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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
KAS
1126
KPP Advisory Services
Kentucky
$315K +$305K +1,511 New
SAM
1127
Steinberg Asset Management
New York
$314K
SGK
1128
Steigerwald Gordon & Koch
Virginia
$312K +$303K +1,500 New
NFA
1129
Northern Financial Advisors
Michigan
$311K +$65.7K +325 +28%
CPIG
1130
Chicago Partners Investment Group
Illinois
$311K -$6.87K -34 -2%
SWA
1131
SFMG Wealth Advisors
Texas
$310K +$7.88K +39 +3%
WE
1132
Wealth Effects
Massachusetts
$305K +$7.68K +38 +3%
MLL
1133
Moody Lynn & Lieberson
Massachusetts
$304K
MWM
1134
Modera Wealth Management
New Jersey
$303K +$18.6K +92 +7%
EVM
1135
Evelyn V. Moreno
$302K +$293K +1,450 New
CCA
1136
Childress Capital Advisors
Texas
$302K +$293K +1,449 New
WCM
1137
Weik Capital Management
Pennsylvania
$301K
EGM
1138
Engineers Gate Manager
New York
$297K -$4.5M -22,274 -94%
AR
1139
Advisory Research
Illinois
$297K -$202 -1 -0.1%
PK
1140
Pflug Koory
Nebraska
$296K +$4.65K +23 +2%
MIC
1141
Means Investment Company
Maine
$296K +$404 +2 +0.1%
TA
1142
Tectonic Advisors
Texas
$296K +$1.21K +6 +0.4%
PWP
1143
Phillips Wealth Planners
Mississippi
$295K +$202 +1 +0.1%
MFA
1144
Mayflower Financial Advisors
Massachusetts
$294K +$11.5K +57 +4%
WPW
1145
Warther Private Wealth
Ohio
$294K +$285K +1,412 New
PPG
1146
Peak Planning Group
Colorado
$294K -$36.6K -181 -11%
AP
1147
Americana Partners
Texas
$292K +$284K +1,403 New
JFGIW
1148
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K
SLWA
1149
San Luis Wealth Advisors
California
$287K -$125K -619 -31%
LOIP
1150
Live Oak Investment Partners
Texas
$286K

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.