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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
BIM
801
Baldwin Investment Management
Pennsylvania
$1.41M +$2.21K +9 +0.2%
HCP
802
Holt Capital Partners
Texas
$1.41M -$10.1K -41 -0.7%
EF
803
Empowered Funds
Pennsylvania
$1.4M -$4.91M -19,982 -79%
PAG
804
Paladin Advisory Group
Iowa
$1.4M +$27.5K +112 +2%
SPIS
805
Steward Partners Investment Solutions
Oregon
$1.38M +$75K +305 +6%
KWM
806
Kingsview Wealth Management
Oregon
$1.37M +$262K +1,067 +25%
DWM
807
Dakota Wealth Management
Florida
$1.37M +$120K +489 +10%
MG
808
Mather Group
Illinois
$1.37M -$36.1K -147 -2%
CTC
809
Central Trust Company
Missouri
$1.37M +$23.1K +94 +2%
WQ
810
Wealth Quarterback
New Jersey
$1.37M +$508K +2,066 +64%
VIG
811
Vienna Insurance Group
Poland
$1.36M -$57K -232 -4%
WA
812
Waverly Advisors
Alabama
$1.36M +$905K +3,680 +237%
CCM
813
Coldstream Capital Management
Washington
$1.35M -$24.8K -101 -2%
CFD
814
Creative Financial Designs
Indiana
$1.35M -$194K -787 -13%
PA
815
Parallel Advisors
California
$1.34M +$60.7K +247 +5%
Balyasny Asset Management
816
Balyasny Asset Management
Illinois
$1.33M +$1.27M +5,147 New
VNA
817
Valley National Advisers
Pennsylvania
$1.33M +$2.21K +9 +0.2%
SP
818
Stablepoint Partners
Massachusetts
$1.32M +$133K +541 +12%
AIM
819
Alphinity Investment Management
Australia
$1.32M -$130M -526,919 -99%
MFG
820
Monte Financial Group
Connecticut
$1.32M +$9.1K +37 +0.7%
WB
821
Webster Bank
Connecticut
$1.32M +$76.7K +312 +7%
LCGC
822
Legacy Capital Group California
California
$1.31M -$32.9K -134 -3%
CAG
823
Csenge Advisory Group
Florida
$1.31M -$34.4K -140 -3%
LWAM
824
Legacy Wealth Asset Management
Minnesota
$1.3M +$483K +1,965 +64%
PL
825
Perpetual Ltd
Australia
$1.3M -$25.3K -103 -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.