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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
LA
601
LVW Advisors
New York
$3.39M +$11K +40 +0.3%
NWM
602
Northcape Wealth Management
New York
$3.38M -$269K -982 -8%
PNC
603
Park National Corp
Ohio
$3.37M -$29.6K -108 -0.9%
FNT
604
First National Trust
Pennsylvania
$3.34M -$53.2K -194 -2%
SP
605
Stonebrook Private
Michigan
$3.33M -$1.25M -4,577 -28%
LWP
606
LMG Wealth Partners
Louisiana
$3.32M +$270K +986 +9%
GF
607
Gabelli Funds
New York
$3.29M +$384K +1,400 +14%
SC
608
Slow Capital
California
$3.27M +$8.5K +31 +0.3%
OAM
609
Occidental Asset Management
California
$3.27M +$170K +620 +6%
PS
610
Principal Securities
Iowa
$3.25M +$60.9K +222 +2%
PWLP
611
Prio Wealth Limited Partnership
Massachusetts
$3.24M -$27.4K -100 -0.9%
CG
612
Caprock Group
Idaho
$3.24M -$65.5K -239 -2%
KRSITF
613
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.21M -$541K -1,975 -15%
SC
614
Scotia Capital
Ontario, Canada
$3.2M +$1.47M +5,360 +94%
MUAMU
615
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.17M +$548K +2,000 +22%
APWM
616
Argonautica Private Wealth Management
Massachusetts
$3.12M +$2.53M +9,235 +580%
GIA
617
Gladstone Institutional Advisory
Florida
$3.12M +$2.28M +8,332 +337%
AWM
618
Accurate Wealth Management
Florida
$3.11M -$7.13K -26 -0.2%
TIAA Trust, National Association
619
TIAA Trust, National Association
North Carolina
$3.09M +$13.2K +48 +0.4%
MWM
620
Mattern Wealth Management
Kansas
$3.08M -$23.9K -87 -0.8%
CSPIA
621
Cary Street Partners Investment Advisory
Virginia
$3.07M -$47.4K -173 -2%
LPT
622
Legacy Private Trust
Wisconsin
$3.07M -$46.3K -169 -2%
CWS
623
Confluence Wealth Services
Pennsylvania
$3.06M -$708K -2,582 -20%
PNAA
624
Pictet North America Advisors
Switzerland
$3.05M +$89.9K +328 +3%
IA
625
IFG Advisory
Georgia
$3.04M +$107K +391 +4%

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.