We are live on ! Find out more

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
KFI
1551
Key Financial Inc
Pennsylvania
$55.4K
AA
1552
Addison Advisors
Vermont
$54.8K
SL
1553
Salomon & Ludwin
Virginia
$54.8K -$13.6K -53 -20%
CSC
1554
Caldwell Sutter Capital
California
$54.3K
QL
1555
Quarry LP
New York
$53.3K -$4.88K -19 -8%
PCMC
1556
Planning Capital Management Corporation
Pennsylvania
$53.3K
TFM
1557
TFC Financial Management
Massachusetts
$52K
PPC
1558
Park Place Capital
Alabama
$50.8K +$4.11K +16 +9%
FIM
1559
FWL Investment Management
Texas
$49.7K +$50.1K +195 New
EC
1560
EdgeRock Capital
Colorado
$49.2K +$49.6K +193 New
TF
1561
Tompkins Financial
New York
$48.2K
CT
1562
Colonial Trust
South Carolina
$47.7K +$7.19K +28 +18%
BWP
1563
Baldwin Wealth Partners
Massachusetts
$47.2K +$2.57K +10 +6%
JFA
1564
JNBA Financial Advisors
Minnesota
$46.9K -$48.8K -190 -51%
RFG
1565
RFP Financial Group
Georgia
$46.9K +$12.1K +47 +34%
FUBT
1566
First United Bank & Trust
Maryland
$46.7K
TIM
1567
Tortoise Investment Management
New York
$46.7K +$21.3K +83 +83%
OSNBOA
1568
Old Second National Bank of Aurora
Illinois
$45.9K
AFS
1569
Annapolis Financial Services
Maryland
$44.1K
MHR
1570
Matthew Hamilton Rosenberg
$42.6K
BSB
1571
Bangor Savings Bank
Maine
$41.3K
RCM
1572
Raleigh Capital Management
North Carolina
$41.3K +$1.54K +6 +4%
WPA
1573
West Paces Advisors
Georgia
$38.3K
IFS
1574
Intelligent Financial Strategies
Minnesota
$38.1K -$5.39K -21 -12%
SA
1575
Scarborough Advisors
Maryland
$38K

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.