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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
RTL
1651
Red Tortoise LLC
Georgia
$9.95K
NAAA
1652
New Age Alpha Advisors
New York
$9.95K +$10K +39 New
UWS
1653
Unique Wealth Strategies
Illinois
$9.33K +$9.24K +36 New
CMA
1654
Cedar Mountain Advisors
Oregon
$9.18K
AFG
1655
Albion Financial Group
Utah
$9.01K
KFP
1656
Keener Financial Planning
Texas
$9K -$11K -43 -54%
UIA
1657
Ulland Investment Advisors
Minnesota
$9K
TFGT
1658
TS Financial Group (TSFG)
Illinois
$9K +$8.99K +35 New
DIP
1659
DT Investment Partners
Pennsylvania
$8.93K
Kayne Anderson Rudnick Investment Management
1660
Kayne Anderson Rudnick Investment Management
California
$8.93K
DF
1661
Dunhill Financial
United Kingdom
$8.51K
AP
1662
Aspect Partners
Virginia
$7.65K +$2.57K +10 +50%
SVCP
1663
Silicon Valley Capital Partners
California
$7.17K
SFCL
1664
Strengthening Families & Communities LLC
Massachusetts
$7K +$7.45K +29 New
CB
1665
Centennial Bank
Arkansas
$6.89K
IFAM
1666
Institutional & Family Asset Management
Colorado
$6.63K
RWM
1667
Ruedi Wealth Management
Illinois
$6.38K +$1.54K +6 +32%
SC
1668
Stephens Consulting
Michigan
$6.38K +$6.42K +25 New
FPB
1669
First PREMIER Bank
South Dakota
$6K
1IA
1670
1620 Investment Advisors
Massachusetts
$5.36K +$5.39K +21 New
POIA
1671
Pin Oak Investment Advisors
Texas
$5K
FW
1672
Fairway Wealth
Ohio
$4.59K +$4.62K +18 New
TCA
1673
Trifecta Capital Advisors
Illinois
$4.34K
IHWM
1674
Iron Horse Wealth Management
Iowa
$4.34K
NSIM
1675
North Star Investment Management
Illinois
$4.34K

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.