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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
ANTB
876
AMG National Trust Bank
Colorado
$1.1M -$16K -65 -2%
FCBT
877
First Citizens Bank & Trust
North Carolina
$1.1M +$511K +2,079 +96%
LA
878
Lakeside Advisors
Washington
$1.1M
CCG
879
Ceeto Capital Group
Florida
$1.09M
CPR
880
CSU Producer Resources
Ohio
$1.09M
AWM
881
Avior Wealth Management
Nebraska
$1.09M -$36.9K -150 -3%
FCP
882
Fidelis Capital Partners
Florida
$1.09M +$277K +1,126 +37%
FSA
883
Financial Security Advisor
Virginia
$1.09M +$246 +1 +0%
WC
884
Westhampton Capital
North Carolina
$1.09M
EB
885
Emprise Bank
Kansas
$1.08M +$1.03M +4,187 New
WCM Investment Management
886
WCM Investment Management
California
$1.08M -$44.7K -182 -4%
SPI
887
Sutton Place Investors
New York
$1.08M +$17.9K +73 +2%
ACL
888
Applied Capital LLC
Florida
$1.08M
HCM
889
Hodges Capital Management
Texas
$1.07M -$4.09M -16,643 -80%
SPC
890
Sigma Planning Corp
Michigan
$1.07M +$543K +2,208 +116%
HT
891
Heritage Trust
Oklahoma
$1.07M -$263K -1,069 -21%
FAM
892
Formidable Asset Management
Ohio
$1.05M +$999K +4,062 New
IIM
893
InTrack Investment Management
Vermont
$1.05M
MWM
894
MGB Wealth Management
Texas
$1.05M
FG
895
Fiduciary Group
Georgia
$1.05M +$44.7K +182 +5%
MMG
896
Monetary Management Group
Missouri
$1.04M -$79.9K -325 -7%
MCWA
897
Meadow Creek Wealth Advisors
Georgia
$1.04M -$5.16K -21 -0.5%
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$1.04M +$20.7K +84 +2%
BAM
899
Bayview Asset Management
Florida
$1.04M -$246K -1,000 -20%
TCA
900
Transcend Capital Advisors
New Jersey
$1.03M -$51.4K -209 -5%

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.