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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
GBT
976
Grove Bank & Trust
Florida
$811K +$522K +2,124 +211%
XSC
977
X-Square Capital
Puerto Rico
$801K +$24.8K +101 +3%
OIA
978
Optimum Investment Advisors
Illinois
$797K
CG
979
CFO4Life Group
Texas
$796K -$60.7K -247 -7%
MSS
980
Mitchell Sinkler & Starr
Pennsylvania
$796K -$1.24M -5,030 -62%
ACM
981
Allred Capital Management
Texas
$796K +$4.67K +19 +0.6%
RA
982
Ransom Advisory
Rhode Island
$793K +$752K +3,060 New
BSA
983
Bull Street Advisors
Georgia
$786K
ACM
984
Advisors Capital Management
New Jersey
$785K +$15.5K +63 +2%
MPI
985
Mairs & Power Inc
Minnesota
$782K +$4.18K +17 +0.6%
FI
986
Finivi Inc
Massachusetts
$777K
PWPS
987
Pinnacle Wealth Planning Services
Ohio
$777K +$7.62K +31 +1%
ET
988
Equitable Trust
Tennessee
$774K +$10.1K +41 +1%
CI
989
Conning Inc
Connecticut
$772K -$19.7K -80 -3%
CA
990
Commerzbank Aktiengesellschaft
Germany
$767K +$121K +491 +20%
RFA
991
Resurgent Financial Advisors
Georgia
$766K -$15K -61 -2%
ANBTV
992
American National Bank & Trust (Virginia)
Virginia
$764K +$725K +2,947 New
NL
993
NVWM LLC
Pennsylvania
$754K -$136K -555 -16%
CAM
994
Columbia Asset Management
Michigan
$750K
RPC
995
Rossmore Private Capital
Connecticut
$749K +$71.3K +290 +11%
WG
996
Welch Group
Alabama
$748K +$62K +252 +10%
GFP
997
Gryphon Financial Partners
Ohio
$747K +$48.4K +197 +7%
EWA
998
Encompass Wealth Advisors
Oregon
$743K -$55.8K -227 -7%
TSWM
999
Tyler-Stone Wealth Management
Ohio
$742K +$18.4K +75 +3%
AAG
1000
Accordant Advisory Group
Maryland
$741K +$703K +2,859 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.