We are live on ! Find out more

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
RP
376
Rowlandmiller & Partners
Georgia
$9.62M -$2.71K -11 -0%
TCM
377
Tufton Capital Management
Maryland
$9.61M -$123K -500 -1%
KAS
378
Kestra Advisory Services
Texas
$9.42M +$371K +1,508 +4%
William Blair & Company
379
William Blair & Company
Illinois
$9.41M -$1.48K -6 -0%
CAC
380
Core Alternative Capital
Georgia
$9.38M -$786K -3,198 -8%
Bessemer Group
381
Bessemer Group
New Jersey
$9.36M +$3.21M +13,036 +56%
TWC
382
TD Waterhouse Canada
Ontario, Canada
$9.28M +$6.61M +26,880 +947%
KeyBank National Association
383
KeyBank National Association
Ohio
$9.17M -$49.9K -203 -0.6%
BRCM
384
Bright Rock Capital Management
Massachusetts
$9.07M -$4.92M -20,000 -36%
TW
385
Transform Wealth
Colorado
$9.05M +$351K +1,427 +4%
OPERF
386
Oregon Public Employees Retirement Fund
Oregon
$8.97M +$680K +2,765 +9%
Walleye Capital
387
Walleye Capital
New York
$8.8M +$8.35M +33,958 New
Tudor Investment Corp
388
Tudor Investment Corp
Connecticut
$8.78M +$8.33M +33,893 New
IC
389
IEQ Capital
California
$8.63M +$493K +2,007 +6%
LBC
390
Lowe Brockenbrough & Co
Virginia
$8.46M +$1.85M +7,544 +30%
A
391
Allianz
Germany
$8.41M +$7.98M +32,446 New
VCA
392
Verdence Capital Advisors
Maryland
$8.3M -$1.43M -5,808 -15%
NC
393
Nicholas Company
Wisconsin
$8.26M -$664K -2,700 -8%
KPWS
394
Kestra Private Wealth Services
Texas
$8.24M -$54.6K -222 -0.7%
GL
395
Graypoint LLC
New York
$8.19M +$2.71K +11 +0%
CWP
396
Cyndeo Wealth Partners
Florida
$8.04M +$197K +803 +3%
GAM
397
Gotham Asset Management
New York
$8.04M +$1.49M +6,052 +24%
VPIM
398
Vanguard Personalized Indexing Management
California
$8.02M +$626K +2,545 +9%
EGM
399
Engineers Gate Manager
New York
$8.01M +$7.6M +30,899 New
KRS
400
Kentucky Retirement Systems
Kentucky
$7.98M -$459K -1,866 -6%

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.