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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
FTIS
701
First Trust Investment Solutions
Florida
$2M +$1.54K +6 +0.1%
VI
702
Vestcor Inc
New Brunswick, Canada
$1.98M
LAIC
703
Lederer & Associates Investment Counsel
California
$1.97M -$367K -1,430 -16%
PL
704
Perpetual Ltd
Australia
$1.97M +$693K +2,699 +54%
BC
705
Burney Company
Virginia
$1.96M -$18K -70 -0.9%
JSL
706
JT Stratford LLC
Georgia
$1.94M +$256K +998 +15%
PDL
707
Portfolio Design Labs
California
$1.94M +$298K +1,162 +18%
MFG
708
Merit Financial Group
Georgia
$1.94M +$71.9K +280 +4%
OHWP
709
Oak Harbor Wealth Partners
North Carolina
$1.93M -$39K -152 -2%
RWM
710
Ritholtz Wealth Management
New York
$1.92M +$41.6K +162 +2%
PFBT
711
Parkside Financial Bank & Trust
Missouri
$1.92M +$10.3K +40 +0.5%
IC
712
Inscription Capital
Texas
$1.92M +$78.8K +307 +4%
BHC
713
Bowen Hanes & Co
Florida
$1.91M +$43.7K +170 +2%
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.9M
HA
715
Herold Advisors
New York
$1.88M
SNB
716
Security National Bank
Nebraska
$1.88M +$10.8K +42 +0.6%
D.E. Shaw & Co
717
D.E. Shaw & Co
New York
$1.87M -$2.78M -10,817 -60%
CVA
718
Central Valley Advisors
California
$1.87M -$257 -1 -0%
GAM
719
Groupama Asset Management
France
$1.86M -$1.52M -5,912 -29%
QI
720
Qtron Investments
Massachusetts
$1.85M
FB
721
Fulton Bank
Pennsylvania
$1.85M -$305K -1,187 -14%
CA
722
Claro Advisors
Massachusetts
$1.85M +$2.57K +10 +0.1%
AWM
723
Aries Wealth Management
Maine
$1.84M -$7.45K -29 -0.4%
NW
724
NewEdge Wealth
Pennsylvania
$1.84M -$534K -2,081 -22%
LC
725
Lincoln Capital
Nebraska
$1.82M

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.