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1,464 hedge funds and large institutions have $71B invested in Chubb in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 578 increasing their positions, 531 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 578 | Existing positions reduced: 531

8% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 120

8% more call options, than puts

Call options by funds: $225M | Put options by funds: $207M

0.8% more ownership

Funds ownership: 87.99%88.79% (+0.8%)

1% less funds holding

Funds holding: 1,4811,464 (-17)

12% less capital invested

Capital invested by funds: $80.3B → $71B (-$9.31B)

50% less funds holding in top 10

Funds holding in top 10: 5226 (-26)

Holders
1,464
Holders Change
-17
Holders Change %
-1.15%
% of All Funds
23.33%
Holding in Top 10
26
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-50%
% of All Funds
0.41%
New
130
Increased
578
Reduced
531
Closed
120
Calls
$225M
Puts
$207M
Net Calls
+$17.2M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
1051
Paces Ferry Wealth Advisors
Georgia
$344K +$28.4K +135 +8%
SPWG
1052
Sage Private Wealth Group
Illinois
$344K +$34.5K +164 +10%
CT
1053
Colonial Trust
South Carolina
$343K +$236K +1,122 +174%
ACA
1054
Aptus Capital Advisors
Alabama
$342K -$3.82M -18,164 -91%
CC
1055
Courier Capital
New York
$341K
CPIG
1056
Chicago Partners Investment Group
Illinois
$341K +$74.8K +356 +27%
ACA
1057
Atlas Capital Advisors
Wyoming
$340K
TNBTD
1058
Trustmark National Bank Trust Department
Mississippi
$340K -$650K -3,095 -64%
SCA
1059
Sandy Cove Advisors
Massachusetts
$340K
SC
1060
SRB Corp
Massachusetts
$339K -$98.8K -470 -21%
ECG
1061
Edge Capital Group
Georgia
$338K +$72.1K +343 +25%
EF
1062
Empowered Funds
Pennsylvania
$337K +$365K +1,736 New
GCP
1063
GSA Capital Partners
United Kingdom
$337K +$365K +1,735 New
RWP
1064
RWA Wealth Partners
Massachusetts
$335K +$146K +693 +67%
TBA
1065
Tower Bridge Advisors
Pennsylvania
$335K
CMBA
1066
C.M. Bidwell & Associates
Hawaii
$335K -$13.7K -65 -4%
WAP
1067
Wealthcare Advisory Partners
Pennsylvania
$334K +$6.3K +30 +2%
LA
1068
Legacy Advisors
Pennsylvania
$333K +$25.4K +121 +8%
GCMG
1069
Gyroscope Capital Management Group
Florida
$330K +$357K +1,700 New
LFG
1070
Larson Financial Group
Missouri
$330K -$1.26K -6 -0.4%
ABC
1071
Associated Banc-Corp
Wisconsin
$330K
SWA
1072
SFMG Wealth Advisors
Texas
$330K +$16.8K +80 +5%
IIC
1073
Ironwood Investment Counsel
Arizona
$329K +$1.89K +9 +0.5%
HW
1074
Hamilton Wealth
California
$328K -$36.1K -172 -9%
ESB
1075
Essex Savings Bank
Connecticut
$328K -$23.5K -112 -6%

CB Hedge Fund Activity: Q1 2023 in Review

1,464 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2023, worth a combined $71B — down 12% from $80.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CB positions and 120 closed out — a net gain of 10 holders — while 578 added to existing stakes and 531 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $885M. The largest seller was Capital International Investors, cutting an estimated $1.09B.

  • 1,464 institutional investors held Chubb (CB) as of Q1 2023, down from 1,481 in Q4 2022.
  • Funds reported $71B of Chubb stock for Q1 2023, down 12% quarter-over-quarter.
  • 130 funds opened new Chubb positions in Q1 2023 and 120 closed out, a net change of +10 holders.
  • The largest Chubb buyer in Q1 2023 was T. Rowe Price Associates, an estimated $885M added.
  • The largest Chubb seller in Q1 2023 was Capital International Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.