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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
V
826
ViaWealth
Kansas
$1.27M -$3.34K -13 -0.3%
WB
827
Webster Bank
Connecticut
$1.27M -$29K -113 -2%
BIM
828
Bridges Investment Management
Nebraska
$1.26M +$1.27M +4,935 New
CF
829
Centaurus Financial
California
$1.26M -$257 -1 -0%
SL
830
Summitry LLC
California
$1.25M -$27.2K -106 -2%
CWP
831
Concord Wealth Partners
Virginia
$1.25M +$240K +935 +24%
DWT
832
Dorsey & Whitney Trust
South Dakota
$1.25M -$338K -1,316 -21%
CAG
833
Csenge Advisory Group
Florida
$1.24M -$46.5K -181 -4%
PCM
834
Parsons Capital Management
Rhode Island
$1.24M
RZH
835
Relyea Zuckerberg Hanson
Connecticut
$1.23M -$22.1K -86 -2%
PHS
836
Pekin Hardy Strauss
Illinois
$1.23M +$257 +1 +0%
TAM
837
Trust Asset Management
Texas
$1.23M
FM
838
Foster & Motley
Ohio
$1.23M -$40.8K -159 -3%
DDC
839
DF Dent & Co
Maryland
$1.23M
SB
840
Simmons Bank
Arkansas
$1.22M -$20.3K -79 -2%
BI
841
Ballast Inc
Kentucky
$1.22M +$25.4K +99 +2%
CAMV
842
Concord Asset Management (Virginia)
Virginia
$1.21M +$256K +995 +26%
WGCA
843
Wolf Group Capital Advisors
Virginia
$1.21M -$6.16K -24 -0.5%
MFS
844
Mattson Financial Services
Michigan
$1.21M +$1.21M +4,730 New
CastleKeep Investment Advisors
845
CastleKeep Investment Advisors
Connecticut
$1.2M -$3.6K -14 -0.3%
STA
846
Summit Trail Advisors
New York
$1.2M -$232K -902 -16%
PWM
847
Perigon Wealth Management
California
$1.19M +$34.9K +136 +3%
MWA
848
Meridian Wealth Advisors
Texas
$1.19M +$23.6K +92 +2%
QCG
849
Quadrant Capital Group
Ohio
$1.18M +$67.8K +264 +6%
SI
850
Saxon Interests
Texas
$1.18M +$36.2K +141 +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.