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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
DY
576
Dowling & Yahnke
California
$2M +$360K +1,750 +21%
MWM
577
Mission Wealth Management
California
$1.98M +$58.1K +282 +3%
GI
578
GAMCO Investors
Connecticut
$1.96M
HA
579
Herold Advisors
New York
$1.95M +$64.1K +311 +3%
VI
580
Vestcor Inc
New Brunswick, Canada
$1.95M +$640K +3,106 +46%
IA
581
IFG Advisory
Georgia
$1.95M +$35.6K +173 +2%
CCM
582
Cox Capital Management
Massachusetts
$1.95M +$9.48K +46 +0.5%
MSFS
583
Main Street Financial Solutions
Pennsylvania
$1.95M +$51.3K +249 +3%
TWC
584
TD Waterhouse Canada
Ontario, Canada
$1.94M +$451K +2,188 +32%
PNAA
585
Pictet North America Advisors
Switzerland
$1.93M +$1.73M +8,394 +582%
SI
586
Stephens Inc
Arkansas
$1.93M -$82.4K -400 -4%
CNC
587
Canandaigua National Corp
New York
$1.92M -$398K -1,930 -17%
HI
588
Horizon Investments
North Carolina
$1.9M +$60.6K +294 +3%
SLI
589
Sumitomo Life Insurance
Japan
$1.9M +$89.4K +434 +5%
CWS
590
Confluence Wealth Services
Pennsylvania
$1.89M +$63.2K +307 +3%
USCWA
591
U.S. Capital Wealth Advisors
Texas
$1.87M +$206 +1 +0%
BMWM
592
Brown Miller Wealth Management
Virginia
$1.84M +$26.6K +129 +1%
NPP
593
New Potomac Partners
Maryland
$1.84M -$14.4K -70 -0.7%
CWM
594
Cordatus Wealth Management
Pennsylvania
$1.8M +$547K +2,656 +41%
CK
595
Cohen Klingenstein
New York
$1.79M
MYIA
596
Mount Yale Investment Advisors
Colorado
$1.79M -$244K -1,185 -12%
DWA
597
Douglass Winthrop Advisors
New York
$1.79M
WCM Investment Management
598
WCM Investment Management
California
$1.79M +$456K +2,216 +32%
NSEDCP
599
NJ State Employees Deferred Compensation Plan
New Jersey
$1.77M
HA
600
Harfst & Associates
Wyoming
$1.77M +$265K +1,287 +17%

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.