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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
PWA
1476
Provenance Wealth Advisors
Florida
$193K
MFG
1477
Mosaic Financial Group
Illinois
$192K -$22.9K -89 -11%
JWM
1478
Janiczek Wealth Management
Colorado
$183K +$7.19K +28 +4%
CHA
1479
Carmichael Hill & Associates
Maryland
$173K
AF
1480
Aviso Financial
Ontario, Canada
$172K +$173K +675 New
HWA
1481
Heritage Wealth Advisors
Virginia
$165K
CFGS
1482
Concourse Financial Group Securities
Alabama
$164K +$514 +2 +0.3%
DAM
1483
Delta Asset Management
Tennessee
$163K
DMBA
1484
Deseret Mutual Benefit Administrators
Utah
$157K -$9.24K -36 -6%
UCB
1485
United Community Bank
South Carolina
$154K -$52.6K -205 -25%
AA
1486
Ancora Advisors
Ohio
$153K
BGAI
1487
Bruce G. Allen Investments
Colorado
$150K -$23.9K -93 -14%
GKIM
1488
GW&K Investment Management
Massachusetts
$147K +$11.6K +45 +8%
HBW
1489
Hazlett, Burt & Watson
West Virginia
$146K +$5.14K +20 +4%
CPBTD
1490
Central Pacific Bank - Trust Division
Hawaii
$145K
USB
1491
Union Savings Bank
Connecticut
$137K
WBC
1492
West Branch Capital
Massachusetts
$134K +$257 +1 +0.2%
AGWCA
1493
Annis Gardner Whiting Capital Advisors
Florida
$128K +$1.8K +7 +1%
BCM
1494
Blume Capital Management
California
$128K
RAM
1495
Ramirez Asset Management
New York
$128K
HGA
1496
Hobbs Group Advisors
South Carolina
$127K +$128K +498 New
FFA
1497
First Foundation Advisors
California
$127K -$14.1K -55 -10%
LCM
1498
Logan Capital Management
Pennsylvania
$122K
BBPWM
1499
Blue Bell Private Wealth Management
Pennsylvania
$121K
BLC
1500
Brown, Lisle/Cummings
Rhode Island
$120K

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.