We are live on ! Find out more

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
IA
1226
IFP Advisors
Florida
$226K +$56.6K +280 +35%
ACI
1227
Alpha Cubed Investments
California
$226K +$2.02K +10 +0.9%
SW
1228
StrongBox Wealth
Missouri
$224K -$23.2K -115 -10%
DFG
1229
Delta Financial Group
New Jersey
$223K -$1.21K -6 -0.6%
DBT
1230
Dubuque Bank & Trust
Iowa
$223K +$216K +1,070 New
ATWA
1231
Arbor Trust Wealth Advisors
Michigan
$223K -$5.46K -27 -2%
CIP
1232
Convergence Investment Partners
Florida
$222K +$404 +2 +0.2%
GF
1233
Gries Financial
Ohio
$221K +$214K +1,060 New
TAM
1234
Titleist Asset Management
Texas
$220K +$404 +2 +0.2%
TAM
1235
Trillium Asset Management
Massachusetts
$217K -$9.7K -48 -4%
FRM
1236
Fox Run Management
Connecticut
$216K -$770K -3,808 -79%
V
1237
VeraBank
Texas
$216K
IFG
1238
Independent Financial Group
California
$216K +$210K +1,038 New
MMM
1239
Mendel Money Management
Illinois
$216K +$210K +1,038 New
NG
1240
Northstar Group
New York
$216K -$2.02K -10 -1%
KV
1241
Kickstand Ventures
New York
$215K +$209K +1,032 New
MAM
1242
McLean Asset Management
Virginia
$215K +$207K +1,024 New
MCCA
1243
Mill Creek Capital Advisors
Pennsylvania
$214K -$54.2K -268 -21%
LCM
1244
Leisure Capital Management
California
$213K -$5.66K -28 -3%
VSQM
1245
V-Square Quantitative Management
Illinois
$213K +$207K +1,024 New
FA
1246
Financial Advisors
Massachusetts
$212K -$6.07K -30 -3%
EM
1247
Excalibur Management
Massachusetts
$212K +$205K +1,016 New
QC
1248
Quent Capital
New York
$211K +$5.66K +28 +3%
MA
1249
MCF Advisors
Kentucky
$210K -$7.48K -37 -4%
CF
1250
Copperwynd Financial
Arizona
$210K +$204K +1,007 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.