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1,205 hedge funds and large institutions have $65.9B invested in Chubb in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 452 increasing their positions, 434 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

22% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 74

8% more capital invested

Capital invested by funds: $61.1B → $65.9B (+$4.85B)

1.1% more ownership

Funds ownership: 85.78%86.88% (+1.1%)

8% more call options, than puts

Call options by funds: $152M | Put options by funds: $142M

4% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 434

0% less funds holding

Funds holding: 1,2081,205 (-3)

Holders
1,205
Holders Change
-3
Holders Change %
-0.25%
% of All Funds
21.1%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.33%
New
90
Increased
452
Reduced
434
Closed
74
Calls
$152M
Puts
$142M
Net Calls
+$10.7M
Net Calls Change
-$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
1076
CNB Bank
Pennsylvania
$66K
TC
1077
Trust Company
Kansas
$65K
BEI
1078
Benjamin Edwards Inc
Missouri
$64K +$64.7K +369 New
MSFP
1079
Mark Sheptoff Financial Planning
Connecticut
$63K
TF
1080
Tompkins Financial
New York
$63K +$63.3K +361 New
SCA
1081
Stonebridge Capital Advisors
Minnesota
$58K -$57.5K -328 -49%
AA
1082
Ancora Advisors
Ohio
$58K
HWMA
1083
Heritage Wealth Management (Arizona)
Arizona
$57K -$11.7K -67 -17%
LWA
1084
Lenox Wealth Advisors
New York
$57K +$40K +228 +230%
PHK
1085
Point72 Hong Kong
Hong Kong
$56K -$3.92M -22,368 -99%
CFA
1086
Carroll Financial Associates
North Carolina
$56K -$876 -5 -2%
NFSG
1087
Newbridge Financial Services Group
Florida
$56K +$42.1K +240 +282%
KIG
1088
Kowal Investment Group
Wisconsin
$56K +$57K +325 New
FRA
1089
Front Row Advisors
California
$55K -$4.21K -24 -7%
AFS
1090
Annapolis Financial Services
Maryland
$55K
ANBT
1091
American National Bank & Trust
Texas
$54K
EWM
1092
Evermay Wealth Management
Virginia
$53K
TIM
1093
Tortoise Investment Management
New York
$53K
AWA
1094
Arkadios Wealth Advisors
Georgia
$50K
GWS
1095
Glassman Wealth Services
Virginia
$49K +$7.71K +44 +18%
GCM
1096
Gables Capital Management
Florida
$48K
ONST
1097
Old North State Trust
North Carolina
$48K
TFIPS
1098
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.8K
BDWM
1099
Brewin Dolphin Wealth Management
Ireland
$46.3K
CWP
1100
Concord Wealth Partners
Virginia
$46K -$91.2K -520 -66%

CB Hedge Fund Activity: Q3 2021 in Review

1,205 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2021, worth a combined $65.9B — up 7.9% from $61.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 74 closed out — a net gain of 16 holders — while 452 added to existing stakes and 434 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $678M. The largest seller was Viking Global Investors, cutting an estimated $330M.

  • 1,205 institutional investors held Chubb (CB) as of Q3 2021, down from 1,208 in Q2 2021.
  • Funds reported $65.9B of Chubb stock for Q3 2021, up 7.9% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q3 2021 and 74 closed out, a net change of +16 holders.
  • The largest Chubb buyer in Q3 2021 was T. Rowe Price Associates, an estimated $678M added.
  • The largest Chubb seller in Q3 2021 was Viking Global Investors, an estimated $330M sold.

Based on aggregated 13F filings for Q3 2021.