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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
HCM
1126
Hutner Capital Management
Vermont
$587K +$558K +2,035 New
BB
1127
Bell Bank
North Dakota
$587K -$1.1K -4 -0.2%
VFIC
1128
Valley Forge Investment Consultants
Pennsylvania
$586K +$9.05K +33 +2%
CTC
1129
Cetera Trust Company
Minnesota
$585K
NG
1130
Northstar Group
New York
$583K +$194K +709 +54%
SWP
1131
Strategic Wealth Partners
Ohio
$580K +$4.66K +17 +0.9%
CJL
1132
Cyrus J. Lawrence
New York
$578K
PMSA
1133
Patrick M. Sweeney & Associates
Illinois
$576K +$52.1K +190 +11%
AI
1134
Atom Investors
Texas
$575K +$547K +1,995 New
FTA
1135
Financial & Tax Architects
Missouri
$569K +$33.7K +123 +7%
RIL
1136
Rothschild Investment LLC
Illinois
$567K +$55.9K +204 +12%
AG
1137
AlTi Global
New York
$566K +$246K +899 +85%
PCP
1138
Proficio Capital Partners
Massachusetts
$563K -$246K -897 -31%
BWM
1139
Baron Wealth Management
Michigan
$560K +$64.4K +235 +14%
SCA
1140
Sandy Cove Advisors
Massachusetts
$560K +$7.68K +28 +1%
VWM
1141
Venturi Wealth Management
Texas
$559K +$1.37K +5 +0.3%
EWA
1142
EverSource Wealth Advisors
Alabama
$558K +$13.4K +49 +3%
BEAM
1143
Baker Ellis Asset Management
Washington
$558K +$530K +1,934 New
PCM
1144
Penserra Capital Management
California
$556K +$6.03K +22 +1%
GA
1145
Geller Advisors
New York
$556K +$14.5K +53 +3%
GFPC
1146
Global Financial Private Client
Florida
$554K +$5.76K +21 +1%
BAM
1147
Belpointe Asset Management
Nevada
$553K -$43.9K -160 -8%
CAG
1148
Crestwood Advisors Group
Massachusetts
$549K +$52.4K +191 +11%
TFP
1149
Tilia Fiduciary Partners
North Carolina
$549K +$34.5K +126 +7%
HTHT
1150
Hemenway Trust Hemenway Trust
New Hampshire
$548K -$27.1K -99 -5%

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.