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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
ECM
1676
Everence Capital Management
Indiana
$3.55K +$775K +3,150 +30%
MIA
1677
MeadowBrook Investment Advisors
Michigan
$3.37K
ATC
1678
Adirondack Trust Company
New York
$2.85K +$2.71K +11 New
GWSA
1679
Global Wealth Strategies & Associates
Colorado
$2.33K
DWA
1680
Delos Wealth Advisors
Texas
$2.07K +$492 +2 +33%
PMFA
1681
Plante Moran Financial Advisors
Michigan
$2.07K -$4.92K -20 -71%
M
1682
MOTCO
Texas
$2.07K
WCM
1683
Westend Capital Management
California
$2.07K +$1.97K +8 New
W
1684
WealthCollab
Washington
$1.81K
HWP
1685
Highline Wealth Partners
California
$1.55K
FSWA
1686
Financial Synergies Wealth Advisors
Texas
$1.55K +$492 +2 +50%
RAM
1687
Riggs Asset Management
Pennsylvania
$1.55K +$1.48K +6 New
PA
1688
PSI Advisors
Florida
$1.3K
CAM
1689
ClariVest Asset Management
California
$1.29K
HGERS
1690
Householder Group Estate & Retirement Specialist
Arizona
$1.04K
HFS
1691
Horizon Financial Services
North Carolina
$1.04K +$983 +4 New
CG
1692
Cutler Group
California
$1K -$139K -565 -99%
MAWCM
1693
Mine & Arao Wealth Creation & Management
California
$778 +$738 +3 New
WA
1694
WestEnd Advisors
North Carolina
$518 +$492 +2 New
DFA
1695
DHJJ Financial Advisors
Illinois
$260
FGAM
1696
Financial Gravity Asset Management
Texas
$258 -$3.2K -13 Closed
WF
1697
WoodTrust Financial
Wisconsin
$239 +$1.23K +5 +0.5%
ADEF
1698
Adams Diversified Equity Fund
Maryland
-$27.6M -122,100 Closed
NI
1699
Nuance Investments
Missouri
-$23.2M -102,703 Closed
Renaissance Technologies
1700
Renaissance Technologies
New York
-$10.4M -46,199 Closed

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.