We are live on ! Find out more

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
POIA
1451
Pin Oak Investment Advisors
Texas
$4K
PMFA
1452
Plante Moran Financial Advisors
Michigan
$3.75K +$2.02K +10 +125%
TCA
1453
Trifecta Capital Advisors
Illinois
$3.54K
NSIM
1454
North Star Investment Management
Illinois
$3.54K
IHWM
1455
Iron Horse Wealth Management
Iowa
$3.54K +$1.62K +8 +89%
NMG
1456
New Millennium Group
Utah
$3.42K
SSG
1457
Summit Securities Group
New York
$3K -$107K -528 -98%
MCM
1458
Magnolia Capital Management
New York
$3K
BAM
1459
Bellevue Asset Management
Washington
$2.89K
AP
1460
Arlington Partners
Alabama
$2.08K -$169K -836 -99%
AT
1461
Arlington Trust
Alabama
$2.08K +$2.02K +10 New
RCM
1462
Raleigh Capital Management
North Carolina
$2.08K +$2.02K +10 New
CA
1463
Centerpoint Advisors
Massachusetts
$2K
GWSA
1464
Global Wealth Strategies & Associates
Colorado
$1.87K
RFA
1465
Register Financial Advisors
Georgia
$1.87K +$1.82K +9 New
ECM
1466
Everence Capital Management
Indiana
$1.84K
M
1467
MOTCO
Texas
$1.67K
MTIC
1468
Missouri Trust & Investment Company
Missouri
$1.46K
AFG
1469
Albion Financial Group
Utah
$1.32K +$1.21K +6 New
FGAM
1470
Financial Gravity Asset Management
Texas
$1.27K -$37.6K -186 -96%
FSWA
1471
Financial Synergies Wealth Advisors
Texas
$1.25K
HWP
1472
Highline Wealth Partners
California
$1.25K
PA
1473
PSI Advisors
Florida
$1.04K
CAM
1474
ClariVest Asset Management
California
$1K +$1.01K +5 New
HGERS
1475
Householder Group Estate & Retirement Specialist
Arizona
$833 +$809 +4 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.