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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
SP
926
Symmetry Partners
Connecticut
$603K -$751K -3,717 -56%
BSW
927
Buckingham Strategic Wealth
Missouri
$602K +$1.62K +8 +0.3%
IAM
928
Innovis Asset Management
Illinois
$601K +$9.5K +47 +2%
CIA
929
Choate Investment Advisors
Massachusetts
$601K +$194K +961 +50%
SCM
930
Shelton Capital Management
Colorado
$600K
PWPS
931
Pinnacle Wealth Planning Services
Ohio
$596K +$31.3K +155 +6%
FAB
932
First American Bank
Illinois
$595K +$8.29K +41 +1%
SC
933
Syon Capital
California
$594K +$577K +2,855 New
TA
934
TKG Advisors
Indiana
$587K +$404 +2 +0.1%
XSC
935
X-Square Capital
Puerto Rico
$581K
WPW
936
Waldron Private Wealth
Pennsylvania
$581K +$24.5K +121 +5%
MIM
937
Merrion Investment Management
New Jersey
$579K
HL
938
HeadInvest LLC
Maine
$576K
GM
939
GeoWealth Management
Illinois
$573K +$554K +2,738 +18,253%
FDCDDQ
940
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K -$59K -292 -10%
DP
941
Dearborn Partners
Illinois
$570K +$71.8K +355 +15%
FAFN
942
First Affirmative Financial Network
Colorado
$570K +$62.1K +307 +13%
CWM
943
Cornerstone Wealth Management
Missouri
$570K +$28.3K +140 +5%
TSWM
944
Tyler-Stone Wealth Management
Ohio
$570K +$20.2K +100 +4%
JWCA
945
J.W. Cole Advisors
Florida
$566K -$38K -188 -6%
CF
946
Concorde Financial
Texas
$564K -$2.9M -14,348 -84%
MBT
947
Montecito Bank & Trust
California
$564K -$4.85K -24 -0.9%
1SB
948
1ST Source Bank
Indiana
$564K +$15.4K +76 +3%
WP
949
WMS Partners
Maryland
$562K -$20K -99 -4%
PWMG
950
Prestige Wealth Management Group
New Jersey
$562K +$217K +1,073 +66%

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.