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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
PG
1726
Proffitt & Goodson
Tennessee
$16.1K -$8.22K -30 -35%
AEPWM
1727
Atlantic Edge Private Wealth Management
Florida
$16.1K +$15.4K +56 New
CAM
1728
Chesapeake Asset Management
New York
$15.6K +$1.1K +4 +8%
CCM
1729
Copeland Capital Management
Pennsylvania
$15.6K +$14.8K +54 New
PPWM
1730
PFG Private Wealth Management
Florida
$15.3K
BC
1731
Barrett & Company
Rhode Island
$14.7K -$9.05K -33 -39%
PPA
1732
Painted Porch Advisors
California
$14.1K
Acadian Asset Management
1733
Acadian Asset Management
Massachusetts
$14K -$3.14M -11,448 -100%
MCM
1734
MidAtlantic Capital Management
Virginia
$13.8K
RWML
1735
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13.8K
CSWM
1736
Cassady Schiller Wealth Management
Ohio
$13.6K
FFA
1737
Frazier Financial Advisors
Ohio
$13.3K -$1.65K -6 -12%
OAJ
1738
Ogorek Anthony Joseph
New York
$13K
SIS
1739
Sound Income Strategies
Florida
$13K -$3.84K -14 -24%
WIM
1740
Westside Investment Management
California
$13K
CPA
1741
Clear Point Advisors
New York
$12.7K
CPG
1742
Cornerstone Planning Group
New Jersey
$12.3K +$548 +2 +5%
RTL
1743
Red Tortoise LLC
Georgia
$11.2K
HCA
1744
Harbor Capital Advisors
Illinois
$11K +$10.1K +37 New
BHWM
1745
Bay Harbor Wealth Management
Maryland
$10.7K +$10.1K +37 New
CMA
1746
Cedar Mountain Advisors
Oregon
$10.4K
AFG
1747
Albion Financial Group
Utah
$10.2K
DIP
1748
DT Investment Partners
Pennsylvania
$10.1K
Kayne Anderson Rudnick Investment Management
1749
Kayne Anderson Rudnick Investment Management
California
$10.1K
AP
1750
Aspect Partners
Virginia
$10.1K +$1.37K +5 +17%

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.