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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
VA
1101
Verdad Advisers
Massachusetts
$541K +$514K +2,089 New
SGK
1102
Steigerwald Gordon & Koch
Virginia
$541K
TWP
1103
Tyche Wealth Partners
Texas
$540K -$368K -1,495 -42%
HTHT
1104
Hemenway Trust Hemenway Trust
New Hampshire
$539K -$34.4K -140 -6%
MRCM
1105
M&R Capital Management
New Jersey
$536K +$492 +2 +0.1%
OPTFSNA
1106
Old Point Trust & Financial Services N A
Virginia
$533K +$123K +502 +32%
WSTAM
1107
Wilbanks Smith & Thomas Asset Management
Virginia
$530K +$274K +1,114 +120%
BB
1108
Bell Bank
North Dakota
$528K +$501K +2,038 New
GIA
1109
Gateway Investment Advisers
Ohio
$527K -$44.7K -182 -8%
HVIA
1110
Hudson Valley Investment Advisors
New York
$526K -$158K -641 -24%
CTC
1111
Cetera Trust Company
Minnesota
$526K -$24.6K -100 -5%
BAM
1112
Belpointe Asset Management
Nevada
$526K +$983 +4 +0.2%
EI
1113
Ellevest Inc
New York
$520K -$12K -49 -2%
RCA
1114
Ranch Capital Advisors
Florida
$519K +$1.72K +7 +0.4%
FI
1115
Fosun International
China
$518K
VFIC
1116
Valley Forge Investment Consultants
Pennsylvania
$518K
CJL
1117
Cyrus J. Lawrence
New York
$518K +$493K +2,006 New
IBOK
1118
Independence Bank of Kentucky
Kentucky
$517K -$40.6K -165 -8%
EARNEST Partners
1119
EARNEST Partners
Georgia
$513K +$1.72K +7 +0.4%
MWM
1120
Modern Wealth Management
Kansas
$513K +$64.4K +262 +15%
TPI
1121
Trust Point Inc
Wisconsin
$512K -$488K -1,986 -50%
HI
1122
Harbour Investments
Wisconsin
$509K -$75.5K -307 -14%
GWP
1123
Gen-Wealth Partners
Michigan
$509K +$483K +1,965 New
BFM
1124
Boston Financial Management
Massachusetts
$506K
PCA
1125
Pallas Capital Advisors
Massachusetts
$502K +$38.8K +158 +9%

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.