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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
SCP
626
Shorepoint Capital Partners
Massachusetts
$1.5M -$40.4K -196 -3%
KWILP
627
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.48M -$19.6K -95 -1%
MGP
628
Metis Global Partners
California
$1.48M +$145K +703 +10%
MC
629
Moors & Cabot
Massachusetts
$1.47M +$68.2K +331 +5%
Aristotle Capital Management
630
Aristotle Capital Management
California
$1.47M -$420K -2,040 -21%
EIP
631
Epoch Investment Partners
New York
$1.46M -$160K -779 -9%
LTI
632
Laffer Tengler Investments
Tennessee
$1.46M +$302K +1,464 +25%
MCM
633
Monarch Capital Management
Indiana
$1.46M -$18.5K -90 -1%
RW
634
REDW Wealth
New Mexico
$1.46M +$140K +678 +10%
WMA
635
West Michigan Advisors
Michigan
$1.45M +$118K +575 +8%
CCP
636
Corient Capital Partners
California
$1.45M +$194K +940 +15%
HAG
637
HighPoint Advisor Group
Illinois
$1.45M +$1.54M +7,475 New
Lido Advisors
638
Lido Advisors
California
$1.44M +$414K +2,011 +38%
LWCFA
639
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M -$14.8K -72 -1%
PG
640
Pendal Group
Australia
$1.43M -$4.69M -22,750 -76%
AG
641
Advocate Group
Minnesota
$1.43M +$1.5M +7,291 New
GIA
642
Gateway Investment Advisers
Ohio
$1.43M +$332K +1,611 +28%
PTP
643
Platform Technology Partners
New York
$1.42M -$4.12K -20 -0.3%
OTPPB
644
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.42M +$329K +1,596 +28%
LC
645
Lincoln Capital
Nebraska
$1.42M -$45.1K -219 -3%
FWIA
646
Fort Washington Investment Advisors
Ohio
$1.41M
SC
647
SRB Corp
Massachusetts
$1.41M
LFAS
648
Level Four Advisory Services
Texas
$1.41M -$50.5K -245 -3%
LNC
649
Lincoln National Corp
Pennsylvania
$1.4M +$98.1K +476 +7%
AWM
650
Aries Wealth Management
Maine
$1.39M +$1.46M +7,067 New

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.