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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
NL
1201
NWAM LLC
Washington
$225K -$12.2K -58 -5%
RPWA
1202
Regent Peak Wealth Advisors
Georgia
$225K -$23.3K -111 -9%
ZIM
1203
Zacks Investment Management
Illinois
$225K +$32.8K +156 +16%
RPGK
1204
Retirement Planning Group (Kansas)
Kansas
$223K +$242K +1,150 New
3IP
1205
3Chopt Investment Partners
Virginia
$222K +$47.1K +224 +24%
FDCC
1206
Foster Dykema Cabot & Co
Massachusetts
$222K
RMCM
1207
Reynders McVeigh Capital Management
Massachusetts
$222K +$20.4K +97 +9%
ECM
1208
Elgethun Capital Management
South Dakota
$220K
SCM
1209
Stevens Capital Management
Pennsylvania
$220K +$238K +1,131 New
PA
1210
Procyon Advisors
Connecticut
$220K +$11.3K +54 +5%
QC
1211
Quent Capital
New York
$218K +$30.3K +144 +15%
OWM
1212
OneAscent Wealth Management
Alabama
$218K -$36.8K -175 -14%
GIA
1213
GHP Investment Advisors
Colorado
$216K -$19.3K -92 -8%
CIP
1214
Convergence Investment Partners
Florida
$216K -$142K -677 -38%
NFA
1215
Northern Financial Advisors
Michigan
$215K -$5.04K -24 -2%
BP
1216
Broadleaf Partners
Ohio
$215K
HIC
1217
Hartline Investment Corp
Illinois
$214K -$2.21M -10,519 -91%
AA
1218
Alta Advisers
United Kingdom
$214K
LCM
1219
Leisure Capital Management
California
$214K
NJBEST
1220
New Jersey Better Educational Savings Trust
New Jersey
$214K
BOSSRA
1221
B.O.S.S. Retirement Advisors
Utah
$213K +$231K +1,099 New
CG
1222
Clarus Group
Texas
$212K
MLA
1223
My Legacy Advisors
Oregon
$212K +$15.8K +75 +7%
SFG
1224
StrategIQ Financial Group
Indiana
$211K +$210 +1 +0.1%
PTC
1225
Petrus Trust Company
Texas
$211K +$228K +1,085 New

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.