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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
TWP
1576
Triad Wealth Partners
Kansas
$37.2K +$37.5K +146 New
MSG
1577
Main Street Group
Virginia
$36.9K -$1.8K -7 -5%
AAG
1578
Armstrong Advisory Group
Massachusetts
$36K -$13.6K -53 -27%
LFA
1579
Legend Financial Advisors
Pennsylvania
$36K -$3.34K -13 -8%
EWP
1580
Elevation Wealth Partners
California
$35.7K
GCM
1581
Gables Capital Management
Florida
$35.7K -$34.7K -135 -49%
BTC
1582
Bank & Trust Company
Illinois
$35.2K +$35.4K +138 New
BFPW
1583
BOK Financial Private Wealth
Colorado
$35.1K +$1.28K +5 +4%
HCM
1584
Hollencrest Capital Management
California
$34.4K
CYG
1585
Clean Yield Group
Vermont
$34.2K +$3.6K +14 +12%
EBA
1586
Eagle Bay Advisors
New York
$34K
SWA
1587
SOA Wealth Advisors
New York
$33.9K -$257 -1 -0.7%
PCA
1588
Providence Capital Advisors
North Carolina
$33.4K
AP
1589
Atwood & Palmer
Missouri
$33.2K
EL
1590
EMFO LLC
Florida
$31.9K
KB
1591
Kimelman & Baird
New York
$31.9K +$32.1K +125 New
TCM
1592
Tradewinds Capital Management
Washington
$31.4K +$770 +3 +3%
CWM
1593
CarsonAllaria Wealth Management
Illinois
$29.9K +$257 +1 +0.9%
AIC
1594
Archer Investment Corporation
Indiana
$29.2K +$4.62K +18 +19%
AWM
1595
Atticus Wealth Management
Florida
$28.8K
GEA
1596
Glen Eagle Advisors
New Jersey
$28.4K +$19K +74 +200%
FCA
1597
FinTrust Capital Advisors
South Carolina
$28.3K +$7.19K +28 +34%
C
1598
Covestor
United Kingdom
$28K -$770 -3 -3%
SWM
1599
Sugarloaf Wealth Management
Georgia
$27.8K
MIM
1600
Meridiem Investment Management
United Kingdom
$27.5K

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.