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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
PPP
901
Private Portfolio Partners
New Jersey
$651K -$24.9K -123 -4%
ACA
902
Aptus Capital Advisors
Alabama
$651K +$228K +1,128 +56%
ACM
903
Allred Capital Management
Texas
$648K +$76.6K +379 +14%
MSCM
904
McElhenny Sheffield Capital Management
Texas
$647K -$85.3K -422 -12%
EWA
905
Encompass Wealth Advisors
Oregon
$644K
EWA
906
EP Wealth Advisors
California
$643K +$215K +1,063 +52%
PWP
907
Principle Wealth Partners
Connecticut
$639K
LWAM
908
Legacy Wealth Asset Management
Minnesota
$639K +$1.62K +8 +0.3%
CI
909
Conning Inc
Connecticut
$636K +$10.1K +50 +2%
AAS
910
Ameritas Advisory Services
Nebraska
$633K +$66.5K +329 +13%
BSA
911
Bull Street Advisors
Georgia
$632K +$15.2K +75 +3%
ETC
912
Exchange Traded Concepts
Oklahoma
$627K -$2.15M -10,646 -78%
BBA
913
Baader Bank Aktiengesellschaft
Germany
$627K +$608K +3,010 New
ACM
914
Advisors Capital Management
New Jersey
$626K +$2.02K +10 +0.3%
ARG
915
Advisory Resource Group
Oklahoma
$626K +$18.6K +92 +3%
SYBT
916
Stock Yards Bank & Trust
Kentucky
$625K -$185K -913 -23%
WFA
917
Websterrogers Financial Advisors
South Carolina
$623K
MPI
918
Mairs & Power Inc
Minnesota
$621K -$17.2K -85 -3%
GSC
919
G&S Capital
Colorado
$621K -$2.83K -14 -0.5%
PFBT
920
Parkside Financial Bank & Trust
Missouri
$618K -$202 -1 -0%
CFGS
921
Concourse Financial Group Securities
Alabama
$614K +$56K +277 +10%
I
922
InceptionR
California
$611K +$182K +900 +44%
CT
923
Cambridge Trust
Massachusetts
$605K -$6.87K -34 -1%
HVIA
924
Hudson Valley Investment Advisors
New York
$603K -$85.5K -423 -13%
TWC
925
TD Waterhouse Canada
Ontario, Canada
$603K -$49.9K -247 -8%

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.