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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
VF
1226
Virtu Financial
New York
$396K +$376K +1,529 New
CC
1227
Courier Capital
New York
$396K -$17.2K -70 -4%
SMA
1228
Sage Mountain Advisors
Georgia
$394K +$59.3K +241 +19%
GSB
1229
Greenfield Savings Bank
Massachusetts
$394K +$124K +505 +50%
SA
1230
Sicart Associates
New York
$393K
SAM
1231
Steinberg Asset Management
New York
$390K
FDS
1232
First Dallas Securities
Texas
$389K -$49.9K -203 -12%
FM
1233
Family Management
New York
$384K -$35.9K -146 -9%
AP
1234
Americana Partners
Texas
$383K +$363K +1,477 New
MA
1235
MONECO Advisors
Connecticut
$382K +$34.9K +142 +11%
FTA
1236
Financial & Tax Architects
Missouri
$380K +$55.1K +224 +18%
NFA
1237
Northern Financial Advisors
Michigan
$380K -$4.43K -18 -1%
EWM
1238
Empirical Wealth Management
Washington
$379K +$80.4K +327 +29%
GC
1239
Gratus Capital
Georgia
$379K +$359K +1,462 New
OTL
1240
Oak Thistle LLC
New York
$377K +$358K +1,456 New
IW
1241
Imprint Wealth
South Carolina
$377K +$75.5K +307 +27%
NWMG
1242
National Wealth Management Group
Ohio
$377K +$357K +1,453 New
WCM
1243
Weik Capital Management
Pennsylvania
$374K
CWM
1244
Congress Wealth Management
Massachusetts
$373K -$132K -537 -27%
AA
1245
Advisory Alpha
Michigan
$372K +$37.6K +153 +12%
TA
1246
Tectonic Advisors
Texas
$371K +$1.23K +5 +0.4%
HFM
1247
Harvest Fund Management
China
$369K +$342K +1,390 +4,088%
RA
1248
RFG Advisory
Alabama
$369K +$93.4K +380 +36%
AWA
1249
Arkadios Wealth Advisors
Georgia
$368K -$3.93K -16 -1%
LAM
1250
L2 Asset Management
Massachusetts
$368K +$17.9K +73 +5%

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.