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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
TRCT
501
Tower Research Capital (TRC)
New York
$4.68M -$8.42M -34,253 -65%
Envestnet Portfolio Solutions
502
Envestnet Portfolio Solutions
Illinois
$4.62M -$323K -1,313 -7%
TW
503
Trajan Wealth
Arizona
$4.61M +$4.38M +17,802 New
FNBOO
504
First National Bank of Omaha
Nebraska
$4.56M -$2.78M -11,292 -43%
PP
505
Prudential plc
United Kingdom
$4.53M -$2.56M -10,395 -37%
WIA
506
Westbourne Investment Advisors
Maryland
$4.49M +$89.5K +364 +2%
WT
507
Whittier Trust
California
$4.47M +$218K +885 +5%
CF
508
Concorde Financial
Texas
$4.46M +$28.3K +115 +0.7%
MF
509
Magnetar Financial
Illinois
$4.45M +$4.22M +17,154 New
RCM
510
Radnor Capital Management
Pennsylvania
$4.44M
PA
511
Pinnacle Associates
New York
$4.39M +$115K +466 +3%
IIM
512
Ipswich Investment Management
Massachusetts
$4.35M
BB
513
Berkshire Bank
Massachusetts
$4.35M -$209K -849 -5%
LCM
514
Liberty Capital Management
Michigan
$4.32M -$84.8K -345 -2%
CBT
515
Central Bank & Trust
Kentucky
$4.32M -$1.33M -5,418 -25%
NC
516
NovaPoint Capital
Georgia
$4.31M -$377K -1,535 -8%
PCM
517
Prelude Capital Management
New York
$4.29M +$2.03M +8,265 +100%
ADIM
518
Alpha DNA Investment Management
Maryland
$4.29M +$915K +3,721 +29%
PT
519
Plimoth Trust
Massachusetts
$4.28M -$35.2K -143 -0.9%
CIM
520
Corbyn Investment Management
Maryland
$4.28M -$474K -1,926 -10%
MLICM
521
Metropolitan Life Insurance Company (MetLife)
New York
$4.24M -$64.2K -261 -2%
CNBTD
522
Citizens National Bank Trust Department
Mississippi
$4.22M -$57.3K -233 -1%
RBC
523
Romano Brothers & Co
Illinois
$4.2M -$1.97K -8 -0%
SFI
524
SPC Financial Inc
Maryland
$4.19M +$40.1K +163 +1%
VWMG
525
Virginia Wealth Management Group
Virginia
$4.18M -$141K -574 -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.