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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
BFM
1126
Boston Financial Management
Massachusetts
$232K +$26.8K +130 +12%
SLG
1127
Stanley-Laman Group
Pennsylvania
$231K -$66.5K -323 -22%
PL
1128
Parthenon LLC
Kentucky
$231K
BJL
1129
Brighton Jones LLC
Washington
$230K -$24.1K -117 -9%
BFS
1130
Bickling Financial Services
Massachusetts
$230K +$1.03K +5 +0.4%
EWM
1131
Endowment Wealth Management
Wisconsin
$230K +$4.33K +21 +2%
DA
1132
DSC Advisors
Illinois
$229K +$7.83K +38 +3%
HSA
1133
HBK Sorce Advisory
Pennsylvania
$229K +$16.5K +80 +7%
ST
1134
Sageworth Trust
Pennsylvania
$229K +$240K +1,165 New
SA
1135
Strategic Advisors
New York
$228K +$4.74K +23 +2%
EFG
1136
Everhart Financial Group
Ohio
$227K +$238K +1,156 New
ACM
1137
AUA Capital Management
Pennsylvania
$226K
OC
1138
Oakworth Capital
Alabama
$226K
WAP
1139
Wealthcare Advisory Partners
Pennsylvania
$226K +$236K +1,147 New
PP
1140
PDS Planning
Ohio
$226K +$237K +1,150 New
SB
1141
Sunflower Bank
Texas
$224K -$18.1K -88 -7%
AP
1142
Appleton Partners
Massachusetts
$224K -$11.1K -54 -5%
FDCC
1143
Foster Dykema Cabot & Co
Massachusetts
$224K
CWA
1144
Canvas Wealth Advisors
Kansas
$222K -$3.71K -18 -2%
BEI
1145
Benjamin Edwards Inc
Missouri
$222K +$16.5K +80 +8%
MSAM
1146
Moloney Securities Asset Management
Missouri
$219K -$18.5K -90 -7%
STA
1147
Summit Trail Advisors
New York
$219K +$229K +1,111 New
SRG
1148
SBB Research Group
Illinois
$218K +$228K +1,107 New
DI
1149
Diligent Investors
California
$217K -$20.6K -100 -8%
EW
1150
Evoke Wealth
California
$217K +$8.45K +41 +4%

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.