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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
TPW
776
Transatlantique Private Wealth
New York
$1.55M +$13.6K +53 +0.9%
SLI
777
Sumitomo Life Insurance
Japan
$1.53M -$199K -776 -11%
DFC
778
DB Fitzpatrick & Co
Idaho
$1.52M -$13.1K -51 -0.9%
PA
779
Profund Advisors
Maryland
$1.51M -$32.6K -127 -2%
TSMHT
780
Thurston Springer Miller Herd & Titak
Indiana
$1.5M +$1.51M +5,896 New
JAG
781
Journey Advisory Group
Kentucky
$1.5M -$152K -593 -9%
P
782
Pitcairn
Pennsylvania
$1.49M +$225K +876 +18%
SIA
783
Schear Investment Advisers
Ohio
$1.49M +$400K +1,557 +36%
JCM
784
Jacobi Capital Management
Pennsylvania
$1.48M +$65.7K +256 +5%
VA
785
Valmark Advisers
Ohio
$1.48M +$72.9K +284 +5%
SJL
786
Shayne & Jacobs LLC
Tennessee
$1.48M +$43.7K +170 +3%
AC
787
Arjuna Capital
North Carolina
$1.47M +$13.4K +52 +0.9%
EFS
788
Essex Financial Services
Connecticut
$1.47M +$267K +1,041 +24%
S
789
SignatureFD
Georgia
$1.47M +$43.9K +171 +3%
EF
790
Exeter Financial
Arizona
$1.46M -$33.4K -130 -2%
TCOO
791
Trust Company of Oklahoma
Oklahoma
$1.46M -$7.19K -28 -0.5%
SC
792
Scotia Capital
Ontario, Canada
$1.46M -$44.2K -172 -3%
KWA
793
Kingswood Wealth Advisors
California
$1.45M +$4.37K +17 +0.3%
SCP
794
Shorepoint Capital Partners
Massachusetts
$1.44M -$76.8K -299 -5%
PA
795
Parallel Advisors
California
$1.44M +$117K +454 +9%
GI
796
GS Investments
Minnesota
$1.42M
CC
797
Chicago Capital
Illinois
$1.42M -$409K -1,593 -22%
Balyasny Asset Management
798
Balyasny Asset Management
Illinois
$1.41M +$97.3K +379 +7%
SPC
799
Sigma Planning Corp
Michigan
$1.4M +$353K +1,376 +33%
SWP
800
Stratos Wealth Partners
Ohio
$1.39M -$49.6K -193 -3%

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.