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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
SIC
1301
Salem Investment Counselors
North Carolina
$108K
GKIM
1302
GW&K Investment Management
Massachusetts
$107K +$86.7K +429 +493%
BCM
1303
Blume Capital Management
California
$104K +$45.5K +225 +82%
RAM
1304
Ramirez Asset Management
New York
$104K +$101K +500 New
NF
1305
Norwood Financial
Pennsylvania
$104K
FCAS
1306
First Command Advisory Services
Texas
$101K +$98K +485 New
Legacy Financial Group (Iowa)
1307
Legacy Financial Group (Iowa)
Iowa
$101K +$97.8K +484 New
PB
1308
Pinnacle Bancorp
Nebraska
$101K
UOTTAIMCU
1309
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$100K +$97.4K +482 New
LCM
1310
Logan Capital Management
Pennsylvania
$99.3K
BBPWM
1311
Blue Bell Private Wealth Management
Pennsylvania
$98.9K +$2.43K +12 +3%
BLC
1312
Brown, Lisle/Cummings
Rhode Island
$97.8K
AT
1313
Avalon Trust
New Mexico
$97K
FFC
1314
First Financial Corp
Indiana
$96K
ASBI
1315
American State Bank (Iowa)
Iowa
$94.7K
BCA
1316
Bray Capital Advisors
Florida
$92.8K
CB
1317
CNB Bank
Pennsylvania
$92.2K +$7.08K +35 +9%
AGWCA
1318
Annis Gardner Whiting Capital Advisors
Florida
$91.3K +$88.3K +437 New
SSB
1319
Sandy Spring Bank
Maryland
$91K -$71.6K -354 -45%
CWC
1320
Carolinas Wealth Consulting
North Carolina
$89K
DCBT
1321
Dakota Community Bank & Trust
North Dakota
$88.5K
KSWA
1322
Kathleen S. Wright Associates
Pennsylvania
$87.4K
FCT
1323
First Community Trust
Iowa
$86.4K
OP
1324
ORG Partners
Indiana
$84.3K -$327K -1,616 -80%
JFA
1325
JNBA Financial Advisors
Minnesota
$81.4K +$3.44K +17 +5%

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.