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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Pinnacle Associates
New York
$3.72M +$89K +432 +2%
LA
452
LVW Advisors
New York
$3.67M -$261K -1,269 -6%
VHAM
453
Van Hulzen Asset Management
California
$3.65M +$3.58M +17,400 +1,526%
CSUI
454
Cincinnati Specialty Underwriters Insurance
Ohio
$3.62M
WT
455
Whittier Trust
California
$3.61M +$402K +1,952 +12%
PCTC
456
Perkins Coie Trust Company
Washington
$3.58M +$94.6K +459 +3%
NC
457
NovaPoint Capital
Georgia
$3.54M +$1.65K +8 +0%
PGAM
458
Princeton Global Asset Management
New Jersey
$3.54M -$34K -165 -0.9%
MLL
459
Moody Lynn & Lieberson
Massachusetts
$3.51M +$3.43M +16,665 +1,400%
DIA
460
Dana Investment Advisors
Wisconsin
$3.51M +$3.67M +17,834 New
SFI
461
Siemens Fonds Invest
Germany
$3.49M -$37.1K -180 -1%
IIM
462
Ipswich Investment Management
Massachusetts
$3.45M -$7.83K -38 -0.2%
AWS
463
Atria Wealth Solutions
New York
$3.44M +$486K +2,359 +16%
BL
464
Balentine LLC
Georgia
$3.43M +$1.36M +6,618 +61%
ALAM
465
Asahi Life Asset Management
Japan
$3.43M +$3.6M +17,457 New
LCM
466
Liberty Capital Management
Michigan
$3.43M -$108K -526 -3%
HCM
467
Horiko Capital Management
New York
$3.43M +$3.59M +17,445 New
WG
468
Winton Group
United Kingdom
$3.39M +$1.12M +5,428 +46%
Bessemer Group
469
Bessemer Group
New Jersey
$3.39M -$142K -690 -4%
KPWS
470
Kestra Private Wealth Services
Texas
$3.34M +$2.64M +12,815 +307%
BFA
471
Brendel Financial Advisors
New Hampshire
$3.34M -$546K -2,652 -14%
GWM
472
Geneos Wealth Management
Colorado
$3.26M +$133K +645 +4%
PT
473
Plimoth Trust
Massachusetts
$3.26M +$19.4K +94 +0.6%
MYAM
474
Meiji Yasuda Asset Management
Japan
$3.24M -$1.45M -7,029 -30%
SWM
475
Scissortail Wealth Management
Oklahoma
$3.22M +$3.43M +16,647 New

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.