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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
USCWA
526
U.S. Capital Wealth Advisors
Texas
$3.71M -$213K -830 -5%
RBC
527
Romano Brothers & Co
Illinois
$3.71M -$426K -1,660 -10%
RWP
528
RWA Wealth Partners
Massachusetts
$3.7M +$258K +1,004 +7%
CB
529
Community Bank
New York
$3.68M +$105K +409 +3%
NB
530
Norinchukin Bank
Japan
$3.66M +$46.2K +180 +1%
NHT
531
New Hampshire Trust
New Hampshire
$3.66M +$16.7K +65 +0.5%
WC
532
Weil Company
California
$3.64M +$20K +78 +0.5%
ST
533
Somerset Trust
Pennsylvania
$3.63M -$10K -39 -0.3%
JIC
534
Johnson Investment Counsel
Ohio
$3.62M -$51.1K -199 -1%
WI
535
Wintrust Investments
Illinois
$3.6M +$36.7K +143 +1%
NVIM
536
New Vernon Investment Management
Illinois
$3.59M -$3.61M -14,071 -50%
SF
537
Summit Financial
New Jersey
$3.59M +$1.32M +5,147 +58%
FNA
538
First National Advisers
Nebraska
$3.54M +$85K +331 +2%
HWMO
539
Heritage Wealth Management (Ohio)
Ohio
$3.52M +$3.58M +13,957 New
KIA
540
KCM Investment Advisors
California
$3.52M -$7.45K -29 -0.2%
VF
541
Virtu Financial
New York
$3.51M +$3.14M +12,223 +799%
SDIC
542
South Dakota Investment Council
South Dakota
$3.5M -$3.85K -15 -0.1%
TCM
543
Twin Capital Management
Pennsylvania
$3.47M -$478K -1,863 -12%
AWS
544
Atria Wealth Solutions
New York
$3.46M -$74.2K -289 -2%
IRAG
545
Investment Research & Advisory Group
Georgia
$3.45M -$10.3K -40 -0.3%
YIH
546
Y-Intercept (HK)
Hong Kong
$3.44M +$885K +3,446 +34%
LFAS
547
Level Four Advisory Services
Texas
$3.44M +$105K +408 +3%
VA
548
Vident Advisory
Georgia
$3.43M +$31.6K +123 +0.9%
UA
549
Unison Advisors
District of Columbia
$3.43M +$11.6K +45 +0.3%
NIM
550
Nicollet Investment Management
Minnesota
$3.43M -$48K -187 -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.