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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
VI
701
Vestcor Inc
New Brunswick, Canada
$2.02M -$225K -917 -11%
BC
702
Burney Company
Virginia
$2.01M -$4.53M -18,426 -70%
AW
703
Alaethes Wealth
Nevada
$2M -$47.5K -193 -2%
OHWP
704
Oak Harbor Wealth Partners
North Carolina
$2M +$7.38K +30 +0.4%
IFU
705
iSAM Funds (UK)
United Kingdom
$2M +$1.89M +7,707 New
Parallax Volatility Advisers
706
Parallax Volatility Advisers
California
$1.99M -$1.26M -5,134 -40%
TI
707
Trexquant Investment
Connecticut
$1.95M -$1.46M -5,950 -44%
DTC
708
Davidson Trust Company
Washington
$1.95M -$24.1K -98 -1%
SM
709
Sciencast Management
New Jersey
$1.94M +$1.84M +7,478 New
PFBT
710
Parkside Financial Bank & Trust
Missouri
$1.94M +$558K +2,271 +44%
GI
711
GAMCO Investors
Connecticut
$1.94M -$738 -3 -0%
FBT
712
First Bankers Trust
Kentucky
$1.94M +$23.9K +97 +1%
MOS
713
MGO One Seven
Ohio
$1.94M -$240K -977 -12%
HAG
714
HighPoint Advisor Group
Illinois
$1.94M -$27.3K -111 -1%
RWM
715
Ritholtz Wealth Management
New York
$1.91M +$535K +2,174 +42%
HA
716
Herold Advisors
New York
$1.91M -$932K -3,792 -34%
CVA
717
Central Valley Advisors
California
$1.9M +$102K +415 +6%
BHC
718
Bowen Hanes & Co
Florida
$1.9M -$738 -3 -0%
SNB
719
Security National Bank
Nebraska
$1.9M +$80.9K +329 +5%
WS
720
Wedbush Securities
California
$1.88M +$217K +883 +14%
QI
721
Qtron Investments
Massachusetts
$1.88M +$356K +1,447 +25%
AA
722
Altman Advisors
Illinois
$1.88M +$40.6K +165 +2%
AWM
723
Aries Wealth Management
Maine
$1.88M -$22.4K -91 -1%
CA
724
Claro Advisors
Massachusetts
$1.87M +$24.1K +98 +1%
IC
725
Inscription Capital
Texas
$1.87M +$224K +911 +14%

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.