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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
TCA
726
Transcend Capital Advisors
New Jersey
$933K -$91.3K -443 -9%
WGCA
727
Wolf Group Capital Advisors
Virginia
$932K +$1.03K +5 +0.1%
LHC
728
Little House Capital
Massachusetts
$932K +$977K +4,742 New
CCA
729
Checchi Capital Advisers
California
$928K +$304K +1,474 +43%
Carson Wealth (CWM LLC)
730
Carson Wealth (CWM LLC)
Nebraska
$927K +$239K +1,162 +33%
PCM
731
Parsons Capital Management
Rhode Island
$926K -$206 -1 -0%
CI
732
Conning Inc
Connecticut
$911K -$6.18K -30 -0.6%
DWT
733
Dorsey & Whitney Trust
South Dakota
$908K +$71.3K +346 +8%
PP
734
PFS Partners
New Jersey
$907K +$1.44K +7 +0.2%
TPCW
735
TD Private Client Wealth
New York
$905K -$107K -518 -10%
SL
736
Summitry LLC
California
$904K
IWC
737
Integrated Wealth Concepts
Massachusetts
$901K -$241K -1,171 -20%
SBH
738
Segall Bryant & Hamill
Illinois
$898K +$13K +63 +1%
RZH
739
Relyea Zuckerberg Hanson
Connecticut
$894K +$1.44K +7 +0.2%
WB
740
Webster Bank
Connecticut
$890K
LA
741
Lakeside Advisors
Washington
$890K +$24.7K +120 +3%
PA
742
Profund Advisors
Maryland
$889K -$275K -1,333 -23%
TAM
743
Trust Asset Management
Texas
$889K +$25.7K +125 +3%
BBA
744
Baader Bank Aktiengesellschaft
Germany
$886K -$15.7K -76 -2%
OWP
745
Obermeyer Wealth Partners
Colorado
$885K
RWB
746
RMR Wealth Builders
New Jersey
$885K +$1.44K +7 +0.2%
RIM
747
Regent Investment Management
Kentucky
$884K
IC
748
Inscription Capital
Texas
$884K +$77.5K +376 +9%
CFA
749
CWS Financial Advisors
Michigan
$873K -$70K -340 -7%
SI
750
Saxon Interests
Texas
$871K +$913K +4,433 New

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.