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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
BFG
676
Bleakley Financial Group
New Jersey
$2.2M +$71.1K +289 +4%
ADBIC
677
A.D. Beadell Investment Counsel
Wisconsin
$2.2M -$12.3K -50 -0.6%
SW
678
Simplicity Wealth
New Jersey
$2.19M +$2.08M +8,461 New
FB
679
Fulton Bank
Pennsylvania
$2.19M -$10.8K -44 -0.5%
IWC
680
Integrated Wealth Concepts
Massachusetts
$2.19M +$157K +640 +8%
IGAM
681
iA Global Asset Management
Quebec, Canada
$2.18M -$9.8M -39,855 -83%
CDH
682
Charles D. Hyman
$2.18M
DWA
683
Douglass Winthrop Advisors
New York
$2.17M +$49.2K +200 +2%
AGM
684
Alpine Global Management
New York
$2.16M +$2.05M +8,319 New
NRD
685
Nebula Research & Development
New York
$2.15M +$2.04M +8,303 New
CCA
686
Criterion Capital Advisors
Tennessee
$2.15M -$153K -624 -7%
ATC
687
Argent Trust Co
Tennessee
$2.14M -$3.93K -16 -0.2%
PFPT
688
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.11M -$57.5K -234 -3%
MFS
689
Mirabella Financial Services
United Kingdom
$2.1M +$899K +3,656 +82%
I
690
InceptionR
California
$2.1M +$2M +8,114 New
FWIA
691
Fort Washington Investment Advisors
Ohio
$2.09M +$27.3K +111 +1%
ACM
692
Advent Capital Management
New York
$2.07M
VLC
693
Van Leeuwen & Company
New Jersey
$2.07M +$12K +49 +0.6%
NGA
694
Naples Global Advisors
Florida
$2.06M +$4.92K +20 +0.3%
SA
695
SpiderRock Advisors
Delaware
$2.05M +$1.96M +7,963 New
NRS
696
Neville Rodie & Shaw
New York
$2.05M
BCV
697
Banque Cantonale Vaudoise
Switzerland
$2.03M -$974K -3,960 -34%
FTIS
698
First Trust Investment Solutions
Florida
$2.03M +$1.69M +6,872 +703%
DAC
699
Dividend Assets Capital
South Carolina
$2.02M -$15.5K -63 -0.8%
FA
700
Faithward Advisors
Pennsylvania
$2.02M +$1.3M +5,281 +211%

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.