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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
QWM
1176
Quaker Wealth Management
New Jersey
$256K +$404 +2 +0.2%
DCM
1177
Donaldson Capital Management
Indiana
$256K -$25.1K -124 -9%
PEA
1178
Park Edge Advisors
Ohio
$255K
CCB
1179
Country Club Bank
Missouri
$255K -$3.03K -15 -1%
PCWA
1180
Pacific Capital Wealth Advisors
California
$254K
AC
1181
Allstate Corporation
Illinois
$254K
IAN
1182
Integrated Advisors Network
Texas
$254K +$1.21K +6 +0.5%
NSB
1183
Norway Savings Bank
Maine
$254K
KIC
1184
Kensington Investment Counsel
California
$254K +$5.66K +28 +2%
RMCM
1185
Reynders McVeigh Capital Management
Massachusetts
$253K -$10.1K -50 -4%
SFG
1186
Summit Financial Group
West Virginia
$251K
PP
1187
Patron Partners
Texas
$251K -$5.26K -26 -2%
RCA
1188
Resonant Capital Advisors
Wisconsin
$251K +$4.65K +23 +2%
LSIA
1189
LaSalle St. Investment Advisors
Illinois
$251K +$404 +2 +0.2%
NME
1190
Notis-McConarty Edward
$250K
ET
1191
Equitable Trust
Tennessee
$249K +$242K +1,196 New
NL
1192
NWAM LLC
Washington
$248K +$404 +2 +0.2%
SSW
1193
Smith Shellnut Wilson
Mississippi
$247K
LAM
1194
L2 Asset Management
Massachusetts
$246K -$9.91K -49 -5%
CAM
1195
Carret Asset Management
New York
$245K
PL
1196
Parthenon LLC
Kentucky
$244K
WP
1197
WealthShield Partners
North Carolina
$244K -$1.52M -7,521 -87%
CAG
1198
Crestwood Advisors Group
Massachusetts
$242K +$235K +1,162 New
WA
1199
Waverly Advisors
Alabama
$241K +$235K +1,160 New
RA
1200
RFG Advisory
Alabama
$241K -$39.6K -196 -14%

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.