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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
CPC
1026
Congress Park Capital
New York
$315K
NIM
1027
NuWave Investment Management
New Jersey
$314K +$99.3K +482 +43%
QWM
1028
QP Wealth Management
New Jersey
$312K
RGC
1029
Roberts, Glore & Co
Illinois
$312K +$2.06K +10 +0.6%
NP
1030
NorthRock Partners
Minnesota
$310K +$63K +306 +24%
CL
1031
Choreo LLC
Illinois
$310K +$120K +584 +59%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1032
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$309K -$5.86M -28,429 -95%
ST
1033
Smithfield Trust
Pennsylvania
$309K +$3.3K +16 +1%
LC
1034
LCNB Corp
Ohio
$309K +$14K +68 +5%
DWM
1035
Dakota Wealth Management
Florida
$309K +$324K +1,572 New
ABC
1036
Associated Banc-Corp
Wisconsin
$308K
FG
1037
Fiduciary Group
Georgia
$308K +$10.7K +52 +3%
AWM
1038
Affinity Wealth Management
Delaware
$305K -$111K -541 -26%
BWM
1039
Buckley Wealth Management
Nevada
$305K -$12.6K -61 -4%
CA
1040
Carson Advisory
Georgia
$305K +$20.8K +101 +7%
CIA
1041
Capital Investment Advisors
Georgia
$305K +$25.7K +125 +9%
ACM
1042
Advisors Capital Management
New Jersey
$305K +$90.8K +441 +40%
HBCM
1043
Heron Bay Capital Management
Michigan
$304K
CIM
1044
Contravisory Investment Management
Massachusetts
$304K +$319K +1,548 New
HDIM
1045
Hanson & Doremus Investment Management
Vermont
$303K +$25.3K +123 +9%
FRM
1046
Foundation Resource Management
Arkansas
$302K
TFCP
1047
Twin Focus Capital Partners
Massachusetts
$302K +$1.85K +9 +0.6%
PWMG
1048
Prestige Wealth Management Group
New Jersey
$302K +$48.4K +235 +18%
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$301K -$15.7K -76 -5%
FANJ
1050
Financial Architects (New Jersey)
New Jersey
$299K +$14.6K +71 +5%

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.