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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
BJL
1126
Brighton Jones LLC
Washington
$496K +$82.6K +336 +21%
ALAM
1127
Asahi Life Asset Management
Japan
$496K +$471K +1,915 New
PCM
1128
Penserra Capital Management
California
$496K -$439K -1,786 -48%
RWM
1129
RBA Wealth Management
California
$495K -$9.34K -38 -2%
SCA
1130
Sandy Cove Advisors
Massachusetts
$494K -$10.3K -42 -2%
HC
1131
Hara Capital
Washington
$493K
AF
1132
Alerus Financial
North Dakota
$492K
CIA
1133
Capital Investment Advisors
Georgia
$492K -$983 -4 -0.2%
GC
1134
Grimes & Company
Massachusetts
$484K -$738 -3 -0.2%
GFPC
1135
Global Financial Private Client
Florida
$484K +$11.3K +46 +3%
LWP
1136
LMG Wealth Partners
Louisiana
$483K +$9.59K +39 +2%
HW
1137
Hamilton Wealth
California
$482K -$738 -3 -0.2%
RW
1138
Rede Wealth
Virginia
$481K +$39.3K +160 +9%
BFM
1139
Boothbay Fund Management
New York
$479K +$454K +1,847 New
AC
1140
Avestar Capital
New York
$478K +$120K +488 +36%
ATPW
1141
Ashton Thomas Private Wealth
Arizona
$476K -$2.05M -8,318 -82%
GA
1142
Geller Advisors
New York
$475K +$18.7K +76 +4%
ESB
1143
Essex Savings Bank
Connecticut
$473K
SCM
1144
Stonebridge Capital Management
California
$473K
LW
1145
Linscomb Wealth
Texas
$473K -$68.8K -280 -13%
AIM
1146
Anchor Investment Management
South Carolina
$472K +$26.8K +109 +6%
GLA
1147
Good Life Advisors
Pennsylvania
$470K
VBCG
1148
Valley Brook Capital Group
Pennsylvania
$469K
SPA
1149
Shore Point Advisors
New Jersey
$468K +$738 +3 +0.2%
WFI
1150
West Family Investments
California
$467K +$36.1K +147 +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.