We are live on ! Find out more

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
BI
851
Ballast Inc
Kentucky
$1.21M +$18.2K +74 +2%
VFA
852
Valeo Financial Advisors
Indiana
$1.2M +$63.2K +257 +5%
ONB
853
Old National Bancorp
Indiana
$1.2M -$261K -1,063 -19%
C
854
Certuity
Florida
$1.2M +$112K +457 +11%
PP
855
Paloma Partners
Connecticut
$1.19M +$1.13M +4,594 New
WorldQuant Millennium Advisors
856
WorldQuant Millennium Advisors
New York
$1.19M -$10.2M -41,577 -90%
BL
857
Balentine LLC
Georgia
$1.19M -$254K -1,033 -18%
MWA
858
Meridian Wealth Advisors
Texas
$1.18M +$492 +2 +0%
FFM
859
Forum Financial Management
Illinois
$1.18M -$61.5K -250 -5%
PWM
860
Perigon Wealth Management
California
$1.18M +$38.1K +155 +4%
LAM
861
LECAP Asset Management
United Kingdom
$1.17M +$1.11M +4,534 New
MUAMU
862
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.17M
SI
863
Saxon Interests
Texas
$1.16M +$64.2K +261 +6%
EFS
864
Essex Financial Services
Connecticut
$1.15M +$77K +313 +8%
PP
865
PFS Partners
New Jersey
$1.14M -$65.2K -265 -6%
SCM
866
Silvant Capital Management
Georgia
$1.14M
WPC
867
Wedmont Private Capital
Pennsylvania
$1.14M +$53.6K +218 +5%
NCFG
868
New Century Financial Group
New Jersey
$1.14M -$5.16K -21 -0.5%
HW
869
Hancock Whitney
Mississippi
$1.13M +$26.3K +107 +3%
QCG
870
Quadrant Capital Group
Ohio
$1.13M +$27K +110 +3%
RWB
871
RMR Wealth Builders
New Jersey
$1.13M -$4.92K -20 -0.5%
AFA
872
AA Financial Advisors
Ohio
$1.13M +$1.07M +4,349 New
APWM
873
Atlas Private Wealth Management
New York
$1.12M +$37.1K +151 +4%
CI
874
Cigna Investments
Connecticut
$1.12M -$12.3K -50 -1%
SIA
875
Schear Investment Advisers
Ohio
$1.11M +$1.05M +4,281 New

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.