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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
BMCM
901
Bryn Mawr Capital Management
Pennsylvania
$992K +$4.62K +18 +0.5%
DWM
902
Dynasty Wealth Management
Florida
$983K +$32.4K +126 +3%
KCM
903
KRS Capital Management
Michigan
$977K +$22.3K +87 +2%
OP
904
ORG Partners
Indiana
$963K +$971K +3,780 New
MW
905
Marcum Wealth
Ohio
$962K +$9.24K +36 +1%
HCA
906
Harbour Capital Advisors
Virginia
$956K -$3.85K -15 -0.4%
CCA
907
Checchi Capital Advisers
California
$952K +$19.3K +75 +2%
ARG
908
Advisory Resource Group
Oklahoma
$952K +$50.8K +198 +6%
FHA
909
Flagship Harbor Advisors
Massachusetts
$951K +$296K +1,152 +45%
EP
910
EPIQ Partners
Minnesota
$947K
SL
911
Sentry LLC
Tennessee
$944K
BCM
912
Bayesian Capital Management
New York
$944K -$1.56M -6,086 -62%
GM
913
GeoWealth Management
Illinois
$943K +$86K +335 +10%
WANY
914
Wealthspire Advisors (New York)
New York
$938K +$24.9K +97 +3%
BOH
915
Bank of Hawaii
Hawaii
$936K -$31.6K -123 -3%
MMPW
916
Mitchell McLeod Pugh & Williams
Alabama
$935K +$6.16K +24 +0.7%
FIM
917
Freedom Investment Management
Connecticut
$933K +$485K +1,889 +107%
LSPW
918
Lake Street Private Wealth
Illinois
$932K +$10.8K +42 +1%
RVPG
919
Relative Value Partners Group
$932K +$939K +3,655 New
SA
920
SRN Advisors
Pennsylvania
$927K
GWA
921
Gratus Wealth Advisors
Virginia
$922K -$38K -148 -4%
GI
922
GAMMA Investing
California
$921K +$199K +775 +27%
BHA
923
Beech Hill Advisors
New York
$921K
NIM
924
Northeast Investment Management
Massachusetts
$918K +$52.6K +205 +6%
GWM
925
GSB Wealth Management
Connecticut
$916K +$50.8K +198 +6%

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.