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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
CCM
1601
Chilton Capital Management
Texas
$26K +$26.2K +102 New
BWL
1602
Bogart Wealth LLC
Virginia
$26K +$26.2K +102 New
FMTCOCP
1603
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
CFM
1604
Catalyst Funds Management
Australia
$25.5K -$180K -700 -88%
TWD
1605
True Wealth Design
Ohio
$25.5K
CHC
1606
City Holding Co
West Virginia
$25.5K -$72.2K -281 -74%
LWANC
1607
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.3K
PFA
1608
Pathway Financial Advisers
Indiana
$25.2K +$257 +1 +1%
BCMLT
1609
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.7K +$10.8K +42 +76%
SFC
1610
Strategic Financial Concepts
Texas
$24.7K +$2.8M +10,886 New
FP
1611
Financial Perspectives
Minnesota
$24K
GA
1612
GoalVest Advisory
New York
$23K
ITFISA
1613
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$22.7K +$7.45K +29 +48%
PG
1614
Proffitt & Goodson
Tennessee
$21.9K +$22.1K +86 New
BIM
1615
Breakwater Investment Management
Washington
$21.7K +$12.8K +50 +143%
BC
1616
Barrett & Company
Rhode Island
$21.4K
IWA
1617
IBEX Wealth Advisors
New Jersey
$21.1K -$2.86M -11,152 -99%
CAL
1618
Capital Advisors Ltd
Ohio
$21K +$3.6K +14 +21%
SS
1619
Sunbelt Securities
Texas
$20.7K -$8.99K -35 -30%
CT
1620
Clearstead Trust
Maine
$20.4K
VWA
1621
Valued Wealth Advisors
Utah
$20K +$3.08K +12 +18%
CTWM
1622
Cherry Tree Wealth Management
Minnesota
$19.4K +$7.45K +29 +62%
NBT
1623
Northwest Bank & Trust
Iowa
$18.4K
MWM
1624
Mascoma Wealth Management
New Hampshire
$17.6K +$10.3K +40 +138%
CAS
1625
Coppell Advisory Solutions
Texas
$17.6K +$17.7K +69 New

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.