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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
GIA
1351
GHP Investment Advisors
Colorado
$261K -$17.5K -68 -6%
FA
1352
Financial Advisors
Massachusetts
$260K
NEPPG
1353
New England Professional Planning Group
Rhode Island
$260K
CFP
1354
Cascade Financial Partners
California
$260K
ZIG
1355
Zullo Investment Group
Pennsylvania
$259K +$43.9K +171 +20%
MAM
1356
McLean Asset Management
Virginia
$258K -$6.42K -25 -2%
AM
1357
Atwater Malick
Pennsylvania
$258K
PAM
1358
Palisade Asset Management
Minnesota
$256K
RC
1359
RBF Capital
California
$255K
LCS
1360
Levin Capital Strategies
New York
$255K +$257K +1,000 New
SAM
1361
Strategy Asset Managers
California
$255K -$9.5K -37 -3%
RCM
1362
RB Capital Management
Nevada
$254K +$18.7K +73 +8%
PCG
1363
Prosperity Consulting Group
Maryland
$254K +$17.2K +67 +7%
BWP
1364
Barlow Wealth Partners
Kentucky
$254K +$30.8K +120 +14%
BFA
1365
Bragg Financial Advisors
North Carolina
$253K -$2.57K -10 -1%
CHP
1366
Cable Hill Partners
Oregon
$253K +$254K +989 New
DSC
1367
Duncker Streett & Co
Missouri
$253K
QC
1368
Quent Capital
New York
$251K +$1.8K +7 +0.7%
GWANC
1369
Guardian Wealth Advisors (North Carolina)
North Carolina
$251K -$1.8K -7 -0.7%
IAN
1370
Integrated Advisors Network
Texas
$248K -$16.7K -65 -6%
Cohen & Steers
1371
Cohen & Steers
New York
$248K -$4.88K -19 -2%
TC
1372
TAGStone Capital
North Carolina
$248K +$249K +969 New
SIG
1373
Sargent Investment Group
Maryland
$248K -$41.1K -160 -14%
FFBTD
1374
First Financial Bank - Trust Division
Ohio
$247K
IFG
1375
Independent Financial Group
California
$247K +$23.9K +93 +11%

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.