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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
DI
1151
DAGCO Inc
Ohio
$465K +$441K +1,795 New
PA
1152
Procyon Advisors
Connecticut
$462K -$26.8K -109 -6%
CL
1153
Choreo LLC
Illinois
$462K -$73K -297 -14%
JCIA
1154
Jackson Creek Investment Advisors
Colorado
$460K -$24.6K -100 -5%
FIM
1155
Freedom Investment Management
Connecticut
$459K +$15.7K +64 +4%
DTL
1156
Dynamic Technology Lab
Singapore
$455K +$432K +1,755 New
CPA
1157
Cardiff Park Advisors
California
$454K +$185K +754 +75%
HA
1158
Harfst & Associates
Wyoming
$454K -$11.6K -47 -3%
LAI
1159
Legal Advantage Investments
California
$453K
MSAM
1160
Moloney Securities Asset Management
Missouri
$453K +$6.39K +26 +2%
OIS
1161
Okabena Investment Services
Minnesota
$453K -$10.1K -41 -2%
FFM
1162
Fullerton Fund Management
Singapore
$451K +$428K +1,739 New
ACA
1163
Atlas Capital Advisors
Wyoming
$450K
WOC
1164
West Oak Capital
California
$450K
PWMAG
1165
Pinnacle Wealth Management Advisory Group
New Jersey
$449K +$4.92K +20 +1%
EH
1166
Equitable Holdings
New York
$449K -$36.1K -147 -8%
EWA
1167
EverSource Wealth Advisors
Alabama
$449K -$75.2K -306 -14%
MWM
1168
Modera Wealth Management
New Jersey
$448K +$42.5K +173 +11%
AP
1169
Appleton Partners
Massachusetts
$448K -$43.8K -178 -9%
WIA
1170
Wetzel Investment Advisors
Indiana
$447K +$4.18K +17 +0.9%
MCM
1171
Manchester Capital Management
Vermont
$446K +$16K +65 +4%
BWM
1172
Baron Wealth Management
Michigan
$446K +$31.2K +127 +8%
DAS
1173
Diversify Advisory Services
Utah
$445K +$425K +1,729 New
TBA
1174
Tower Bridge Advisors
Pennsylvania
$445K -$6.39K -26 -1%
PMSA
1175
Patrick M. Sweeney & Associates
Illinois
$444K +$8.85K +36 +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.