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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
AF
1151
Advisornet Financial
Minnesota
$548K +$238K +867 +84%
SFS
1152
Strategic Financial Services
New York
$548K
SCM
1153
Sterling Capital Management
North Carolina
$548K +$521K +1,900 New
AC
1154
ASB Consultores
Florida
$548K
LW
1155
Linscomb Wealth
Texas
$542K +$14.8K +54 +3%
AIA
1156
Alera Investment Advisors
Illinois
$540K -$31.3K -114 -6%
WIA
1157
Wetzel Investment Advisors
Indiana
$540K +$11.8K +43 +2%
GC
1158
Grimes & Company
Massachusetts
$538K -$2.74K -10 -0.5%
RW
1159
Rede Wealth
Virginia
$537K -$822 -3 -0.2%
HC
1160
Hara Capital
Washington
$537K -$9.05K -33 -2%
MWM
1161
Modern Wealth Management
Kansas
$534K +$14.5K +53 +3%
IA
1162
IFP Advisors
Florida
$531K +$225K +819 +80%
PA
1163
Promethium Advisors
Maryland
$529K +$502K +1,830 New
SVWAG
1164
Sound View Wealth Advisors Group
Georgia
$528K +$30.2K +110 +6%
BWM
1165
BlackDiamond Wealth Management
New York
$527K -$76.5K -279 -13%
SCM
1166
Stonebridge Capital Management
California
$527K
EFG
1167
Everhart Financial Group
Ohio
$526K +$45K +164 +10%
CFP
1168
Catalyst Financial Partners
Massachusetts
$525K +$22.5K +82 +5%
MWM
1169
Modera Wealth Management
New Jersey
$523K -$10.7K -39 -2%
MCC
1170
Money Concepts Capital
Florida
$523K +$497K +1,814 New
SPA
1171
Shore Point Advisors
New Jersey
$522K +$274 +1 +0.1%
AWA
1172
Aaron Wealth Advisors
Illinois
$519K +$55.9K +204 +13%
DP
1173
Dearborn Partners
Illinois
$519K +$48.5K +177 +11%
DI
1174
DAGCO Inc
Ohio
$518K
FCB
1175
First County Bank
Connecticut
$517K +$84.2K +307 +21%

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.