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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
MSCM
1076
McElhenny Sheffield Capital Management
Texas
$694K -$72.1K -263 -10%
CAM
1077
Cidel Asset Management
Ontario, Canada
$694K -$38.7K -141 -6%
PP
1078
PDS Planning
Ohio
$694K -$10.7K -39 -2%
MYIA
1079
Mount Yale Investment Advisors
Colorado
$693K -$19.2K -70 -3%
KFS
1080
Kurt F. Somerville
$692K
IWA
1081
Icon Wealth Advisors
Texas
$692K +$6.03K +22 +0.9%
PL
1082
Plancorp LLC
Missouri
$689K +$6.58K +24 +1%
HIA
1083
Harbor Investment Advisory
Maryland
$687K +$167K +610 +34%
TSW
1084
Thompson Siegel & Walmsley
Virginia
$684K +$34.3K +125 +6%
PI
1085
PFG Investments
New York
$683K +$24.7K +90 +4%
RCA
1086
Ranch Capital Advisors
Florida
$681K +$12.3K +45 +2%
CAMG
1087
CWA Asset Management Group
Florida
$681K +$647K +2,361 New
BIG
1088
Brooklyn Investment Group
New York
$677K +$52.1K +190 +9%
MPI
1089
Mairs & Power Inc
Minnesota
$676K +$9.32K +34 +1%
TCOT
1090
Trust Company of Toledo
Ohio
$675K +$18.1K +66 +3%
LIM
1091
Leavell Investment Management
Alabama
$673K +$8.22K +30 +1%
BSTWA
1092
Blake Schutter Theil Wealth Advisors
Ohio
$668K +$635K +2,317 New
MIC
1093
Means Investment Company
Maine
$663K +$274 +1 +0%
ESB
1094
Essex Savings Bank
Connecticut
$660K -$1.92K -7 -0.3%
SWM
1095
Spire Wealth Management
Virginia
$660K -$151K -551 -19%
EGA
1096
E&G Advisors
Texas
$658K
SIG
1097
Sky Investment Group
Connecticut
$652K -$12.3K -45 -2%
KP
1098
Keel Point
Alabama
$651K +$4.39K +16 +0.7%
SW
1099
StrongBox Wealth
Missouri
$650K +$618K +2,254 New
AAP
1100
Arax Advisory Partners
Colorado
$649K +$1.1K +4 +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.