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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
RJA
26
Raymond James & Associates
Florida
$467M +$15.5M +75,182 +3%
UBS Group
27
UBS Group
Switzerland
$418M -$14.3M -69,636 -3%
Charles Schwab
28
Charles Schwab
California
$413M -$5.34M -25,927 -1%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$380M -$2.02M -9,830 -0.5%
Amundi
30
Amundi
France
$379M +$2.6M +12,600 +0.6%
Goldman Sachs
31
Goldman Sachs
New York
$364M +$15.9M +77,340 +4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$363M -$3.44M -16,700 -0.9%
1832 Asset Management
33
1832 Asset Management
Ontario, Canada
$361M -$122M -594,454 -24%
DSA
34
Davis Selected Advisers
Arizona
$337M -$13.4M -65,010 -4%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$328M -$4.35M -21,140 -1%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$313M -$100M -485,922 -23%
Principal Financial Group
37
Principal Financial Group
Iowa
$300M -$7.27M -35,302 -2%
DZ Bank
38
DZ Bank
Germany
$292M -$4.31M -20,906 -1%
Capital Research Global Investors
39
Capital Research Global Investors
California
$280M +$179M +869,400 +156%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$267M -$43.4M -210,843 -13%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$266M -$4.6M -22,309 -2%
AGA
42
Altrinsic Global Advisors
Connecticut
$255M -$11.1M -54,112 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$246M +$22.3M +108,019 +9%
FMI
44
Fiduciary Management Inc
Wisconsin
$245M +$231K +1,122 +0.1%
American Century Companies
45
American Century Companies
Missouri
$238M -$205M -993,439 -45%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$235M +$4.19M +20,336 +2%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$231M +$3.78M +18,369 +2%
CCM
48
Cullen Capital Management
New York
$225M -$9.46M -45,943 -4%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$217M +$15.9M +77,332 +8%
Prudential Financial
50
Prudential Financial
New Jersey
$208M -$16.2M -78,818 -7%

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.