +$712K +3,522 New
CIM
877
CIM Investment Management
Pennsylvania
$728K -$17.2K -85 -2%
NL
878
NVWM LLC
Pennsylvania
$727K -$6.07K -30 -0.9%
UAS
879
United Asset Strategies
New York
$721K +$78K +386 +13%
WANY
880
Wealthspire Advisors (New York)
New York
$721K +$245K +1,212 +54%
WA
881
Wealth Alliance
New York
$721K -$19K -94 -3%
ST
882
Spinnaker Trust
Maine
$721K
CAM
883
Columbia Asset Management
Michigan
$705K
ATIA
884
American Trust Investment Advisors
New Hampshire
$705K
FI
885
Fosun International
China
$704K +$683K +3,380 New
GWM
886
GSB Wealth Management
Connecticut
$704K +$24.1K +119 +4%
OIA
887
Optimum Investment Advisors
Illinois
$703K +$50.5K +250 +8%
JIP
888
Jaffetilchin Investment Partners
Florida
$702K +$682K +3,373 New
CG
889
CFO4Life Group
Texas
$699K -$1.01K -5 -0.1%
TCM
890
Tributary Capital Management
Nebraska
$697K -$6.07K -30 -0.9%
DDC
891
DF Dent & Co
Maryland
$689K -$64.3K -318 -9%
LCWP
892
Legacy Capital Wealth Partners
Arkansas
$681K +$662K +3,273 New
APA
893
Astoria Portfolio Advisors
New York
$679K -$22.2K -110 -3%
CGL
894
Clarius Group LLC
Washington
$676K -$123K -609 -16%
LC
895
LCNB Corp
Ohio
$671K +$131K +649 +25%
RFA
896
Resurgent Financial Advisors
Georgia
$670K -$23.7K -117 -4%
CCG
897
Ceeto Capital Group
Florida
$669K +$40.4K +200 +7%
WQ
898
Wealth Quarterback
New Jersey
$665K +$2.83K +14 +0.4%
CPC
899
Cookson Peirce & Co
Pennsylvania
$664K +$159K +787 +33%
SC
900
Saturna Capital
Washington
$660K

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.