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1,208 hedge funds and large institutions have $61.1B invested in Chubb in 2021 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $199M | Put options by funds: $98.6M

30% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 69

20% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 412

0% more funds holding

Funds holding: 1,2021,208 (+6)

2% less capital invested

Capital invested by funds: $62.5B → $61.1B (-$1.46B)

2.25% less ownership

Funds ownership: 88.03%85.78% (-2.2%)

29% less funds holding in top 10

Funds holding in top 10: 2115 (-6)

Holders
1,208
Holders Change
+6
Holders Change %
+0.5%
% of All Funds
21.03%
Holding in Top 10
15
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-28.57%
% of All Funds
0.26%
New
90
Increased
495
Reduced
412
Closed
69
Calls
$199M
Puts
$98.6M
Net Calls
+$100M
Net Calls Change
+$62.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
326
Philadelphia Financial Management of San Francisco
California
$6.42M +$6.7M +40,419 New
SPIA
327
Steward Partners Investment Advisory
New York
$6.29M -$721K -4,351 -10%
OC
328
Oppenheimer & Co
New York
$6.27M +$617K +3,725 +10%
RP
329
Rowlandmiller & Partners
Georgia
$6.26M -$13.9K -84 -0.2%
KAS
330
Kestra Advisory Services
Texas
$6.2M -$582K -3,511 -8%
FNBOO
331
First National Bank of Omaha
Nebraska
$6.18M
SHGA
332
Sand Hill Global Advisors
California
$6.18M +$204K +1,232 +3%
AIM
333
Achmea Investment Management
Netherlands
$6.15M +$1.02M +6,155 +19%
HA
334
Hamel Associates
New Jersey
$6.15M -$112K -675 -2%
DILIC
335
Dai-ichi Life Insurance Company
Japan
$6.12M -$12.6K -76 -0.2%
GCMG
336
Gyroscope Capital Management Group
Florida
$6.07M -$19.4K -117 -0.3%
William Blair & Company
337
William Blair & Company
Illinois
$6.07M -$817K -4,931 -11%
SAM
338
Securian Asset Management
Minnesota
$6.03M -$46.4K -280 -0.7%
CIP
339
Chartwell Investment Partners
Pennsylvania
$6.01M -$4.14K -25 -0.1%
MCM
340
Mattern Capital Management
Colorado
$5.99M +$199K +1,199 +3%
OPERF
341
Oregon Public Employees Retirement Fund
Oregon
$5.98M +$25.2K +152 +0.4%
ZAM
342
Zevin Asset Management
Massachusetts
$5.97M +$384K +2,315 +7%
IG
343
ING Group
Netherlands
$5.87M +$1.18M +7,124 +24%
LBC
344
Lowe Brockenbrough & Co
Virginia
$5.74M +$161K +971 +3%
TC
345
Telemus Capital
Michigan
$5.69M +$68.4K +413 +1%
AIA
346
AGF Investments America
Ontario, Canada
$5.59M +$124K +748 +2%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$5.5M +$448K +2,705 +8%
SC
348
SouthState Corp
Florida
$5.44M -$68.4K -413 -1%
AI
349
Atria Investments
North Carolina
$5.43M +$136K +821 +2%
AAP
350
Aristotle Atlantic Partners
Florida
$5.4M +$360K +2,174 +7%

CB Hedge Fund Activity: Q2 2021 in Review

1,208 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2021, worth a combined $61.1B — down 2.3% from $62.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new CB positions and 69 closed out — a net gain of 21 holders — while 495 added to existing stakes and 412 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $218M. The largest seller was T. Rowe Price Associates, cutting an estimated $714M.

  • 1,208 institutional investors held Chubb (CB) as of Q2 2021, up from 1,202 in Q1 2021.
  • Funds reported $61.1B of Chubb stock for Q2 2021, down 2.3% quarter-over-quarter.
  • 90 funds opened new Chubb positions in Q2 2021 and 69 closed out, a net change of +21 holders.
  • The largest Chubb buyer in Q2 2021 was Wellington Management Group, an estimated $218M added.
  • The largest Chubb seller in Q2 2021 was T. Rowe Price Associates, an estimated $714M sold.

Based on aggregated 13F filings for Q2 2021.