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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
BB
1451
Busey Bank
Illinois
$206K -$21.8K -85 -10%
TSWM
1452
Triangle Securities Wealth Management
North Carolina
$206K +$7.7K +30 +4%
BWA
1453
BlueChip Wealth Advisors
Georgia
$205K
SB
1454
Sunflower Bank
Texas
$204K -$9.76K -38 -5%
CEI
1455
Clark Estates Inc
New York
$204K
CPC
1456
Congress Park Capital
New York
$204K
NFC
1457
Northeast Financial Consultants
Connecticut
$204K
RB
1458
Rodgers Brothers
Pennsylvania
$204K
RCWM
1459
Royal Capital Wealth Management
Indiana
$204K
SFC
1460
SYM Financial Corp
Indiana
$203K +$204K +796 New
LTAS
1461
Linden Thomas Advisory Services
North Carolina
$203K +$204K +795 New
DCM
1462
Donaldson Capital Management
Indiana
$203K -$9.24K -36 -4%
KCM
1463
Kornitzer Capital Management
Kansas
$203K
UAML
1464
US Asset Management LLC
Pennsylvania
$202K -$8.47K -33 -4%
G
1465
GenTrust
Florida
$202K +$203K +789 New
BL
1466
Balentine LLC
Georgia
$202K -$974K -3,791 -83%
TC
1467
Trust Company
Kansas
$201K
SAA
1468
Southeast Asset Advisors
Georgia
$200K
GWCM
1469
Godshalk Welsh Capital Management
Pennsylvania
$200K
JJBC
1470
James J. Burns & Company
New York
$200K +$202K +786 New
CT
1471
Caldwell Trust
Florida
$199K
PP
1472
Pacifica Partners
Canada
$198K
SIC
1473
Salem Investment Counselors
North Carolina
$198K +$61.6K +240 +45%
GWSG
1474
GPS Wealth Strategies Group
Colorado
$193K -$10.8K -42 -5%
LOIP
1475
Live Oak Investment Partners
Texas
$193K

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.