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1,802 hedge funds and large institutions have $104B invested in Chubb in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 672 increasing their positions, 657 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 84

16% more funds holding in top 10

Funds holding in top 10: 3844 (+6)

13% more capital invested

Capital invested by funds: $91.9B → $104B (+$11.6B)

6% more funds holding

Funds holding: 1,7061,802 (+96)

4% more call options, than puts

Call options by funds: $655M | Put options by funds: $631M

2% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 657

0.37% more ownership

Funds ownership: 88.8%89.17% (+0.37%)

Holders
1,802
Holders Change
+96
Holders Change %
+5.63%
% of All Funds
25.87%
Holding in Top 10
44
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.79%
% of All Funds
0.63%
New
199
Increased
672
Reduced
657
Closed
84
Calls
$655M
Puts
$631M
Net Calls
+$24.3M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$725M +$23.5M +85,805 +4%
Invesco
27
Invesco
Georgia
$703M +$36.8M +134,301 +6%
UBS AM
28
UBS AM
Illinois
$688M -$82.8M -302,106 -11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$675M -$48.5M -177,033 -7%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$669M +$5.66M +20,634 +0.9%
N
31
Nuveen
North Carolina
$635M -$63M -229,722 -9%
Boston Partners
32
Boston Partners
Massachusetts
$632M +$566K +2,064 +0.1%
Charles Schwab
33
Charles Schwab
California
$631M -$38.4M -140,012 -6%
Goldman Sachs
34
Goldman Sachs
New York
$580M -$58.8M -214,635 -10%
First Trust Advisors
35
First Trust Advisors
Illinois
$520M +$11.4M +41,585 +2%
Barclays
36
Barclays
United Kingdom
$511M +$107M +388,746 +28%
Lazard Asset Management
37
Lazard Asset Management
New York
$504M -$448M -1,632,654 -48%
Principal Financial Group
38
Principal Financial Group
Iowa
$403M -$1.54M -5,634 -0.4%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$385M -$11M -40,209 -3%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$360M -$49.5M -180,474 -13%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$351M +$10M +36,637 +3%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$346M -$99.6M -363,121 -23%
DSA
43
Davis Selected Advisers
Arizona
$340M -$21.5M -78,504 -6%
Amundi
44
Amundi
France
$339M -$103M -376,128 -24%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$338M +$107M +389,343 +50%
Swiss National Bank
46
Swiss National Bank
Switzerland
$330M -$15.7M -57,100 -5%
AQR Capital Management
47
AQR Capital Management
Connecticut
$324M -$8.29M -30,229 -3%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$315M +$13.6M +49,556 +5%
Jennison Associates
49
Jennison Associates
New York
$307M -$12.6M -45,920 -4%
AGA
50
Altrinsic Global Advisors
Connecticut
$295M -$8.6M -31,359 -3%

CB Hedge Fund Activity: Q3 2024 in Review

1,802 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q3 2024, worth a combined $104B — up 13% from $91.9B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new CB positions and 84 closed out — a net gain of 115 holders — while 672 added to existing stakes and 657 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $891M. The largest seller was Vanguard Group, cutting an estimated $685M.

  • 1,802 institutional investors held Chubb (CB) as of Q3 2024, up from 1,706 in Q2 2024.
  • Funds reported $104B of Chubb stock for Q3 2024, up 13% quarter-over-quarter.
  • 199 funds opened new Chubb positions in Q3 2024 and 84 closed out, a net change of +115 holders.
  • The largest Chubb buyer in Q3 2024 was GQG Partners, an estimated $891M added.
  • The largest Chubb seller in Q3 2024 was Vanguard Group, an estimated $685M sold.

Based on aggregated 13F filings for Q3 2024.