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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
CPSAC
176
Chas P. Smith & Associates (CPS)
Florida
$40.3M +$2.15M +8,731 +6%
ClearBridge Investments
177
ClearBridge Investments
New York
$38.4M -$52.1K -212 -0.1%
MCM
178
MAI Capital Management
Ohio
$37.9M +$1.54M +6,256 +4%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$37.7M -$6.39M -25,994 -15%
WIC
180
Willis Investment Counsel
Georgia
$37.6M -$2.47M -10,042 -6%
CTB
181
Country Trust Bank
Illinois
$37.5M +$1.36M +5,514 +4%
Aviva
182
Aviva
United Kingdom
$37.5M +$3.54M +14,386 +11%
PCM
183
Prana Capital Management
Connecticut
$37.1M +$35.2M +143,364 New
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$37M +$6.15M +24,993 +21%
Rafferty Asset Management
185
Rafferty Asset Management
New York
$36.9M -$509K -2,072 -1%
MAM
186
Martingale Asset Management
Massachusetts
$36.8M -$3.14M -12,755 -8%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$35.4M +$2.83M +11,502 +9%
AIG
188
American International Group
New York
$35.4M -$529K -2,153 -2%
WFMPM
189
Woodley Farra Manion Portfolio Management
Indiana
$35.1M +$355K +1,442 +1%
PCM
190
Polaris Capital Management
Massachusetts
$34.9M -$13.4M -54,300 -29%
CII
191
Capital International Inc
California
$34.8M +$3.87M +15,744 +13%
Adage Capital Partners
192
Adage Capital Partners
Massachusetts
$34.3M +$11.4M +46,200 +54%
AOI
193
Auto-Owners Insurance
Michigan
$33.7M
Creative Planning
194
Creative Planning
Kansas
$33.5M +$444K +1,804 +1%
Point72 Asset Management
195
Point72 Asset Management
Connecticut
$33M +$31.3M +127,183 New
RMA
196
Roffman Miller Associates
Pennsylvania
$32.8M +$99.8K +406 +0.3%
BAM
197
Berkshire Asset Management
Pennsylvania
$32.6M +$102K +413 +0.3%
TC
198
TwinBeech Capital
New York
$32.4M +$30.8M +125,169 New
FMI
199
Factory Mutual Insurance
Massachusetts
$32M +$30.3M +123,400 New
DDPIC
200
Deroy & Devereaux Private Investment Counsel
Michigan
$31.9M -$685K -2,784 -2%

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.