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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
UAML
1201
US Asset Management LLC
Pennsylvania
$167K
SFO
1202
Standard Family Office
South Dakota
$161K +$169K +821 New
M1FG
1203
Mach-1 Financial Group
Arkansas
$156K -$53.1K -258 -24%
MMG
1204
Monetary Management Group
Missouri
$153K
AIM
1205
Anchor Investment Management
South Carolina
$150K +$9.27K +45 +6%
TFP
1206
Tilia Fiduciary Partners
North Carolina
$149K
GWSG
1207
GPS Wealth Strategies Group
Colorado
$148K +$2.88K +14 +2%
SSB
1208
Sandy Spring Bank
Maryland
$147K
TWA
1209
TCI Wealth Advisors
Arizona
$144K -$31.3K -152 -17%
RE
1210
RBC Europe
United Kingdom
$144K
CFO
1211
CVA Family Office
Colorado
$140K -$68K -330 -32%
SFG
1212
Steward Financial Group
Texas
$137K +$7.83K +38 +6%
CHA
1213
Carmichael Hill & Associates
Maryland
$136K
CBT
1214
CoreFirst Bank & Trust
Kansas
$133K
CWM
1215
Curi Wealth Management
North Carolina
$122K +$6.59K +32 +5%
MA
1216
MCF Advisors
Kentucky
$120K
JWM
1217
Janiczek Wealth Management
Colorado
$119K -$58.5K -284 -31%
HCP
1218
Hexagon Capital Partners
Arkansas
$119K +$15.2K +74 +14%
PP
1219
Pacifica Partners
Canada
$117K
GWS
1220
Glassman Wealth Services
Virginia
$117K +$34.8K +169 +40%
CP
1221
Castleview Partners
Texas
$114K +$119K +579 New
LCM
1222
Logan Capital Management
Pennsylvania
$110K -$37.1K -180 -24%
CWC
1223
Carolinas Wealth Consulting
North Carolina
$110K
CHC
1224
City Holding Co
West Virginia
$110K
EBA
1225
Eagle Bay Advisors
New York
$107K +$112K +543 New

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.