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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
TCOT
1151
Trust Company of Toledo
Ohio
$253K +$36.1K +172 +15%
AWE
1152
Avidian Wealth Enterprises
Texas
$252K +$630 +3 +0.2%
IAN
1153
Integrated Advisors Network
Texas
$252K -$14.7K -70 -5%
MFA
1154
Mayflower Financial Advisors
Massachusetts
$251K +$41.4K +197 +18%
AAP
1155
Arax Advisory Partners
Colorado
$250K -$7.78K -37 -3%
BG
1156
Bollard Group
Massachusetts
$250K
FM
1157
Family Management
New York
$249K -$86.6K -412 -24%
DCM
1158
DGS Capital Management
New Jersey
$249K
PWMAG
1159
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$83.9K -399 -24%
NSB
1160
Norway Savings Bank
Maine
$247K
EA
1161
Echo45 Advisors
California
$245K -$30.5K -145 -10%
IF
1162
Intrua Financial
Texas
$244K +$24K +114 +10%
AUB
1163
Atlantic Union Bankshares
Virginia
$244K -$3.99K -19 -1%
FTWA
1164
Fifth Third Wealth Advisors
Ohio
$243K +$263K +1,253 New
CA
1165
Carson Advisory
Georgia
$243K -$62.8K -299 -19%
AC
1166
Allstate Corporation
Illinois
$243K -$2.58M -12,295 -91%
ST
1167
Smithfield Trust
Pennsylvania
$242K -$62.8K -299 -19%
BWP
1168
BSW Wealth Partners
Colorado
$242K +$63.7K +303 +32%
1IA
1169
1834 Investment Advisors
Wisconsin
$241K +$261K +1,242 New
NP
1170
NorthRock Partners
Minnesota
$241K -$71.9K -342 -22%
EDRH
1171
Edmond de Rothschild Holding
Switzerland
$239K +$22.3K +106 +9%
CFP
1172
Catalyst Financial Partners
Massachusetts
$239K -$25.6K -122 -9%
LSIA
1173
LaSalle St. Investment Advisors
Illinois
$239K +$260K +1,235 New
TWA
1174
Tandem Wealth Advisors
Arizona
$239K
FFBTD
1175
First Financial Bank - Trust Division
Ohio
$238K

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.