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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$642M -$4.96M -19,312 -0.8%
N
27
Nuveen
North Carolina
$620M -$52M -202,401 -8%
UBS Group
28
UBS Group
Switzerland
$620M +$32.9M +128,055 +6%
Charles Schwab
29
Charles Schwab
California
$594M +$11.5M +44,713 +2%
Invesco
30
Invesco
Georgia
$588M +$40.5M +157,700 +7%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$586M +$41.2M +160,335 +8%
Goldman Sachs
32
Goldman Sachs
New York
$568M +$36.9M +143,792 +7%
Boston Partners
33
Boston Partners
Massachusetts
$558M +$10.3M +40,029 +2%
First Trust Advisors
34
First Trust Advisors
Illinois
$450M +$171M +665,988 +61%
Amundi
35
Amundi
France
$403M -$37M -144,170 -8%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$399M +$139M +541,267 +53%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$380M +$40.8M +158,895 +12%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$364M +$2.11M +8,215 +0.6%
Principal Financial Group
39
Principal Financial Group
Iowa
$357M +$4.89M +19,031 +1%
Barclays
40
Barclays
United Kingdom
$353M -$86.7M -337,740 -20%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$351M -$1.19M -4,621 -0.3%
DSA
42
Davis Selected Advisers
Arizona
$321M -$1.45M -5,627 -0.4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$307M -$5.08M -19,800 -2%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$300M +$36.1M +140,515 +14%
AQR Capital Management
45
AQR Capital Management
Connecticut
$296M +$70.5M +274,588 +31%
Jennison Associates
46
Jennison Associates
New York
$283M -$7.95M -30,960 -3%
AGA
47
Altrinsic Global Advisors
Connecticut
$269M -$30.3M -118,094 -10%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$266M +$2.59M +10,084 +1%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$261M -$33.5M -130,625 -11%
MWP
50
MYCIO Wealth Partners
Pennsylvania
$243M -$178K -695 -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.