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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
BWM
1351
Baystate Wealth Management
Massachusetts
$49.7K +$404 +2 +0.8%
ZB
1352
Zions Bancorporation
Utah
$48.3K -$8.89K -44 -16%
AP
1353
Atwood & Palmer
Missouri
$47.9K
BWAM
1354
Boyd Watterson Asset Management
Ohio
$47K
KFP
1355
KB Financial Partners
New Jersey
$46K +$5.46K +27 +14%
KFI
1356
Key Financial Inc
Pennsylvania
$45.2K
CSC
1357
Caldwell Sutter Capital
California
$44.3K
BIA
1358
Bell Investment Advisors
California
$43.3K +$11.9K +59 +40%
TFM
1359
TFC Financial Management
Massachusetts
$42.1K +$6.87K +34 +20%
MHR
1360
Matthew Hamilton Rosenberg
$41.2K -$7.88K -39 -16%
SWA
1361
SOA Wealth Advisors
New York
$40.4K -$12.1K -60 -24%
AAG
1362
Armstrong Advisory Group
Massachusetts
$40.4K
GTAM
1363
Global Trust Asset Management
Florida
$40.2K
TF
1364
Tompkins Financial
New York
$39.3K
OSNBOA
1365
Old Second National Bank of Aurora
Illinois
$37.5K
SL
1366
Salomon & Ludwin
Virginia
$36.8K +$35.8K +177 New
BWP
1367
Baldwin Wealth Partners
Massachusetts
$36.4K
AFS
1368
Annapolis Financial Services
Maryland
$36K
BSB
1369
Bangor Savings Bank
Maine
$34.1K +$4.85K +24 +17%
HWA
1370
HHM Wealth Advisors
Tennessee
$33.3K -$24.9K -123 -43%
PI
1371
PEAK6 Investments
Illinois
$32.3K +$30.7K +152 +5,067%
C
1372
Covestor
United Kingdom
$29K
IAS
1373
IMA Advisory Services
Colorado
$28.9K
HCM
1374
Hollencrest Capital Management
California
$28.1K
BFPW
1375
BOK Financial Private Wealth
Colorado
$27.6K +$26.7K +132 New

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.