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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
CT
1276
Colonial Trust
South Carolina
$166K -$17.4K -86 -10%
PP
1277
Pacifica Partners
Canada
$164K
TC
1278
Trust Company
Kansas
$164K
SFG
1279
Steward Financial Group
Texas
$162K +$8.89K +44 +6%
AA
1280
Ancora Advisors
Ohio
$161K +$52.8K +261 +51%
SOW
1281
State of Wyoming
Wyoming
$155K -$31.1K -154 -17%
GWS
1282
Glassman Wealth Services
Virginia
$155K +$1.62K +8 +1%
FMP
1283
Financial Management Professionals
Texas
$154K +$3.84K +19 +3%
Jones Financial Companies
1284
Jones Financial Companies
Missouri
$154K +$58.2K +288 +64%
TAM
1285
Tucker Asset Management
Colorado
$151K +$40.4K +200 +38%
PWA
1286
Provenance Wealth Advisors
Florida
$149K +$145K +716 New
HBW
1287
Hazlett, Burt & Watson
West Virginia
$149K +$56.8K +281 +65%
CBT
1288
CoreFirst Bank & Trust
Kansas
$149K
OA
1289
Operose Advisors
Wisconsin
$144K +$108K +535 +336%
CHA
1290
Carmichael Hill & Associates
Maryland
$144K
JWM
1291
Janiczek Wealth Management
Colorado
$138K +$2.83K +14 +2%
JSAM
1292
J. Safra Asset Management
New York
$137K
DAM
1293
Delta Asset Management
Tennessee
$132K
HWA
1294
Heritage Wealth Advisors
Virginia
$126K +$202 +1 +0.2%
HIA
1295
Harbor Investment Advisory
Maryland
$123K -$101K -499 -46%
CCA
1296
Column Capital Advisors
Indiana
$121K
LFA
1297
LGT Financial Advisors
Texas
$119K +$116K +574 New
TWM
1298
Tradition Wealth Management
Minnesota
$114K +$606 +3 +0.6%
USB
1299
Union Savings Bank
Connecticut
$112K +$50.5K +250 +87%
WBC
1300
West Branch Capital
Massachusetts
$108K +$404 +2 +0.4%

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.