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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
CPC
1101
Congress Park Capital
New York
$333K
SIG
1102
Sargent Investment Group
Maryland
$332K +$323K +1,596 New
FFA
1103
Farther Finance Advisors
California
$332K -$14.8K -73 -4%
BCP
1104
Berkeley Capital Partners
Georgia
$332K -$27.3K -135 -8%
AWA
1105
Arkadios Wealth Advisors
Georgia
$331K +$43.9K +217 +16%
RGC
1106
Roberts, Glore & Co
Illinois
$331K
CFP
1107
Catalyst Financial Partners
Massachusetts
$331K +$48.9K +242 +18%
CFG
1108
Citizens Financial Group
Rhode Island
$331K -$283K -1,401 -47%
BAAM
1109
Baker Avenue Asset Management
California
$330K -$1.62K -8 -0.5%
QWM
1110
QP Wealth Management
New Jersey
$330K
BWP
1111
BSW Wealth Partners
Colorado
$330K +$68.1K +337 +27%
EBWM
1112
Eagle Bluffs Wealth Management
Missouri
$330K -$84.3K -417 -21%
RWM
1113
Revisor Wealth Management
Ohio
$329K +$57K +282 +22%
BWM
1114
Baron Wealth Management
Michigan
$327K +$5.66K +28 +2%
DS
1115
DRW Securities
Illinois
$327K -$4.16M -20,560 -93%
FFA
1116
First Foundation Advisors
California
$326K +$78.4K +388 +33%
AAP
1117
Arax Advisory Partners
Colorado
$326K -$7.28K -36 -2%
TFP
1118
Tilia Fiduciary Partners
North Carolina
$324K +$44.7K +221 +17%
EH
1119
Equitable Holdings
New York
$323K +$70.8K +350 +29%
CA
1120
Carson Advisory
Georgia
$322K +$59.4K +294 +23%
HBCM
1121
Heron Bay Capital Management
Michigan
$322K
Grantham, Mayo, Van Otterloo & Co (GMO)
1122
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$320K
AIM
1123
Anchor Investment Management
South Carolina
$318K -$13.5K -67 -4%
PCIG
1124
Partners Capital Investment Group
Massachusetts
$317K -$939K -4,643 -75%
SA
1125
Sicart Associates
New York
$316K

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.