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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
SCM
1051
Stonebridge Capital Management
California
$380K
MSAM
1052
Moloney Securities Asset Management
Missouri
$378K -$1.42K -7 -0.4%
MCM
1053
Manchester Capital Management
Vermont
$378K +$12.3K +61 +3%
CWM
1054
Congress Wealth Management
Massachusetts
$378K +$31.5K +156 +9%
CWA
1055
Clearview Wealth Advisors
Oregon
$377K +$1.62K +8 +0.4%
GLA
1056
Good Life Advisors
Pennsylvania
$377K +$366K +1,812 New
SPWG
1057
Sage Private Wealth Group
Illinois
$376K +$6.07K +30 +2%
TSS
1058
Two Sigma Securities
New York
$375K -$593K -2,933 -62%
LAI
1059
Legal Advantage Investments
California
$375K
SPA
1060
Shore Point Advisors
New Jersey
$374K +$809 +4 +0.2%
GA
1061
Geller Advisors
New York
$373K +$2.43K +12 +0.7%
WA
1062
Wambolt & Associates
Colorado
$372K -$11.3K -56 -3%
FNB
1063
Farmers National Bank
Kentucky
$372K
BEI
1064
Benjamin Edwards Inc
Missouri
$372K +$13.5K +67 +4%
APWM
1065
Argonautica Private Wealth Management
Massachusetts
$371K +$3.44K +17 +1%
EI
1066
Ellevest Inc
New York
$369K -$24.9K -123 -6%
BCM
1067
BluePath Capital Management
Georgia
$368K +$357K +1,766 New
ACA
1068
Atlas Capital Advisors
Wyoming
$365K
SVWAG
1069
Sound View Wealth Advisors Group
Georgia
$364K +$34.8K +172 +11%
TBA
1070
Tower Bridge Advisors
Pennsylvania
$363K +$3.44K +17 +1%
FCP
1071
Fidelis Capital Partners
Florida
$363K +$5.46K +27 +2%
WOC
1072
West Oak Capital
California
$361K -$10.1K -50 -3%
EWM
1073
Empirical Wealth Management
Washington
$356K +$20.8K +103 +6%
MA
1074
Mutual Advisors
Nebraska
$356K +$2.43K +12 +0.7%
BP
1075
Broadleaf Partners
Ohio
$355K

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.