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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
GP
1326
Girard Partners
Pennsylvania
$288K
MPM
1327
MBB Public Markets
Illinois
$287K +$272K +1,106 New
GWAM
1328
Guardian Wealth Advisors (Minnesota)
Minnesota
$287K +$19.7K +80 +8%
MC
1329
Machina Capital
France
$286K +$271K +1,103 New
AA
1330
Alta Advisers
United Kingdom
$285K
CPW
1331
Cove Private Wealth
New York
$285K
NJBEST
1332
New Jersey Better Educational Savings Trust
New Jersey
$285K
GIA
1333
GHP Investment Advisors
Colorado
$283K +$41.6K +169 +18%
DFCM
1334
Dark Forest Capital Management
Puerto Rico
$283K +$268K +1,092 New
HNB
1335
Hilltop National Bank
Wyoming
$282K +$267K +1,087 New
AWA
1336
Aaron Wealth Advisors
Illinois
$282K +$48.2K +196 +22%
FIA
1337
Foundations Investment Advisors
Arizona
$281K +$42.3K +172 +19%
LA
1338
Legacy Advisors
Pennsylvania
$280K -$83.8K -341 -24%
Jones Financial Companies
1339
Jones Financial Companies
Missouri
$279K +$80.6K +328 +44%
RSWM
1340
Robertson Stephens Wealth Management
California
$278K +$263K +1,071 New
SLWA
1341
San Luis Wealth Advisors
California
$277K -$45.7K -186 -15%
SWK
1342
Stephen W. Kidder
$276K -$7.38K -30 -3%
GF
1343
Gries Financial
Ohio
$274K -$7.13K -29 -3%
LI
1344
LRI Investments
Florida
$274K +$260K +1,057 New
RMCM
1345
Reynders McVeigh Capital Management
Massachusetts
$273K -$2.95K -12 -1%
LSIA
1346
LaSalle St. Investment Advisors
Illinois
$273K
MA
1347
MCF Advisors
Kentucky
$272K +$492 +2 +0.2%
CIP
1348
Convergence Investment Partners
Florida
$272K -$1.23K -5 -0.5%
AL
1349
Aspiriant LLC
California
$271K +$17.2K +70 +7%
OL
1350
OneFund LLC
Florida
$271K -$6.88K -28 -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.