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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
BWA
1451
BlueChip Wealth Advisors
Georgia
$208K +$197K +802 New
CF
1452
Cantor Fitzgerald
New York
$207K +$197K +800 New
CFM
1453
Catalyst Funds Management
Australia
$207K +$197K +800 New
CEI
1454
Clark Estates Inc
New York
$207K +$197K +800 New
CPC
1455
Congress Park Capital
New York
$207K +$197K +800 New
NFC
1456
Northeast Financial Consultants
Connecticut
$207K +$197K +800 New
RB
1457
Rodgers Brothers
Pennsylvania
$207K +$197K +800 New
GWSG
1458
GPS Wealth Strategies Group
Colorado
$207K
RCWM
1459
Royal Capital Wealth Management
Indiana
$207K +$196K +798 New
WMA
1460
Wealth Management Associates
New Jersey
$207K +$199K +810 New
KCM
1461
Kornitzer Capital Management
Kansas
$206K +$195K +794 New
FA
1462
Fermata Advisors
California
$205K +$194K +791 New
UCB
1463
United Community Bank
South Carolina
$204K +$129K +525 +185%
TC
1464
Trust Company
Kansas
$204K
MWA
1465
Midland Wealth Advisors
Illinois
$204K +$193K +786 New
SAA
1466
Southeast Asset Advisors
Georgia
$204K +$193K +786 New
WCM
1467
Wedge Capital Management
North Carolina
$204K +$193K +786 New
GWCM
1468
Godshalk Welsh Capital Management
Pennsylvania
$203K +$193K +785 New
LS
1469
Leelyn Smith
Illinois
$203K +$193K +784 New
CT
1470
Caldwell Trust
Florida
$203K +$3.69K +15 +2%
TW
1471
TrinityPoint Wealth
Connecticut
$202K +$192K +781 New
TSWM
1472
Triangle Securities Wealth Management
North Carolina
$201K +$191K +777 New
PP
1473
Pacifica Partners
Canada
$199K
IA
1474
IFP Advisors
Florida
$197K +$2.21K +9 +1%
PWA
1475
Provenance Wealth Advisors
Florida
$196K

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.