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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
JWCA
751
J.W. Coons Advisors
Ohio
$1.73M
IAS
752
Insigneo Advisory Services
Florida
$1.72M +$1.63M +6,622 New
UFF
753
USA Financial Formulas
Michigan
$1.72M +$1.2M +4,869 +275%
IMCOOI
754
Investment Management Corp of Ontario (IMCO)
Canada
$1.72M -$738K -3,000 -31%
JSL
755
JT Stratford LLC
Georgia
$1.71M +$169K +686 +12%
CNBT
756
Canandaigua National Bank & Trust
New York
$1.71M -$354K -1,441 -18%
CWM
757
Cordatus Wealth Management
Pennsylvania
$1.68M -$6.15K -25 -0.4%
JAG
758
Journey Advisory Group
Kentucky
$1.68M -$2.46K -10 -0.2%
PDL
759
Portfolio Design Labs
California
$1.67M +$1.58M +6,441 New
CIC
760
Chase Investment Counsel
Virginia
$1.66M +$590K +2,400 +60%
DFA
761
Delta Financial Advisors
Louisiana
$1.65M +$137K +559 +10%
TFS
762
Thoroughbred Financial Services
Tennessee
$1.63M -$483K -1,963 -24%
RMC
763
Resources Management Corp
Connecticut
$1.63M -$91K -370 -6%
GRP
764
Global Retirement Partners
California
$1.63M +$22.6K +92 +1%
CCP
765
Cunning Capital Partners
North Carolina
$1.62M
DWT
766
Dorsey & Whitney Trust
South Dakota
$1.61M -$780K -3,171 -34%
QCM
767
Qsemble Capital Management
New York
$1.6M +$1.52M +6,190 New
AG
768
Ascent Group
Virginia
$1.6M +$1.21M +4,901 +383%
TDC
769
Thompson Davis & Co
Virginia
$1.6M -$60.5K -246 -4%
TRIA
770
Trail Ridge Investment Advisors
Colorado
$1.59M
TPCW
771
TD Private Client Wealth
New York
$1.58M +$44.5K +181 +3%
TPW
772
Transatlantique Private Wealth
New York
$1.57M -$92.4K -376 -6%
LBWM
773
Left Brain Wealth Management
Illinois
$1.57M +$43.3K +176 +3%
GIA
774
Guyasuta Investment Advisors
Pennsylvania
$1.56M
PA
775
Profund Advisors
Maryland
$1.56M +$35.4K +144 +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.