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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
BRWA
676
B. Riley Wealth Advisors
Florida
$2.62M -$205K -747 -8%
LIM
677
Letson Investment Management
Georgia
$2.61M +$1.51M +5,521 +156%
NSEDCP
678
NJ State Employees Deferred Compensation Plan
New Jersey
$2.6M
PTP
679
Platform Technology Partners
New York
$2.6M -$12.9K -47 -0.5%
QOP
680
Quinn Opportunity Partners
Virginia
$2.6M +$1.37M +5,000 +125%
IWC
681
Integrated Wealth Concepts
Massachusetts
$2.57M +$120K +438 +5%
MAS
682
Meeder Advisory Services
Ohio
$2.55M -$43K -157 -2%
BFG
683
Bleakley Financial Group
New Jersey
$2.54M +$109K +397 +5%
HAG
684
HighPoint Advisor Group
Illinois
$2.54M -$42.2K -154 -2%
EWA
685
Exencial Wealth Advisors
Oklahoma
$2.53M -$105K -384 -4%
PP
686
Prudential plc
United Kingdom
$2.52M -$4.69M -17,112 -66%
ATC
687
Argent Trust Co
Tennessee
$2.52M +$92.4K +337 +4%
KWA
688
Kingswood Wealth Advisors
California
$2.52M +$839K +3,061 +54%
GI
689
GAMCO Investors
Connecticut
$2.52M +$580K +2,115 +32%
AWM
690
Avitas Wealth Management
California
$2.52M +$35.6K +130 +2%
LNWWM
691
Laird Norton Wetherby Wealth Management
California
$2.51M -$230K -838 -9%
SIA
692
Schechter Investment Advisors
Michigan
$2.5M -$215K -786 -8%
NW
693
NewEdge Wealth
Pennsylvania
$2.49M +$393K +1,432 +20%
MIC
694
Meridian Investment Counsel
California
$2.48M
DWA
695
Douglass Winthrop Advisors
New York
$2.47M
HPC
696
HM Payson & Co
Maine
$2.47M +$152K +555 +7%
SA
697
SpiderRock Advisors
Delaware
$2.46M -$154K -560 -6%
BP
698
Ballentine Partners
Massachusetts
$2.44M -$24.4K -89 -1%
XT
699
XTX Topco
Cayman Islands
$2.44M -$1.26M -4,597 -35%
PFPT
700
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.42M +$23.6K +86 +1%

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.