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
SPP
1551
Single Point Partners
Massachusetts
-$278K -1,444 Closed
TIA
1552
Traphagen Investment Advisors
New Jersey
-$274K -1,425 Closed
CAS
1553
CTC Alternative Strategies
Illinois
-$270K -1,400 Closed
IAIM
1554
Industrial Alliance Investment Management
Quebec, Canada
-$268K -1,390 Closed
NC
1555
NinePointTwo Capital
California
-$257K -1,337 Closed
E
1556
Ergoteles
New York
-$238K -1,234 Closed
Kovitz Investment Group Partners
1557
Kovitz Investment Group Partners
Illinois
-$229K -1,187 Closed
MLA
1558
My Legacy Advisors
Oregon
-$222K -1,169 Closed
HF
1559
HRT Financial
New York
-$223K -1,163 Closed
TNBTD
1560
Trustmark National Bank Trust Department
Mississippi
-$222K -1,154 Closed
T
1561
TRUADVICE
Florida
-$228K -1,131 Closed
RIA
1562
Realta Investment Advisors
Delaware
-$214K -1,112 Closed
IF
1563
Intrua Financial
Texas
-$212K -1,099 Closed
NRD
1564
Nebula Research & Development
New York
-$207K -1,074 Closed
BTWM
1565
Baker Tilly Wealth Management
Wisconsin
-$204K -1,062 Closed
ZIM
1566
Zacks Investment Management
Illinois
-$204K -1,062 Closed
Loomis, Sayles & Company
1567
Loomis, Sayles & Company
Massachusetts
-$184K -953 Closed
FBC
1568
Fairfield, Bush & Co
Connecticut
-$176K -912 Closed
IWP
1569
Icon Wealth Partners
Texas
-$114K -594 Closed
PIAS
1570
PCA Investment Advisory Services
Ohio
-$102K -531 Closed
FA
1571
Fiduciary Alliance
South Carolina
-$92K -478 Closed
QL
1572
Quarry LP
New York
-$51.8K -269 Closed
NICM
1573
Neo Ivy Capital Management
New York
-$46K -240 Closed
AI
1574
AXS Investments
New York
-$33.5K -174 Closed
SF
1575
Safeguard Financial
Wisconsin
-$28K -147 Closed

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.