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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
NIM
651
NEOS Investment Management
Connecticut
$2.38M +$900K +3,660 +66%
HTC
652
Haverford Trust Company
Pennsylvania
$2.38M -$25.8K -105 -1%
LAIC
653
Lederer & Associates Investment Counsel
California
$2.38M -$112K -456 -5%
CK
654
Cohen Klingenstein
New York
$2.36M
GF
655
Gabelli Funds
New York
$2.36M
PGA
656
Portland Global Advisors
Maine
$2.36M +$90.7K +369 +4%
ACM
657
Argyle Capital Management
Pennsylvania
$2.35M
KF
658
KKM Financial
Illinois
$2.35M +$276K +1,122 +14%
NSEDCP
659
NJ State Employees Deferred Compensation Plan
New Jersey
$2.34M
NW
660
NewEdge Wealth
Pennsylvania
$2.32M +$520K +2,114 +29%
RRA
661
Round Rock Advisors
Connecticut
$2.3M -$103K -420 -5%
SF
662
Summit Financial
New Jersey
$2.3M -$72.5K -295 -3%
OIA
663
OneDigital Investment Advisors
Kansas
$2.3M -$184K -748 -8%
AF
664
Allworth Financial
California
$2.3M +$301K +1,223 +16%
SSWM
665
Smith Salley Wealth Management
North Carolina
$2.29M -$514K -2,089 -19%
EIP
666
Epoch Investment Partners
New York
$2.29M -$224K -912 -9%
BC
667
Bowman & Company
Wisconsin
$2.29M -$37.1K -151 -2%
BRWA
668
B. Riley Wealth Advisors
Florida
$2.27M +$73K +297 +3%
CA
669
Clearstead Advisors
Ohio
$2.26M +$53.6K +218 +3%
PWS
670
Peterson Wealth Services
Utah
$2.26M +$105K +428 +5%
PNAA
671
Pictet North America Advisors
Switzerland
$2.25M -$203K -827 -9%
BP
672
Ballentine Partners
Massachusetts
$2.23M +$117K +474 +6%
MIC
673
Meridian Investment Counsel
California
$2.23M
AWM
674
Avitas Wealth Management
California
$2.22M +$25.1K +102 +1%
EWA
675
Exencial Wealth Advisors
Oklahoma
$2.22M +$176K +717 +9%

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.