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Chubb
CB

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: 1,697 → 1,706 (+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: 50 → 38 (-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

Top Buyers

Rank Fund Capital Flow
1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$285M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$228M
3
First Trust Advisors
First Trust Advisors
Illinois
+$171M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$168M
5
UBS AM
UBS AM
Illinois
+$150M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$329M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$266M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
BlackRock
BlackRock
New York
-$129M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1676
New Millennium Group
Utah
$4.21K +$4.11K +16 New
FCT
1677
First Community Trust
Iowa
$3.83K – – –
FC
1678
Fairscale Capital
New Hampshire
$3.66K +$3.6K +14 New
ECM
1679
Everence Capital Management
Indiana
$3.41K – – –
MIA
1680
MeadowBrook Investment Advisors
Michigan
$3.32K – – –
PO
1681
Private Ocean
California
$3.32K +$3.34K +13 New
HWP
1682
Highline Wealth Partners
California
$3.06K +$1.54K +6 +100%
LIA
1683
Lynx Investment Advisory
District of Columbia
$2.81K +$2.83K +11 New
ATC
1684
Adirondack Trust Company
New York
$2.81K – – –
WBWA
1685
William B. Walkup & Associates
South Carolina
$2.55K +$2.57K +10 New
GWSA
1686
Global Wealth Strategies & Associates
Colorado
$2.3K – – –
RAM
1687
Riggs Asset Management
Pennsylvania
$2.3K +$770 +3 +50%
SWP
1688
SIMA Wealth Partners
Virginia
$2.3K +$2.31K +9 New
TJHA
1689
Thomas J. Herzfeld Advisors
Florida
$2.3K +$2.31K +9 New
DWA
1690
Delos Wealth Advisors
Texas
$2.04K – – –
M
1691
MOTCO
Texas
$2.04K – – –
PMFA
1692
Plante Moran Financial Advisors
Michigan
$2.04K – – –
WCM
1693
Westend Capital Management
California
$2.04K – – –
W
1694
WealthCollab
Washington
$1.79K – – –
FNWA
1695
Financial Network Wealth Advisors
Utah
$1.53K +$1.54K +6 New
CAM
1696
ClariVest Asset Management
California
$1.31K – – –
WWM
1697
Wolff Wiese Magana
California
$1.28K +$1.28K +5 New
PA
1698
PSI Advisors
Florida
$1.27K – – –
HFS
1699
Horizon Financial Services
North Carolina
$1.02K – – –
HGERS
1700
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
66 67
68
69 70

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.