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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
WA
1776
Wambolt & Associates
Colorado
-$219K -849 Closed
MS
1777
Maven Securities
Jersey
-$213K -829 Closed
TIA
1778
Trust Investment Advisors
Indiana
-$213K -822 Closed
CF
1779
Cantor Fitzgerald
New York
-$207K -800 Closed
FA
1780
Fermata Advisors
California
-$205K -791 Closed
WCM
1781
Wedge Capital Management
North Carolina
-$204K -786 Closed
LS
1782
Leelyn Smith
Illinois
-$203K -784 Closed
TW
1783
TrinityPoint Wealth
Connecticut
-$202K -781 Closed
CBT
1784
CoreFirst Bank & Trust
Kansas
-$185K -714 Closed
NCTC
1785
New Covenant Trust Company
Indiana
-$133K -515 Closed
LFA
1786
LGT Financial Advisors
Texas
-$130K -502 Closed
WSC
1787
Wellington Shields & Co
New York
-$93.5K -361 Closed
PAS
1788
Point72 Asia (Singapore)
Singapore
-$86.9K -335 Closed
FIM
1789
Fernwood Investment Management
Massachusetts
-$68.9K -266 Closed
GFL
1790
Granite FO LLC
New Hampshire
-$72.5K -260 Closed
CCM
1791
Copeland Capital Management
Pennsylvania
-$37.1K -143 Closed
TWP
1792
TFO Wealth Partners
Ohio
-$33.9K -131 Closed
WSCM
1793
Wellington Shields Capital Management
New York
-$29K -112 Closed
PI
1794
PEAK6 Investments
Illinois
-$27.5K -107 Closed
NIC
1795
Northwest Investment Counselors
Oregon
-$11.1K -43 Closed
TAM
1796
Tucker Asset Management
Colorado
-$9.85K -38 Closed
OLVIG
1797
Oliver Lagore Vanvalin Investment Group
Michigan
-$6.48K -25 Closed
MIM
1798
Macroview Investment Management
Maryland
-$4.33K -17 Closed
CWAF
1799
Core Wealth Advisors (Florida)
Florida
-$3.89K -15 Closed
FSWA
1800
Financial Synergies Wealth Advisors
Texas
-$1.55K -6 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.