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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
Jones Financial Companies
876
Jones Financial Companies
Missouri
$1.29M +$546K +1,991 +80%
SB
877
Simmons Bank
Arkansas
$1.29M -$84.2K -307 -6%
SI
878
Saxon Interests
Texas
$1.28M -$48.5K -177 -4%
RZH
879
Relyea Zuckerberg Hanson
Connecticut
$1.28M -$107K -390 -8%
MA
880
Montag & Associates
Georgia
$1.28M +$135K +492 +12%
FAM
881
Formidable Asset Management
Ohio
$1.28M -$41.7K -152 -3%
ACL
882
Applied Capital LLC
Florida
$1.27M -$4.11K -15 -0.3%
RCAG
883
Rehmann Capital Advisory Group
Michigan
$1.26M -$49.1K -179 -4%
RWB
884
RMR Wealth Builders
New Jersey
$1.26M
CastleKeep Investment Advisors
885
CastleKeep Investment Advisors
Connecticut
$1.26M -$90.7K -331 -7%
C
886
Certuity
Florida
$1.26M -$74.6K -272 -6%
WBC
887
Westpac Banking Corp
Australia
$1.25M -$40.8K -149 -3%
AWM
888
Avior Wealth Management
Nebraska
$1.24M -$2.19K -8 -0.2%
FCBT
889
First Citizens Bank & Trust
North Carolina
$1.23M -$6.03K -22 -0.5%
MCWA
890
Meadow Creek Wealth Advisors
Georgia
$1.22M +$28.2K +103 +2%
FG
891
Fiduciary Group
Georgia
$1.22M +$33.4K +122 +3%
CCG
892
Ceeto Capital Group
Florida
$1.22M
CPR
893
CSU Producer Resources
Ohio
$1.21M
WC
894
Westhampton Capital
North Carolina
$1.21M
ONB
895
Old National Bancorp
Indiana
$1.21M -$94K -343 -8%
WCM Investment Management
896
WCM Investment Management
California
$1.21M -$7.4K -27 -0.6%
MFS
897
Mattson Financial Services
Michigan
$1.2M -$8.5K -31 -0.7%
TCWM
898
Total Clarity Wealth Management
Illinois
$1.2M +$72.1K +263 +7%
WA
899
WBH Advisory
Maryland
$1.19M +$171K +624 +18%
FSA
900
Financial Security Advisor
Virginia
$1.19M -$14K -51 -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.