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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
SFA
1626
Semmax Financial Advisors
North Carolina
$17.4K +$16.7K +65 New
OWA
1627
Opal Wealth Advisors
New York
$17.1K +$17.2K +67 New
AWM
1628
Abound Wealth Management
Tennessee
$16.8K +$1.54K +6 +10%
IGWM
1629
ICA Group Wealth Management
Colorado
$16.8K -$40.6K -158 -71%
MFG
1630
Mendota Financial Group
Wisconsin
$16.6K
TFA
1631
Toth Financial Advisory
Virginia
$16.6K
CAM
1632
Creekmur Asset Management
Illinois
$16.2K +$1.28K +5 +9%
CA
1633
Continuum Advisory
Idaho
$15.8K
SIS
1634
Sound Income Strategies
Florida
$15.1K -$44.4K -173 -75%
NCM
1635
Northwest Capital Management
Oregon
$15.1K
RWA
1636
Redmont Wealth Advisors
Illinois
$14.8K
AW
1637
Avion Wealth
Texas
$14K +$514 +2 +4%
PPWM
1638
PFG Private Wealth Management
Florida
$13.5K
FFA
1639
Frazier Financial Advisors
Ohio
$13.3K
CAM
1640
Chesapeake Asset Management
New York
$12.8K -$2.57K -10 -17%
PPA
1641
Painted Porch Advisors
California
$12.5K +$12.6K +49 New
MCM
1642
MidAtlantic Capital Management
Virginia
$12.2K
RWML
1643
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$12.2K
OAJ
1644
Ogorek Anthony Joseph
New York
$12K
CSWM
1645
Cassady Schiller Wealth Management
Ohio
$12K -$77K -300 -86%
WIM
1646
Westside Investment Management
California
$11.7K +$4.62K +18 +64%
RFA
1647
Register Financial Advisors
Georgia
$11.2K
CPA
1648
Clear Point Advisors
New York
$11.2K
WAG
1649
Wiser Advisor Group
Arizona
$11.1K +$257 +1 +2%
CPG
1650
Cornerstone Planning Group
New Jersey
$11K +$770 +3 +8%

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.