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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
BEI
1051
Benjamin Edwards Inc
Missouri
$659K +$146K +595 +31%
SWM
1052
Spire Wealth Management
Virginia
$657K +$7.13K +29 +1%
FMWA
1053
Forvis Mazars Wealth Advisors
Missouri
$656K +$17.2K +70 +3%
GIA
1054
Gladstone Institutional Advisory
Florida
$654K -$1.68M -6,836 -73%
FFA
1055
Farther Finance Advisors
California
$654K +$126K +513 +25%
ZB
1056
Zions Bancorporation
Utah
$654K +$1.72K +7 +0.3%
AFG
1057
Atomi Financial Group
New York
$651K +$72.3K +294 +13%
LFA
1058
Legacy Financial Advisors
Kentucky
$646K +$3.93K +16 +0.6%
MYIA
1059
Mount Yale Investment Advisors
Colorado
$645K -$249K -1,011 -29%
FNBT
1060
FineMark National Bank & Trust
Florida
$631K -$54.3K -221 -8%
BB
1061
Burford Brothers
Texas
$630K +$12.3K +50 +2%
BCM
1062
BluePath Capital Management
Georgia
$630K +$52.1K +212 +10%
JIC
1063
Joel Isaacson & Co
New York
$628K
RWM
1064
Revisor Wealth Management
Ohio
$627K +$354K +1,438 +125%
KFS
1065
Kurt F. Somerville
$622K
SWP
1066
Strategic Wealth Partners
Ohio
$621K -$6.88K -28 -1%
SIM
1067
Sentry Investment Management
Wisconsin
$619K +$60K +244 +11%
VC
1068
Vicus Capital
Pennsylvania
$616K +$214K +870 +58%
GA
1069
Goldstein Advisors
Wisconsin
$612K -$10.8K -44 -2%
MIC
1070
Means Investment Company
Maine
$609K +$248K +1,007 +75%
FWA
1071
FSM Wealth Advisors
Ohio
$608K -$2.46K -10 -0.4%
PP
1072
PDS Planning
Ohio
$605K +$12.5K +51 +2%
PL
1073
Plancorp LLC
Missouri
$605K +$56.8K +231 +11%
FCCM
1074
First City Capital Management
Georgia
$601K -$4.18K -17 -0.7%
SIG
1075
Sky Investment Group
Connecticut
$598K

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.