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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
WTC
751
WhitTier Trust Company
Nevada
$1.66M -$85K -331 -5%
BWM
752
BKM Wealth Management
Wisconsin
$1.65M +$166K +648 +11%
CWM
753
Cordatus Wealth Management
Pennsylvania
$1.65M -$6.16K -24 -0.4%
UOTTAIMCU
754
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.64M +$1.61M +6,275 +3,826%
WHG
755
Westwood Holdings Group
Texas
$1.64M -$2.23M -8,680 -57%
WQ
756
Wealth Quarterback
New Jersey
$1.64M +$291K +1,135 +22%
CIC
757
Chase Investment Counsel
Virginia
$1.63M
DFA
758
Delta Financial Advisors
Louisiana
$1.62M -$2.83K -11 -0.2%
EWA
759
EP Wealth Advisors
California
$1.62M +$704K +2,743 +76%
MP
760
McDonald Partners
Ohio
$1.61M +$385K +1,498 +31%
DTC
761
Davidson Trust Company
Washington
$1.61M -$314K -1,223 -16%
FTWA
762
Fifth Third Wealth Advisors
Ohio
$1.61M +$914K +3,558 +130%
IAS
763
Insigneo Advisory Services
Florida
$1.61M -$170K -661 -10%
IGAM
764
iA Global Asset Management
Quebec, Canada
$1.6M -$546K -2,127 -25%
AIM
765
Alphinity Investment Management
Australia
$1.6M +$300K +1,169 +23%
CCP
766
Cunning Capital Partners
North Carolina
$1.6M
CNBT
767
Canandaigua National Bank & Trust
New York
$1.57M -$113K -439 -7%
LBWM
768
Left Brain Wealth Management
Illinois
$1.57M +$22.1K +86 +1%
TRIA
769
Trail Ridge Investment Advisors
Colorado
$1.56M
GIA
770
Guyasuta Investment Advisors
Pennsylvania
$1.56M
PA
771
Procyon Advisors
Connecticut
$1.56M +$1.12M +4,345 +244%
RC
772
Roundview Capital
New Jersey
$1.56M +$53.2K +207 +3%
TDC
773
Thompson Davis & Co
Virginia
$1.56M -$10.3K -40 -0.6%
RMC
774
Resources Management Corp
Connecticut
$1.56M -$41.6K -162 -3%
TPCW
775
TD Private Client Wealth
New York
$1.56M -$514 -2 -0%

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.