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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
CWM
1601
CarsonAllaria Wealth Management
Illinois
$30.3K
SS
1602
Sunbelt Securities
Texas
$30.1K
C
1603
Covestor
United Kingdom
$30K +$492 +2 +2%
AWM
1604
Atticus Wealth Management
Florida
$29.3K
WSCM
1605
Wellington Shields Capital Management
New York
$29K +$27.5K +112 New
SWM
1606
Sugarloaf Wealth Management
Georgia
$28.2K
MIM
1607
Meridiem Investment Management
United Kingdom
$28K
PI
1608
PEAK6 Investments
Illinois
$27.7K +$26.3K +107 New
FMTCOCP
1609
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K -$246K -1,000 -91%
TIM
1610
Tortoise Investment Management
New York
$25.9K -$1.23K -5 -5%
TWD
1611
True Wealth Design
Ohio
$25.9K +$19.4K +79 +376%
LWANC
1612
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.7K
PFA
1613
Pathway Financial Advisers
Indiana
$25.5K
AIC
1614
Archer Investment Corporation
Indiana
$24.9K
FP
1615
Financial Perspectives
Minnesota
$24.4K -$492 -2 -2%
GA
1616
GoalVest Advisory
New York
$23.3K
VCM
1617
Versant Capital Management
Arizona
$22.8K -$6.15K -25 -22%
BC
1618
Barrett & Company
Rhode Island
$21.8K
FCA
1619
FinTrust Capital Advisors
South Carolina
$21.5K -$2.95K -12 -13%
KFP
1620
Keener Financial Planning
Texas
$21K +$19.4K +79 New
CT
1621
Clearstead Trust
Maine
$20.7K
RG
1622
Retirement Group
California
$20K +$18.9K +77 New
CAL
1623
Capital Advisors Ltd
Ohio
$18K +$1.72K +7 +11%
NBT
1624
Northwest Bank & Trust
Iowa
$17.9K
VWA
1625
Valued Wealth Advisors
Utah
$17.2K +$8.85K +36 +120%

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.