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Chubb
CB

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: 1,697 → 1,706 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$285M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
3
First Trust Advisors
First Trust Advisors
Illinois
+$171M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$168M
5
UBS AM
UBS AM
Illinois
+$150M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$329M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$266M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
BlackRock
BlackRock
New York
-$129M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
801
Baldwin Investment Management
Pennsylvania
$1.39M -$2.57K -10 -0.2%
PAG
802
Paladin Advisory Group
Iowa
$1.38M – – –
MCA
803
Magnolia Capital Advisors
Mississippi
$1.38M +$1.39M +5,412 New
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$360K +1,401 +35%
HCP
805
Holt Capital Partners
Texas
$1.38M -$8.99K -35 -0.6%
CCM
806
Coldstream Capital Management
Washington
$1.37M +$37.2K +145 +3%
KWM
807
Kingsview Wealth Management
Oregon
$1.37M +$13.9K +54 +1%
WA
808
Waverly Advisors
Alabama
$1.37M +$31.6K +123 +2%
GCM
809
Galibier Capital Management
Ontario, Canada
$1.35M +$1.36M +5,297 New
VFA
810
Valeo Financial Advisors
Indiana
$1.34M +$78.8K +307 +6%
VIG
811
Vienna Insurance Group
Poland
$1.34M +$3.6K +14 +0.3%
SP
812
Stablepoint Partners
Massachusetts
$1.33M -$48.3K -188 -4%
CFD
813
Creative Financial Designs
Indiana
$1.33M -$6.16K -24 -0.5%
WPC
814
Wedmont Private Capital
Pennsylvania
$1.32M +$138K +538 +12%
MFG
815
Monte Financial Group
Connecticut
$1.32M +$21.1K +82 +2%
OCM
816
One Capital Management
California
$1.32M +$999K +3,892 +307%
CTC
817
Central Trust Company
Missouri
$1.32M -$32.6K -127 -2%
GSEP
818
Golden State Equity Partners
California
$1.31M +$1.31M +5,119 New
ADL
819
Asset Dedication LLC
California
$1.31M +$77.8K +303 +6%
FMB
820
Field & Main Bank
Kentucky
$1.29M +$57K +222 +5%
CPC
821
Cookson Peirce & Co
Pennsylvania
$1.29M +$22.9K +89 +2%
LWAM
822
Legacy Wealth Asset Management
Minnesota
$1.29M +$4.62K +18 +0.4%
MWM
823
Meridian Wealth Management
Kentucky
$1.27M +$1.28M +4,997 New
VNA
824
Valley National Advisers
Pennsylvania
$1.27M -$37.8K -147 -3%
ACH
825
ArrowMark Colorado Holdings
Colorado
$1.27M – – –
31 32
33
34 35

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.