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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
CPG
1651
Cornerstone Planning Group
New Jersey
$9.45K +$492 +2 +6%
CMA
1652
Cedar Mountain Advisors
Oregon
$9.33K
AFG
1653
Albion Financial Group
Utah
$9.16K +$1.48K +6 +21%
DIP
1654
DT Investment Partners
Pennsylvania
$9.07K
FRA
1655
Frank Rimerman Advisors
California
$9.07K
Kayne Anderson Rudnick Investment Management
1656
Kayne Anderson Rudnick Investment Management
California
$9.07K
BIM
1657
Breakwater Investment Management
Washington
$9.07K +$8.61K +35 New
UIA
1658
Ulland Investment Advisors
Minnesota
$9K
DF
1659
Dunhill Financial
United Kingdom
$8.43K +$1.48K +6 +22%
MWM
1660
Mascoma Wealth Management
New Hampshire
$7.51K
WIM
1661
Westside Investment Management
California
$7.26K
SVCP
1662
Silicon Valley Capital Partners
California
$7.26K +$6.88K +28 New
CB
1663
Centennial Bank
Arkansas
$7K
IFAM
1664
Institutional & Family Asset Management
Colorado
$6.74K -$1.23K -5 -16%
OLVIG
1665
Oliver Lagore Vanvalin Investment Group
Michigan
$6.48K
FPB
1666
First PREMIER Bank
South Dakota
$6K
AP
1667
Aspect Partners
Virginia
$5.18K +$246 +1 +5%
POIA
1668
Pin Oak Investment Advisors
Texas
$5K
RWM
1669
Ruedi Wealth Management
Illinois
$4.92K
TCA
1670
Trifecta Capital Advisors
Illinois
$4.41K
IHWM
1671
Iron Horse Wealth Management
Iowa
$4.41K
NSIM
1672
North Star Investment Management
Illinois
$4.41K
MIM
1673
Macroview Investment Management
Maryland
$4.33K -$8.61K -35 -67%
FCT
1674
First Community Trust
Iowa
$3.89K
CWAF
1675
Core Wealth Advisors (Florida)
Florida
$3.89K +$3.69K +15 New

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.