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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
FTC
451
Farmers Trust Company
Ohio
$6.01M -$591K -2,402 -9%
BFA
452
Benedict Financial Advisors
Georgia
$5.99M -$10.8K -44 -0.2%
OCM
453
Oakview Capital Management
Texas
$5.95M -$8.92M -36,264 -61%
GAM
454
Groupama Asset Management
France
$5.9M -$16.1M -65,398 -76%
AA
455
ALPS Advisors
Colorado
$5.89M +$72.8K +296 +1%
BFW
456
Brady Family Wealth
Missouri
$5.87M -$138K -561 -2%
UCFA
457
United Capital Financial Advisors
Texas
$5.87M -$1.43M -5,823 -20%
Lido Advisors
458
Lido Advisors
California
$5.84M -$40.8K -166 -0.7%
CA
459
Cornerstone Advisors
North Carolina
$5.83M
AG
460
Advocate Group
Minnesota
$5.81M +$835K +3,398 +18%
SIG
461
Stonegate Investment Group
Alabama
$5.8M -$166K -677 -3%
BHWM
462
Bar Harbor Wealth Management
New Hampshire
$5.79M +$53.6K +218 +1%
RWA
463
River Wealth Advisors
Pennsylvania
$5.76M +$470K +1,910 +9%
HCMT
464
Highland Capital Management (Tennessee)
Tennessee
$5.76M -$71.3K -290 -1%
HF
465
HRT Financial
New York
$5.71M +$1.65M +6,701 +44%
SLAM
466
Swiss Life Asset Management
$5.71M -$8.76M -35,647 -62%
WG
467
Winton Group
United Kingdom
$5.7M +$5.41M +22,015 New
Two Sigma Investments
468
Two Sigma Investments
New York
$5.67M -$8.5M -34,583 -61%
DWP
469
Daymark Wealth Partners
Ohio
$5.54M +$16K +65 +0.3%
CCIA
470
Campbell & Co Investment Adviser
Maryland
$5.5M +$4.07M +16,541 +354%
SAM
471
Selway Asset Management
$5.47M -$6.15K -25 -0.1%
TCOV
472
Trust Company of Vermont
Vermont
$5.46M -$374K -1,521 -7%
RPA
473
Rock Point Advisors
Vermont
$5.43M -$1.18M -4,817 -19%
PNC
474
Park National Corp
Ohio
$5.39M -$185K -753 -3%
KA
475
Kintegral Advisory
New York
$5.33M -$15.7K -64 -0.3%

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.