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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
CC
201
Cannell & Co
New York
$27.7M -$135K -670 -0.5%
WFMPM
202
Woodley Farra Manion Portfolio Management
Indiana
$27.6M +$223K +1,104 +0.8%
Brown Advisory
203
Brown Advisory
Maryland
$27.1M -$3.57M -17,643 -12%
AOI
204
Auto-Owners Insurance
Michigan
$27.1M
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$27M -$60.8M -300,992 -70%
Fidelity International
206
Fidelity International
Bermuda
$26.8M +$26M +128,800 New
OAM
207
Oppenheimer Asset Management
New York
$26.6M -$2.02M -9,968 -7%
Aviva
208
Aviva
United Kingdom
$26.4M +$3.62M +17,888 +16%
DDPIC
209
Deroy & Devereaux Private Investment Counsel
Michigan
$26.4M -$81.5K -403 -0.3%
BAM
210
Berkshire Asset Management
Pennsylvania
$26.2M -$200K -989 -0.8%
ACIM
211
Azimuth Capital Investment Management
Michigan
$26.2M -$88.5K -438 -0.3%
RMA
212
Roffman Miller Associates
Pennsylvania
$25.7M +$772K +3,817 +3%
TAM
213
Tocqueville Asset Management
New York
$25.5M +$80.9K +400 +0.3%
RT
214
Rockland Trust
Massachusetts
$25.4M +$9.56M +47,300 +63%
ADEF
215
Adams Diversified Equity Fund
Maryland
$25.4M +$7.54M +37,300 +44%
M&T Bank
216
M&T Bank
New York
$25.3M -$878K -4,345 -3%
CW
217
Connectus Wealth
Ohio
$24.9M +$806K +3,986 +3%
ASRS
218
Arizona State Retirement System
Arizona
$24.4M -$233K -1,153 -1%
Handelsbanken Fonder
219
Handelsbanken Fonder
Sweden
$24M +$1.12M +5,520 +5%
LP
220
LMR Partners
United Kingdom
$24M +$23.3M +115,258 New
Macquarie Group
221
Macquarie Group
Australia
$23.9M -$14.9M -73,634 -31%
SOMRS
222
State of Michigan Retirement System
Michigan
$23.4M -$263K -1,300 -1%
DJSG
223
D.J. St. Germain
Massachusetts
$23.2M -$1.11M -5,482 -5%
KFC
224
Klingenstein Fields & Co
New York
$23.1M +$20.2K +100 +0.1%
VF
225
Vest Financial
Virginia
$22.3M +$9.71M +48,018 +81%

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.