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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
CPC
476
Consolidated Planning Corp
Georgia
$3.15M +$3.31M +16,050 New
SBL
477
Sargent Bickham Lagudis
Colorado
$3.13M -$112K -542 -3%
ST
478
Somerset Trust
Pennsylvania
$3.12M +$6.39K +31 +0.2%
UB
479
UMB Bank
Missouri
$3.1M -$233K -1,131 -7%
USAA
480
United Services Automobile Association
Texas
$3.1M +$3.25M +15,770 New
JIC
481
Johnson Investment Counsel
Ohio
$3.09M -$164K -796 -5%
SDIC
482
South Dakota Investment Council
South Dakota
$3.06M
AWM
483
Altium Wealth Management
New York
$3.06M +$393K +1,907 +14%
SFI
484
SPC Financial Inc
Maryland
$3.04M +$107K +520 +3%
KIA
485
KCM Investment Advisors
California
$3.04M +$1.16M +5,624 +57%
PHK
486
Point72 Hong Kong
Hong Kong
$3.03M +$3.17M +15,373 +51,243%
PFO
487
Pathstone Family Office
New Jersey
$3.03M +$78.3K +380 +3%
WIC
488
Woodmont Investment Counsel
Tennessee
$3.02M +$6.39K +31 +0.2%
MCA
489
Morris Capital Advisors
Pennsylvania
$2.97M +$31.7K +154 +1%
CIC
490
Cincinnati Indemnity Company
Ohio
$2.96M
AAM
491
AR Asset Management
California
$2.93M
PFS
492
Prospera Financial Services
Texas
$2.91M +$618K +2,998 +25%
MA
493
MUFG Americas
New York
$2.91M -$120K -584 -4%
KS
494
Karpas Strategies
Connecticut
$2.91M
TNB
495
Thomasville National Bank
Georgia
$2.89M
NIM
496
Nicollet Investment Management
Minnesota
$2.88M +$98.1K +476 +3%
PWLP
497
Prio Wealth Limited Partnership
Massachusetts
$2.88M -$26.8K -130 -0.9%
PAG
498
Private Advisor Group
New Jersey
$2.87M +$678K +3,290 +29%
AA
499
ALPS Advisors
Colorado
$2.86M +$2.72M +13,204 +993%
BA
500
Bristlecone Advisors
Washington
$2.85M -$6.18K -30 -0.2%

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.