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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
RPWA
576
Regent Peak Wealth Advisors
Georgia
$3.15M +$4.62K +18 +1%
CL
577
Choreo LLC
Illinois
$3.15M +$2.71M +10,572 +594%
JSC
578
Jackson Square Capital
California
$3.14M -$20.5K -80 -0.6%
BF
579
BOK Financial
Oklahoma
$3.14M -$10.5K -41 -0.3%
CA
580
Clearstead Advisors
Ohio
$3.09M +$835K +3,252 +37%
VIP
581
Vista Investment Partners
Oklahoma
$3.09M +$33.9K +132 +1%
TYCC
582
Texas Yale Capital Corp
Florida
$3.09M +$28.2K +110 +0.9%
TI
583
Trexquant Investment
Connecticut
$3.09M +$1.17M +4,556 +60%
PNC
584
Park National Corp
Ohio
$3.01M -$2.32M -9,028 -43%
FNT
585
First National Trust
Pennsylvania
$3M -$90.4K -352 -3%
LA
586
LVW Advisors
New York
$2.99M +$107K +416 +4%
SCM
587
Sandler Capital Management
New York
$2.98M -$6.56M -25,562 -69%
LG
588
Leuthold Group
Minnesota
$2.96M -$27.5K -107 -0.9%
CWM
589
Compass Wealth Management
Connecticut
$2.93M +$423K +1,646 +17%
Acadian Asset Management
590
Acadian Asset Management
Massachusetts
$2.93M +$2.95M +11,498 New
CG
591
Caprock Group
Idaho
$2.92M +$1.5M +5,825 +104%
PWLP
592
Prio Wealth Limited Partnership
Massachusetts
$2.89M -$19.8K -77 -0.7%
SC
593
Slow Capital
California
$2.89M -$311K -1,210 -10%
USAA
594
United Services Automobile Association
Texas
$2.87M -$148K -577 -5%
1832 Asset Management
595
1832 Asset Management
Ontario, Canada
$2.87M -$1.06M -4,125 -27%
PWA
596
Phoenix Wealth Advisors
North Carolina
$2.87M -$231K -899 -7%
PS
597
Principal Securities
Iowa
$2.82M +$69.1K +269 +2%
AWM
598
Accurate Wealth Management
Florida
$2.82M +$44.7K +174 +2%
SHFP
599
Second Half Financial Partners
Florida
$2.82M -$66.5K -259 -2%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$2.81M -$1.03K -4 -0%

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.