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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
WFI
1151
West Family Investments
California
$286K
TWA
1152
Tandem Wealth Advisors
Arizona
$285K -$3.44K -17 -1%
PTC
1153
Petrus Trust Company
Texas
$285K -$190K -938 -41%
FFN
1154
Focus Financial Network
Minnesota
$284K +$37.6K +186 +16%
AG
1155
Ascent Group
Virginia
$284K -$650K -3,216 -71%
IW
1156
Imprint Wealth
South Carolina
$284K -$139K -689 -34%
SA
1157
Strategic Advisors
New York
$282K -$16.4K -81 -6%
ILI
1158
Invesco LLC (Illinois)
Illinois
$281K +$1.82K +9 +0.7%
SC
1159
Sawyer & Company
Massachusetts
$281K +$41.2K +204 +18%
FTA
1160
Financial & Tax Architects
Missouri
$278K -$606 -3 -0.2%
MA
1161
MONECO Advisors
Connecticut
$273K +$4.04K +20 +2%
VHAM
1162
Van Hulzen Asset Management
California
$272K +$28.5K +141 +12%
GPA
1163
Guerra Pan Advisors
New Jersey
$272K -$4.25K -21 -2%
SAM
1164
Strategy Asset Managers
California
$271K -$4.65K -23 -2%
BG
1165
Bollard Group
Massachusetts
$269K -$5.05K -25 -2%
DCM
1166
DGS Capital Management
New Jersey
$269K
RG
1167
Renaissance Group
Kentucky
$269K
EFG
1168
Everhart Financial Group
Ohio
$269K +$34.6K +171 +15%
SMA
1169
Sage Mountain Advisors
Georgia
$264K +$3.44K +17 +1%
Empower Advisory Group
1170
Empower Advisory Group
Colorado
$263K -$1.82K -9 -0.7%
AUB
1171
Atlantic Union Bankshares
Virginia
$261K
AWA
1172
Arete Wealth Advisors
Illinois
$261K +$10.5K +52 +4%
ST
1173
Smithfield Trust
Pennsylvania
$259K -$1.01K -5 -0.4%
RPWA
1174
Regent Peak Wealth Advisors
Georgia
$259K +$9.5K +47 +4%
CT
1175
Columbia Trust
Oregon
$257K +$9.3K +46 +4%

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.