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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
JCIA
1151
Jackson Creek Investment Advisors
Colorado
$217K +$237K +1,150 New
NJBEST
1152
New Jersey Better Educational Savings Trust
New Jersey
$216K
SFA
1153
Souders Financial Advisors
Ohio
$216K +$2.88K +14 +1%
PCH
1154
Polar Capital Holdings
United Kingdom
$215K +$9.21M +44,698 +4%
CG
1155
Clarus Group
Texas
$215K
OPOWM
1156
One Plus One Wealth Management
Florida
$215K
RPWA
1157
Regent Peak Wealth Advisors
Georgia
$215K +$7.62K +37 +4%
FWP
1158
Firethorn Wealth Partners
Georgia
$214K +$20.2K +98 +9%
SFG
1159
StrategIQ Financial Group
Indiana
$213K +$412 +2 +0.2%
SSW
1160
Smith Shellnut Wilson
Mississippi
$213K +$14K +68 +7%
MAM
1161
McLean Asset Management
Virginia
$212K +$824 +4 +0.4%
BMCM
1162
Bryn Mawr Capital Management
Pennsylvania
$211K -$37.3K -181 -14%
EM
1163
Excalibur Management
Massachusetts
$210K -$36K -175 -14%
ATWA
1164
Arbor Trust Wealth Advisors
Michigan
$210K
ARG
1165
Advisory Resource Group
Oklahoma
$209K -$46.6K -226 -18%
AC
1166
Abbrea Capital
California
$209K +$23.7K +115 +12%
NPI
1167
New Perspectives Inc
Mississippi
$207K +$217K +1,054 New
FA
1168
Financial Advisors
Massachusetts
$206K
SCM
1169
Stevens Capital Management
Pennsylvania
$206K +$216K +1,050 New
ZIM
1170
Zacks Investment Management
Illinois
$205K +$20.6K +100 +11%
FPAS
1171
Focus Partners Advisor Solutions
Missouri
$204K -$24.5K -119 -10%
FMTCOCP
1172
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$204K
CPIG
1173
Chicago Partners Investment Group
Illinois
$204K +$4.74K +23 +2%
BSA
1174
Braun Stacey Associates
New York
$204K +$214K +1,040 New
TC
1175
Titleist Capital
Texas
$203K -$12.4K -60 -5%

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.