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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
ML
1326
McAdam LLC
Pennsylvania
$350K +$332K +1,212 New
BHBT
1327
Burke & Herbert Bank & Trust
Virginia
$348K
BAAM
1328
Baker Avenue Asset Management
California
$348K -$2.74K -10 -0.8%
DWS
1329
Discipline Wealth Solutions
South Carolina
$348K +$331K +1,206 New
SSW
1330
Smith Shellnut Wilson
Mississippi
$348K +$5.48K +20 +2%
HB
1331
HTLF Bank
Colorado
$345K -$33.4K -122 -9%
SPC
1332
Spirepoint Private Client
Florida
$342K -$24.4K -89 -7%
LA
1333
Legacy Advisors
Pennsylvania
$342K +$15.4K +56 +5%
SIM
1334
Stratos Investment Management
Ohio
$340K -$24.1K -88 -7%
MPM
1335
MBB Public Markets
Illinois
$337K -$7.81M -28,480 -96%
QWP
1336
Quotient Wealth Partners
Texas
$336K +$31.5K +115 +11%
RA
1337
RFG Advisory
Alabama
$333K -$104K -380 -25%
AAS
1338
Ameritas Advisory Services
Nebraska
$333K +$11K +40 +4%
SCP
1339
Sivia Capital Partners
California
$331K +$822 +3 +0.3%
CH
1340
Cromwell Holdings
Wyoming
$330K
SIG
1341
Sargent Investment Group
Maryland
$330K +$48K +175 +18%
VAS
1342
Vestmark Advisory Solutions
Massachusetts
$329K +$31.3K +114 +11%
NC
1343
Napatree Capital
Rhode Island
$329K +$313K +1,140 New
GF
1344
Gries Financial
Ohio
$323K +$9.05K +33 +3%
LSA
1345
Lansing Street Advisors
Pennsylvania
$323K +$307K +1,120 New
GWAM
1346
Guardian Wealth Advisors (Minnesota)
Minnesota
$322K +$274 +1 +0.1%
AA
1347
Alta Advisers
United Kingdom
$317K
CPW
1348
Cove Private Wealth
New York
$317K
HWA
1349
Heritage Wealth Advisors
Virginia
$317K +$124K +452 +70%
OW
1350
Olistico Wealth
Oklahoma
$314K +$54.8K +200 +22%

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.