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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
LC
1076
Lavaca Capital
Texas
$354K +$2.02K +10 +0.6%
EFI
1077
EHP Funds Inc
Canada
$354K -$1.19M -5,900 -78%
ESB
1078
Essex Savings Bank
Connecticut
$354K -$809 -4 -0.2%
RW
1079
Rede Wealth
Virginia
$353K -$31.5K -156 -8%
LIM
1080
Leavell Investment Management
Alabama
$351K +$8.69K +43 +3%
IIC
1081
Ironwood Investment Counsel
Arizona
$351K
PWMAG
1082
Pinnacle Wealth Management Advisory Group
New Jersey
$351K +$51.8K +256 +18%
MSS
1083
Mitchell Sinkler & Starr
Pennsylvania
$350K -$84.1K -416 -20%
AC
1084
Abbrea Capital
California
$350K +$75.8K +375 +29%
CC
1085
Courier Capital
New York
$349K
EWM
1086
Evermay Wealth Management
Virginia
$349K +$24.7K +122 +8%
LWP
1087
LMG Wealth Partners
Louisiana
$348K +$338K +1,670 New
LA
1088
Legacy Advisors
Pennsylvania
$346K +$38.4K +190 +13%
VWM
1089
Venturi Wealth Management
Texas
$346K -$75.4K -373 -18%
BJL
1090
Brighton Jones LLC
Washington
$343K -$106K -525 -24%
PCM
1091
Pointe Capital Management
Michigan
$342K
FMLI
1092
Fukoku Mutual Life Insurance
Japan
$341K
ABC
1093
Associated Banc-Corp
Wisconsin
$340K -$10.1K -50 -3%
PFWA
1094
Paces Ferry Wealth Advisors
Georgia
$340K -$7.88K -39 -2%
FM
1095
Family Management
New York
$339K -$195K -966 -37%
WAP
1096
Wealthcare Advisory Partners
Pennsylvania
$339K -$29.1K -144 -8%
PA
1097
Procyon Advisors
Connecticut
$338K +$57.8K +286 +21%
CL
1098
Choreo LLC
Illinois
$336K +$22.2K +110 +7%
BBA
1099
BLB&B Advisors
Pennsylvania
$335K -$49.5K -245 -13%
BONH
1100
Bank of New Hampshire
New Hampshire
$333K

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.