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1,706 hedge funds and large institutions have $91.9B invested in Chubb in 2024 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 708 increasing their positions, 585 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 96

21% more repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 585

1% more funds holding

Funds holding: 1,6971,706 (+9)

0.07% less ownership

Funds ownership: 88.88%88.8% (-0.07%)

2% less capital invested

Capital invested by funds: $93.3B → $91.9B (-$1.4B)

4% less call options, than puts

Call options by funds: $477M | Put options by funds: $495M

24% less funds holding in top 10

Funds holding in top 10: 5038 (-12)

Holders
1,706
Holders Change
+9
Holders Change %
+0.53%
% of All Funds
24.64%
Holding in Top 10
38
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
131
Increased
708
Reduced
585
Closed
96
Calls
$477M
Puts
$495M
Net Calls
-$17.4M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
251
Commonwealth Equity Services
Massachusetts
$20.8M +$231K +901 +1%
MWM
252
Moran Wealth Management
Florida
$20.7M -$2.34M -9,115 -10%
UIM
253
USS Investment Management
United Kingdom
$20.5M +$312K +1,216 +2%
IP
254
Interval Partners
New York
$20.4M -$11M -42,952 -35%
LSV Asset Management
255
LSV Asset Management
Illinois
$20M -$282K -1,100 -1%
CWM
256
CIBC World Markets
New York
$19.9M -$7.35M -28,618 -27%
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$19.8M +$7.42M +28,902 +59%
BCM
258
Becker Capital Management
Oregon
$19.7M -$1.18M -4,608 -6%
CNB
259
Czech National Bank
Czech Republic
$19.7M +$1.56M +6,071 +9%
PR
260
Payden & Rygel
California
$19.7M +$3.31M +12,900 +20%
PRIG
261
Payden & Rygel Investment Group
California
$19.7M +$3.31M +12,900 +20%
GT
262
Glenview Trust
Kentucky
$19.6M -$1.57M -6,125 -7%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$19.1M -$299K -1,166 -2%
CRC
264
Curi RMB Capital
Illinois
$19.1M -$5.33M -20,772 -22%
Janus Henderson Group
265
Janus Henderson Group
United Kingdom
$18.9M +$1.61M +6,253 +9%
BPWM
266
Badgley Phelps Wealth Managers
Washington
$18.8M +$98.4K +383 +0.5%
ISL
267
Ingalls & Snyder LLC
New York
$18.6M +$197K +766 +1%
SA
268
Sanctuary Advisors
Indiana
$18.5M +$19.3M +75,219 New
AHB
269
Abner Herrman & Brock
New Jersey
$18.3M -$165K -643 -0.9%
NI
270
Nepsis Inc
Minnesota
$18.1M +$876K +3,413 +5%
SCTC
271
Sanibel Captiva Trust Company
Florida
$18M -$492K -1,914 -3%
OA
272
Oak Associates
Ohio
$17.8M -$74.2K -289 -0.4%
Osaic Holdings
273
Osaic Holdings
Arizona
$17.8M -$1.31M -5,103 -7%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$17.7M +$1.4M +5,446 +9%
NA
275
NewEdge Advisors
Louisiana
$17.5M +$11K +43 +0.1%

CB Hedge Fund Activity: Q2 2024 in Review

1,706 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2024, worth a combined $91.9B — down 1.5% from $93.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new CB positions and 96 closed out — a net gain of 35 holders — while 708 added to existing stakes and 585 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $285M. The largest seller was JP Morgan Chase, cutting an estimated $329M.

  • 1,706 institutional investors held Chubb (CB) as of Q2 2024, up from 1,697 in Q1 2024.
  • Funds reported $91.9B of Chubb stock for Q2 2024, down 1.5% quarter-over-quarter.
  • 131 funds opened new Chubb positions in Q2 2024 and 96 closed out, a net change of +35 holders.
  • The largest Chubb buyer in Q2 2024 was Berkshire Hathaway, an estimated $285M added.
  • The largest Chubb seller in Q2 2024 was JP Morgan Chase, an estimated $329M sold.

Based on aggregated 13F filings for Q2 2024.