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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
BCMLT
1426
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.66K
MIM
1427
Macroview Investment Management
Maryland
$8.44K +$8.29K +41 New
ITFISA
1428
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$8.33K +$8.09K +40 New
RTL
1429
Red Tortoise LLC
Georgia
$8.12K +$2.22K +11 +39%
CMA
1430
Cedar Mountain Advisors
Oregon
$7.49K
DIP
1431
DT Investment Partners
Pennsylvania
$7.29K
Kayne Anderson Rudnick Investment Management
1432
Kayne Anderson Rudnick Investment Management
California
$7.29K
TJHA
1433
Thomas J. Herzfeld Advisors
Florida
$7.08K
UIA
1434
Ulland Investment Advisors
Minnesota
$7K
AW
1435
Avion Wealth
Texas
$7K +$3.84K +19 +100%
HFM
1436
Harvest Fund Management
China
$7K +$6.87K +34 New
PCA
1437
Providence Capital Advisors
North Carolina
$6.66K +$3.03K +15 +88%
IFAM
1438
Institutional & Family Asset Management
Colorado
$6.45K
NC
1439
NewSquare Capital
Pennsylvania
$6.45K +$6.27K +31 New
ICM
1440
Intrepid Capital Management
Florida
$6.04K
MWM
1441
Mascoma Wealth Management
New Hampshire
$6.04K
TFGT
1442
TS Financial Group (TSFG)
Illinois
$6K
SN
1443
Sittner & Nelson
Oregon
$5.83K
WIM
1444
Westside Investment Management
California
$5.83K
SIS
1445
Sound Income Strategies
Florida
$5.62K -$1.62K -8 -23%
CB
1446
Centennial Bank
Arkansas
$5.62K
OLVIG
1447
Oliver Lagore Vanvalin Investment Group
Michigan
$5.21K +$5.05K +25 New
BWS
1448
Buck Wealth Strategies
Colorado
$4.86K
PWMG
1449
Provence Wealth Management Group
California
$4.58K +$4.45K +22 New
UFF
1450
USA Financial Formulas
Michigan
$4.37K

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.