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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
MBT
1026
Montecito Bank & Trust
California
$696K -$22.6K -92 -3%
ACGA
1027
Atlanta Consulting Group Advisors
Georgia
$696K +$661K +2,687 New
ETC
1028
Exchange Traded Concepts
Oklahoma
$692K -$84.1K -342 -11%
CAMG
1029
CWA Asset Management Group
Florida
$691K +$108K +439 +20%
HJIM
1030
Henry James International Management
New York
$691K
CFG
1031
Citizens Financial Group
Rhode Island
$688K +$47.2K +192 +8%
CSB
1032
City State Bank
Iowa
$688K
CWM
1033
Cornerstone Wealth Management
Missouri
$688K -$19.9K -81 -3%
SQA
1034
Simon Quick Advisors
New Jersey
$687K +$430K +1,747 +193%
CSI
1035
Cross Staff Investments
New York
$686K
CFFP
1036
Center for Financial Planning
Michigan
$686K +$32.2K +131 +5%
EFMC
1037
Empire Financial Management Company
New York
$683K +$59K +240 +10%
CI
1038
CX Institutional
Indiana
$682K -$983 -4 -0.2%
TA
1039
TKG Advisors
Indiana
$674K -$15.2K -62 -2%
BSW
1040
Buckingham Strategic Wealth
Missouri
$670K -$13.5K -55 -2%
EHC
1041
Everett Harris & Co
California
$668K
CP
1042
Canopy Partners
Ohio
$668K +$70.1K +285 +12%
FHA
1043
Flagship Harbor Advisors
Massachusetts
$667K -$2.46K -10 -0.4%
LC
1044
Lindbrook Capital
California
$667K +$21.4K +87 +3%
AF
1045
Apexium Financial
Texas
$665K -$338K -1,373 -35%
APA
1046
Astoria Portfolio Advisors
New York
$664K -$20.2K -82 -3%
WJWM
1047
Williams Jones Wealth Management
New York
$663K +$983 +4 +0.2%
SWM
1048
SeaCrest Wealth Management
New York
$661K -$29.8K -121 -5%
SFSG
1049
Sound Financial Strategies Group
Mississippi
$661K -$9.84K -40 -2%
BBA
1050
Baader Bank Aktiengesellschaft
Germany
$661K

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.