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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
RTC
1551
Riverview Trust Company
Washington
$62.7K +$59.5K +242 New
OC
1552
Oakmont Corp
California
$62.2K
LFG
1553
Larson Financial Group
Missouri
$61K -$6.39K -26 -10%
TFA
1554
Transamerica Financial Advisors
Florida
$61K -$105K -427 -65%
SIS
1555
Sound Income Strategies
Florida
$60.1K +$50.4K +205 +759%
QL
1556
Quarry LP
New York
$59.1K +$53.8K +219 +2,433%
BWAM
1557
Boyd Watterson Asset Management
Ohio
$58.6K
IGWM
1558
ICA Group Wealth Management
Colorado
$58K +$37.6K +153 +215%
GAA
1559
Global Assets Advisory
Florida
$58K +$3.67M +14,929 New
KFI
1560
Key Financial Inc
Pennsylvania
$56.2K
BIA
1561
Bell Investment Advisors
California
$55.7K -$2.95K -12 -5%
AA
1562
Addison Advisors
Vermont
$55.7K
CSC
1563
Caldwell Sutter Capital
California
$55.2K
PCMC
1564
Planning Capital Management Corporation
Pennsylvania
$54.2K -$492 -2 -0.9%
TFM
1565
TFC Financial Management
Massachusetts
$52.9K +$492 +2 +1%
GTAM
1566
Global Trust Asset Management
Florida
$50K
TF
1567
Tompkins Financial
New York
$49K
PPC
1568
Park Place Capital
Alabama
$47.4K -$27.5K -112 -38%
FUBT
1569
First United Bank & Trust
Maryland
$47.4K -$2.21K -9 -5%
OSNBOA
1570
Old Second National Bank of Aurora
Illinois
$46.6K
ETS
1571
ESL Trust Services
New York
$46.6K +$44.3K +180 New
BWP
1572
Baldwin Wealth Partners
Massachusetts
$45.3K
AFS
1573
Annapolis Financial Services
Maryland
$44.8K
IFS
1574
Intelligent Financial Strategies
Minnesota
$44.1K +$41.8K +170 New
AAG
1575
Armstrong Advisory Group
Massachusetts
$43.8K

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.