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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
BC
626
Bowman & Company
Wisconsin
$2.51M +$254K +988 +11%
DAS
627
Dynamic Advisor Solutions
Arizona
$2.5M -$210K -817 -8%
MCM
628
Marathon Capital Management
Maryland
$2.5M -$46.2K -180 -2%
SW
629
SVB Wealth
Massachusetts
$2.48M -$378K -1,471 -13%
HAG
630
HighPoint Advisor Group
Illinois
$2.48M +$352K +1,371 +18%
LF
631
Lantz Financial
Illinois
$2.48M -$5.39K -21 -0.2%
OWP
632
Obermeyer Wealth Partners
Colorado
$2.47M
NL
633
NKCFO LLC
Illinois
$2.46M +$2.48M +9,650 New
SI
634
Stephens Inc
Arkansas
$2.45M +$69.6K +271 +3%
EF
635
Empowered Funds
Pennsylvania
$2.45M +$1.08M +4,188 +78%
PGA
636
Portland Global Advisors
Maine
$2.44M +$121K +472 +5%
NP
637
Nilsine Partners
Colorado
$2.43M +$76K +296 +3%
FHB
638
First Hawaiian Bank
Hawaii
$2.43M -$26.7K -104 -1%
TCM
639
Teza Capital Management
Illinois
$2.43M -$4.31M -16,769 -64%
LNWWM
640
Laird Norton Wetherby Wealth Management
California
$2.43M -$51.9K -202 -2%
NPP
641
New Potomac Partners
Maryland
$2.42M +$3.34K +13 +0.1%
CFG
642
Citizens Financial Group
Rhode Island
$2.41M +$1.74M +6,787 +255%
SIA
643
Schechter Investment Advisors
Michigan
$2.41M -$13.9K -54 -0.6%
WIS
644
Wright Investors Service
Connecticut
$2.41M +$27.2K +106 +1%
RRA
645
Round Rock Advisors
Connecticut
$2.4M +$134K +522 +6%
SIP
646
Stoneridge Investment Partners
Pennsylvania
$2.39M +$1.42M +5,515 +143%
MWM
647
Mission Wealth Management
California
$2.37M -$40.6K -158 -2%
OCM
648
Oakview Capital Management
Texas
$2.37M -$3.51M -13,680 -60%
AF
649
Allworth Financial
California
$2.37M +$58.6K +228 +3%
KF
650
KKM Financial
Illinois
$2.35M +$21.8K +85 +0.9%

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.