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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
MC
601
Moors & Cabot
Massachusetts
$2.8M +$97.1K +378 +4%
CSPIA
602
Cary Street Partners Investment Advisory
Virginia
$2.76M +$211K +822 +8%
LPT
603
Legacy Private Trust
Wisconsin
$2.76M +$26.2K +102 +1%
OIA
604
OneDigital Investment Advisors
Kansas
$2.75M +$488K +1,901 +21%
MWM
605
Mattern Wealth Management
Kansas
$2.75M -$188K -731 -6%
OAM
606
Occidental Asset Management
California
$2.73M +$150K +586 +6%
TIAA Trust, National Association
607
TIAA Trust, National Association
North Carolina
$2.73M -$144K -559 -5%
NFG
608
Nations Financial Group
Iowa
$2.72M +$214K +835 +8%
PTC
609
Private Trust Company
Ohio
$2.7M +$77.6K +302 +3%
HCM
610
HMS Capital Management
Tennessee
$2.69M +$217K +844 +9%
MWS
611
Maxwell Wealth Strategies
California
$2.69M -$11.8K -46 -0.4%
LWP
612
LMG Wealth Partners
Louisiana
$2.68M +$2.22M +8,657 +465%
GWM
613
Geneos Wealth Management
Colorado
$2.65M +$49.3K +192 +2%
AIP
614
Ameritas Investment Partners
Nebraska
$2.62M -$81.9K -319 -3%
PNAA
615
Pictet North America Advisors
Switzerland
$2.62M +$410K +1,595 +18%
AW
616
Apricus Wealth
South Carolina
$2.61M -$596K -2,320 -18%
CIAS
617
CFS Investment Advisory Services
New Jersey
$2.6M -$73.4K -286 -3%
IA
618
IFG Advisory
Georgia
$2.59M +$69.1K +269 +3%
NMM
619
Naples Money Management
Florida
$2.57M +$2.59M +10,100 New
GAM
620
Griffin Asset Management
New York
$2.57M +$19K +74 +0.7%
MGIA
621
Moneta Group Investment Advisors
Missouri
$2.56M +$102K +396 +4%
GF
622
Gabelli Funds
New York
$2.55M +$231K +900 +10%
WMA
623
West Michigan Advisors
Michigan
$2.54M +$81.9K +319 +3%
NCM
624
Nelson Capital Management
California
$2.51M +$45.7K +178 +2%
BRWA
625
B. Riley Wealth Advisors
Florida
$2.51M -$275K -1,071 -10%

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.