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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
SYBT
951
Stock Yards Bank & Trust
Kentucky
$842K +$11.6K +45 +1%
AUB
952
Atlantic Union Bankshares
Virginia
$839K +$550K +2,141 +186%
BPC
953
Banque Pictet & Cie
Switzerland
$837K
BCM
954
BluePath Capital Management
Georgia
$834K +$215K +838 +34%
HH
955
Hilltop Holdings
Texas
$833K +$132K +515 +19%
WIA
956
World Investment Advisors
California
$825K +$830K +3,233 New
LSAG
957
Lake Street Advisors Group
New Hampshire
$824K -$70.1K -273 -8%
IAIM
958
International Assets Investment Management
Florida
$823K -$34.4K -134 -4%
MCM
959
Mill Capital Management
North Carolina
$819K -$175K -682 -18%
PPWP
960
Premier Path Wealth Partners
New Jersey
$815K +$128K +500 +19%
LCWP
961
Legacy Capital Wealth Partners
Arkansas
$813K +$818K +3,186 New
SC
962
Saturna Capital
Washington
$809K
1SB
963
1ST Source Bank
Indiana
$807K +$2.31K +9 +0.3%
XSC
964
X-Square Capital
Puerto Rico
$806K +$10.5K +41 +1%
OPTFSNA
965
Old Point Trust & Financial Services N A
Virginia
$804K +$282K +1,097 +53%
OIS
966
Okabena Investment Services
Minnesota
$803K +$360K +1,400 +80%
M
967
Murchinson
Ontario, Canada
$797K +$803K +3,125 New
ACM
968
Allred Capital Management
Texas
$795K +$12.1K +47 +2%
UAS
969
United Asset Strategies
New York
$791K -$107K -415 -12%
CG
970
CFO4Life Group
Texas
$790K +$6.42K +25 +0.8%
WA
971
Wealth Alliance
New York
$788K -$71.1K -277 -8%
BSA
972
Braun Stacey Associates
New York
$786K +$792K +3,083 New
OIA
973
Optimum Investment Advisors
Illinois
$785K
RA
974
Ransom Advisory
Rhode Island
$784K +$3.6K +14 +0.5%
NP
975
NorthRock Partners
Minnesota
$784K +$82.4K +321 +12%

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.