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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
EM
1351
Excalibur Management
Massachusetts
$271K
FBT
1352
First Bank & Trust
South Dakota
$270K +$7.38K +30 +3%
SC
1353
Sapient Capital
Indiana
$270K -$71.1K -289 -22%
IAN
1354
Integrated Advisors Network
Texas
$269K -$29.8K -121 -10%
V
1355
VeraBank
Texas
$269K
TWA
1356
TCI Wealth Advisors
Arizona
$269K +$3.44K +14 +1%
CA
1357
Cornerstone Advisory
Maryland
$268K +$8.36K +34 +3%
MIS
1358
Morningstar Investment Services
Illinois
$268K -$784K -3,189 -75%
BCG
1359
Breakwater Capital Group
New Jersey
$268K +$5.66K +23 +2%
PL
1360
Parthenon LLC
Kentucky
$266K
NG
1361
Northstar Group
New York
$266K -$2.95K -12 -1%
MCCA
1362
Mill Creek Capital Advisors
Pennsylvania
$265K +$3.44K +14 +1%
FA
1363
Financial Advisors
Massachusetts
$264K
NEPPG
1364
New England Professional Planning Group
Rhode Island
$264K +$250K +1,018 New
VAS
1365
Vestmark Advisory Solutions
Massachusetts
$262K -$146K -593 -37%
AM
1366
Atwater Malick
Pennsylvania
$262K
QWP
1367
Quotient Wealth Partners
Texas
$262K +$10.8K +44 +5%
PAM
1368
Palisade Asset Management
Minnesota
$260K -$114K -463 -32%
BFA
1369
Bragg Financial Advisors
North Carolina
$260K +$247K +1,003 New
RC
1370
RBF Capital
California
$259K
AWM
1371
Angeles Wealth Management
California
$259K +$246K +999 New
DSC
1372
Duncker Streett & Co
Missouri
$257K +$237K +963 +3,321%
Cohen & Steers
1373
Cohen & Steers
New York
$257K
GWANC
1374
Guardian Wealth Advisors (North Carolina)
North Carolina
$257K +$17K +69 +7%
DS
1375
DRW Securities
Illinois
$257K -$1.49M -6,073 -86%

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.