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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
BCP
1201
Berkeley Capital Partners
Georgia
$413K -$8.61K -35 -2%
APWM
1202
Argonautica Private Wealth Management
Massachusetts
$413K -$46K -187 -10%
EFG
1203
Everhart Financial Group
Ohio
$413K +$42.8K +174 +12%
CPIG
1204
Chicago Partners Investment Group
Illinois
$412K +$22.9K +93 +6%
FCA
1205
FLC Capital Advisors
California
$412K
RGC
1206
Roberts, Glore & Co
Illinois
$412K
RWA
1207
Redhawk Wealth Advisors
Minnesota
$412K -$1.48K -6 -0.4%
EBWM
1208
Eagle Bluffs Wealth Management
Missouri
$412K
FFN
1209
Focus Financial Network
Minnesota
$410K -$214K -870 -34%
MA
1210
Mutual Advisors
Nebraska
$410K -$78.4K -319 -17%
MG
1211
Marex Group
$409K -$14.8M -60,000 -97%
PPG
1212
Peak Planning Group
Colorado
$408K +$39.8K +162 +11%
9WM
1213
9258 Wealth Management
Ohio
$408K -$13.8K -56 -3%
CA
1214
Carson Advisory
Georgia
$405K +$492 +2 +0.1%
ABC
1215
Associated Banc-Corp
Wisconsin
$405K -$4.18K -17 -1%
CBNLCF
1216
Cognios Beta Neutral Large Cap Fund
Kansas
$404K +$384K +1,560 New
SAM
1217
Sawgrass Asset Management
Florida
$404K
AIA
1218
Angeles Investment Advisors
California
$404K -$116K -473 -23%
ILI
1219
Invesco LLC (Illinois)
Illinois
$401K +$5.9K +24 +2%
HBCM
1220
Heron Bay Capital Management
Michigan
$400K
SAM
1221
Sompo Asset Management
Japan
$399K
SWA
1222
SFMG Wealth Advisors
Texas
$398K +$983 +4 +0.3%
PFWA
1223
Paces Ferry Wealth Advisors
Georgia
$398K -$23.6K -96 -6%
CFP
1224
Catalyst Financial Partners
Massachusetts
$397K +$1.97K +8 +0.5%
PK
1225
Pflug Koory
Nebraska
$396K

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.