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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
OTPPB
26
Ontario Teachers' Pension Plan Board
Ontario, Canada
$631M -$64.5M -262,308 -10%
UBS Group
27
UBS Group
Switzerland
$596M +$82.7M +336,174 +17%
Charles Schwab
28
Charles Schwab
California
$592M +$4.4M +17,902 +0.8%
Invesco
29
Invesco
Georgia
$556M +$8.99M +36,550 +2%
Boston Partners
30
Boston Partners
Massachusetts
$556M -$11.9M -48,317 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$554M +$678K +2,757 +0.1%
UBS AM
32
UBS AM
Illinois
$545M -$10.1M -40,989 -2%
Goldman Sachs
33
Goldman Sachs
New York
$540M +$101M +409,382 +24%
Barclays
34
Barclays
United Kingdom
$446M -$2.39M -9,737 -0.6%
Amundi
35
Amundi
France
$425M +$126M +514,456 +42%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$368M -$2.43M -9,872 -0.7%
Principal Financial Group
37
Principal Financial Group
Iowa
$358M -$7.17M -29,151 -2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$358M +$35.3M +143,759 +12%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$345M -$15.7M -64,052 -5%
DSA
40
Davis Selected Advisers
Arizona
$327M -$33.8M -137,419 -10%
Swiss National Bank
41
Swiss National Bank
Switzerland
$317M -$15.4M -62,500 -5%
AGA
42
Altrinsic Global Advisors
Connecticut
$303M -$47.3M -192,437 -14%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$299M -$3.39M -13,802 -1%
Jennison Associates
44
Jennison Associates
New York
$296M -$4.84M -19,685 -2%
First Trust Advisors
45
First Trust Advisors
Illinois
$284M +$184M +748,253 +215%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$268M +$7.38M +30,021 +3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$268M -$8.76M -35,631 -3%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$267M +$3.58M +14,555 +1%
Fayez Sarofim & Co
49
Fayez Sarofim & Co
Texas
$265M -$604K -2,457 -0.2%
MWP
50
MYCIO Wealth Partners
Pennsylvania
$247M +$632K +2,572 +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.