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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
IWA
1401
Icon Wealth Advisors
Texas
$237K +$80.9K +329 +56%
AWM
1402
Affinity Wealth Management
Delaware
$237K +$3.69K +15 +2%
ACM
1403
AlphaStar Capital Management
North Carolina
$237K +$225K +914 New
PJWM
1404
Philip James Wealth Mangement
Georgia
$237K -$135K -550 -38%
FBC
1405
Fairfield, Bush & Co
Connecticut
$236K
ACM
1406
AUA Capital Management
Pennsylvania
$236K +$2.71K +11 +1%
AT
1407
Arlington Trust
Alabama
$235K -$2.46K -10 -1%
MW
1408
MBL Wealth
North Carolina
$235K +$223K +905 New
OWA
1409
One Wealth Advisors
California
$234K +$222K +901 New
SWM
1410
Seed Wealth Management
Illinois
$233K
CFG
1411
Clayton Financial Group
Missouri
$233K +$221K +898 New
BB
1412
Busey Bank
Illinois
$232K +$220K +894 New
OW
1413
Olistico Wealth
Oklahoma
$230K
ANBT
1414
American National Bank & Trust
Texas
$230K
FOA
1415
Five Oceans Advisors
California
$230K
GAM
1416
Gould Asset Management
California
$230K
IFG
1417
Independent Financial Group
California
$227K -$8.36K -34 -4%
RB
1418
Renasant Bank
Mississippi
$227K -$6.39K -26 -3%
WWM
1419
WT Wealth Management
Arizona
$226K +$215K +873 New
PWW
1420
Pettyjohn Wood & White
Virginia
$226K +$214K +871 New
CWG
1421
Crown Wealth Group
North Carolina
$225K +$214K +869 New
NL
1422
NWAM LLC
Washington
$223K -$28.5K -116 -12%
TAM
1423
Trillium Asset Management
Massachusetts
$223K -$39.3K -160 -16%
CFO
1424
CVA Family Office
Colorado
$222K -$27.8K -113 -12%
GDP
1425
Great Diamond Partners
Maine
$222K +$211K +858 New

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.