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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
KAS
1301
KPP Advisory Services
Kentucky
$367K -$10.7K -39 -3%
PCWA
1302
Pacific Capital Wealth Advisors
California
$366K -$9.32K -34 -3%
APG
1303
Abacus Planning Group
South Carolina
$365K +$18.9K +69 +6%
AIFAIM
1304
American Institute for Advanced Investment Management
Arizona
$365K +$359K +1,310 New
Empower Advisory Group
1305
Empower Advisory Group
Colorado
$365K -$1.1K -4 -0.3%
SIA
1306
Soltis Investment Advisors
Utah
$364K +$44.7K +163 +15%
AP
1307
Appleton Partners
Massachusetts
$364K -$4.11K -15 -1%
BCM
1308
Brookstone Capital Management
Illinois
$364K +$69.1K +252 +25%
BAWM
1309
Bennett Associates Wealth Management
Pennsylvania
$363K +$345K +1,258 New
HSA
1310
HBK Sorce Advisory
Pennsylvania
$362K +$9.32K +34 +3%
WC
1311
Wynn Capital
Georgia
$361K
RPWA
1312
Regent Peak Wealth Advisors
Georgia
$359K +$2.74K +10 +0.8%
PCMN
1313
Paradigm Capital Management (Nevada)
Nevada
$359K +$341K +1,245 New
DWM
1314
Drive Wealth Management
Utah
$358K +$15.1K +55 +5%
QWM
1315
Quaker Wealth Management
New Jersey
$357K +$339K +1,238 New
JFG
1316
Jefferies Financial Group
New York
$357K +$100K +366 +42%
AWM
1317
Angeles Wealth Management
California
$356K +$55.1K +201 +19%
CAM
1318
Carret Asset Management
New York
$355K +$6.85K +25 +2%
BC
1319
Broadwater Capital
Massachusetts
$355K
UB
1320
Umpqua Bank
Oregon
$353K +$6.58K +24 +2%
PEA
1321
Park Edge Advisors
Ohio
$353K
ECM
1322
Elgethun Capital Management
South Dakota
$352K
NSB
1323
Norway Savings Bank
Maine
$351K
CCG
1324
Cypress Capital Group
Florida
$351K +$1.65K +6 +0.5%
GIM
1325
Goelzer Investment Management
Indiana
$350K +$14.3K +52 +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.