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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
PA
1176
PFG Advisors
Arizona
$444K +$41.3K +168 +11%
GXJ
1177
Global X Japan
Japan
$443K +$30.7K +125 +8%
PWMG
1178
Prestige Wealth Management Group
New Jersey
$442K -$324K -1,318 -44%
BP
1179
Broadleaf Partners
Ohio
$442K
ST
1180
Sentinel Trust
Texas
$442K +$419K +1,705 New
EW
1181
Evoke Wealth
California
$441K +$417K +1,696 New
TFP
1182
Tilia Fiduciary Partners
North Carolina
$440K +$8.36K +34 +2%
SVWAG
1183
Sound View Wealth Advisors Group
Georgia
$438K -$9.59K -39 -2%
IIC
1184
Ironwood Investment Counsel
Arizona
$437K
SC
1185
Sawyer & Company
Massachusetts
$435K -$2.46K -10 -0.6%
AC
1186
Abbrea Capital
California
$435K
VT
1187
Vise Technologies
New York
$434K -$112K -457 -21%
LIM
1188
Leavell Investment Management
Alabama
$431K -$5.16K -21 -1%
FCB
1189
First County Bank
Connecticut
$427K -$63.4K -258 -14%
EWM
1190
Evermay Wealth Management
Virginia
$427K -$8.85K -36 -2%
LIM
1191
Letson Investment Management
Georgia
$426K +$62.5K +254 +18%
PCM
1192
Pointe Capital Management
Michigan
$425K
FMLI
1193
Fukoku Mutual Life Insurance
Japan
$424K
PI
1194
PFG Investments
New York
$421K +$400K +1,625 New
CWA
1195
Clearview Wealth Advisors
Oregon
$419K -$13.5K -55 -3%
FNB
1196
Farmers National Bank
Kentucky
$416K -$44.3K -180 -10%
VFA
1197
Voya Financial Advisors
Connecticut
$416K -$38.4K -156 -9%
BONH
1198
Bank of New Hampshire
New Hampshire
$415K
CAG
1199
Crestwood Advisors Group
Massachusetts
$414K +$92.9K +378 +31%
MLL
1200
Moody Lynn & Lieberson
Massachusetts
$414K +$33.2K +135 +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.