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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
TWM
1476
Thrive Wealth Management
Pennsylvania
$241K -$2.19K -8 -1%
WP
1477
WealthShield Partners
North Carolina
$239K +$227K +829 New
WMA
1478
Wealth Management Associates
New Jersey
$238K +$4.11K +15 +2%
SM
1479
Salzhauer Michael
$238K
SB
1480
Sunflower Bank
Texas
$238K +$6.31K +23 +3%
AI
1481
Accredited Investors
Minnesota
$237K +$225K +822 New
CRIG
1482
Charter Research & Investment Group
Connecticut
$236K
CWG
1483
Crown Wealth Group
North Carolina
$234K -$142K -517 -39%
WAM
1484
Weatherly Asset Management
California
$234K +$222K +809 New
KA
1485
Kovack Advisors
Florida
$234K +$222K +811 New
IPAM
1486
Investment Partners Asset Management
New Jersey
$234K -$1.65K -6 -0.7%
FAT
1487
First American Trust
California
$233K -$77.6K -283 -26%
TSWM
1488
Triangle Securities Wealth Management
North Carolina
$233K
BWA
1489
BlueChip Wealth Advisors
Georgia
$231K
RA
1490
Rise Advisors
New York
$231K -$11.5K -42 -5%
CEI
1491
Clark Estates Inc
New York
$231K
CPC
1492
Congress Park Capital
New York
$231K
NFC
1493
Northeast Financial Consultants
Connecticut
$231K
RB
1494
Rodgers Brothers
Pennsylvania
$231K
KCM
1495
Kornitzer Capital Management
Kansas
$231K +$1.65K +6 +0.8%
ST
1496
Sageworth Trust
Pennsylvania
$231K +$219K +800 New
AWM
1497
Aprio Wealth Management
Georgia
$230K +$219K +797 New
G
1498
GenTrust
Florida
$229K +$822 +3 +0.4%
BL
1499
Balentine LLC
Georgia
$228K +$274 +1 +0.1%
TC
1500
Trust Company
Kansas
$227K

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.