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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
CAM
1276
Councilmark Asset Management
Tennessee
$400K
FDCP
1277
Foster Dykema Cabot & Partners
Massachusetts
$398K +$9.87K +36 +3%
DAS
1278
Diversify Advisory Services
Utah
$398K -$106K -388 -22%
MA
1279
MONECO Advisors
Connecticut
$395K -$28K -102 -7%
WE
1280
Wealth Effects
Massachusetts
$395K +$11K +40 +3%
BBA
1281
BLB&B Advisors
Pennsylvania
$395K -$4.11K -15 -1%
EWM
1282
Empirical Wealth Management
Washington
$395K +$4.11K +15 +1%
CC
1283
Callan Capital
California
$388K +$55.9K +204 +18%
RSWM
1284
Robertson Stephens Wealth Management
California
$387K +$42.2K +154 +13%
FWP
1285
Firethorn Wealth Partners
Georgia
$387K +$12.9K +47 +4%
TWA
1286
Tandem Wealth Advisors
Arizona
$387K -$4.11K -15 -1%
LSIA
1287
LaSalle St. Investment Advisors
Illinois
$386K +$43.6K +159 +13%
RG
1288
Renaissance Group
Kentucky
$383K -$5.76K -21 -2%
RCM
1289
RMR Capital Management
California
$382K
VHAM
1290
Van Hulzen Asset Management
California
$381K +$548 +2 +0.2%
SAM
1291
Strategy Asset Managers
California
$381K -$822 -3 -0.2%
Two Sigma Advisers
1292
Two Sigma Advisers
New York
$379K +$360K +1,313 New
DCM
1293
DGS Capital Management
New Jersey
$375K
SFMG
1294
Sage Financial Management Group
Virginia
$375K
NHC
1295
Nicholas Hoffman & Company
Georgia
$373K -$8.5K -31 -2%
DFG
1296
Delta Financial Group
New Jersey
$373K
BG
1297
Bollard Group
Massachusetts
$372K
CA
1298
Cornerstone Advisory
Maryland
$371K +$114K +415 +48%
ICP
1299
Interchange Capital Partners
Pennsylvania
$370K -$274 -1 -0.1%
SA
1300
Strategic Advisors
New York
$369K +$14.5K +53 +4%

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.