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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
MWM
601
Mattern Wealth Management
Kansas
$1.73M +$4.12K +20 +0.2%
BCM
602
Bayesian Capital Management
New York
$1.72M +$524K +2,542 +41%
SIA
603
Strategic Investment Advisors
Michigan
$1.72M +$104K +503 +6%
BPM
604
Bowling Portfolio Management
Ohio
$1.72M -$829K -4,022 -32%
PGA
605
Portland Global Advisors
Maine
$1.71M -$6.18K -30 -0.3%
SB
606
Simmons Bank
Arkansas
$1.71M -$146K -711 -8%
NRS
607
Neville Rodie & Shaw
New York
$1.7M
FB
608
Fulton Bank
Pennsylvania
$1.69M -$80.1K -389 -4%
MIC
609
Meridian Investment Counsel
California
$1.69M -$41.2K -200 -2%
DTL
610
Dynamic Technology Lab
Singapore
$1.69M +$957K +4,648 +119%
Walleye Trading
611
Walleye Trading
New York
$1.68M +$1.76M +8,560 New
LNWWM
612
Laird Norton Wetherby Wealth Management
California
$1.64M -$34.6K -168 -2%
AWM
613
Avitas Wealth Management
California
$1.63M -$629K -3,052 -27%
CDH
614
Charles D. Hyman
$1.63M
MFS
615
Mirabella Financial Services
United Kingdom
$1.6M -$3.11M -15,096 -65%
WWM
616
Western Wealth Management
Colorado
$1.58M +$58.1K +282 +4%
RCAG
617
Rehmann Capital Advisory Group
Michigan
$1.58M -$77K -374 -4%
BFEC
618
Benjamin F. Edwards & Company
Missouri
$1.57M +$511K +2,480 +45%
Luther King Capital Management (LKCM)
619
Luther King Capital Management (LKCM)
Texas
$1.56M +$215K +1,042 +15%
TCOO
620
Trust Company of Oklahoma
Oklahoma
$1.56M -$130K -633 -7%
MOS
621
MGO One Seven
Ohio
$1.55M -$16.3K -79 -1%
DAS
622
Dynamic Advisor Solutions
Arizona
$1.54M +$637K +3,090 +65%
MGIA
623
Moneta Group Investment Advisors
Missouri
$1.52M -$44.3K -215 -3%
GAM
624
Griffin Asset Management
New York
$1.52M +$1.13M +5,471 +243%
Pacer Advisors
625
Pacer Advisors
Pennsylvania
$1.5M -$5.19M -25,191 -77%

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.