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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
Prudential Financial
276
Prudential Financial
New Jersey
$17.3M -$6.55M -25,489 -27%
UC
277
Unio Capital
New Jersey
$17.2M +$1.52M +5,902 +10%
CIS
278
Connors Investor Services
Pennsylvania
$17.1M +$181K +705 +1%
URS
279
Utah Retirement Systems
Utah
$17M -$950K -3,700 -5%
Axa
280
Axa
France
$16.9M -$276K -1,074 -2%
KBC Group
281
KBC Group
Belgium
$16.9M -$46.6M -181,333 -73%
CIBC World Market
282
CIBC World Market
Ontario, Canada
$16.7M +$15.1M +58,733 +855%
AssetMark Inc
283
AssetMark Inc
California
$16.3M +$1.01M +3,948 +7%
SG Americas Securities
284
SG Americas Securities
New York
$16.2M -$9.84M -38,322 -38%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$16.2M +$1.82M +7,069 +13%
RRAM
286
River Road Asset Management
Kentucky
$16.2M -$707K -2,755 -4%
GI
287
Gradient Investments
Minnesota
$16M -$748K -2,913 -4%
AAIM
288
Asset Advisors Investment Management
Georgia
$15.9M +$959K +3,735 +6%
TTWM
289
TCV Trust & Wealth Management
Virginia
$15.4M -$335K -1,303 -2%
CIBC Asset Management
290
CIBC Asset Management
Ontario, Canada
$15.2M -$635K -2,472 -4%
GC
291
Guggenheim Capital
Illinois
$15.1M -$4.72M -18,387 -24%
PAI
292
Pittenger & Anderson Inc
Nebraska
$14.7M +$321K +1,250 +2%
AWA
293
Amplius Wealth Advisors
Pennsylvania
$14.7M +$1.49M +5,818 +11%
AAS
294
Avantax Advisory Services
Texas
$14.6M +$3.79M +14,768 +35%
ERIC
295
Eagle Rock Investment Company
Georgia
$14.6M +$11.3K +44 +0.1%
BFIM
296
Beese Fulmer Investment Management
Ohio
$14.5M +$265K +1,030 +2%
NRG
297
Nemes Rush Group
Michigan
$14.5M +$335K +1,305 +2%
KCM
298
Kanawha Capital Management
Virginia
$14.4M +$371K +1,445 +3%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$14.4M -$582K -2,266 -4%
X
300
Xponance
Pennsylvania
$14.3M -$362K -1,411 -2%

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.