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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
ACA
926
Aptus Capital Advisors
Alabama
$958K +$114K +465 +14%
CTA
927
Chesley Taft & Associates
Illinois
$957K
NAMP
928
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$956K +$34.4K +140 +4%
CT
929
Cambridge Trust
Massachusetts
$948K +$171K +697 +24%
CCA
930
Checchi Capital Advisers
California
$947K +$9.34K +38 +1%
FAIM
931
Financial Advocates Investment Management
Washington
$947K +$8.11K +33 +0.9%
MMPW
932
Mitchell McLeod Pugh & Williams
Alabama
$944K -$11.8K -48 -1%
SA
933
SRN Advisors
Pennsylvania
$941K +$43.3K +176 +5%
AIM
934
Aigen Investment Management
New York
$937K +$889K +3,616 New
LSPW
935
Lake Street Private Wealth
Illinois
$936K -$87.3K -355 -9%
WA
936
WBH Advisory
Maryland
$935K -$20.2K -82 -2%
BHA
937
Beech Hill Advisors
New York
$935K
SCA
938
Sippican Capital Advisors
Massachusetts
$932K -$451K -1,833 -34%
EWA
939
EP Wealth Advisors
California
$931K +$194K +788 +28%
VAG
940
VisionPoint Advisory Group
Texas
$929K -$756K -3,073 -46%
WANY
941
Wealthspire Advisors (New York)
New York
$928K -$21.1K -86 -2%
BIC
942
Beach Investment Counsel
Pennsylvania
$922K
GCM
943
GoodHaven Capital Management
New Jersey
$920K
AC
944
ASB Consultores
Florida
$919K +$604K +2,457 +225%
WGCA
945
Wolf Group Capital Advisors
Virginia
$919K
ARG
946
Advisory Resource Group
Oklahoma
$916K +$140K +571 +19%
UAS
947
United Asset Strategies
New York
$911K +$28K +114 +3%
LC
948
LCNB Corp
Ohio
$910K +$43K +175 +5%
LSAG
949
Lake Street Advisors Group
New Hampshire
$908K +$21.6K +88 +3%
GWA
950
Gratus Wealth Advisors
Virginia
$907K

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.