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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
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$205M +$46.1M +223,975 +27%
Truist Financial
52
Truist Financial
North Carolina
$202M -$24.4M -118,211 -10%
Jennison Associates
53
Jennison Associates
New York
$195M +$4.59M +22,289 +2%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$177M -$6.69M -32,483 -3%
ProShare Advisors
55
ProShare Advisors
Maryland
$176M -$3.24M -15,736 -2%
Robeco Institutional Asset Management
56
Robeco Institutional Asset Management
Netherlands
$174M +$68.2M +331,002 +60%
MWP
57
MYCIO Wealth Partners
Pennsylvania
$168M -$10.8M -52,260 -6%
US Bancorp
58
US Bancorp
Minnesota
$165M -$2.92M -14,180 -2%
Barclays
59
Barclays
United Kingdom
$164M -$83.5M -405,276 -33%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$160M -$11M -53,165 -6%
Barrow, Hanley, Mewhinney & Strauss
61
Barrow, Hanley, Mewhinney & Strauss
Texas
$152M +$23.9M +116,196 +18%
Stifel Financial
62
Stifel Financial
Missouri
$152M +$934K +4,532 +0.6%
AIM
63
Alphinity Investment Management
Australia
$148M +$155M +750,607 +29,309%
Allianz Asset Management
64
Allianz Asset Management
Germany
$144M +$70.1M +340,418 +87%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$143M -$1.26M -6,096 -0.8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$139M +$4.57M +22,173 +3%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138M -$9.82M -47,670 -6%
CIM
68
Confluence Investment Management
Missouri
$137M +$252K +1,225 +0.2%
SPF
69
Steven Patrick Farmer
$137M +$144M +698,529 New
CS
70
Credit Suisse
Switzerland
$136M -$3.88M -18,832 -3%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$135M
JFL
72
Jarislowsky, Fraser Ltd
Quebec, Canada
$130M -$19.6M -95,391 -13%
CB
73
Cooke & Bieler
Pennsylvania
$129M +$8.4M +40,767 +7%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$127M -$5.16M -25,073 -4%
Lord, Abbett & Co
75
Lord, Abbett & Co
New Jersey
$126M +$51.8M +251,700 +65%

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.