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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.13B +$12.5M +61,876 +0.2%
BlackRock
2
BlackRock
New York
$6.01B -$57.4M -283,818 -1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.75B -$59M -291,885 -1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.86B +$27.9M +138,142 +0.8%
State Street
5
State Street
Massachusetts
$3.85B -$53.3M -263,653 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.55B -$299M -1,480,897 -11%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$2.34B -$20.3M -100,193 -0.9%
Capital World Investors
8
Capital World Investors
California
$2.14B +$1.63M +8,082 +0.1%
Capital International Investors
9
Capital International Investors
California
$1.93B -$409M -2,022,826 -18%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.7B +$212M +1,049,469 +15%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$1.7B +$1.65B +8,143,530 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.68B +$23.4M +115,922 +1%
Wells Fargo
13
Wells Fargo
California
$1.24B +$4.27M +21,115 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$1.18B -$2.59M -12,820 -0.2%
Capital Research Global Investors
15
Capital Research Global Investors
California
$999M +$540M +2,670,479 +125%
Bank of America
16
Bank of America
North Carolina
$891M +$19.1M +94,463 +2%
Northern Trust
17
Northern Trust
Illinois
$879M +$19M +93,885 +2%
Morgan Stanley
18
Morgan Stanley
New York
$862M -$99.1M -490,430 -11%
Norges Bank
19
Norges Bank
Norway
$832M +$6.27M +31,004 +0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$699M -$26.3M -130,278 -4%
N
21
Nuveen
North Carolina
$679M +$4.66M +23,027 +0.7%
Deutsche Bank
22
Deutsche Bank
Germany
$634M -$3.26M -16,143 -0.5%
RJA
23
Raymond James & Associates
Florida
$630M +$20.2M +99,791 +3%
Legal & General Group
24
Legal & General Group
United Kingdom
$599M -$20.6M -101,862 -3%
Boston Partners
25
Boston Partners
Massachusetts
$594M +$34.5M +170,774 +6%

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.