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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
FCBT
1026
First Citizens Bank & Trust
North Carolina
$418K +$35.4K +175 +10%
CJL
1027
Cyrus J. Lawrence
New York
$417K -$6.73M -33,275 -94%
RWM
1028
RBA Wealth Management
California
$416K
VFIC
1029
Valley Forge Investment Consultants
Pennsylvania
$416K
BAM
1030
Belpointe Asset Management
Nevada
$416K +$58K +287 +17%
AIA
1031
Angeles Investment Advisors
California
$415K
AWM
1032
Axxcess Wealth Management
California
$412K +$400K +1,979 New
EARNEST Partners
1033
EARNEST Partners
Georgia
$411K -$8.29K -41 -2%
AF
1034
Alerus Financial
North Dakota
$408K -$28.1K -139 -7%
PCA
1035
Pallas Capital Advisors
Massachusetts
$405K +$383K +1,893 New
AP
1036
Appleton Partners
Massachusetts
$404K -$37.4K -185 -9%
9WM
1037
9258 Wealth Management
Ohio
$401K -$64.5K -319 -14%
FCB
1038
First County Bank
Connecticut
$398K +$122K +602 +46%
Acadian Asset Management
1039
Acadian Asset Management
Massachusetts
$394K -$1.95M -9,634 -84%
PL
1040
Plancorp LLC
Missouri
$393K +$15.8K +78 +4%
SAM
1041
Sompo Asset Management
Japan
$391K +$380K +1,880 New
EA
1042
Eudaimonia Advisors
Tennessee
$391K -$2.43K -12 -0.6%
HI
1043
Harbour Investments
Wisconsin
$389K +$4.85K +24 +1%
HW
1044
Hamilton Wealth
California
$388K -$2.02K -10 -0.5%
GC
1045
Grimes & Company
Massachusetts
$388K -$13.5K -67 -3%
SCA
1046
Sandy Cove Advisors
Massachusetts
$388K +$1.62K +8 +0.4%
CIA
1047
Capital Investment Advisors
Georgia
$387K -$42K -208 -10%
XT
1048
XTX Topco
Cayman Islands
$384K +$373K +1,844 New
GSEP
1049
Golden State Equity Partners
California
$383K +$72.2K +357 +24%
AIM
1050
Achmea Investment Management
Netherlands
$380K -$268K -1,325 -42%

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.