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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10B -$81.7M -332,274 -0.9%
BlackRock
2
BlackRock
New York
$7.62B -$20.9M -85,115 -0.3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$6.72B +$1.43B +5,823,840 +29%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$4.82B -$747M -3,037,118 -14%
State Street
5
State Street
Massachusetts
$4.75B -$61.2M -248,852 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.53B +$122M +496,312 +4%
Capital World Investors
7
Capital World Investors
California
$2.85B +$169M +685,677 +7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.69B -$1.49B -6,068,139 -37%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.38B -$225M -915,119 -9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.2B +$83.8M +340,743 +4%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.15B -$99.7M -405,355 -5%
Capital International Investors
12
Capital International Investors
California
$1.85B -$137M -556,294 -7%
Capital Research Global Investors
13
Capital Research Global Investors
California
$1.74B +$508M +2,064,730 +44%
Wells Fargo
14
Wells Fargo
California
$1.55B -$2.78M -11,312 -0.2%
Morgan Stanley
15
Morgan Stanley
New York
$1.44B -$692M -2,815,035 -34%
Ameriprise
16
Ameriprise
Minnesota
$1.26B -$125M -510,376 -9%
Bank of America
17
Bank of America
North Carolina
$1.11B +$2.22M +9,028 +0.2%
Norges Bank
18
Norges Bank
Norway
$1.07B -$23.5M -95,423 -2%
Northern Trust
19
Northern Trust
Illinois
$974M -$52.8M -214,716 -5%
Lazard Asset Management
20
Lazard Asset Management
New York
$918M +$113M +457,881 +15%
Deutsche Bank
21
Deutsche Bank
Germany
$838M +$10.8M +43,727 +1%
Legal & General Group
22
Legal & General Group
United Kingdom
$772M -$3.41M -13,857 -0.5%
RJA
23
Raymond James & Associates
Florida
$768M -$34.2M -139,079 -4%
N
24
Nuveen
North Carolina
$682M -$119M -485,452 -16%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$657M -$29.6M -120,193 -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.