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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
BCM
1601
Blume Capital Management
California
$115K -$27.4K -100 -20%
AIM
1602
Arcadia Investment Management
Michigan
$115K +$110K +400 New
MAM
1603
Meeder Asset Management
Ohio
$110K +$1.92K +7 +2%
JWA
1604
JFS Wealth Advisors
Pennsylvania
$109K +$822 +3 +0.8%
FFO
1605
Fortitude Family Office
Arizona
$106K +$14.5K +53 +17%
MSFP
1606
Mark Sheptoff Financial Planning
Connecticut
$104K
WSC
1607
Wellington Shields & Co
New York
$104K +$99K +361 New
HGA
1608
Hobbs Group Advisors
South Carolina
$100K -$41.1K -150 -30%
AA
1609
AlphaCentric Advisors
Puerto Rico
$97.5K -$3.56K -13 -4%
MSWM
1610
Mowery & Schoenfeld Wealth Management
Illinois
$97.2K
BL
1611
BFSG LLC
California
$96.6K
AW
1612
Avion Wealth
Texas
$96K +$76.2K +278 +488%
HNB
1613
Hilltop National Bank
Wyoming
$94.9K +$1.92K +7 +2%
HWA
1614
HHM Wealth Advisors
Tennessee
$94.3K +$7.4K +27 +9%
HFS
1615
Hantz Financial Services
Michigan
$91K +$4.93K +18 +6%
ITIM
1616
Indiana Trust & Investment Management
Indiana
$90.3K
BWP
1617
Baldwin Wealth Partners
Massachusetts
$88K +$32.9K +120 +65%
LCM
1618
Logan Capital Management
Pennsylvania
$85.9K -$49.1K -179 -38%
RFS
1619
Richardson Financial Services
Massachusetts
$85.7K
CTA
1620
Colonial Trust Advisors
South Carolina
$83.9K +$13.7K +50 +21%
PWMG
1621
Private Wealth Management Group
New Jersey
$82.5K +$548 +2 +0.7%
CPA
1622
Capital Performance Advisors
California
$82.2K +$78.1K +285 New
FMII
1623
Farmers & Merchants Investments Inc
Nebraska
$81.3K
HWM
1624
Horizons Wealth Management
North Carolina
$81.3K
MLA
1625
MB, Levis & Associates
Pennsylvania
$79.8K

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.