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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
ST
1176
Sentinel Trust
Texas
$437K +$2.31K +9 +0.5%
BWM
1177
Baron Wealth Management
Michigan
$435K -$4.11K -16 -0.9%
BP
1178
Broadleaf Partners
Ohio
$435K
GXJ
1179
Global X Japan
Japan
$433K -$3.34K -13 -0.8%
PWMAG
1180
Pinnacle Wealth Management Advisory Group
New Jersey
$433K -$9.5K -37 -2%
EFP
1181
Elser Financial Planning
Indiana
$432K +$435K +1,694 New
JCIA
1182
Jackson Creek Investment Advisors
Colorado
$432K -$21.3K -83 -5%
IIC
1183
Ironwood Investment Counsel
Arizona
$430K
AWA
1184
Arkadios Wealth Advisors
Georgia
$429K +$66.8K +260 +18%
SC
1185
Sawyer & Company
Massachusetts
$428K
HA
1186
Harfst & Associates
Wyoming
$424K -$23.1K -90 -5%
EFG
1187
Everhart Financial Group
Ohio
$424K +$17.5K +68 +4%
BCP
1188
Berkeley Capital Partners
Georgia
$420K +$12.8K +50 +3%
PCM
1189
Pointe Capital Management
Michigan
$419K
SWA
1190
SFMG Wealth Advisors
Texas
$419K +$26.7K +104 +7%
FMLI
1191
Fukoku Mutual Life Insurance
Japan
$418K
AA
1192
Advisory Alpha
Michigan
$417K +$51.6K +201 +14%
CWM
1193
Congress Wealth Management
Massachusetts
$416K +$48K +187 +13%
DP
1194
Dearborn Partners
Illinois
$414K +$88.1K +343 +27%
MLL
1195
Moody Lynn & Lieberson
Massachusetts
$413K +$6.16K +24 +2%
HFM
1196
Harvest Fund Management
China
$412K +$49.6K +193 +14%
EBWM
1197
Eagle Bluffs Wealth Management
Missouri
$411K +$5.91K +23 +1%
BONH
1198
Bank of New Hampshire
New Hampshire
$408K
NED
1199
Nancy E. Dempze
$408K +$411K +1,600 New
RGC
1200
Roberts, Glore & Co
Illinois
$407K +$1.28K +5 +0.3%

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.