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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
BCP
1201
Berkeley Capital Partners
Georgia
$492K +$16.4K +60 +4%
AF
1202
Alerus Financial
North Dakota
$491K -$35.6K -130 -7%
ACGA
1203
Atlanta Consulting Group Advisors
Georgia
$489K -$272K -993 -37%
MA
1204
Mutual Advisors
Nebraska
$485K -$14.3K -52 -3%
SWA
1205
SFMG Wealth Advisors
Texas
$485K +$11K +40 +2%
GA
1206
Gateway Advisory
New Jersey
$484K +$84.4K +308 +22%
TPI
1207
Trust Point Inc
Wisconsin
$483K -$23.9K -87 -5%
SC
1208
Sawyer & Company
Massachusetts
$483K -$822 -3 -0.2%
KIC
1209
Kensington Investment Counsel
California
$474K +$26K +95 +6%
EWM
1210
Evermay Wealth Management
Virginia
$473K +$13.4K +49 +3%
FFN
1211
Focus Financial Network
Minnesota
$473K -$27.7K -101 -6%
FMLI
1212
Fukoku Mutual Life Insurance
Japan
$472K
BFA
1213
Brown Financial Advisors
Ohio
$471K -$314K -1,145 -41%
CFG
1214
Copley Financial Group
California
$471K +$447K +1,632 New
RCA
1215
Resonant Capital Advisors
Wisconsin
$470K +$35.4K +129 +9%
GXJ
1216
Global X Japan
Japan
$468K -$20.8K -76 -4%
WI
1217
Wintrust Investments
Illinois
$466K -$3.42M -12,461 -88%
JCIA
1218
Jackson Creek Investment Advisors
Colorado
$466K -$20.8K -76 -4%
4WM
1219
44 Wealth Management
Oregon
$466K +$433K +1,579 New
EARNEST Partners
1220
EARNEST Partners
Georgia
$466K -$40.6K -148 -8%
QIM
1221
Quantitative Investment Management
Virginia
$465K +$442K +1,613 New
EBWM
1222
Eagle Bluffs Wealth Management
Missouri
$465K
OC
1223
Oakworth Capital
Alabama
$464K +$50.2K +183 +13%
LAM
1224
L2 Asset Management
Massachusetts
$463K +$15.4K +56 +4%
FMWA
1225
Forvis Mazars Wealth Advisors
Missouri
$462K +$439K +1,602 New

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.