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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
CWM
951
Connecticut Wealth Management
Connecticut
$907K -$14.3K -58 -2%
CIM
952
CIM Investment Management
Pennsylvania
$907K
PWP
953
Principle Wealth Partners
Connecticut
$904K +$103K +417 +14%
SAM
954
Smartleaf Asset Management
Massachusetts
$894K +$139K +566 +20%
HCM
955
Highlander Capital Management
New Jersey
$888K
ST
956
Spinnaker Trust
Maine
$881K +$9.34K +38 +1%
NIM
957
Northeast Investment Management
Massachusetts
$879K -$31.5K -128 -4%
GWM
958
GSB Wealth Management
Connecticut
$879K +$2.21K +9 +0.3%
ATIA
959
American Trust Investment Advisors
New Hampshire
$877K
WA
960
Wealth Alliance
New York
$872K -$21.6K -88 -3%
GM
961
GeoWealth Management
Illinois
$871K +$129K +525 +19%
IAIM
962
International Assets Investment Management
Florida
$865K +$298K +1,212 +56%
CIA
963
Choate Investment Advisors
Massachusetts
$865K +$27K +110 +3%
BPC
964
Banque Pictet & Cie
Switzerland
$850K -$369K -1,500 -31%
SYBT
965
Stock Yards Bank & Trust
Kentucky
$843K
AFM
966
Abbot Financial Management
Massachusetts
$840K +$20.4K +83 +3%
Nomura Holdings
967
Nomura Holdings
Japan
$838K -$1.23M -4,993 -61%
SC
968
Syon Capital
California
$832K -$703K -2,858 -47%
RW
969
REDW Wealth
New Mexico
$831K -$213K -865 -21%
Capstone Investment Advisors
970
Capstone Investment Advisors
New York
$826K -$196K -796 -20%
SC
971
Saturna Capital
Washington
$821K
PPP
972
Private Portfolio Partners
New Jersey
$821K +$2.21K +9 +0.3%
1SB
973
1ST Source Bank
Indiana
$817K +$98.1K +399 +14%
JIP
974
Jaffetilchin Investment Partners
Florida
$817K -$80.2K -326 -9%
VEA
975
Virtus ETF Advisers
New York
$817K +$775K +3,152 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.