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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
EDRH
1276
Edmond de Rothschild Holding
Switzerland
$329K +$44.7K +182 +17%
OCM
1277
One Capital Management
California
$329K +$65.2K +265 +26%
BBA
1278
BLB&B Advisors
Pennsylvania
$328K -$23.9K -97 -7%
WPC
1279
Waters Parkerson & Co
Louisiana
$326K +$310K +1,259 New
FWP
1280
Firethorn Wealth Partners
Georgia
$325K -$12.5K -51 -4%
PCWA
1281
Pacific Capital Wealth Advisors
California
$325K +$8.61K +35 +3%
GIM
1282
Goelzer Investment Management
Indiana
$319K
QWM
1283
Quaker Wealth Management
New Jersey
$319K +$246 +1 +0.1%
JFGIW
1284
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$319K -$40.1K -163 -12%
BC
1285
Broadwater Capital
Massachusetts
$319K -$4.92K -20 -2%
SA
1286
Strategic Advisors
New York
$317K -$37.6K -153 -11%
Empower Advisory Group
1287
Empower Advisory Group
Colorado
$317K -$7.87K -32 -3%
PEA
1288
Park Edge Advisors
Ohio
$317K
NSB
1289
Norway Savings Bank
Maine
$316K
UB
1290
Umpqua Bank
Oregon
$316K +$299K +1,218 New
RPWA
1291
Regent Peak Wealth Advisors
Georgia
$315K -$14K -57 -4%
KIC
1292
Kensington Investment Counsel
California
$315K +$36.4K +148 +14%
DWA
1293
Delap Wealth Advisory
Oregon
$314K +$298K +1,213 New
SFG
1294
Summit Financial Group
West Virginia
$313K
BAAM
1295
Baker Avenue Asset Management
California
$313K +$3.44K +14 +1%
DA
1296
DCM Advisors
New York
$311K -$184K -747 -38%
SPC
1297
Spirepoint Private Client
Florida
$311K +$295K +1,201 New
VHAM
1298
Van Hulzen Asset Management
California
$310K -$27K -110 -8%
HSA
1299
HBK Sorce Advisory
Pennsylvania
$308K +$19.4K +79 +7%
CCG
1300
Cypress Capital Group
Florida
$307K +$7.38K +30 +3%

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.