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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
LFAS
601
Level Four Advisory Services
Texas
$2.95M +$25.1K +102 +0.8%
Focus Partners Wealth
602
Focus Partners Wealth
Massachusetts
$2.95M +$2.24M +9,102 +397%
LA
603
LVW Advisors
New York
$2.93M -$64.2K -261 -2%
SHFP
604
Second Half Financial Partners
Florida
$2.93M +$2.78M +11,296 New
TIAA Trust, National Association
605
TIAA Trust, National Association
North Carolina
$2.91M -$362K -1,474 -12%
SW
606
SVB Wealth
Massachusetts
$2.9M -$44.5K -181 -2%
IIM
607
INTECH Investment Management
Florida
$2.89M -$6.49M -26,413 -70%
Carson Wealth (CWM LLC)
608
Carson Wealth (CWM LLC)
Nebraska
$2.87M +$292K +1,188 +12%
MSFS
609
Main Street Financial Solutions
Pennsylvania
$2.85M +$14.3K +58 +0.5%
MWS
610
Maxwell Wealth Strategies
California
$2.81M -$1.23K -5 -0%
PS
611
Principal Securities
Iowa
$2.79M -$134K -546 -5%
LPT
612
Legacy Private Trust
Wisconsin
$2.77M +$95.4K +388 +4%
DAS
613
Dynamic Advisor Solutions
Arizona
$2.76M +$49.9K +203 +2%
PAG
614
Private Advisor Group
New Jersey
$2.75M +$220K +893 +9%
MC
615
Moors & Cabot
Massachusetts
$2.75M +$81.9K +333 +3%
AIP
616
Ameritas Investment Partners
Nebraska
$2.75M -$41.8K -170 -2%
CIAS
617
CFS Investment Advisory Services
New Jersey
$2.72M -$61.2K -249 -2%
CC
618
Centiva Capital
New York
$2.67M +$1.43M +5,803 +129%
AWM
619
Accurate Wealth Management
Florida
$2.67M -$28.3K -115 -1%
PTC
620
Private Trust Company
Ohio
$2.66M +$119K +484 +5%
GWM
621
Geneos Wealth Management
Colorado
$2.64M -$36.9K -150 -1%
OAM
622
Occidental Asset Management
California
$2.63M +$408K +1,661 +20%
YIH
623
Y-Intercept (HK)
Hong Kong
$2.6M +$2.47M +10,051 New
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$2.59M +$177K +718 +8%
GAM
625
Griffin Asset Management
New York
$2.59M +$37.9K +154 +2%

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.