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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
LIM
1076
Leavell Investment Management
Alabama
$328K -$37.6K -179 -10%
PL
1077
Plancorp LLC
Missouri
$327K -$6.93K -33 -2%
CIA
1078
Capital Investment Advisors
Georgia
$324K +$33.4K +159 +11%
EWM
1079
Empirical Wealth Management
Washington
$324K -$8.2K -39 -2%
WA
1080
Wambolt & Associates
Colorado
$320K
BCP
1081
Berkeley Capital Partners
Georgia
$319K +$14.3K +68 +4%
PCM
1082
Pointe Capital Management
Michigan
$319K -$68.5K -326 -17%
FFA
1083
Farther Finance Advisors
California
$319K +$11.3K +54 +3%
FMLI
1084
Fukoku Mutual Life Insurance
Japan
$318K
4WM
1085
44 Wealth Management
Oregon
$315K +$2.1K +10 +0.6%
RW
1086
Rede Wealth
Virginia
$314K
LOIP
1087
Live Oak Investment Partners
Texas
$313K
WFI
1088
West Family Investments
California
$313K
CA
1089
Continuum Advisory
Idaho
$311K -$26.1K -124 -7%
BONH
1090
Bank of New Hampshire
New Hampshire
$311K
CPC
1091
Congress Park Capital
New York
$311K
FCP
1092
Fidelis Capital Partners
Florida
$310K +$327K +1,556 New
DP
1093
Dearborn Partners
Illinois
$310K -$74K -352 -18%
RGC
1094
Roberts, Glore & Co
Illinois
$308K
QWM
1095
QP Wealth Management
New Jersey
$308K
TFCP
1096
Twin Focus Capital Partners
Massachusetts
$303K +$3.57K +17 +1%
CBNLCF
1097
Cognios Beta Neutral Large Cap Fund
Kansas
$302K -$112K -535 -26%
NFC
1098
Northeast Financial Consultants
Connecticut
$302K +$50.4K +240 +18%
PPG
1099
Peak Planning Group
Colorado
$301K -$205K -977 -39%
RA
1100
RFG Advisory
Alabama
$301K -$20.8K -99 -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.