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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
RMCM
1326
Reynders McVeigh Capital Management
Massachusetts
$271K +$3.6K +14 +1%
HFS
1327
HBC Financial Services
Washington
$271K +$257K +1,000 New
AWA
1328
Arete Wealth Advisors
Illinois
$271K +$273K +1,063 New
SC
1329
Sapient Capital
Indiana
$271K +$5.39K +21 +2%
AG
1330
AlTi Global
New York
$271K -$63.4K -247 -19%
OL
1331
OneFund LLC
Florida
$270K +$2.05K +8 +0.8%
BCM
1332
Brookstone Capital Management
Illinois
$270K +$39K +152 +18%
LWL
1333
Leo Wealth LLC
Texas
$270K +$272K +1,058 New
TWA
1334
TCI Wealth Advisors
Arizona
$269K +$4.62K +18 +2%
MA
1335
MCF Advisors
Kentucky
$268K
QWP
1336
Quotient Wealth Partners
Texas
$268K +$10.5K +41 +4%
AWM
1337
Affinity Wealth Management
Delaware
$268K +$34.7K +135 +15%
DC
1338
DeDora Capital
California
$268K +$269K +1,049 New
ORAM
1339
One River Asset Management
Connecticut
$267K +$269K +1,047 New
TC
1340
Trilogy Capital
California
$266K +$268K +1,043 New
EM
1341
Excalibur Management
Massachusetts
$265K -$1.28K -5 -0.5%
V
1342
VeraBank
Texas
$265K
SWK
1343
Stephen W. Kidder
$264K -$7.7K -30 -3%
AF
1344
Advisornet Financial
Minnesota
$264K +$52.1K +203 +24%
BCG
1345
Breakwater Capital Group
New Jersey
$263K
AWM
1346
Angeles Wealth Management
California
$263K +$8.73K +34 +3%
PL
1347
Parthenon LLC
Kentucky
$262K
VAS
1348
Vestmark Advisory Solutions
Massachusetts
$262K +$4.11K +16 +2%
CIP
1349
Convergence Investment Partners
Florida
$261K -$6.68K -26 -2%
IA
1350
IFP Advisors
Florida
$261K +$68.3K +266 +35%

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.