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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
PJWM
1451
Philip James Wealth Mangement
Georgia
$255K +$548 +2 +0.2%
WWM
1452
WT Wealth Management
Arizona
$254K
MWA
1453
Midland Wealth Advisors
Illinois
$254K +$4.11K +15 +2%
FFA
1454
Founders Financial Alliance
North Carolina
$254K -$24.1K -88 -9%
CRI
1455
Colonial River Investments
Virginia
$253K +$240K +877 New
SWA
1456
Stratos Wealth Advisors
Ohio
$252K +$240K +874 New
SG
1457
StoneX Group
New York
$252K +$239K +872 New
CFO
1458
CVA Family Office
Colorado
$252K +$1.37K +5 +0.6%
RB
1459
Renasant Bank
Mississippi
$251K -$822 -3 -0.3%
PCH
1460
PGIM Custom Harvest
New Jersey
$250K +$5.76K +21 +2%
FOA
1461
Five Oceans Advisors
California
$248K +$822 +3 +0.3%
FBC
1462
Fairfield, Bush & Co
Connecticut
$248K -$14.3K -52 -6%
BMO
1463
Beck Mack & Oliver
New York
$247K
CS
1464
Crescent Sterling
Louisiana
$247K +$235K +858 New
PCM
1465
Poehling Capital Management
Wisconsin
$247K +$235K +857 New
EM
1466
Excalibur Management
Massachusetts
$247K -$50.4K -184 -18%
SWK
1467
Stephen W. Kidder
$245K -$51K -186 -18%
CW
1468
Code Waechter
Florida
$245K +$232K +848 New
MAWA
1469
Moss Adams Wealth Advisors
Washington
$245K +$232K +846 New
PP
1470
Paloma Partners
Connecticut
$244K -$65.5K -239 -22%
MCC
1471
Maiden Cove Capital
Maine
$244K +$232K +846 New
LTAS
1472
Linden Thomas Advisory Services
North Carolina
$243K +$13.4K +49 +6%
CFG
1473
Clayton Financial Group
Missouri
$243K -$15.1K -55 -6%
JSAM
1474
J. Safra Asset Management
New York
$242K
MW
1475
MBL Wealth
North Carolina
$241K +$274 +1 +0.1%

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.