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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
KIA
526
KCM Investment Advisors
California
$4.71M +$694K +2,532 +18%
PAS
527
Park Avenue Securities
New York
$4.69M +$157K +573 +4%
RPA
528
Rock Point Advisors
Vermont
$4.68M -$129K -470 -3%
IIM
529
INTECH Investment Management
Florida
$4.67M +$866K +3,160 +24%
CFCI
530
Comprehensive Financial Consultants Institutional
Indiana
$4.66M +$52.4K +191 +1%
UCFA
531
United Capital Financial Advisors
Texas
$4.64M -$182K -663 -4%
PT
532
Plimoth Trust
Massachusetts
$4.62M -$98.7K -360 -2%
CT
533
Chicago Trust
Illinois
$4.62M +$145K +530 +3%
RBC
534
Romano Brothers & Co
Illinois
$4.6M +$384K +1,402 +10%
BB
535
Berkshire Bank
Massachusetts
$4.59M -$130K -474 -3%
HCMT
536
Highland Capital Management (Tennessee)
Tennessee
$4.58M -$219K -800 -5%
LWMM
537
Legacy Wealth Management (Mississippi)
Mississippi
$4.56M
CT
538
Coastline Trust
Rhode Island
$4.56M -$11K -40 -0.3%
NB
539
Norinchukin Bank
Japan
$4.52M +$359K +1,308 +9%
CIM
540
Corbyn Investment Management
Maryland
$4.51M -$195K -712 -4%
SF
541
Summit Financial
New Jersey
$4.49M +$410K +1,497 +11%
CWM
542
Compass Wealth Management
Connecticut
$4.48M +$1.1M +4,016 +35%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$4.43M +$535K +1,950 +15%
BBHC
544
Brown Brothers Harriman & Co
New York
$4.39M -$10M -36,532 -71%
Simplex Trading
545
Simplex Trading
Illinois
$4.37M +$4.15M +15,142 New
CIC
546
Cincinnati Indemnity Company
Ohio
$4.34M
DC
547
Davenport & Co
Virginia
$4.32M -$621K -2,264 -13%
PFS
548
Prospera Financial Services
Texas
$4.31M +$507K +1,850 +14%
AAM
549
AR Asset Management
California
$4.3M
SFI
550
SPC Financial Inc
Maryland
$4.29M -$397K -1,448 -9%

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.