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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
TFA
1626
Toth Financial Advisory
Virginia
$16.8K -$337K -1,369 -95%
MFG
1627
Mendota Financial Group
Wisconsin
$16.8K
CTA
1628
Colonial Trust Advisors
South Carolina
$16.1K -$13.3K -54 -47%
CA
1629
Continuum Advisory
Idaho
$15.8K -$262K -1,067 -95%
AWM
1630
Abound Wealth Management
Tennessee
$15.6K
CAM
1631
Chesapeake Asset Management
New York
$15.5K
NCM
1632
Northwest Capital Management
Oregon
$15.3K
CAM
1633
Creekmur Asset Management
Illinois
$15.1K
RWA
1634
Redmont Wealth Advisors
Illinois
$15K +$14.3K +58 New
AW
1635
Avion Wealth
Texas
$15K +$1.97K +8 +17%
ITFISA
1636
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$14.9K
BCMLT
1637
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K +$2.46K +10 +22%
PPWM
1638
PFG Private Wealth Management
Florida
$13.7K
FFA
1639
Frazier Financial Advisors
Ohio
$13.5K
MCM
1640
MidAtlantic Capital Management
Virginia
$12.4K -$1.97K -8 -14%
RWML
1641
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.4K
CTWM
1642
Cherry Tree Wealth Management
Minnesota
$12.2K
OAJ
1643
Ogorek Anthony Joseph
New York
$12K
CPA
1644
Clear Point Advisors
New York
$11.4K
RFA
1645
Register Financial Advisors
Georgia
$11.4K +$10.8K +44 New
WAG
1646
Wiser Advisor Group
Arizona
$11.3K
NIC
1647
Northwest Investment Counselors
Oregon
$11.1K +$10.6K +43 New
RTL
1648
Red Tortoise LLC
Georgia
$10.1K
TAM
1649
Tucker Asset Management
Colorado
$9.85K
GEA
1650
Glen Eagle Advisors
New Jersey
$9.67K

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.