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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
RP
1701
Raelipskie Partnership
Ontario, Canada
$28.8K +$27.4K +100 New
LWANC
1702
Laurel Wealth Advisors (North Carolina)
North Carolina
$28.6K
CHC
1703
City Holding Co
West Virginia
$28.5K -$274 -1 -1%
BGC
1704
Beutel, Goodman & Co
Ontario, Canada
$28K +$27.4K +100 New
AWM
1705
Abound Wealth Management
Tennessee
$28K +$8.5K +31 +47%
CA
1706
Continuum Advisory
Idaho
$27.8K +$9.6K +35 +56%
FP
1707
Financial Perspectives
Minnesota
$27.1K
PCMC
1708
Planning Capital Management Corporation
Pennsylvania
$26K -$32.6K -119 -57%
CAL
1709
Capital Advisors Ltd
Ohio
$25K +$1.65K +6 +7%
CT
1710
Clearstead Trust
Maine
$23.1K
RWM
1711
Reston Wealth Management
Virginia
$22.3K +$21.1K +77 New
CH
1712
Canton Hathaway
Rhode Island
$22K +$20.8K +76 New
CTWM
1713
Cherry Tree Wealth Management
Minnesota
$21.9K
AS
1714
Altshuler Shaham
Israel
$21.3K +$20.3K +74 New
NBT
1715
Northwest Bank & Trust
Iowa
$20.8K
TCA
1716
Trifecta Capital Advisors
Illinois
$20.5K +$14.8K +54 +318%
MWM
1717
Mascoma Wealth Management
New Hampshire
$19.9K
MFG
1718
Mendota Financial Group
Wisconsin
$19K +$274 +1 +2%
TFA
1719
Toth Financial Advisory
Virginia
$18.7K
ITFISA
1720
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$18.7K -$6.58K -24 -27%
LFA
1721
Legend Financial Advisors
Pennsylvania
$18.2K -$21.4K -78 -55%
NCM
1722
Northwest Capital Management
Oregon
$17K
IHWM
1723
Iron Horse Wealth Management
Iowa
$17K +$11.5K +42 +247%
WBC
1724
West Branch Capital
Massachusetts
$16.7K -$128K -468 -89%
RWA
1725
Redmont Wealth Advisors
Illinois
$16.7K

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.