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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
D.E. Shaw & Co
751
D.E. Shaw & Co
New York
$2.05M -$60K -219 -3%
FTWA
752
Fifth Third Wealth Advisors
Ohio
$2.05M +$219K +799 +13%
BBI
753
Baxter Bros Inc
Connecticut
$2.04M +$1.39M +5,081 +255%
OAM
754
Ostrum Asset Management
France
$2.03M -$440K -1,605 -19%
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.03M +$1.62M +5,925 +549%
MCM
756
Monarch Capital Management
Indiana
$2.01M
S
757
SimplyRich
California
$2.01M -$29.9K -109 -2%
LC
758
Lincoln Capital
Nebraska
$2M -$61.4K -224 -3%
FLI
759
Family Legacy Inc
South Carolina
$1.99M -$8.22K -30 -0.4%
CAMV
760
Concord Asset Management (Virginia)
Virginia
$1.99M +$589K +2,147 +45%
PVI
761
Pine Valley Investments
New Jersey
$1.98M +$2.74K +10 +0.1%
BWM
762
BKM Wealth Management
Wisconsin
$1.98M +$107K +392 +6%
SSA
763
Schonfeld Strategic Advisors
New York
$1.98M -$12.1M -44,016 -86%
PIM
764
Plato Investment Management
Australia
$1.97M +$1.88M +6,849 New
BPC
765
Banque Pictet & Cie
Switzerland
$1.97M +$973K +3,550 +108%
SIA
766
Schear Investment Advisers
Ohio
$1.97M +$268K +978 +17%
TPCW
767
TD Private Client Wealth
New York
$1.96M +$189K +689 +11%
CHAM
768
Clear Harbor Asset Management
Connecticut
$1.96M +$16.4K +60 +0.9%
MPPW
769
Mitchell & Pahl Private Wealth
Oklahoma
$1.95M +$1.92K +7 +0.1%
AFG
770
Argent Financial Group
Louisiana
$1.95M +$1.85M +6,762 New
GJWM
771
Gilliland Jeter Wealth Management
Arkansas
$1.94M +$49.9K +182 +3%
TAMH
772
Taikang Asset Management (HK)
Hong Kong
$1.93M +$1.84M +6,700 New
CWP
773
Concord Wealth Partners
Virginia
$1.93M +$487K +1,775 +36%
NFSG
774
Newbridge Financial Services Group
Florida
$1.92M +$1.07M +3,890 +140%
JWCA
775
J.W. Coons Advisors
Ohio
$1.92M

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.