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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
FNBOO
476
First National Bank of Omaha
Nebraska
$4.69M +$846K +3,294 +22%
XI
477
XXEC Inc
Oklahoma
$4.68M +$4.71M +18,335 New
WB
478
WesBanco Bank
West Virginia
$4.67M -$208K -809 -4%
GT
479
Greenleaf Trust
Michigan
$4.66M +$35.7K +139 +0.8%
Wolverine Trading
480
Wolverine Trading
Illinois
$4.65M +$4.68M +18,218 New
Assenagon Asset Management
481
Assenagon Asset Management
Luxembourg
$4.63M -$437K -1,702 -9%
TW
482
Trajan Wealth
Arizona
$4.51M -$36K -140 -0.8%
CF
483
Concorde Financial
Texas
$4.49M +$92.7K +361 +2%
FDCDDQ
484
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.46M -$654K -2,546 -13%
Citadel Advisors
485
Citadel Advisors
Florida
$4.45M +$4.32M +16,839 +2,743%
WT
486
Whittier Trust
California
$4.44M +$36K +140 +0.8%
WIA
487
Westbourne Investment Advisors
Maryland
$4.41M -$11.3K -44 -0.3%
DC
488
Davenport & Co
Virginia
$4.39M -$55.5M -215,991 -93%
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$4.35M -$196K -763 -4%
O
490
Ossiam
France
$4.35M -$357K -1,389 -8%
DWM
491
Dakota Wealth Management
Florida
$4.32M +$2.99M +11,640 +220%
NC
492
NovaPoint Capital
Georgia
$4.31M +$70.4K +274 +2%
CIA
493
Concurrent Investment Advisors
Florida
$4.3M +$764K +2,974 +21%
LCM
494
Liberty Capital Management
Michigan
$4.28M +$24.7K +96 +0.6%
UCFA
495
United Capital Financial Advisors
Texas
$4.28M -$1.51M -5,880 -26%
HCMT
496
Highland Capital Management (Tennessee)
Tennessee
$4.26M -$1.42M -5,527 -25%
RPA
497
Rock Point Advisors
Vermont
$4.26M -$1.09M -4,252 -20%
CBT
498
Central Bank & Trust
Kentucky
$4.25M -$7.7K -30 -0.2%
IIM
499
Ipswich Investment Management
Massachusetts
$4.23M -$56.5K -220 -1%
BB
500
Berkshire Bank
Massachusetts
$4.18M -$96.6K -376 -2%

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.