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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
MIM
1026
Merrion Investment Management
New Jersey
$799K
WFI
1027
West Family Investments
California
$797K +$38.1K +139 +5%
HFM
1028
Harvest Fund Management
China
$796K +$313K +1,143 +71%
KSB
1029
Kennebec Savings Bank
Maine
$792K +$753K +2,748 New
EFMC
1030
Empire Financial Management Company
New York
$789K
AWM
1031
AE Wealth Management
Kansas
$787K -$202K -736 -21%
LI
1032
LRI Investments
Florida
$787K +$380K +1,385 +102%
CI
1033
CX Institutional
Indiana
$787K +$37.6K +137 +5%
PCA
1034
Pallas Capital Advisors
Massachusetts
$781K +$41.7K +152 +6%
VT
1035
Vise Technologies
New York
$780K +$247K +902 +50%
1W
1036
1776 Wealth
Georgia
$780K +$274 +1 +0%
LC
1037
Lindbrook Capital
California
$771K -$6.85K -25 -0.9%
HJIM
1038
Henry James International Management
New York
$769K
AWA
1039
Arkadios Wealth Advisors
Georgia
$766K +$268K +977 +58%
MBT
1040
Montecito Bank & Trust
California
$765K -$3.56K -13 -0.5%
LFA
1041
Legacy Financial Advisors
Kentucky
$765K +$46.1K +168 +7%
CSI
1042
Cross Staff Investments
New York
$764K
WG
1043
Welch Group
Alabama
$763K
CSB
1044
City State Bank
Iowa
$763K -$1.92K -7 -0.3%
FWA
1045
FSM Wealth Advisors
Ohio
$758K +$18.1K +66 +3%
Group One Trading
1046
Group One Trading
Illinois
$758K +$168K +611 +30%
SFS
1047
Stiles Financial Services
Minnesota
$758K -$10.1K -37 -1%
RFA
1048
Resurgent Financial Advisors
Georgia
$755K -$72.4K -264 -9%
RW
1049
REDW Wealth
New Mexico
$751K
WFAG
1050
Worth Financial Advisory Group
North Carolina
$747K +$42.5K +155 +6%

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.