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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
Allianz Asset Management
126
Allianz Asset Management
Germany
$56.7M -$6.68M -33,064 -11%
Franklin Resources
127
Franklin Resources
California
$56.1M -$1.48M -7,335 -3%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$55.7M -$18.4M -90,791 -25%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$54.9M -$2.61M -12,897 -5%
RMDI
130
R.M. Davis Inc
Maine
$54.9M -$1.31M -6,504 -2%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$54.5M +$8.84M +43,715 +20%
Bank of Nova Scotia
132
Bank of Nova Scotia
Ontario, Canada
$54.3M +$10.7M +52,937 +25%
Citadel Advisors
133
Citadel Advisors
Florida
$52.6M -$84.7M -419,152 -62%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$52.3M +$6.85M +33,906 +16%
RCMU
135
Rokos Capital Management (UK)
United Kingdom
$51.4M +$49.5M +245,074 New
Man Group
136
Man Group
United Kingdom
$51.3M -$18M -89,134 Closed
TH
137
TCTC Holdings
Texas
$51.2M -$10.1K -50 -0%
Adage Capital Partners
138
Adage Capital Partners
Massachusetts
$50.7M -$7.94M -39,300 -14%
Swedbank
139
Swedbank
Sweden
$50.3M +$255K +1,260 +0.5%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$50M +$48.1M +237,975 +10,511%
DADC
141
D.A. Davidson & Co
Montana
$49.8M +$128K +633 +0.3%
Nomura Asset Management
142
Nomura Asset Management
Japan
$49.8M +$5.36M +26,510 +12%
SEI Investments
143
SEI Investments
Pennsylvania
$49.3M +$2.91M +14,399 +6%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$49.2M -$1.94M -9,602 -4%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$48.7M -$1.49M -7,390 -3%
Victory Capital Management
146
Victory Capital Management
Texas
$48.3M +$202 +1 +0%
BGIM
147
Brandywine Global Investment Management
Pennsylvania
$48.3M -$64.7M -319,942 -58%
BC
148
Bartlett & Co
Ohio
$47.5M +$796K +3,936 +2%
BCWM
149
Bartlett & Co Wealth Management
Ohio
$47.4M +$796K +3,936 +2%
GLA
150
Great Lakes Advisors
Illinois
$46.8M -$1.09M -5,372 -2%

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.