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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
CSB
1026
City State Bank
Iowa
$676K -$770 -3 -0.1%
CSI
1027
Cross Staff Investments
New York
$676K
WG
1028
Welch Group
Alabama
$675K -$61.6K -240 -8%
VA
1029
Verdad Advisers
Massachusetts
$674K +$142K +552 +26%
CB
1030
CNB Bank
Pennsylvania
$673K +$551K +2,147 +436%
WJWM
1031
Williams Jones Wealth Management
New York
$673K +$19.8K +77 +3%
PCA
1032
Pallas Capital Advisors
Massachusetts
$670K +$145K +564 +29%
WFI
1033
West Family Investments
California
$669K +$211K +821 +46%
RW
1034
REDW Wealth
New Mexico
$664K -$154K -600 -19%
CI
1035
CX Institutional
Indiana
$661K -$10.3K -40 -2%
SWM
1036
SeaCrest Wealth Management
New York
$658K +$7.7K +30 +1%
CGL
1037
Clarius Group LLC
Washington
$658K -$33.6K -131 -5%
EHC
1038
Everett Harris & Co
California
$658K
JF
1039
Jump Financial
Illinois
$656K -$4.53M -17,628 -87%
PCA
1040
Peddock Capital Advisors
Massachusetts
$656K +$77K +300 +13%
IWA
1041
Icon Wealth Advisors
Texas
$655K +$375K +1,461 +159%
FWA
1042
FSM Wealth Advisors
Ohio
$653K +$55.7K +217 +9%
BBA
1043
Baader Bank Aktiengesellschaft
Germany
$650K
CAM
1044
Cidel Asset Management
Ontario, Canada
$650K -$40.3K -157 -6%
AF
1045
Apexium Financial
Texas
$648K -$4.37K -17 -0.7%
JIC
1046
Joel Isaacson & Co
New York
$640K +$21.6K +84 +3%
CP
1047
Canopy Partners
Ohio
$638K -$19.3K -75 -3%
KIA
1048
Knollwood Investment Advisory
Maryland
$638K +$642K +2,500 New
VSQM
1049
V-Square Quantitative Management
Illinois
$637K -$49K -191 -7%
Jones Financial Companies
1050
Jones Financial Companies
Missouri
$634K +$362K +1,409 +131%

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.