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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
SWA
1676
SOA Wealth Advisors
New York
$38.4K
PCA
1677
Providence Capital Advisors
North Carolina
$37.8K
KB
1678
Kimelman & Baird
New York
$36K
APW
1679
Atlantic Private Wealth
North Carolina
$36K +$34.3K +125 New
BTC
1680
Bank & Trust Company
Illinois
$35.8K -$3.84K -14 -10%
TCM
1681
Tradewinds Capital Management
Washington
$35.5K
EBA
1682
Eagle Bay Advisors
New York
$35.3K -$3.02K -11 -8%
CWM
1683
CarsonAllaria Wealth Management
Illinois
$34K
C
1684
Covestor
United Kingdom
$33K +$1.37K +5 +5%
WPA
1685
West Paces Advisors
Georgia
$32.6K -$10.1K -37 -25%
SS
1686
Sunbelt Securities
Texas
$32.4K +$8.5K +31 +38%
WSCM
1687
Wellington Shields Capital Management
New York
$32.3K +$30.7K +112 New
GEA
1688
Glen Eagle Advisors
New Jersey
$32.1K
FCA
1689
FinTrust Capital Advisors
South Carolina
$32K
AWM
1690
Atticus Wealth Management
Florida
$31.7K -$822 -3 -3%
SWM
1691
Sugarloaf Wealth Management
Georgia
$31.4K
MIM
1692
Meridiem Investment Management
United Kingdom
$31.1K
TC
1693
Truvestments Capital
Florida
$30.5K +$29.1K +106 New
VWA
1694
Valued Wealth Advisors
Utah
$30.1K +$7.13K +26 +33%
NAAA
1695
New Age Alpha Advisors
New York
$29.7K +$17.5K +64 +164%
IAS
1696
IMA Advisory Services
Colorado
$29.5K +$28K +102 New
BWL
1697
Bogart Wealth LLC
Virginia
$29.4K
KA
1698
Kozak & Associates
Colorado
$29.3K +$27.4K +100 New
FMTCOCP
1699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
GCS
1700
Gordian Capital (Singapore)
Singapore
$28.8K +$27.4K +100 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.