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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
SLWA
1401
San Luis Wealth Advisors
California
$238K -$34.4K -134 -13%
KWM
1402
Kolinsky Wealth Management
New Jersey
$238K -$2.05K -8 -0.9%
DI
1403
Diligent Investors
California
$237K
FFO
1404
Fiduciary Family Office
Florida
$237K -$59.1K -230 -20%
WF
1405
WoodTrust Financial
Wisconsin
$236K
HC
1406
Hendley & Co
Ohio
$236K +$238K +925 New
CFG
1407
Clayton Financial Group
Missouri
$233K
FBC
1408
Fairfield, Bush & Co
Connecticut
$233K
ACM
1409
AUA Capital Management
Pennsylvania
$232K
RWA
1410
Redhawk Wealth Advisors
Minnesota
$232K -$175K -681 -43%
AT
1411
Arlington Trust
Alabama
$232K
SWM
1412
Seed Wealth Management
Illinois
$231K
TCWA
1413
Turtle Creek Wealth Advisors
Texas
$228K +$22.1K +86 +11%
RIA
1414
Realta Investment Advisors
Delaware
$228K +$230K +894 New
CA
1415
CoreCap Advisors
Michigan
$228K +$20K +78 +10%
MMM
1416
Mendel Money Management
Illinois
$228K -$12.8K -50 -5%
OW
1417
Olistico Wealth
Oklahoma
$227K
GAM
1418
Gould Asset Management
California
$226K
PJWM
1419
Philip James Wealth Mangement
Georgia
$225K -$8.22K -32 -4%
RB
1420
Renasant Bank
Mississippi
$223K -$514 -2 -0.2%
JFG
1421
Jefferies Financial Group
New York
$222K -$6.19M -24,119 -97%
CA
1422
Cornerstone Advisory
Maryland
$222K -$42.1K -164 -16%
HIP
1423
HUB Investment Partners
Texas
$222K +$223K +870 New
CFO
1424
CVA Family Office
Colorado
$221K +$2.57K +10 +1%
MWA
1425
Midland Wealth Advisors
Illinois
$221K +$20.3K +79 +10%

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.