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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
CHC
1326
City Holding Co
West Virginia
$79.3K -$2.63K -13 -3%
JWA
1327
JFS Wealth Advisors
Pennsylvania
$77.7K +$2.83K +14 +4%
NFSG
1328
Newbridge Financial Services Group
Florida
$77K
WBC
1329
Westpac Banking Corp
Australia
$76K +$73.8K +365 New
MSFP
1330
Mark Sheptoff Financial Planning
Connecticut
$75.2K
RA
1331
Rise Advisors
New York
$73K +$404 +2 +0.6%
CSWM
1332
Cassady Schiller Wealth Management
Ohio
$72.2K +$9.5K +47 +16%
HFS
1333
Hantz Financial Services
Michigan
$72K +$10.5K +52 +18%
SCA
1334
Stonebridge Capital Advisors
Minnesota
$70.4K -$3.23K -16 -5%
ITIM
1335
Indiana Trust & Investment Management
Indiana
$68.3K +$66.3K +328 New
CP
1336
Castleview Partners
Texas
$67.7K +$1.42K +7 +2%
GFL
1337
Granite FO LLC
New Hampshire
$66.6K -$87.9K -435 -58%
CCP
1338
Carmel Capital Partners
California
$66.2K +$44.1K +218 +218%
FMII
1339
Farmers & Merchants Investments Inc
Nebraska
$61K
HCP
1340
Hexagon Capital Partners
Arkansas
$60K +$9.5K +47 +20%
CWP
1341
Concord Wealth Partners
Virginia
$59.3K -$4.04K -20 -7%
HWM
1342
Horizons Wealth Management
North Carolina
$58.7K
GCM
1343
Gables Capital Management
Florida
$57.3K
MLA
1344
MB, Levis & Associates
Pennsylvania
$57.1K +$202 +1 +0.4%
APW
1345
Acima Private Wealth
Virginia
$55K
LFG
1346
Larson Financial Group
Missouri
$53.6K -$296K -1,465 -85%
IRC
1347
Investors Research Corp
Georgia
$51.4K
RTC
1348
Riverview Trust Company
Washington
$50.4K
WWP
1349
WR Wealth Planners
Missouri
$50K -$28.7K -142 -37%
OC
1350
Oakmont Corp
California
$50K

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.