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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
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$5.33M +$391K +1,428 +8%
CSUI
502
Cincinnati Specialty Underwriters Insurance
Ohio
$5.31M
RCM
503
Radnor Capital Management
Pennsylvania
$5.24M +$617K +2,251 +14%
TW
504
Trajan Wealth
Arizona
$5.23M +$129K +470 +3%
WB
505
WesBanco Bank
West Virginia
$5.2M -$76.2K -278 -2%
CF
506
Concorde Financial
Texas
$5.15M +$71.3K +260 +1%
ASN
507
Advisory Services Network
Georgia
$5.14M
MNA
508
Manning & Napier Advisors
New York
$5.08M +$4.83M +17,626 New
WT
509
Whittier Trust
California
$5.07M +$53.2K +194 +1%
WIA
510
Westbourne Investment Advisors
Maryland
$5.07M +$81.4K +297 +2%
MGP
511
Metis Global Partners
California
$5.01M -$307K -1,119 -6%
RWP
512
RWA Wealth Partners
Massachusetts
$4.99M +$775K +2,826 +20%
NC
513
NovaPoint Capital
Georgia
$4.99M +$104K +381 +2%
Focus Partners Wealth
514
Focus Partners Wealth
Massachusetts
$4.89M -$2.5M -9,118 -35%
DWM
515
Dakota Wealth Management
Florida
$4.88M -$4.39K -16 -0.1%
LCM
516
Liberty Capital Management
Michigan
$4.82M -$14.5K -53 -0.3%
WSFS
517
Wilmington Savings Fund Society
Delaware
$4.8M +$4.57M +16,660 New
USCWA
518
U.S. Capital Wealth Advisors
Texas
$4.8M +$576K +2,102 +14%
IIM
519
Ipswich Investment Management
Massachusetts
$4.79M +$6.85K +25 +0.2%
SC
520
Savant Capital
Illinois
$4.78M +$411K +1,499 +10%
CIA
521
Concurrent Investment Advisors
Florida
$4.78M -$79.2K -289 -2%
PAG
522
Private Advisor Group
New Jersey
$4.77M +$1.01M +3,694 +29%
NIM
523
NEOS Investment Management
Connecticut
$4.74M +$890K +3,248 +25%
CNBTD
524
Citizens National Bank Trust Department
Mississippi
$4.72M +$10.1K +37 +0.2%
BCFD
525
Boit C.F. David
$4.71M +$219K +800 +5%

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.