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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
DFC
776
DB Fitzpatrick & Co
Idaho
$1.55M -$80.4K -327 -5%
SCP
777
Shorepoint Capital Partners
Massachusetts
$1.55M -$66.4K -270 -4%
LCM
778
Legato Capital Management
California
$1.54M
HI
779
Handelsinvest Investeringsforvaltning
Denmark
$1.54M -$263K -1,071 -15%
RC
780
Roundview Capital
New Jersey
$1.53M +$176K +715 +14%
SC
781
Scotia Capital
Ontario, Canada
$1.53M -$28.8K -117 -2%
MAS
782
Meeder Advisory Services
Ohio
$1.51M +$20.2K +82 +1%
BWM
783
BKM Wealth Management
Wisconsin
$1.51M +$84.3K +343 +6%
TCOO
784
Trust Company of Oklahoma
Oklahoma
$1.49M +$1.48K +6 +0.1%
AC
785
Arjuna Capital
North Carolina
$1.48M +$604K +2,455 +75%
EF
786
Exeter Financial
Arizona
$1.48M
SWP
787
Stratos Wealth Partners
Ohio
$1.46M -$42.8K -174 -3%
KWA
788
Kingswood Wealth Advisors
California
$1.46M +$3.69K +15 +0.3%
FPAS
789
Focus Partners Advisor Solutions
Missouri
$1.46M +$1.38M +5,623 New
SJL
790
Shayne & Jacobs LLC
Tennessee
$1.46M -$61.2K -249 -4%
CG
791
Caprock Group
Idaho
$1.46M +$26.3K +107 +2%
CAS
792
CTC Alternative Strategies
Illinois
$1.45M +$1.38M +5,600 New
STA
793
Summit Trail Advisors
New York
$1.45M +$304K +1,238 +29%
TC
794
TownSquare Capital
Utah
$1.45M +$258K +1,049 +23%
S
795
SignatureFD
Georgia
$1.45M +$7.38K +30 +0.5%
GI
796
GS Investments
Minnesota
$1.44M
JCM
797
Jacobi Capital Management
Pennsylvania
$1.44M +$118K +480 +9%
HPC
798
HM Payson & Co
Maine
$1.44M +$720K +2,930 +112%
VA
799
Valmark Advisers
Ohio
$1.43M
VVP
800
Venture Visionary Partners
Ohio
$1.42M -$117K -477 -8%

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.