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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
FRM
1101
Foundation Resource Management
Arkansas
$543K
SGK
1102
Steigerwald Gordon & Koch
Virginia
$543K +$10.3K +40 +2%
MFA
1103
Mayflower Financial Advisors
Massachusetts
$539K -$33.4K -130 -6%
BAM
1104
Belpointe Asset Management
Nevada
$530K +$12.8K +50 +2%
IIM
1105
InTrack Investment Management
Vermont
$525K -$513K -1,999 -49%
EWA
1106
EverSource Wealth Advisors
Alabama
$520K +$21.1K +82 +5%
BB
1107
Bell Bank
North Dakota
$520K
CTC
1108
Cetera Trust Company
Minnesota
$518K
Group One Trading
1109
Group One Trading
Illinois
$514K +$518K +2,017 New
HI
1110
Harbour Investments
Wisconsin
$514K +$13.4K +52 +3%
CJL
1111
Cyrus J. Lawrence
New York
$511K
BFM
1112
Boston Financial Management
Massachusetts
$510K +$12.8K +50 +3%
CAS
1113
CTC Alternative Strategies
Illinois
$510K -$924K -3,600 -64%
VFIC
1114
Valley Forge Investment Consultants
Pennsylvania
$510K
GCM
1115
Glaxis Capital Management
Florida
$510K +$514K +2,000 New
HTHT
1116
Hemenway Trust Hemenway Trust
New Hampshire
$510K -$20.8K -81 -4%
SWP
1117
Strategic Wealth Partners
Ohio
$508K -$104K -404 -17%
BBI
1118
Baxter Bros Inc
Connecticut
$508K -$30.8K -120 -6%
AIA
1119
Alera Investment Advisors
Illinois
$507K +$511K +1,988 New
GIA
1120
Gateway Investment Advisers
Ohio
$506K -$13.4K -52 -3%
SIM
1121
Sentry Investment Management
Wisconsin
$505K -$104K -406 -17%
IBOK
1122
Independence Bank of Kentucky
Kentucky
$502K -$6.42K -25 -1%
MHS
1123
M Holdings Securities
Oregon
$498K +$502K +1,954 New
MSAM
1124
Moloney Securities Asset Management
Missouri
$496K +$50.8K +198 +11%
VWM
1125
Venturi Wealth Management
Texas
$493K +$457K +1,780 +1,171%

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.