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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
C
851
Certuity
Florida
$1.18M +$1.03K +4 +0.1%
LCM
852
Legato Capital Management
California
$1.18M -$344K -1,340 -22%
FAM
853
Formidable Asset Management
Ohio
$1.17M +$133K +517 +13%
NPA
854
Nichols & Pratt Advisers
Massachusetts
$1.17M -$60.3K -235 -5%
WHCI
855
W.H. Cornerstone Investments
Massachusetts
$1.17M -$80.4K -313 -6%
FFM
856
Forum Financial Management
Illinois
$1.16M +$770 +3 +0.1%
ANTB
857
AMG National Trust Bank
Colorado
$1.16M +$74K +288 +7%
ONB
858
Old National Bancorp
Indiana
$1.16M -$24.7K -96 -2%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$1.15M -$46.7K -182 -4%
WBC
860
Westpac Banking Corp
Australia
$1.14M +$1.06M +4,118 +1,128%
ACL
861
Applied Capital LLC
Florida
$1.13M +$70.6K +275 +7%
AFA
862
AA Financial Advisors
Ohio
$1.13M +$16.7K +65 +1%
SCM
863
Silvant Capital Management
Georgia
$1.12M
RWB
864
RMR Wealth Builders
New Jersey
$1.12M +$5.39K +21 +0.5%
AWM
865
Avior Wealth Management
Nebraska
$1.1M +$28.5K +111 +3%
HT
866
Heritage Trust
Oklahoma
$1.1M +$51.4K +200 +5%
WCM Investment Management
867
WCM Investment Management
California
$1.1M +$7.7K +30 +0.7%
AFCM
868
Applied Finance Capital Management
Puerto Rico
$1.1M +$1.1M +4,302 New
MCM
869
Mainstay Capital Management
Michigan
$1.09M +$109K +424 +11%
FCBT
870
First Citizens Bank & Trust
North Carolina
$1.09M +$6.16K +24 +0.6%
SAM
871
Smartleaf Asset Management
Massachusetts
$1.09M +$180K +702 +20%
HW
872
Hancock Whitney
Mississippi
$1.09M -$26.5K -103 -2%
CI
873
Cigna Investments
Connecticut
$1.09M -$12.1K -47 -1%
SSA
874
Sierra Summit Advisors
Nevada
$1.08M +$97.3K +379 +10%
AFG
875
Atomi Financial Group
New York
$1.08M +$438K +1,704 +68%

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.