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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
MHR
1576
Matthew Hamilton Rosenberg
$43K -$7.62K -31 -16%
UOTTAIMCU
1577
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$42.5K +$40.3K +164 New
BSB
1578
Bangor Savings Bank
Maine
$42K -$492 -2 -1%
CT
1579
Colonial Trust
South Carolina
$41.2K -$150K -609 -79%
RCM
1580
Raleigh Capital Management
North Carolina
$40.4K +$22.9K +93 +148%
S
1581
Sachetta
Massachusetts
$40.3K
LFA
1582
Legend Financial Advisors
Pennsylvania
$39.9K +$12.3K +50 +48%
VWM
1583
Venturi Wealth Management
Texas
$39.5K +$12.8K +52 +52%
MSG
1584
Main Street Group
Virginia
$39.2K
WPA
1585
West Paces Advisors
Georgia
$38.9K +$12.5K +51 +52%
SA
1586
Scarborough Advisors
Maryland
$38.6K
CCM
1587
Copeland Capital Management
Pennsylvania
$37.1K +$9.59K +39 +38%
EWP
1588
Elevation Wealth Partners
California
$36.3K
RFG
1589
RFP Financial Group
Georgia
$35.5K +$4.92K +20 +17%
HCM
1590
Hollencrest Capital Management
California
$35K -$22.1K -90 -40%
FFO
1591
Fortitude Family Office
Arizona
$34.7K -$31.7K -129 -49%
SWA
1592
SOA Wealth Advisors
New York
$34.7K
EBA
1593
Eagle Bay Advisors
New York
$34.6K +$14.8K +60 +82%
BFPW
1594
BOK Financial Private Wealth
Colorado
$34.3K
PCA
1595
Providence Capital Advisors
North Carolina
$33.9K -$12.3K -50 -28%
TWP
1596
TFO Wealth Partners
Ohio
$33.9K
AP
1597
Atwood & Palmer
Missouri
$33.7K -$24.6K -100 -43%
EL
1598
EMFO LLC
Florida
$32.4K
CYG
1599
Clean Yield Group
Vermont
$31.1K
TCM
1600
Tradewinds Capital Management
Washington
$31.1K

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.