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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
SGI
1251
Summit Global Investments
Utah
$361K -$850K -3,457 -71%
CAM
1252
Councilmark Asset Management
Tennessee
$359K +$341K +1,387 New
PP
1253
Patron Partners
Texas
$358K +$22.4K +91 +7%
BWP
1254
BSW Wealth Partners
Colorado
$357K -$88K -358 -21%
SAM
1255
Strategy Asset Managers
California
$353K +$17K +69 +5%
TWA
1256
Tandem Wealth Advisors
Arizona
$352K -$2.95K -12 -0.9%
RG
1257
Renaissance Group
Kentucky
$350K +$13.3K +54 +4%
KAS
1258
KPP Advisory Services
Kentucky
$347K -$16.2K -66 -5%
PWP
1259
Phillips Wealth Planners
Mississippi
$347K +$8.85K +36 +3%
RCA
1260
Resonant Capital Advisors
Wisconsin
$347K +$34.7K +141 +12%
HB
1261
HTLF Bank
Colorado
$345K +$5.66K +23 +2%
TAM
1262
Titleist Asset Management
Texas
$344K +$34.7K +141 +12%
RCM
1263
RMR Capital Management
California
$343K
SOW
1264
State of Wyoming
Wyoming
$341K +$227K +925 +237%
AG
1265
AlTi Global
New York
$339K +$321K +1,304 New
WE
1266
Wealth Effects
Massachusetts
$338K -$9.84K -40 -3%
SFMG
1267
Sage Financial Management Group
Virginia
$337K +$320K +1,300 New
WP
1268
WMS Partners
Maryland
$336K +$16K +65 +5%
DCM
1269
DGS Capital Management
New Jersey
$335K +$492 +2 +0.2%
ST
1270
Smithfield Trust
Pennsylvania
$335K +$11.8K +48 +4%
BG
1271
Bollard Group
Massachusetts
$334K
WC
1272
Wynn Capital
Georgia
$333K -$24.6K -100 -7%
BP
1273
BBR Partners
New York
$332K +$315K +1,280 New
DP
1274
Dearborn Partners
Illinois
$331K -$336K -1,365 -52%
KP
1275
Keel Point
Alabama
$330K +$17.7K +72 +6%

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.