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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
EL
1376
EMFO LLC
Florida
$26K
TWP
1377
TFO Wealth Partners
Ohio
$26K +$809 +4 +3%
CYG
1378
Clean Yield Group
Vermont
$25.2K -$2.63K -13 -10%
CMBA
1379
C.M. Bidwell & Associates
Hawaii
$25K -$226K -1,119 -90%
UCB
1380
United Community Bank
South Carolina
$25K -$12.1K -60 -33%
TCM
1381
Tradewinds Capital Management
Washington
$25K
VCM
1382
Versant Capital Management
Arizona
$24.8K +$2.63K +13 +12%
RFG
1383
RFP Financial Group
Georgia
$24.4K
CTA
1384
Colonial Trust Advisors
South Carolina
$24.1K
CWM
1385
CarsonAllaria Wealth Management
Illinois
$24.1K +$202 +1 +0.9%
SS
1386
Sunbelt Securities
Texas
$24K
AA
1387
Addison Advisors
Vermont
$23.9K
AWM
1388
Atticus Wealth Management
Florida
$23.5K
TIM
1389
Tortoise Investment Management
New York
$23.5K +$202 +1 +0.9%
SWM
1390
Sugarloaf Wealth Management
Georgia
$22.7K
MIM
1391
Meridiem Investment Management
United Kingdom
$22.5K
SWA
1392
Sutton Wealth Advisors
Florida
$22.1K +$10.9K +54 +104%
CAL
1393
Capital Analysts LLC
Pennsylvania
$21K +$2.02K +10 +11%
LWANC
1394
Laurel Wealth Advisors (North Carolina)
North Carolina
$20.6K
PFA
1395
Pathway Financial Advisers
Indiana
$20.3K +$19.8K +98 New
GA
1396
GoalVest Advisory
New York
$19.8K +$1.01K +5 +6%
FCA
1397
FinTrust Capital Advisors
South Carolina
$19.6K -$202 -1 -1%
FP
1398
Financial Perspectives
Minnesota
$19.6K
FRA
1399
Front Row Advisors
California
$18.8K -$37K -183 -67%
CCM
1400
Copeland Capital Management
Pennsylvania
$18.3K +$4.85K +24 +38%

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.