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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
CCG
1201
Cypress Capital Group
Florida
$241K -$5.26K -26 -2%
HSA
1202
HBK Sorce Advisory
Pennsylvania
$240K -$3.84K -19 -2%
FDCC
1203
Foster Dykema Cabot & Co
Massachusetts
$238K
NP
1204
NorthRock Partners
Minnesota
$238K +$2.22K +11 +1%
1IA
1205
1834 Investment Advisors
Wisconsin
$238K -$180K -889 -44%
CB
1206
Cadence Bank
Mississippi
$236K -$8.09K -40 -3%
EDRH
1207
Edmond de Rothschild Holding
Switzerland
$235K -$11.1K -55 -5%
APG
1208
Abacus Planning Group
South Carolina
$235K -$5.26K -26 -2%
VLC
1209
Van Leeuwen & Company
New Jersey
$235K +$228K +1,130 New
CG
1210
Clarus Group
Texas
$235K -$9.3K -46 -4%
FIM
1211
Freedom Investment Management
Connecticut
$234K -$336K -1,663 -60%
EA
1212
Echo45 Advisors
California
$234K -$13.3K -66 -6%
SFG
1213
StrategIQ Financial Group
Indiana
$233K +$6.47K +32 +3%
GBT
1214
Grove Bank & Trust
Florida
$233K +$41.4K +205 +22%
GP
1215
Girard Partners
Pennsylvania
$231K +$224K +1,110 New
ECM
1216
Elgethun Capital Management
South Dakota
$231K
FWP
1217
Firethorn Wealth Partners
Georgia
$230K +$224K +1,107 New
KP
1218
Keel Point
Alabama
$230K -$36.8K -182 -14%
FMTCOCP
1219
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$229K +$12.9K +64 +6%
AA
1220
Alta Advisers
United Kingdom
$229K
NJBEST
1221
New Jersey Better Educational Savings Trust
New Jersey
$229K
GCMG
1222
Gyroscope Capital Management Group
Florida
$229K +$222K +1,100 New
SWK
1223
Stephen W. Kidder
$228K
AC
1224
Avestar Capital
New York
$228K +$220K +1,090 New
DWM
1225
Drive Wealth Management
Utah
$227K +$220K +1,087 New

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.