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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
FFWA
776
FRG Family Wealth Advisors
Washington
$801K
MNBTD
777
Moody National Bank Trust Division
Texas
$791K +$829K +4,025 New
MM
778
MQS Management
New York
$782K +$819K +3,977 New
JCM
779
Jacobi Capital Management
Pennsylvania
$781K -$214K -1,038 -21%
FA
780
FC Advisory
Pennsylvania
$779K
MA
781
Montag & Associates
Georgia
$777K
CTA
782
Chesley Taft & Associates
Illinois
$777K +$17.7K +86 +2%
RWM
783
Ritholtz Wealth Management
New York
$777K +$123K +595 +18%
DGAM
784
Desjardins Global Asset Management
Quebec, Canada
$770K -$95K -461 -11%
MFG
785
Monte Financial Group
Connecticut
$763K -$68.4K -332 -8%
MBT
786
Montecito Bank & Trust
California
$763K -$11.3K -55 -1%
BOH
787
Bank of Hawaii
Hawaii
$763K +$3.71K +18 +0.5%
BI
788
Ballast Inc
Kentucky
$756K -$37.1K -180 -4%
CC
789
Centiva Capital
New York
$755K -$983K -4,772 -55%
AC
790
Arjuna Capital
North Carolina
$754K -$1.24K -6 -0.2%
HVIA
791
Hudson Valley Investment Advisors
New York
$751K -$12.4K -60 -2%
KFS
792
Kurt F. Somerville
$747K -$51.5K -250 -6%
SCA
793
Sippican Capital Advisors
Massachusetts
$741K -$2.06K -10 -0.3%
EP
794
EPIQ Partners
Minnesota
$730K
MW
795
Marcum Wealth
Ohio
$730K +$5.56K +27 +0.7%
DDC
796
DF Dent & Co
Maryland
$721K -$8.65K -42 -1%
GIA
797
Guyasuta Investment Advisors
Pennsylvania
$719K
UFF
798
USA Financial Formulas
Michigan
$715K +$747K +3,628 +36,280%
GCM
799
GoodHaven Capital Management
New Jersey
$713K
WA
800
WBH Advisory
Maryland
$711K

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.