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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
EA
1426
Everpar Advisors
Oklahoma
$220K +$222K +864 New
CAL
1427
Capital Analysts LLC
Pennsylvania
$220K +$32.1K +125 +17%
I
1428
INVST
Indiana
$220K +$222K +863 New
FOA
1429
Five Oceans Advisors
California
$219K -$7.45K -29 -3%
GDP
1430
Great Diamond Partners
Maine
$219K
BMO
1431
Beck Mack & Oliver
New York
$219K +$220K +858 New
PRWA
1432
Platte River Wealth Advisors
Colorado
$218K +$220K +855 New
APP
1433
Avantax Planning Partners
Iowa
$217K +$219K +851 New
JSW
1434
Journey Strategic Wealth
New Jersey
$216K +$217K +845 New
PCH
1435
PGIM Custom Harvest
New Jersey
$216K +$217K +845 New
RA
1436
Rise Advisors
New York
$215K +$770 +3 +0.4%
WWM
1437
WT Wealth Management
Arizona
$215K -$7.96K -31 -4%
TWM
1438
Thrive Wealth Management
Pennsylvania
$215K +$6.42K +25 +3%
HIC
1439
Hartline Investment Corp
Illinois
$215K +$216K +842 New
JSAM
1440
J. Safra Asset Management
New York
$214K +$45.5K +177 +27%
MW
1441
MBL Wealth
North Carolina
$213K -$18K -70 -8%
PWW
1442
Pettyjohn Wood & White
Virginia
$212K -$9.76K -38 -4%
BIA
1443
Barry Investment Advisors
Massachusetts
$210K +$3.08K +12 +1%
SM
1444
Salzhauer Michael
$210K
ACI
1445
Alpha Cubed Investments
California
$209K -$7.7K -30 -4%
CRIG
1446
Charter Research & Investment Group
Connecticut
$209K
RIA
1447
Regal Investment Advisors
Michigan
$209K +$210K +819 New
IPAM
1448
Investment Partners Asset Management
New Jersey
$208K
CIAS
1449
Capital Investment Advisory Services
North Carolina
$207K +$209K +812 New
WMA
1450
Wealth Management Associates
New Jersey
$207K

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.