We are live on ! Find out more

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
TWP
1226
Tyche Wealth Partners
Texas
$381K -$152K -592 -28%
FIA
1227
Foundations Investment Advisors
Arizona
$381K +$105K +410 +38%
FI
1228
Fosun International
China
$380K -$131K -509 -25%
SAG
1229
SageView Advisory Group
California
$380K +$382K +1,488 New
CA
1230
Carson Advisory
Georgia
$380K -$19.3K -75 -5%
FCB
1231
First County Bank
Connecticut
$379K -$42.1K -164 -10%
AP
1232
Americana Partners
Texas
$376K -$770 -3 -0.2%
ILI
1233
Invesco LLC (Illinois)
Illinois
$376K -$19.3K -75 -5%
MA
1234
MONECO Advisors
Connecticut
$376K
FNB
1235
Farmers National Bank
Kentucky
$375K -$34.2K -133 -8%
NAS
1236
Nicolet Advisory Services
Wisconsin
$375K +$62.4K +243 +20%
TA
1237
Tectonic Advisors
Texas
$373K +$7.19K +28 +2%
CCB
1238
Cutter & Co Brokerage
Missouri
$372K +$375K +1,460 New
RWM
1239
Revisor Wealth Management
Ohio
$372K -$289K -1,127 -44%
PWP
1240
Phillips Wealth Planners
Mississippi
$371K +$7.96K +31 +2%
SGI
1241
Summit Global Investments
Utah
$370K +$15.2K +59 +4%
PP
1242
Patron Partners
Texas
$369K +$16.7K +65 +5%
WCM
1243
Weik Capital Management
Pennsylvania
$369K
SQA
1244
Simon Quick Advisors
New Jersey
$366K -$313K -1,218 -46%
BWP
1245
BSW Wealth Partners
Colorado
$365K +$13.9K +54 +4%
OC
1246
Oakworth Capital
Alabama
$363K +$149K +580 +69%
CAM
1247
Councilmark Asset Management
Tennessee
$354K
BBA
1248
BLB&B Advisors
Pennsylvania
$353K +$30K +117 +9%
GA
1249
Gateway Advisory
New Jersey
$350K +$352K +1,371 New
TAM
1250
Titleist Asset Management
Texas
$350K +$11K +43 +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.