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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
CCB
1251
Country Club Bank
Missouri
$426K +$89.1K +325 +28%
AP
1252
Americana Partners
Texas
$425K
Cohen & Steers
1253
Cohen & Steers
New York
$425K +$137K +501 +51%
ILI
1254
Invesco LLC (Illinois)
Illinois
$425K
VC
1255
Vicus Capital
Pennsylvania
$421K -$243K -886 -38%
FFA
1256
Florida Financial Advisors
Florida
$419K +$398K +1,453 New
FIA
1257
Foundations Investment Advisors
Arizona
$418K -$11.5K -42 -3%
SGI
1258
Summit Global Investments
Utah
$417K -$1.37K -5 -0.3%
ST
1259
Smithfield Trust
Pennsylvania
$417K +$49.6K +181 +14%
WCM
1260
Weik Capital Management
Pennsylvania
$417K
CC
1261
Courier Capital
New York
$416K -$13.4K -49 -3%
TA
1262
Tectonic Advisors
Texas
$416K -$4.93K -18 -1%
TSS
1263
Two Sigma Securities
New York
$416K +$395K +1,442 New
DFCM
1264
Dark Forest Capital Management
Puerto Rico
$415K +$394K +1,438 New
PP
1265
Patron Partners
Texas
$415K -$2.47K -9 -0.6%
MIS
1266
Morningstar Investment Services
Illinois
$414K +$34.3K +125 +10%
TWP
1267
Tyche Wealth Partners
Texas
$413K -$16.4K -60 -4%
TPA
1268
Trivium Point Advisory
Connecticut
$413K +$400K +1,458 New
RWM
1269
Revisor Wealth Management
Ohio
$410K -$10.1K -37 -3%
FM
1270
Family Management
New York
$407K +$12.9K +47 +3%
UF
1271
Univest Financial
Pennsylvania
$405K +$385K +1,405 New
MAG
1272
MRA Advisory Group
New Jersey
$405K +$30.2K +110 +8%
PWP
1273
Phillips Wealth Planners
Mississippi
$405K -$17.5K -64 -4%
CA
1274
Carson Advisory
Georgia
$404K -$24.1K -88 -6%
PWMG
1275
Prestige Wealth Management Group
New Jersey
$403K -$282K -1,029 -43%

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.