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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
BAWM
1726
Bennett Associates Wealth Management
Pennsylvania
-$348K -1,540 Closed
PCIG
1727
Partners Capital Investment Group
Massachusetts
-$325K -1,439 Closed
SAM
1728
Seelaus Asset Management
New Jersey
-$313K -1,392 Closed
NPT
1729
National Philanthropic Trust
Pennsylvania
-$314K -1,389 Closed
GPA
1730
Guerra Pan Advisors
New Jersey
-$295K -1,305 Closed
AWA
1731
Arete Wealth Advisors
Illinois
-$285K -1,261 Closed
WRPWM
1732
Werba Rubin Papier Wealth Management
California
-$280K -1,237 Closed
SI
1733
Symmetry Investments
Jersey
-$268K -1,186 Closed
ST
1734
Sabal Trust
Florida
-$265K -1,174 Closed
KV
1735
Kickstand Ventures
New York
-$254K -1,124 Closed
LGF
1736
LGT Group Foundation
Liechtenstein
-$275K -1,119 -0.6%
EFI
1737
EHP Funds Inc
Canada
-$249K -1,100 Closed
MAG
1738
MRA Advisory Group
New Jersey
-$240K -1,060 Closed
CF
1739
Copperwynd Financial
Arizona
-$232K -1,026 Closed
CA
1740
Cullinan Associates
Kentucky
-$226K -1,000 Closed
NME
1741
Notis-McConarty Edward
-$226K -1,000 Closed
TI
1742
Truepoint Inc
Ohio
-$221K -976 Closed
RIA
1743
Realta Investment Advisors
Delaware
-$213K -944 Closed
HIC
1744
Hartline Investment Corp
Illinois
-$208K -922 Closed
SG
1745
StoneX Group
New York
-$208K -919 Closed
HA
1746
HFG Advisors
Ohio
-$203K -898 Closed
GWS
1747
Glassman Wealth Services
Virginia
-$174K -768 Closed
PS
1748
Planned Solutions
California
-$141K -623 Closed
WTG
1749
West Tower Group
Virginia
-$135K -599 Closed
TWM
1750
Tradition Wealth Management
Minnesota
-$121K -535 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.