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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
SMA
1076
Sage Mountain Advisors
Georgia
$588K +$202K +786 +52%
LIM
1077
Leavell Investment Management
Alabama
$588K +$165K +641 +39%
MIC
1078
Means Investment Company
Maine
$586K -$12.8K -50 -2%
ESB
1079
Essex Savings Bank
Connecticut
$586K +$52.1K +203 +10%
MFIM
1080
Mesirow Financial Investment Management
Illinois
$585K -$130K -508 -18%
CCG
1081
Catalina Capital Group
California
$583K +$28.8K +112 +5%
EGA
1082
E&G Advisors
Texas
$582K
PI
1083
PFG Investments
New York
$581K +$168K +654 +40%
TCOT
1084
Trust Company of Toledo
Ohio
$581K +$36.2K +141 +7%
FF
1085
Farrell Financial
New York
$578K +$2.05K +8 +0.4%
WWM
1086
Western Wealth Management
Colorado
$578K +$17.7K +69 +3%
BWM
1087
BlackDiamond Wealth Management
New York
$577K +$550K +2,143 New
FCCM
1088
First City Capital Management
Georgia
$573K -$18K -70 -3%
TSW
1089
Thompson Siegel & Walmsley
Virginia
$573K
AAP
1090
Arax Advisory Partners
Colorado
$573K +$19.8K +77 +4%
AWM
1091
Axxcess Wealth Management
California
$571K -$1.21M -4,693 -68%
GSC
1092
G&S Capital
Colorado
$567K -$148K -578 -21%
TCM
1093
Tributary Capital Management
Nebraska
$564K -$23.1K -90 -4%
ZB
1094
Zions Bancorporation
Utah
$559K -$85K -331 -13%
AIM
1095
Anchor Investment Management
South Carolina
$557K +$93K +362 +20%
BIG
1096
Brooklyn Investment Group
New York
$556K
MRCM
1097
M&R Capital Management
New Jersey
$554K +$25.9K +101 +5%
SP
1098
Symmetry Partners
Connecticut
$553K +$12.6K +49 +2%
GWP
1099
Gen-Wealth Partners
Michigan
$549K +$48.5K +189 +10%
MMHP
1100
Murphy Middleton Hinkle & Parker
Georgia
$544K

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.