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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
AT
1301
Avalon Trust
New Mexico
$90.5K +$97.9K +466 New
FFC
1302
First Financial Corp
Indiana
$89.5K
ASBI
1303
American State Bank (Iowa)
Iowa
$88.4K
IA
1304
IFP Advisors
Florida
$87.5K -$579K -2,757 -80%
BCA
1305
Bray Capital Advisors
Florida
$86.6K
BBPWM
1306
Blue Bell Private Wealth Management
Pennsylvania
$81.8K
KSWA
1307
Kathleen S. Wright Associates
Pennsylvania
$81.6K
FCT
1308
First Community Trust
Iowa
$80.6K
CB
1309
CNB Bank
Pennsylvania
$79.2K
HBW
1310
Hazlett, Burt & Watson
West Virginia
$77K +$10.1K +48 +14%
JFA
1311
JNBA Financial Advisors
Minnesota
$75.9K +$5.88K +28 +8%
RA
1312
Rise Advisors
New York
$73.6K +$210 +1 +0.3%
HCP
1313
Hexagon Capital Partners
Arkansas
$73.4K -$20K -95 -20%
NFSG
1314
Newbridge Financial Services Group
Florida
$71.8K +$7.78K +37 +11%
BWA
1315
BDO Wealth Advisors
Florida
$70.7K -$18.3K -87 -19%
MSFP
1316
Mark Sheptoff Financial Planning
Connecticut
$70.1K
CA
1317
Crewe Advisors
Utah
$68K +$5.25K +25 +8%
JWA
1318
JFS Wealth Advisors
Pennsylvania
$67.8K -$3.15K -15 -4%
CHC
1319
City Holding Co
West Virginia
$67.6K -$44.6K -212 -38%
CAC
1320
Core Alternative Capital
Georgia
$67.2K +$5.67K +27 +8%
CP
1321
Castleview Partners
Texas
$61.7K -$12.8K -61 -16%
TFM
1322
TFC Financial Management
Massachusetts
$60.8K +$47.7K +227 +264%
WWP
1323
WR Wealth Planners
Missouri
$59.2K +$60.3K +287 +1,594%
CSWM
1324
Cassady Schiller Wealth Management
Ohio
$58.3K -$3.99K -19 -6%
HFS
1325
Hantz Financial Services
Michigan
$57K +$61.4K +292 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.