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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
FAG
1526
Fortitude Advisory Group
Washington
$217K +$206K +751 New
TIA
1527
Tiemann Investment Advisors
California
$217K +$206K +751 New
WCA
1528
Westover Capital Advisors
Delaware
$216K +$206K +750 New
GAM
1529
Gould Asset Management
California
$215K -$38.4K -140 -16%
SI
1530
Seeds Investor
New York
$215K +$205K +746 New
PA
1531
Prossimo Advisors
California
$214K +$204K +743 New
EDRH
1532
Edmond de Rothschild Holding
Switzerland
$213K -$125K -456 -38%
KCPG
1533
Kavar Capital Partners Group
Kansas
$213K -$55.1K -201 -21%
ZIM
1534
Zacks Investment Management
Illinois
$213K +$202K +738 New
PWM
1535
PBMares Wealth Management
Virginia
$213K +$202K +738 New
DOA
1536
D'Orazio & Associates
Virginia
$212K +$202K +736 New
EA
1537
Everpar Advisors
Oklahoma
$212K -$35.4K -129 -15%
NRC
1538
New Republic Capital
North Carolina
$211K +$200K +730 New
AO
1539
Advisor OS
Illinois
$211K +$201K +732 New
PFC
1540
Poplar Forest Capital
California
$211K +$200K +731 New
WCM
1541
Washington Capital Management
Washington
$210K +$200K +728 New
RFN
1542
RDA Financial Network
Iowa
$210K +$199K +727 New
IFS
1543
Ifrah Financial Services
Arkansas
$209K +$199K +726 New
MW
1544
Maia Wealth
Colorado
$209K +$195K +712 New
TAM
1545
Trillium Asset Management
Massachusetts
$209K +$198K +724 New
OFS
1546
Orrstown Financial Services
Pennsylvania
$209K +$198K +724 New
CHP
1547
Cable Hill Partners
Oregon
$208K -$73.7K -269 -27%
GKWIM
1548
Gerber Kawasaki Wealth & Investment Management
California
$208K +$198K +722 New
Dodge & Cox
1549
Dodge & Cox
California
$208K +$198K +722 New
JCM
1550
Jacobsen Capital Management
Utah
$208K +$198K +722 New

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.