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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
EP
1751
Edgestream Partners
New Jersey
-$984K -3,797 Closed
AIM
1752
Aigen Investment Management
New York
-$937K -3,616 Closed
PPP
1753
Private Portfolio Partners
New Jersey
-$821K -3,167 Closed
AAG
1754
Accordant Advisory Group
Maryland
-$741K -2,859 Closed
NP
1755
Ninepoint Partners
Ontario, Canada
-$739K -2,852 Closed
SC
1756
SRB Corp
Massachusetts
-$709K -2,735 Closed
FMWA
1757
Forvis Mazars Wealth Advisors
Missouri
-$656K -2,533 Closed
BCP
1758
Blackhawk Capital Partners
Wisconsin
-$583K -2,249 Closed
CM
1759
Capula Management
Cayman Islands
-$578K -2,231 Closed
ALAM
1760
Asahi Life Asset Management
Japan
-$496K -1,915 Closed
EW
1761
Evoke Wealth
California
-$441K -1,696 Closed
FDS
1762
First Dallas Securities
Texas
-$389K -1,500 Closed
NWMG
1763
National Wealth Management Group
Ohio
-$377K -1,453 Closed
BP
1764
BBR Partners
New York
-$332K -1,280 Closed
WPC
1765
Waters Parkerson & Co
Louisiana
-$326K -1,259 Closed
DWA
1766
Delap Wealth Advisory
Oregon
-$314K -1,213 Closed
DA
1767
DCM Advisors
New York
-$311K -1,202 Closed
OA
1768
Oxbow Advisors
Texas
-$298K -1,150 Closed
PWM
1769
Power Wealth Management
Georgia
-$290K -1,118 Closed
MC
1770
Machina Capital
France
-$286K -1,103 Closed
NJBEST
1771
New Jersey Better Educational Savings Trust
New Jersey
-$285K -1,100 Closed
DFCM
1772
Dark Forest Capital Management
Puerto Rico
-$283K -1,092 Closed
AL
1773
Aspiriant LLC
California
-$271K -1,047 Closed
NL
1774
NWAM LLC
Washington
-$223K -885 Closed
TAM
1775
Trillium Asset Management
Massachusetts
-$223K -861 Closed

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.