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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
GIA
1251
GHP Investment Advisors
Colorado
$209K
OCM
1252
One Capital Management
California
$209K +$203K +1,004 New
PAM
1253
Palisade Asset Management
Minnesota
$209K +$203K +1,003 New
NAS
1254
Nicolet Advisory Services
Wisconsin
$209K +$203K +1,004 New
CA
1255
Cullinan Associates
Kentucky
$208K +$202K +1,000 New
RC
1256
RBF Capital
California
$208K +$202K +1,000 New
ST
1257
Sabal Trust
Florida
$207K -$14.8K -73 -7%
Cohen & Steers
1258
Cohen & Steers
New York
$207K
CFO
1259
CVA Family Office
Colorado
$207K +$14.2K +70 +8%
GWAM
1260
Guardian Wealth Advisors (Minnesota)
Minnesota
$206K +$200K +990 New
CA
1261
Cornerstone Advisory
Maryland
$204K +$198K +981 New
RIL
1262
Rothschild Investment LLC
Illinois
$204K +$198K +981 New
FFBTD
1263
First Financial Bank - Trust Division
Ohio
$204K -$50.5K -250 -20%
LJAC
1264
L.J. Altfest & Co
New York
$203K +$198K +977 New
SAM
1265
Seelaus Asset Management
New Jersey
$203K -$316K -1,564 -61%
LG
1266
LaFleur & Godfrey
Michigan
$202K +$196K +968 New
ME
1267
McIlrath & Eck
Washington
$200K
OC
1268
Oakworth Capital
Alabama
$194K
ANBT
1269
American National Bank & Trust
Texas
$182K +$59.6K +295 +51%
TFA
1270
Transamerica Financial Advisors
Florida
$181K -$20.4K -101 -10%
PPC
1271
Park Place Capital
Alabama
$180K -$6.67K -33 -4%
AF
1272
Advisornet Financial
Minnesota
$175K -$27.9K -138 -14%
CT
1273
Caldwell Trust
Florida
$169K
DMBA
1274
Deseret Mutual Benefit Administrators
Utah
$169K -$9.1K -45 -5%
GWSG
1275
GPS Wealth Strategies Group
Colorado
$166K

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.