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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
RP
1051
Riverwater Partners
Wisconsin
$298K +$312K +1,514 New
MCM
1052
Manchester Capital Management
Vermont
$297K +$2.06K +10 +0.7%
TC
1053
Trust Company
Kansas
$296K +$233K +1,130 +302%
HW
1054
Hancock Whitney
Mississippi
$295K -$54K -262 -15%
SAM
1055
Steinberg Asset Management
New York
$295K
NL
1056
NWAM LLC
Washington
$294K -$8.86K -43 -3%
GA
1057
Geller Advisors
New York
$290K
BCP
1058
Berkeley Capital Partners
Georgia
$289K +$19.2K +93 +7%
AIC
1059
Aurora Investment Counsel
Georgia
$288K -$1.01M -4,883 -77%
PFWA
1060
Paces Ferry Wealth Advisors
Georgia
$287K -$2.68K -13 -0.9%
ACP
1061
Ashfield Capital Partners
California
$287K
RG
1062
Renaissance Group
Kentucky
$286K -$1.85K -9 -0.6%
9WM
1063
9258 Wealth Management
Ohio
$286K +$11.5K +56 +4%
BOPW
1064
Brandywine Oak Private Wealth
Pennsylvania
$284K
HC
1065
Hamilton Capital
Ohio
$281K +$4.74K +23 +2%
PCA
1066
Personal Capital Advisors
California
$279K -$60.4K -293 -17%
Fisher Asset Management
1067
Fisher Asset Management
Washington
$279K +$19.2K +93 +7%
PCWA
1068
Pacific Capital Wealth Advisors
California
$278K
CSIC
1069
Clifford Swan Investment Counsel
California
$278K +$15.4K +75 +6%
EI
1070
Ellevest Inc
New York
$278K +$243K +1,179 +502%
VF
1071
Virtu Financial
New York
$277K -$2.19M -10,644 -88%
TA
1072
Tectonic Advisors
Texas
$277K +$2.06K +10 +0.7%
EA
1073
Echo45 Advisors
California
$277K +$5.97K +29 +2%
GIA
1074
GHP Investment Advisors
Colorado
$276K -$14.4K -70 -5%
RMCM
1075
Reynders McVeigh Capital Management
Massachusetts
$276K +$75.2K +365 +35%

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.