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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
BIC
1001
Beach Investment Counsel
Pennsylvania
$873K -$109K -396 -12%
CG
1002
CFO4Life Group
Texas
$868K -$23.6K -86 -3%
BAM
1003
Bayview Asset Management
Florida
$865K -$987K -3,600 -55%
FI
1004
Finivi Inc
Massachusetts
$865K
DC
1005
Diametric Capital
Massachusetts
$864K +$821K +2,995 New
KSWWM
1006
Keyes Stange & Wooten Wealth Management
Florida
$862K -$155K -567 -16%
RA
1007
Ransom Advisory
Rhode Island
$858K -$27.4K -100 -3%
BSA
1008
Bull Street Advisors
Georgia
$854K -$20.6K -75 -2%
FAFN
1009
First Affirmative Financial Network
Colorado
$854K +$15.6K +57 +2%
AG
1010
Ascent Group
Virginia
$852K -$1.09M -3,991 -57%
HL
1011
HeadInvest LLC
Maine
$851K +$29.6K +108 +4%
PWPS
1012
Pinnacle Wealth Planning Services
Ohio
$849K -$8.22K -30 -1%
WPW
1013
Waldron Private Wealth
Pennsylvania
$845K +$43.6K +159 +6%
CB
1014
CNB Bank
Pennsylvania
$842K +$77K +281 +11%
RPC
1015
Rossmore Private Capital
Connecticut
$836K
NL
1016
NVWM LLC
Pennsylvania
$827K -$4.66K -17 -0.6%
EWA
1017
Encompass Wealth Advisors
Oregon
$827K
FAB
1018
First American Bank
Illinois
$827K +$2.74K +10 +0.4%
SFSG
1019
Sound Financial Strategies Group
Mississippi
$820K +$12.1K +44 +2%
MFIM
1020
Mesirow Financial Investment Management
Illinois
$819K +$151K +550 +24%
AC
1021
Avestar Capital
New York
$811K +$38.4K +140 +5%
BAM
1022
Boyar Asset Management
New York
$804K +$28K +102 +4%
OWP
1023
ORG Wealth Partners
Texas
$804K +$764K +2,788 New
SWM
1024
SeaCrest Wealth Management
New York
$804K +$57K +208 +8%
PPG
1025
Peak Planning Group
Colorado
$800K +$1.37K +5 +0.2%

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.