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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
CCM
526
Cox Capital Management
Massachusetts
$4.15M -$154K -627 -4%
CT
527
Coastline Trust
Rhode Island
$4.14M -$1.39M -5,645 -26%
LWMM
528
Legacy Wealth Management (Mississippi)
Mississippi
$4.1M
CT
529
Chicago Trust
Illinois
$4.08M -$57.5K -234 -1%
Walleye Trading
530
Walleye Trading
New York
$4.04M -$1.34M -5,469 -26%
SWS
531
SYSTM Wealth Solutions
Illinois
$4.01M -$992K -4,035 -21%
TCM
532
Twin Capital Management
Pennsylvania
$4M -$180K -732 -5%
FAP
533
Financial Advisory Partners
Florida
$3.99M -$604K -2,455 -14%
1832 Asset Management
534
1832 Asset Management
Ontario, Canada
$3.99M +$312K +1,270 +9%
USCWA
535
U.S. Capital Wealth Advisors
Texas
$3.98M -$569K -2,315 -13%
BFA
536
Brendel Financial Advisors
New Hampshire
$3.95M +$2.95K +12 +0.1%
WHG
537
Westwood Holdings Group
Texas
$3.92M -$385K -1,564 -9%
CIC
538
Cincinnati Indemnity Company
Ohio
$3.9M
CCM
539
Callodine Capital Management
Massachusetts
$3.89M -$7.5M -30,500 -67%
CFCI
540
Comprehensive Financial Consultants Institutional
Indiana
$3.88M +$16.5K +67 +0.4%
SC
541
Savant Capital
Illinois
$3.88M +$141K +572 +4%
AAM
542
AR Asset Management
California
$3.86M
QCM
543
Quantinno Capital Management
New York
$3.86M +$815K +3,314 +29%
BCFD
544
Boit C.F. David
$3.84M
BA
545
Bristlecone Advisors
Washington
$3.82M -$3.44K -14 -0.1%
TNB
546
Thomasville National Bank
Georgia
$3.79M +$983 +4 +0%
SP
547
Stonebrook Private
Michigan
$3.79M +$382K +1,552 +12%
JIC
548
Johnson Investment Counsel
Ohio
$3.73M -$127K -516 -3%
ST
549
Somerset Trust
Pennsylvania
$3.7M +$60.7K +247 +2%
NHT
550
New Hampshire Trust
New Hampshire
$3.7M -$35.9K -146 -1%

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.