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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
NWM
576
Northcape Wealth Management
New York
$3.29M -$83.1K -338 -3%
Fisher Asset Management
577
Fisher Asset Management
Washington
$3.28M +$1.86M +7,572 +148%
HCM
578
Horiko Capital Management
New York
$3.28M -$96.6K -393 -3%
MCM
579
MV Capital Management
Maryland
$3.27M +$96.6K +393 +3%
BMWM
580
Brown Miller Wealth Management
Virginia
$3.27M +$119K +482 +4%
PAS
581
Park Avenue Securities
New York
$3.27M -$309K -1,258 -9%
AW
582
Apricus Wealth
South Carolina
$3.25M -$165K -673 -5%
SC
583
Slow Capital
California
$3.25M +$52.4K +213 +2%
JSC
584
Jackson Square Capital
California
$3.21M -$524K -2,130 -15%
BF
585
BOK Financial
Oklahoma
$3.17M -$106K -431 -3%
FNA
586
First National Advisers
Nebraska
$3.16M +$329K +1,339 +11%
PWA
587
Phoenix Wealth Advisors
North Carolina
$3.15M -$67.1K -273 -2%
CWS
588
Confluence Wealth Services
Pennsylvania
$3.14M +$467K +1,901 +19%
FNT
589
First National Trust
Pennsylvania
$3.14M -$152K -619 -5%
AAM
590
Advisors Asset Management
Colorado
$3.14M -$1.23M -4,989 -29%
TYCC
591
Texas Yale Capital Corp
Florida
$3.11M +$16.2K +66 +0.6%
VanEck Associates
592
VanEck Associates
New York
$3.1M -$257K -1,044 -8%
VIP
593
Vista Investment Partners
Oklahoma
$3.1M +$1.07M +4,335 +57%
USAA
594
United Services Automobile Association
Texas
$3.07M
LG
595
Leuthold Group
Minnesota
$3.03M +$2.88M +11,703 New
GCIM
596
Gunn & Company Investment Management
Florida
$3.01M -$33.2M -135,172 -92%
RCM
597
Regency Capital Management
Hawaii
$3.01M +$2.2M +8,955 +336%
HDIM
598
Hanson & Doremus Investment Management
Vermont
$2.98M +$255K +1,039 +10%
MWM
599
Mattern Wealth Management
Kansas
$2.98M -$10.3K -42 -0.4%
PWLP
600
Prio Wealth Limited Partnership
Massachusetts
$2.96M

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.