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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
TCWA
1351
Turtle Creek Wealth Advisors
Texas
$313K +$52.6K +192 +21%
TAM
1352
Titleist Asset Management
Texas
$313K -$78.4K -286 -21%
BCG
1353
Breakwater Capital Group
New Jersey
$312K +$13.7K +50 +5%
Capstone Investment Advisors
1354
Capstone Investment Advisors
New York
$309K -$475K -1,731 -62%
IFG
1355
Independent Financial Group
California
$309K +$28.2K +103 +11%
SC
1356
Sapient Capital
Indiana
$308K +$2.19K +8 +0.8%
TWA
1357
TCI Wealth Advisors
Arizona
$307K +$2.74K +10 +0.9%
CG
1358
Clarus Group
Texas
$307K -$1.92K -7 -0.7%
RMCM
1359
Reynders McVeigh Capital Management
Massachusetts
$307K
ZIG
1360
Zullo Investment Group
Pennsylvania
$307K +$13.4K +49 +5%
AWM
1361
Affinity Wealth Management
Delaware
$304K +$1.1K +4 +0.4%
FRA
1362
Front Row Advisors
California
$303K +$208K +759 +262%
IA
1363
IMZ Advisory
Florida
$303K +$286K +1,042 New
CFP
1364
Cascade Financial Partners
California
$302K
SFC
1365
SYM Financial Corp
Indiana
$302K +$68.5K +250 +31%
MA
1366
MCF Advisors
Kentucky
$301K -$2.19K -8 -0.8%
FA
1367
FDx Advisors
Illinois
$300K -$15.1K -55 -5%
PRWA
1368
Platte River Wealth Advisors
Colorado
$300K +$50.7K +185 +22%
V
1369
VeraBank
Texas
$300K
PL
1370
Parthenon LLC
Kentucky
$296K
FA
1371
Financial Advisors
Massachusetts
$294K
NEPPG
1372
New England Professional Planning Group
Rhode Island
$294K
MAM
1373
McLean Asset Management
Virginia
$293K +$274 +1 +0.1%
ACM
1374
AlphaStar Capital Management
North Carolina
$292K +$17.5K +64 +7%
MCCA
1375
Mill Creek Capital Advisors
Pennsylvania
$291K -$64.2K -234 -19%

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.