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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
SC
1351
Schubert & Co
Texas
$8K +$4.33K +21 +111%
TAM
1352
Tucker Asset Management
Colorado
$7.47K +$7.83K +38 New
BCMLT
1353
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K
CMA
1354
Cedar Mountain Advisors
Oregon
$7K
IAS
1355
IMA Advisory Services
Colorado
$7K
MWM
1356
Mascoma Wealth Management
New Hampshire
$7K
UIA
1357
Ulland Investment Advisors
Minnesota
$7K
VCM
1358
Versant Capital Management
Arizona
$7K
Kayne Anderson Rudnick Investment Management
1359
Kayne Anderson Rudnick Investment Management
California
$6K
RA
1360
Rise Advisors
New York
$6K
SN
1361
Sittner & Nelson
Oregon
$6K
TCWM
1362
Total Clarity Wealth Management
Illinois
$6K +$5.77K +28 New
MCA
1363
Maryland Capital Advisors
Maryland
$6K +$6.18K +30 New
HWM
1364
Horizons Wealth Management
North Carolina
$6K +$6.39K +31 New
KFS
1365
Kelly Financial Services
Massachusetts
$5.5K
WPA
1366
West Paces Advisors
Georgia
$5.5K
FMP
1367
Financial Management Professionals
Texas
$5K -$16.5K -80 -75%
CAL
1368
Capital Advisors Ltd
Ohio
$5K -$1.85K -9 -28%
AS
1369
Altshuler Shaham
Israel
$5K -$824 -4 -14%
IFAM
1370
Institutional & Family Asset Management
Colorado
$5K
BPC
1371
Banque Pictet & Cie
Switzerland
$4.63K +$2.16M +10,495 +80%
GEA
1372
Glen Eagle Advisors
New Jersey
$4.33K
DI
1373
Disciplined Investments
Oklahoma
$4K -$412 -2 -10%
FWM
1374
Focused Wealth Management
New York
$4K
TFGT
1375
TS Financial Group (TSFG)
Illinois
$4K

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.