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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
AP
1276
Appleton Partners
Massachusetts
$326K -$116K -450 -26%
SPC
1277
Spirepoint Private Client
Florida
$325K +$19K +74 +6%
SIM
1278
Stratos Investment Management
Ohio
$323K +$326K +1,268 New
Empower Advisory Group
1279
Empower Advisory Group
Colorado
$323K +$11K +43 +4%
ST
1280
Smithfield Trust
Pennsylvania
$323K -$6.93K -27 -2%
WC
1281
Wynn Capital
Georgia
$319K -$8.99K -35 -3%
MCCA
1282
Mill Creek Capital Advisors
Pennsylvania
$317K +$57K +222 +22%
HCM
1283
Hodges Capital Management
Texas
$315K -$742K -2,891 -70%
BC
1284
Broadwater Capital
Massachusetts
$314K
SA
1285
Strategic Advisors
New York
$312K
PEA
1286
Park Edge Advisors
Ohio
$312K
HSA
1287
HBK Sorce Advisory
Pennsylvania
$312K +$8.73K +34 +3%
ECM
1288
Elgethun Capital Management
South Dakota
$311K +$25.7K +100 +9%
NSB
1289
Norway Savings Bank
Maine
$311K
BAAM
1290
Baker Avenue Asset Management
California
$311K +$2.83K +11 +0.9%
CCG
1291
Cypress Capital Group
Florida
$309K +$6.68K +26 +2%
BHBT
1292
Burke & Herbert Bank & Trust
Virginia
$308K +$310K +1,208 New
CAM
1293
Carret Asset Management
New York
$308K +$20.5K +80 +7%
UB
1294
Umpqua Bank
Oregon
$306K -$4.37K -17 -1%
WP
1295
WMS Partners
Maryland
$306K -$24.4K -95 -7%
APG
1296
Abacus Planning Group
South Carolina
$305K +$7.96K +31 +3%
EDRH
1297
Edmond de Rothschild Holding
Switzerland
$305K -$19.3K -75 -6%
RSWM
1298
Robertson Stephens Wealth Management
California
$303K +$29.3K +114 +11%
DWM
1299
Drive Wealth Management
Utah
$303K +$10.5K +41 +4%
SSW
1300
Smith Shellnut Wilson
Mississippi
$302K

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.