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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
AAS
1551
Asset Allocation Strategies
Michigan
$207K +$197K +719 New
XF
1552
XML Financial
Maryland
$205K +$195K +710 New
IPW
1553
Intergy Private Wealth
Colorado
$205K +$195K +710 New
GWSG
1554
GPS Wealth Strategies Group
Colorado
$204K -$13.4K -49 -6%
KA
1555
Klingman & Associates
New York
$204K +$194K +706 New
PIAS
1556
PCA Investment Advisory Services
Ohio
$203K +$193K +705 New
LOIP
1557
Live Oak Investment Partners
Texas
$203K
NFG
1558
Nadler Financial Group
Illinois
$202K +$192K +701 New
LCM
1559
Leisure Capital Management
California
$202K +$192K +699 New
AWA
1560
Arete Wealth Advisors
Illinois
$201K -$100K -365 -34%
OFW
1561
Omnia Family Wealth
Florida
$200K +$190K +693 New
FG
1562
Foster Group
Iowa
$200K +$190K +694 New
CHA
1563
Carmichael Hill & Associates
Maryland
$196K
UCB
1564
United Community Bank
South Carolina
$196K +$20.3K +74 +12%
CBT
1565
CoreFirst Bank & Trust
Kansas
$195K +$185K +675 New
ANBT
1566
American National Bank & Trust
Texas
$191K -$78.4K -286 -30%
DAM
1567
Delta Asset Management
Tennessee
$183K -$1.65K -6 -0.9%
GKIM
1568
GW&K Investment Management
Massachusetts
$179K +$11.8K +43 +7%
HBW
1569
Hazlett, Burt & Watson
West Virginia
$177K +$11.2K +41 +7%
AIM
1570
Anchor Investment Management
South Carolina
$167K -$440K -1,605 -74%
BGAI
1571
Bruce G. Allen Investments
Colorado
$165K -$4.93K -18 -3%
CPBTD
1572
Central Pacific Bank - Trust Division
Hawaii
$164K
DMBA
1573
Deseret Mutual Benefit Administrators
Utah
$164K -$12.9K -47 -8%
AF
1574
Aviso Financial
Ontario, Canada
$163K -$30.2K -110 -16%
LFG
1575
Larson Financial Group
Missouri
$163K +$92.1K +336 +147%

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.