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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
JFA
1526
JNBA Financial Advisors
Minnesota
$96.9K
WBC
1527
Westpac Banking Corp
Australia
$94.6K
MSFP
1528
Mark Sheptoff Financial Planning
Connecticut
$93.5K
WSC
1529
Wellington Shields & Co
New York
$93.5K +$88.8K +361 New
CSWM
1530
Cassady Schiller Wealth Management
Ohio
$89.9K
MSWM
1531
Mowery & Schoenfeld Wealth Management
Illinois
$87.3K +$82.9K +337 New
PAS
1532
Point72 Asia (Singapore)
Singapore
$86.9K +$82.4K +335 New
BL
1533
BFSG LLC
California
$86.8K +$12K +49 +17%
CP
1534
Castleview Partners
Texas
$85.8K -$983 -4 -1%
ITIM
1535
Indiana Trust & Investment Management
Indiana
$81.1K -$13.5K -55 -15%
HWA
1536
HHM Wealth Advisors
Tennessee
$77.7K
HFS
1537
Hantz Financial Services
Michigan
$77K -$4.43K -18 -6%
FRA
1538
Front Row Advisors
California
$75.7K +$71.5K +291 New
FMII
1539
Farmers & Merchants Investments Inc
Nebraska
$74.4K -$1.48K -6 -2%
PWMG
1540
Private Wealth Management Group
New Jersey
$73.6K -$246 -1 -0.4%
GFL
1541
Granite FO LLC
New Hampshire
$72.5K -$14.8K -60 -19%
MLA
1542
MB, Levis & Associates
Pennsylvania
$71.5K +$246 +1 +0.4%
GCM
1543
Gables Capital Management
Florida
$71.3K
SL
1544
Salomon & Ludwin
Virginia
$69.4K +$22.4K +91 +51%
FIM
1545
Fernwood Investment Management
Massachusetts
$68.9K +$65.4K +266 New
CA
1546
Crewe Advisors
Utah
$68.4K +$64.9K +264 New
APW
1547
Acima Private Wealth
Virginia
$68.4K
WWP
1548
WR Wealth Planners
Missouri
$67.6K +$64.2K +261 New
IRC
1549
Investors Research Corp
Georgia
$64K
HWM
1550
Horizons Wealth Management
North Carolina
$63.7K

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.