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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
SSW
1301
Smith Shellnut Wilson
Mississippi
$307K
CCB
1302
Country Club Bank
Missouri
$306K -$11.1K -45 -4%
AWE
1303
Avidian Wealth Enterprises
Texas
$305K +$65.9K +268 +30%
Grantham, Mayo, Van Otterloo & Co (GMO)
1304
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$304K +$24.8K +101 +9%
NAS
1305
Nicolet Advisory Services
Wisconsin
$303K +$27K +110 +10%
APG
1306
Abacus Planning Group
South Carolina
$302K
EA
1307
Echo45 Advisors
California
$302K -$3.44K -14 -1%
FFO
1308
Fiduciary Family Office
Florida
$300K +$285K +1,158 New
BW
1309
Bison Wealth
Georgia
$299K -$1.97K -8 -0.7%
AC
1310
Allstate Corporation
Illinois
$299K -$16.2K -66 -5%
AUB
1311
Atlantic Union Bankshares
Virginia
$298K -$13.5K -55 -5%
OA
1312
Oxbow Advisors
Texas
$298K +$283K +1,150 New
DWM
1313
Drive Wealth Management
Utah
$297K +$246 +1 +0.1%
FDCP
1314
Foster Dykema Cabot & Partners
Massachusetts
$297K
RIL
1315
Rothschild Investment LLC
Illinois
$294K +$4.67K +19 +2%
FMP
1316
Financial Management Professionals
Texas
$294K -$18.4K -75 -6%
SIG
1317
Sargent Investment Group
Maryland
$293K -$118K -480 -30%
CG
1318
Clarus Group
Texas
$293K
BFS
1319
Bard Financial Services
Connecticut
$293K +$9.84K +40 +4%
FAT
1320
First American Trust
California
$292K -$63.7K -259 -19%
CIC
1321
Cornercap Investment Counsel
Georgia
$292K -$2.07M -8,430 -88%
CAM
1322
Carret Asset Management
New York
$292K -$12.3K -50 -4%
DFG
1323
Delta Financial Group
New Jersey
$290K +$11.3K +46 +4%
PWM
1324
Power Wealth Management
Georgia
$290K -$20.9K -85 -7%
ECM
1325
Elgethun Capital Management
South Dakota
$289K

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.