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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
IF
1426
Intrua Financial
Texas
$267K -$2.19K -8 -0.9%
WF
1427
WoodTrust Financial
Wisconsin
$266K
CW
1428
CreativeOne Wealth
Kansas
$266K +$252K +921 New
CIAS
1429
Capital Investment Advisory Services
North Carolina
$265K +$29.3K +107 +13%
EL
1430
Essex LLC
Illinois
$264K +$251K +916 New
I
1431
INVST
Indiana
$264K +$14.3K +52 +6%
CAL
1432
Capital Analysts LLC
Pennsylvania
$263K +$13.7K +50 +6%
EA
1433
Echo45 Advisors
California
$263K -$8.5K -31 -3%
HIP
1434
HUB Investment Partners
Texas
$263K +$11.2K +41 +5%
AT
1435
Arlington Trust
Alabama
$262K
AFS
1436
Axiom Financial Strategies
Indiana
$262K +$249K +908 New
PIP
1437
Peachtree Investment Partners
Florida
$261K +$248K +906 New
LWL
1438
Leo Wealth LLC
Texas
$261K -$41.7K -152 -14%
SWM
1439
Seed Wealth Management
Illinois
$261K
DCM
1440
Donaldson Capital Management
Indiana
$261K +$29.9K +109 +14%
FMP
1441
Financial Management Professionals
Texas
$260K -$14.3K -52 -5%
ACM
1442
AUA Capital Management
Pennsylvania
$260K -$3.02K -11 -1%
BB
1443
Busey Bank
Illinois
$260K +$24.9K +91 +11%
OWA
1444
One Wealth Advisors
California
$260K
BWP
1445
Balboa Wealth Partners
Arizona
$259K +$246K +898 New
FFO
1446
Fiduciary Family Office
Florida
$258K -$9.32K -34 -4%
PS
1447
Planned Solutions
California
$258K +$245K +893 New
KWM
1448
Kolinsky Wealth Management
New Jersey
$257K -$11K -40 -4%
BWP
1449
Barlow Wealth Partners
Kentucky
$256K -$13.7K -50 -5%
MMM
1450
Mendel Money Management
Illinois
$256K -$1.37K -5 -0.6%

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.