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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
FAB
1001
First American Bank
Illinois
$740K
GWMR
1002
GC Wealth Management RIA
Massachusetts
$740K -$19.7K -80 -3%
NP
1003
Ninepoint Partners
Ontario, Canada
$739K +$701K +2,852 New
FAFN
1004
First Affirmative Financial Network
Colorado
$738K -$22.9K -93 -3%
GI
1005
GAMMA Investing
California
$735K +$97.9K +398 +16%
WPW
1006
Waldron Private Wealth
Pennsylvania
$735K +$15.7K +64 +2%
GLR
1007
Great Lakes Retirement
Ohio
$733K +$23.1K +94 +3%
MSCM
1008
McElhenny Sheffield Capital Management
Texas
$727K -$29.3K -119 -4%
MFIM
1009
Mesirow Financial Investment Management
Illinois
$725K +$135K +550 +24%
HL
1010
HeadInvest LLC
Maine
$723K
PCP
1011
Proficio Capital Partners
Massachusetts
$722K +$16K +65 +2%
MIM
1012
Merrion Investment Management
New Jersey
$718K
GSC
1013
G&S Capital
Colorado
$715K -$21.4K -87 -3%
NP
1014
NorthRock Partners
Minnesota
$713K +$17.7K +72 +3%
HH
1015
Hilltop Holdings
Texas
$712K +$21.1K +86 +3%
FTWA
1016
Fifth Third Wealth Advisors
Ohio
$712K +$102K +413 +18%
SC
1017
SRB Corp
Massachusetts
$709K +$110K +449 +20%
JWCA
1018
J.W. Cole Advisors
Florida
$707K -$38.1K -155 -5%
SCM
1019
Shelton Capital Management
Colorado
$703K
CGL
1020
Clarius Group LLC
Washington
$702K -$119K -483 -15%
CAM
1021
Cidel Asset Management
Ontario, Canada
$701K -$138K -561 -17%
PPWP
1022
Premier Path Wealth Partners
New Jersey
$698K -$22.1K -90 -3%
VSQM
1023
V-Square Quantitative Management
Illinois
$697K +$410K +1,666 +163%
ECG
1024
Edge Capital Group
Georgia
$697K -$1.23K -5 -0.2%
BAM
1025
Boyar Asset Management
New York
$696K -$1.23K -5 -0.2%

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.