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1,697 hedge funds and large institutions have $93.3B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 592 increasing their positions, 650 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 70

39% more funds holding in top 10

Funds holding in top 10: 3650 (+14)

30% more call options, than puts

Call options by funds: $480M | Put options by funds: $369M

13% more capital invested

Capital invested by funds: $82.5B → $93.3B (+$10.8B)

6% more funds holding

Funds holding: 1,5991,697 (+98)

0.59% less ownership

Funds ownership: 89.47%88.88% (-0.59%)

9% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 650

Holders
1,697
Holders Change
+98
Holders Change %
+6.13%
% of All Funds
24.44%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
189
Increased
592
Reduced
650
Closed
70
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
326
SouthState Corp
Florida
$13M +$250K +1,018 +2%
UB
327
UMB Bank
Missouri
$12.8M +$8.21M +33,392 +211%
DCM
328
Dupont Capital Management
Delaware
$12.7M -$1.38M -5,603 -10%
BCIM
329
British Columbia Investment Management
British Columbia, Canada
$12.7M +$389K +1,581 +3%
WP
330
Waycross Partners
Kentucky
$12.7M +$929K +3,780 +8%
BPA
331
Beacon Pointe Advisors
California
$12.5M -$201K -816 -2%
QCM
332
QRG Capital Management
Illinois
$12.4M +$1.93M +7,856 +20%
FMC
333
First Merchants Corp
Indiana
$12.4M -$131K -534 -1%
NAM
334
Nissay Asset Management
Japan
$12.3M -$111K -452 -0.9%
SMDAM
335
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$429K +1,744 +4%
RJT
336
Raymond James Trust
Florida
$12.2M +$12.3K +50 +0.1%
ECM
337
Estabrook Capital Management
New York
$12.1M -$80.2K -326 -0.7%
IAA
338
Independent Advisor Alliance
North Carolina
$11.8M -$1.44M -5,862 -11%
ZAM
339
Zevin Asset Management
Massachusetts
$11.8M -$506K -2,056 -4%
AT
340
AMF Tjänstepension
Sweden
$11.8M +$243K +990 +2%
B
341
Bailard
California
$11.7M +$26.1K +106 +0.2%
FCM
342
Fogel Capital Management
Florida
$11.6M -$59.3K -241 -0.5%
CA
343
CSM Advisors
Pennsylvania
$11.5M +$248K +1,010 +2%
Kovitz Investment Group Partners
344
Kovitz Investment Group Partners
Illinois
$11.4M +$10.8M +44,030 New
AIM
345
Artemis Investment Management
United Kingdom
$11.4M -$335K -1,363 -3%
RPI
346
Railway Pension Investments
United Kingdom
$11.3M
DT
347
Diversified Trust
Tennessee
$11.3M +$1.01M +4,092 +10%
SAM
348
Shikiar Asset Management
New York
$11.3M +$869K +3,535 +9%
HPCM
349
Hunter Perkins Capital Management
Illinois
$11.3M -$1.48M -6,000 -12%
Daiwa Securities Group
350
Daiwa Securities Group
Japan
$11.2M +$1.08M +4,373 +11%

CB Hedge Fund Activity: Q1 2024 in Review

1,697 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2024, worth a combined $93.3B — up 13% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CB positions and 70 closed out — a net gain of 119 holders — while 592 added to existing stakes and 650 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.43B. The largest seller was Wellington Management Group, cutting an estimated $1.49B.

  • 1,697 institutional investors held Chubb (CB) as of Q1 2024, up from 1,599 in Q4 2023.
  • Funds reported $93.3B of Chubb stock for Q1 2024, up 13% quarter-over-quarter.
  • 189 funds opened new Chubb positions in Q1 2024 and 70 closed out, a net change of +119 holders.
  • The largest Chubb buyer in Q1 2024 was Berkshire Hathaway, an estimated $1.43B added.
  • The largest Chubb seller in Q1 2024 was Wellington Management Group, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2024.