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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
IP
201
Interval Partners
New York
$31.8M -$5.71M -23,203 -16%
TAM
202
Tocqueville Asset Management
New York
$31.7M -$29.5K -120 -0.1%
SIA
203
Sit Investment Associates
Minnesota
$31.4M -$580K -2,360 -2%
RT
204
Rockland Trust
Massachusetts
$31.3M -$909K -3,698 -3%
ASRS
205
Arizona State Retirement System
Arizona
$30.3M +$374K +1,520 +1%
M&T Bank
206
M&T Bank
New York
$30.1M -$654K -2,659 -2%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$30M -$163M -663,737 -85%
SPIA
208
Steward Partners Investment Advisory
New York
$29.7M +$7.37M +29,995 +35%
AAP
209
Aristotle Atlantic Partners
Florida
$29.2M -$1.85M -7,541 -6%
TAF
210
Tredje AP-fonden
Sweden
$29.1M +$6.15M +25,000 +29%
OAM
211
Oppenheimer Asset Management
New York
$29M -$3.1M -12,597 -10%
SOMRS
212
State of Michigan Retirement System
Michigan
$28.8M -$148K -600 -0.5%
CIC
213
Crawford Investment Counsel
Georgia
$28.7M -$43M -175,019 -61%
DJSG
214
D.J. St. Germain
Massachusetts
$28.7M -$222K -901 -0.8%
MSR
215
Main Street Research
Connecticut
$28.5M +$365K +1,484 +1%
CW
216
Connectus Wealth
Ohio
$28.4M -$1.18M -4,793 -4%
KFC
217
Klingenstein Fields & Co
New York
$28.2M -$664K -2,699 -2%
NAM
218
NorthCrest Asset Manangement
Minnesota
$27.9M -$235K -954 -0.9%
CWM
219
CIBC World Markets
New York
$27.6M +$732K +2,978 +3%
ACM
220
Aquatic Capital Management
Illinois
$27.3M +$25.9M +105,200 New
HCM
221
Howland Capital Management
Massachusetts
$27M -$8.69M -35,363 -25%
Pathstone Holdings
222
Pathstone Holdings
New Jersey
$27M +$986K +4,011 +4%
CIS
223
Capital International Sarl
California
$26.8M +$1.67M +6,811 +7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.7M -$23.8M -97,000 -49%
Mariner
225
Mariner
Kansas
$26.4M +$128K +520 +0.5%

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.