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Chubb
CB

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: 1,697 → 1,706 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$285M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
3
First Trust Advisors
First Trust Advisors
Illinois
+$171M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$168M
5
UBS AM
UBS AM
Illinois
+$150M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$329M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$266M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
BlackRock
BlackRock
New York
-$129M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
651
Banque Cantonale Vaudoise
Switzerland
$2.35M +$348K +1,355 +17%
NB
652
NBT Bank
New York
$2.34M -$43.4K -169 -2%
HTC
653
Haverford Trust Company
Pennsylvania
$2.34M +$5.14K +20 +0.2%
EWA
654
Exencial Wealth Advisors
Oklahoma
$2.34M +$160K +624 +7%
CK
655
Cohen Klingenstein
New York
$2.33M – – –
SA
656
SpiderRock Advisors
Delaware
$2.32M +$290K +1,129 +14%
PTP
657
Platform Technology Partners
New York
$2.31M +$2.33M +9,065 New
Walleye Trading
658
Walleye Trading
New York
$2.3M -$1.69M -6,576 -42%
NSEDCP
659
NJ State Employees Deferred Compensation Plan
New Jersey
$2.3M – – –
MAS
660
Meeder Advisory Services
Ohio
$2.3M +$815K +3,174 +54%
MUAMU
661
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.3M +$1.16M +4,500 +100%
ACM
662
Argyle Capital Management
Pennsylvania
$2.29M -$23.1K -90 -1%
SSWM
663
Smith Salley Wealth Management
North Carolina
$2.29M +$31.8K +124 +1%
PWS
664
Peterson Wealth Services
Utah
$2.28M +$64.5K +251 +3%
IMCOOI
665
Investment Management Corp of Ontario (IMCO)
Canada
$2.28M +$591K +2,300 +35%
AAM
666
Advisors Asset Management
Colorado
$2.27M -$825K -3,212 -27%
AT
667
American Trust
Kentucky
$2.23M -$143K -555 -6%
CCA
668
Criterion Capital Advisors
Tennessee
$2.21M +$104K +405 +5%
TFS
669
Thoroughbred Financial Services
Tennessee
$2.21M +$605K +2,356 +37%
OAM
670
Ostrum Asset Management
France
$2.21M -$173K -673 -7%
MIC
671
Meridian Investment Counsel
California
$2.19M – – –
AWM
672
Avitas Wealth Management
California
$2.19M +$6.68K +26 +0.3%
PCIA
673
Prime Capital Investment Advisors
Kansas
$2.19M -$270K -1,051 -11%
DWA
674
Douglass Winthrop Advisors
New York
$2.19M +$51.4K +200 +2%
BP
675
Ballentine Partners
Massachusetts
$2.18M -$16.2K -63 -0.7%
25 26
27
28 29

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.