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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
MAM
1376
McLean Asset Management
Virginia
$256K +$1.97K +8 +0.8%
QC
1377
Quent Capital
New York
$253K -$44.5K -181 -16%
FFBTD
1378
First Financial Bank - Trust Division
Ohio
$251K
LG
1379
LaFleur & Godfrey
Michigan
$251K
CFP
1380
Cascade Financial Partners
California
$250K +$250K +1,018 New
CD
1381
Chapin Davis
Maryland
$250K
AHL
1382
Abel Hall LLC
Louisiana
$248K
LJAC
1383
L.J. Altfest & Co
New York
$248K -$3.2K -13 -1%
ME
1384
McIlrath & Eck
Washington
$248K
SG
1385
Somerset Group
Minnesota
$247K
CC
1386
Callan Capital
California
$247K +$234K +953 New
IF
1387
Intrua Financial
Texas
$246K +$234K +950 New
FC
1388
Forte Capital
New York
$246K -$9.1K -37 -4%
HI
1389
Harrington Investments
California
$244K -$4.18K -17 -2%
SWM
1390
Segment Wealth Management
Texas
$244K +$232K +943 New
MMM
1391
Mendel Money Management
Illinois
$244K -$20.9K -85 -8%
KCPG
1392
Kavar Capital Partners Group
Kansas
$244K -$231K -941 -50%
KWM
1393
Kolinsky Wealth Management
New Jersey
$244K -$246 -1 -0.1%
AAS
1394
Ameritas Advisory Services
Nebraska
$243K -$17.7K -72 -7%
CIC
1395
Chilton Investment Company
Connecticut
$242K
SCP
1396
Sivia Capital Partners
California
$242K -$7.13K -29 -3%
DI
1397
Diligent Investors
California
$241K
PCG
1398
Prosperity Consulting Group
Maryland
$240K +$228K +928 New
RCM
1399
RB Capital Management
Nevada
$239K +$227K +922 New
ICG
1400
InterOcean Capital Group
Tennessee
$239K -$35.7K -145 -14%

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.