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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
FM
1251
Family Management
New York
$348K -$30K -117 -8%
DIM
1252
Delta Investment Management
California
$347K +$350K +1,362 New
TWA
1253
Tandem Wealth Advisors
Arizona
$346K
LI
1254
LRI Investments
Florida
$346K +$77K +300 +28%
EWM
1255
Empirical Wealth Management
Washington
$345K -$28.5K -111 -8%
RG
1256
Renaissance Group
Kentucky
$344K
FDCP
1257
Foster Dykema Cabot & Partners
Massachusetts
$343K +$51.4K +200 +18%
MIS
1258
Morningstar Investment Services
Illinois
$341K +$68.8K +268 +26%
WE
1259
Wealth Effects
Massachusetts
$339K +$6.42K +25 +2%
CWG
1260
Crown Wealth Group
North Carolina
$339K +$118K +460 +53%
NHC
1261
Nicholas Hoffman & Company
Georgia
$338K +$341K +1,326 New
RCM
1262
RMR Capital Management
California
$338K
HB
1263
HTLF Bank
Colorado
$336K -$3.6K -14 -1%
VHAM
1264
Van Hulzen Asset Management
California
$336K +$30.8K +120 +10%
NG
1265
Northstar Group
New York
$335K +$74.2K +289 +28%
KAS
1266
KPP Advisory Services
Kentucky
$335K -$6.68K -26 -2%
DCM
1267
DGS Capital Management
New Jersey
$332K +$2.31K +9 +0.7%
PCWA
1268
Pacific Capital Wealth Advisors
California
$332K +$12.1K +47 +4%
SFMG
1269
Sage Financial Management Group
Virginia
$332K
FWP
1270
Firethorn Wealth Partners
Georgia
$331K +$10.5K +41 +3%
MAG
1271
MRA Advisory Group
New Jersey
$330K +$333K +1,295 New
DFG
1272
Delta Financial Group
New Jersey
$330K +$44.4K +173 +15%
MF
1273
Magnetar Financial
Illinois
$329K -$4.07M -15,863 -92%
BG
1274
Bollard Group
Massachusetts
$329K
ICP
1275
Interchange Capital Partners
Pennsylvania
$327K +$330K +1,284 New

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.