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1,402 hedge funds and large institutions have $72.2B invested in Chubb in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 555 increasing their positions, 501 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 2844 (+16)

30% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 90

11% more repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 501

6% more call options, than puts

Call options by funds: $239M | Put options by funds: $225M

1% more funds holding

Funds holding: 1,3951,402 (+7)

2.1% less ownership

Funds ownership: 89.25%87.14% (-2.1%)

10% less capital invested

Capital invested by funds: $80.1B → $72.2B (-$7.89B)

Holders
1,402
Holders Change
+7
Holders Change %
+0.5%
% of All Funds
23.62%
Holding in Top 10
44
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+57.14%
% of All Funds
0.74%
New
117
Increased
555
Reduced
501
Closed
90
Calls
$239M
Puts
$225M
Net Calls
+$14.3M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TBA
1001
Tower Bridge Advisors
Pennsylvania
$339K +$140K +681 +65%
VFA
1002
Valeo Financial Advisors
Indiana
$338K -$88.6K -430 -20%
PL
1003
Plancorp LLC
Missouri
$338K +$5.36K +26 +2%
HFG
1004
Heron Financial Group
New York
$338K +$10.3K +50 +3%
EF
1005
Exeter Financial
Arizona
$337K +$20.6K +100 +6%
CA
1006
Continuum Advisory
Idaho
$336K +$13.8K +67 +4%
FDS
1007
First Dallas Securities
Texas
$334K -$30.9K -150 -8%
BONH
1008
Bank of New Hampshire
New Hampshire
$334K
EGA
1009
E&G Advisors
Texas
$331K -$20.6K -100 -6%
BAM
1010
Belpointe Asset Management
Nevada
$330K +$19.8K +96 +6%
IP
1011
Investment Partners
Ohio
$328K -$17.3K -84 -5%
FM
1012
Family Management
New York
$328K +$13.2K +64 +4%
IAN
1013
Integrated Advisors Network
Texas
$328K +$34.2K +166 +11%
BTI
1014
Blue Trust Inc
Georgia
$328K +$315K +1,529 New
GA
1015
GraniteShares Advisors
New York
$328K +$344K +1,669 New
HPWM
1016
Highland Private Wealth Management
Washington
$328K +$344K +1,669 New
4WM
1017
44 Wealth Management
Oregon
$327K +$7.42K +36 +2%
WE
1018
Wealth Effects
Massachusetts
$326K -$9.27K -45 -3%
SWM
1019
Sendero Wealth Management
Texas
$323K -$6.18K -30 -2%
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$322K -$66.9K -325 -17%
WFI
1021
West Family Investments
California
$320K
RW
1022
Rede Wealth
Virginia
$318K
AIM
1023
AMI Investment Management
Indiana
$318K +$1.44K +7 +0.4%
FAFN
1024
First Affirmative Financial Network
Colorado
$318K +$34.2K +166 +11%
WA
1025
Wambolt & Associates
Colorado
$317K -$12.8K -62 -4%

CB Hedge Fund Activity: Q2 2022 in Review

1,402 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q2 2022, worth a combined $72.2B — down 9.8% from $80.1B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new CB positions and 90 closed out — a net gain of 27 holders — while 555 added to existing stakes and 501 trimmed.

The largest buyer was Vanguard Group, adding an estimated $359M. The largest seller was Wellington Management Group, cutting an estimated $654M.

  • 1,402 institutional investors held Chubb (CB) as of Q2 2022, up from 1,395 in Q1 2022.
  • Funds reported $72.2B of Chubb stock for Q2 2022, down 9.8% quarter-over-quarter.
  • 117 funds opened new Chubb positions in Q2 2022 and 90 closed out, a net change of +27 holders.
  • The largest Chubb buyer in Q2 2022 was Vanguard Group, an estimated $359M added.
  • The largest Chubb seller in Q2 2022 was Wellington Management Group, an estimated $654M sold.

Based on aggregated 13F filings for Q2 2022.