We are live on ! Find out more

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
BC
701
Bowman & Company
Wisconsin
$2.38M -$435K -1,586 -16%
NB
702
NBT Bank
New York
$2.37M -$264K -964 -10%
MP
703
McDonald Partners
Ohio
$2.36M +$512K +1,866 +29%
OCM
704
Oakview Capital Management
Texas
$2.36M -$305K -1,113 -12%
ACM
705
Argyle Capital Management
Pennsylvania
$2.35M -$227K -829 -9%
EIP
706
Epoch Investment Partners
New York
$2.35M -$29.9K -109 -1%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.35M +$197K +717 +10%
RC
708
Roundview Capital
New Jersey
$2.35M +$550K +2,008 +33%
PAM
709
Panagora Asset Management
Massachusetts
$2.32M -$2.19K -8 -0.1%
MOS
710
MGO One Seven
Ohio
$2.32M -$62.8K -229 -3%
IC
711
Inscription Capital
Texas
$2.32M +$144K +525 +7%
FBT
712
First Bankers Trust
Kentucky
$2.31M -$22.2K -81 -1%
CA
713
Claro Advisors
Massachusetts
$2.29M +$194K +709 +10%
AW
714
Alaethes Wealth
Nevada
$2.29M +$8.5K +31 +0.4%
AAM
715
Advisors Asset Management
Colorado
$2.29M -$262K -957 -11%
ADIM
716
Alpha DNA Investment Management
Maryland
$2.28M -$57.6K -210 -3%
NGA
717
Naples Global Advisors
Florida
$2.27M -$19.5K -71 -0.9%
FHB
718
First Hawaiian Bank
Hawaii
$2.27M -$454K -1,657 -17%
FTIS
719
First Trust Investment Solutions
Florida
$2.27M +$4.93K +18 +0.2%
DTC
720
Davidson Trust Company
Washington
$2.27M +$424K +1,547 +24%
ADBIC
721
A.D. Beadell Investment Counsel
Wisconsin
$2.26M -$112K -410 -5%
SWP
722
Stratos Wealth Partners
Ohio
$2.25M +$645K +2,353 +43%
VI
723
Vestcor Inc
New Brunswick, Canada
$2.24M
SNB
724
Security National Bank
Nebraska
$2.23M +$104K +380 +5%
BC
725
Burney Company
Virginia
$2.23M +$13.7K +50 +0.7%

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.