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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
RAM
1501
Ramirez Asset Management
New York
$130K
NF
1502
Norwood Financial
Pennsylvania
$130K
AGWCA
1503
Annis Gardner Whiting Capital Advisors
Florida
$129K +$14.3K +58 +13%
CB
1504
CNB Bank
Pennsylvania
$127K +$12K +49 +11%
FCAS
1505
First Command Advisory Services
Texas
$126K -$1.72K -7 -1%
LCM
1506
Logan Capital Management
Pennsylvania
$124K
BBPWM
1507
Blue Bell Private Wealth Management
Pennsylvania
$123K
BLC
1508
Brown, Lisle/Cummings
Rhode Island
$122K
AT
1509
Avalon Trust
New Mexico
$121K
B
1510
Birchbrook
Maine
$120K
BCA
1511
Bray Capital Advisors
Florida
$116K
CWM
1512
Cedar Wealth Management
California
$115K +$109K +443 New
DCBT
1513
Dakota Community Bank & Trust
North Dakota
$112K -$4.67K -19 -4%
OA
1514
Operose Advisors
Wisconsin
$111K
GPI
1515
General Partner Inc
Pennsylvania
$110K +$104K +425 New
PB
1516
Pinnacle Bancorp
Nebraska
$110K
CWC
1517
Carolinas Wealth Consulting
North Carolina
$110K +$1.72K +7 +2%
NFSG
1518
Newbridge Financial Services Group
Florida
$109K +$10.3K +42 +11%
KSWA
1519
Kathleen S. Wright Associates
Pennsylvania
$109K
TFIPS
1520
Towarzystwo Funduszy Inwestycyjnych PZU SA
$106K +$44.3K +180 +78%
HCP
1521
Hexagon Capital Partners
Arkansas
$105K +$4.43K +18 +5%
RFS
1522
Richardson Financial Services
Massachusetts
$99K -$738 -3 -0.8%
CHC
1523
City Holding Co
West Virginia
$98.7K
SSB
1524
Sandy Spring Bank
Maryland
$98.2K
JWA
1525
JFS Wealth Advisors
Pennsylvania
$97.7K -$4.18K -17 -4%

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.