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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
SI
651
Stephens Inc
Arkansas
$2.85M +$71.3K +260 +3%
NMM
652
Naples Money Management
Florida
$2.83M -$78.4K -286 -3%
KF
653
KKM Financial
Illinois
$2.82M +$169K +615 +7%
DCM
654
Davidson Capital Management
Texas
$2.8M +$2.66M +9,706 New
LF
655
Lantz Financial
Illinois
$2.8M -$7.13K -26 -0.3%
AIP
656
Ameritas Investment Partners
Nebraska
$2.79M -$162K -592 -6%
HTC
657
Haverford Trust Company
Pennsylvania
$2.77M +$116K +423 +5%
TFS
658
Thoroughbred Financial Services
Tennessee
$2.76M +$251K +914 +11%
JWCA
659
J.W. Cole Advisors
Florida
$2.76M +$416K +1,518 +19%
WAS
660
Wealth Advisory Solutions
Indiana
$2.75M +$2.62M +9,539 New
PWS
661
Peterson Wealth Services
Utah
$2.75M +$159K +581 +6%
MWM
662
Mission Wealth Management
California
$2.74M +$54K +197 +2%
WIS
663
Wright Investors Service
Connecticut
$2.71M -$12.9K -47 -0.5%
RRA
664
Round Rock Advisors
Connecticut
$2.71M -$8.22K -30 -0.3%
PWA
665
Phoenix Wealth Advisors
North Carolina
$2.7M -$518K -1,889 -17%
NP
666
Nilsine Partners
Colorado
$2.69M -$52.6K -192 -2%
LCM
667
Laurion Capital Management
New York
$2.69M +$2.07M +7,549 +425%
TC
668
TownSquare Capital
Utah
$2.67M +$688K +2,511 +37%
DAS
669
Dynamic Advisor Solutions
Arizona
$2.67M -$155K -566 -6%
Walleye Capital
670
Walleye Capital
New York
$2.66M -$6.7M -24,429 -73%
FWIA
671
Fort Washington Investment Advisors
Ohio
$2.66M +$359K +1,308 +17%
NPP
672
New Potomac Partners
Maryland
$2.65M -$83.6K -305 -3%
OIA
673
OneDigital Investment Advisors
Kansas
$2.65M -$436K -1,589 -15%
SSWM
674
Smith Salley Wealth Management
North Carolina
$2.64M +$50.7K +185 +2%
CK
675
Cohen Klingenstein
New York
$2.63M

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.