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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
PAS
701
Park Avenue Securities
New York
$1.05M +$338K +1,642 +45%
FBT
702
First Bankers Trust
Kentucky
$1.04M +$64.9K +315 +6%
VA
703
Valmark Advisers
Ohio
$1.04M +$2.88K +14 +0.3%
CFD
704
Creative Financial Designs
Indiana
$1.03M -$60.1K -292 -5%
BP
705
Ballentine Partners
Massachusetts
$1.03M -$31.9K -155 -3%
CAM
706
Cresset Asset Management
Illinois
$1.02M +$25.3K +123 +2%
TNBTD
707
Trustmark National Bank Trust Department
Mississippi
$1.01M +$200K +970 +23%
HT
708
Heritage Trust
Oklahoma
$1.01M -$1.17M -5,658 -52%
MPPW
709
Mitchell & Pahl Private Wealth
Oklahoma
$1M +$94.8K +460 +10%
FFM
710
Forum Financial Management
Illinois
$993K +$55.2K +268 +6%
SG
711
Stonnington Group
California
$990K -$20.4K -99 -2%
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$990K +$1.04M +5,038 New
AI
713
AXS Investments
New York
$988K +$1.03M +5,024 New
PP
714
Paloma Partners
Connecticut
$983K -$1.03M -4,984 -50%
VNA
715
Valley National Advisers
Pennsylvania
$982K
JWCA
716
J.W. Coons Advisors
Ohio
$977K
Jane Street
717
Jane Street
New York
$972K -$7.34M -35,644 -88%
MCM
718
Mill Capital Management
North Carolina
$960K
WIS
719
Wright Investors Service
Connecticut
$959K +$27.6K +134 +3%
MWA
720
Meridian Wealth Advisors
Texas
$956K +$63.2K +307 +7%
Cetera Investment Advisers
721
Cetera Investment Advisers
Illinois
$955K +$220K +1,066 +28%
PHS
722
Pekin Hardy Strauss
Illinois
$947K +$412 +2 +0%
CBB
723
Citizens Business Bank
California
$946K -$284K -1,380 -22%
AG
724
Ascent Group
Virginia
$945K -$16.7K -81 -2%
PCMC
725
Private Capital Management (Colorado)
Colorado
$938K

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.