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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
VI
976
Versor Investments
New York
$777K +$782K +3,046 New
BFM
977
Boothbay Fund Management
New York
$776K +$307K +1,195 +65%
BSA
978
Bull Street Advisors
Georgia
$774K
CI
979
Conning Inc
Connecticut
$766K +$6.16K +24 +0.8%
FI
980
Finivi Inc
Massachusetts
$765K
FI
981
Financial Insights
Washington
$764K -$182K -708 -19%
JIP
982
Jaffetilchin Investment Partners
Florida
$761K -$42.9K -167 -5%
PWPS
983
Pinnacle Wealth Planning Services
Ohio
$759K -$6.42K -25 -0.8%
ACM
984
Advisors Capital Management
New Jersey
$757K -$16.4K -64 -2%
BTI
985
Blue Trust Inc
Georgia
$754K +$197K +766 +36%
FAFN
986
First Affirmative Financial Network
Colorado
$741K +$14.4K +56 +2%
RPC
987
Rossmore Private Capital
Connecticut
$740K +$2.57K +10 +0.3%
NL
988
NVWM LLC
Pennsylvania
$738K -$3.85K -15 -0.5%
RFA
989
Resurgent Financial Advisors
Georgia
$735K -$19K -74 -3%
EWA
990
Encompass Wealth Advisors
Oregon
$731K
TSWM
991
Tyler-Stone Wealth Management
Ohio
$730K
FAB
992
First American Bank
Illinois
$729K
BSW
993
Buckingham Strategic Wealth
Missouri
$729K +$69.3K +270 +10%
PCP
994
Proficio Capital Partners
Massachusetts
$727K +$16.4K +64 +2%
HL
995
HeadInvest LLC
Maine
$725K +$13.1K +51 +2%
SWM
996
Spire Wealth Management
Virginia
$725K +$78.1K +304 +12%
APA
997
Astoria Portfolio Advisors
New York
$723K +$30.3K +118 +4%
FFM
998
Fullerton Fund Management
Singapore
$721K +$279K +1,088 +63%
CWM
999
Cornerstone Wealth Management
Missouri
$715K +$38.5K +150 +6%
Capstone Investment Advisors
1000
Capstone Investment Advisors
New York
$715K -$98.9K -385 -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.