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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
CCG
876
Ceeto Capital Group
Florida
$1.07M
CPR
877
CSU Producer Resources
Ohio
$1.07M
WC
878
Westhampton Capital
North Carolina
$1.07M
FSA
879
Financial Security Advisor
Virginia
$1.07M -$5.91K -23 -0.5%
MWM
880
MGB Wealth Management
Texas
$1.06M +$17.7K +69 +2%
PP
881
PFS Partners
New Jersey
$1.05M -$68.1K -265 -6%
SWS
882
SYSTM Wealth Solutions
Illinois
$1.05M -$2.91M -11,344 -73%
MCWA
883
Meadow Creek Wealth Advisors
Georgia
$1.05M +$31.1K +121 +3%
FFWA
884
FRG Family Wealth Advisors
Washington
$1.05M
IWM
885
IHT Wealth Management
Illinois
$1.05M +$57.5K +224 +6%
LA
886
Lakeside Advisors
Washington
$1.05M -$30.8K -120 -3%
TCA
887
Transcend Capital Advisors
New Jersey
$1.05M +$28.5K +111 +3%
FFA
888
Farther Finance Advisors
California
$1.05M +$401K +1,562 +61%
FG
889
Fiduciary Group
Georgia
$1.04M +$13.1K +51 +1%
FRA
890
Frank Rimerman Advisors
California
$1.04M +$1.04M +4,046 +11,560%
FCP
891
Fidelis Capital Partners
Florida
$1.04M -$75.2K -293 -7%
EB
892
Emprise Bank
Kansas
$1.03M -$39.5K -154 -4%
MMG
893
Monetary Management Group
Missouri
$1.03M
QOP
894
Quinn Opportunity Partners
Virginia
$1.02M +$1.03M +4,000 New
ACA
895
Aptus Capital Advisors
Alabama
$1.02M +$73.2K +285 +8%
FA
896
FC Advisory
Pennsylvania
$1.01M
MA
897
Montag & Associates
Georgia
$1.01M
CAM
898
Columbia Asset Management
Michigan
$997K +$151K +587 +18%
TWM
899
Trueblood Wealth Management
Ohio
$997K +$8.22K +32 +0.8%
TCWM
900
Total Clarity Wealth Management
Illinois
$992K +$999K +3,890 New

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.