We are live on ! Find out more

1,480 hedge funds and large institutions have $80.3B invested in Chubb in 2022 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 526 increasing their positions, 493 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 231 | Existing positions closed: 82

58% more funds holding in top 10

Funds holding in top 10: 3352 (+19)

21% more capital invested

Capital invested by funds: $66.4B → $80.3B (+$13.9B)

9% more funds holding

Funds holding: 1,3581,480 (+122)

7% more repeat investments, than reductions

Existing positions increased: 526 | Existing positions reduced: 493

0% more call options, than puts

Call options by funds: $268M | Put options by funds: $267M

0.31% more ownership

Funds ownership: 87.68%87.99% (+0.31%)

Holders
1,480
Holders Change
+122
Holders Change %
+8.98%
% of All Funds
23.79%
Holding in Top 10
52
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+57.58%
% of All Funds
0.84%
New
231
Increased
526
Reduced
493
Closed
82
Calls
$268M
Puts
$267M
Net Calls
+$1.3M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
926
Forvis Mazars Wealth Advisors
Missouri
$564K -$7.28K -35 -1%
CA
927
CoreCap Advisors
Michigan
$561K +$529K +2,544 New
PPG
928
Peak Planning Group
Colorado
$558K +$277K +1,333 +112%
EHC
929
Everett Harris & Co
California
$557K
CWA
930
Clearview Wealth Advisors
Oregon
$556K -$624 -3 -0.1%
1SB
931
1ST Source Bank
Indiana
$553K -$416 -2 -0.1%
ONGA
932
O'Neil Global Advisors
California
$552K +$520K +2,500 New
PCP
933
Proficio Capital Partners
Massachusetts
$552K -$3.75K -18 -0.7%
NEGWA
934
New England Guild Wealth Advisors
Connecticut
$550K
JWCA
935
J.W. Cole Advisors
Florida
$547K -$208 -1 -0%
GWM
936
GSB Wealth Management
Connecticut
$546K +$832 +4 +0.2%
IWA
937
Intercontinental Wealth Advisors
Texas
$545K -$11K -53 -2%
HIM
938
Hillsdale Investment Management
Ontario, Canada
$545K -$83.2K -400 -14%
JIC
939
Joel Isaacson & Co
New York
$540K +$20.8K +100 +4%
TSW
940
Thompson Siegel & Walmsley
Virginia
$538K
ARG
941
Advisory Resource Group
Oklahoma
$536K +$506K +2,430 New
VBCG
942
Valley Brook Capital Group
Pennsylvania
$532K
ACM
943
Allred Capital Management
Texas
$528K +$7.28K +35 +1%
PFBT
944
Parkside Financial Bank & Trust
Missouri
$527K -$2.91K -14 -0.6%
AF
945
Apexium Financial
Texas
$527K -$7.07K -34 -1%
SIG
946
Sky Investment Group
Connecticut
$525K +$6.45K +31 +1%
CFFP
947
Center for Financial Planning
Michigan
$524K +$52.4K +252 +12%
FCCM
948
First City Capital Management
Georgia
$519K
HDIM
949
Hanson & Doremus Investment Management
Vermont
$515K +$144K +694 +42%
EWA
950
Exencial Wealth Advisors
Oklahoma
$514K +$98.8K +475 +26%

CB Hedge Fund Activity: Q4 2022 in Review

1,480 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2022, worth a combined $80.3B — up 21% from $66.4B a quarter earlier.

Buyers outnumbered sellers: 231 funds opened new CB positions and 82 closed out — a net gain of 149 holders — while 526 added to existing stakes and 493 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $543M. The largest seller was Wellington Management Group, cutting an estimated $263M.

  • 1,480 institutional investors held Chubb (CB) as of Q4 2022, up from 1,358 in Q3 2022.
  • Funds reported $80.3B of Chubb stock for Q4 2022, up 21% quarter-over-quarter.
  • 231 funds opened new Chubb positions in Q4 2022 and 82 closed out, a net change of +149 holders.
  • The largest Chubb buyer in Q4 2022 was Ontario Teachers' Pension Plan Board, an estimated $543M added.
  • The largest Chubb seller in Q4 2022 was Wellington Management Group, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2022.