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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
BCM
1426
Brookstone Capital Management
Illinois
$222K -$14K -57 -6%
ACI
1427
Alpha Cubed Investments
California
$221K +$209K +851 New
OC
1428
Oakworth Capital
Alabama
$219K -$8.85K -36 -4%
WA
1429
Wambolt & Associates
Colorado
$219K -$111K -452 -35%
ZIG
1430
Zullo Investment Group
Pennsylvania
$218K +$207K +843 New
MFG
1431
Mosaic Financial Group
Illinois
$218K +$207K +843 New
RA
1432
Rise Advisors
New York
$218K +$47.5K +193 +30%
VP
1433
Verum Partners
North Carolina
$217K +$206K +839 New
SB
1434
Sunflower Bank
Texas
$217K +$206K +839 New
WF
1435
Wayfinding Financial
Washington
$217K +$212K +862 New
DCM
1436
Donaldson Capital Management
Indiana
$215K -$24.8K -101 -11%
AF
1437
Advisornet Financial
Minnesota
$215K -$13.8K -56 -6%
GS
1438
GTS Securities
New York
$215K -$2.11M -8,586 -91%
MS
1439
Maven Securities
Jersey
$215K +$204K +829 New
UAML
1440
US Asset Management LLC
Pennsylvania
$214K +$203K +825 New
SM
1441
Salzhauer Michael
$214K +$203K +824 New
TIA
1442
Trust Investment Advisors
Indiana
$213K +$202K +822 New
CRIG
1443
Charter Research & Investment Group
Connecticut
$212K +$202K +820 New
CCA
1444
Childress Capital Advisors
Texas
$212K -$77.9K -317 -28%
IPAM
1445
Investment Partners Asset Management
New Jersey
$212K +$201K +817 New
TWM
1446
Thrive Wealth Management
Pennsylvania
$212K +$201K +817 New
CA
1447
CoreCap Advisors
Michigan
$211K +$200K +815 New
BIA
1448
Barry Investment Advisors
Massachusetts
$211K +$199K +810 New
BWP
1449
Barlow Wealth Partners
Kentucky
$210K +$210K +855 New
TCWA
1450
Turtle Creek Wealth Advisors
Texas
$209K -$22.6K -92 -10%

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.