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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
FFO
1526
Fortitude Family Office
Arizona
$80.3K +$46.5K +181 +135%
ITIM
1527
Indiana Trust & Investment Management
Indiana
$79.8K
HWA
1528
HHM Wealth Advisors
Tennessee
$76.5K
HFS
1529
Hantz Financial Services
Michigan
$76K
FRA
1530
Front Row Advisors
California
$74.2K -$257 -1 -0.3%
HWM
1531
Horizons Wealth Management
North Carolina
$73.3K
PWMG
1532
Private Wealth Management Group
New Jersey
$72.4K
FMII
1533
Farmers & Merchants Investments Inc
Nebraska
$71.9K -$1.28K -5 -2%
MLA
1534
MB, Levis & Associates
Pennsylvania
$70.6K +$257 +1 +0.4%
APW
1535
Acima Private Wealth
Virginia
$67.3K
TFF
1536
The Family Firm
Maryland
$65.8K +$66.3K +258 New
WWP
1537
WR Wealth Planners
Missouri
$64.3K -$2.31K -9 -3%
CA
1538
Crewe Advisors
Utah
$64K -$3.34K -13 -5%
CP
1539
Castleview Partners
Texas
$63.8K -$20.8K -81 -24%
IRC
1540
Investors Research Corp
Georgia
$63K
RTC
1541
Riverview Trust Company
Washington
$61.7K
CTA
1542
Colonial Trust Advisors
South Carolina
$61.5K +$46K +179 +289%
OC
1543
Oakmont Corp
California
$61.2K
S
1544
Sachetta
Massachusetts
$60.9K +$10.8K +42 +24%
TFA
1545
Transamerica Financial Advisors
Florida
$60K
VCM
1546
Versant Capital Management
Arizona
$58.4K +$36.2K +141 +160%
LFG
1547
Larson Financial Group
Missouri
$58.3K -$1.54K -6 -3%
ETS
1548
ESL Trust Services
New York
$58.2K +$12.3K +48 +27%
BWAM
1549
Boyd Watterson Asset Management
Ohio
$57.6K
BIA
1550
Bell Investment Advisors
California
$57.1K +$2.31K +9 +4%

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.