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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
KFP
1751
Keener Financial Planning
Texas
$10K
TFGT
1752
TS Financial Group (TSFG)
Illinois
$10K
UIA
1753
Ulland Investment Advisors
Minnesota
$10K
DF
1754
Dunhill Financial
United Kingdom
$9.81K +$274 +1 +3%
CAS
1755
Coppell Advisory Solutions
Texas
$8.69K -$10.7K -39 -57%
SVCP
1756
Silicon Valley Capital Partners
California
$8.13K
CB
1757
Centennial Bank
Arkansas
$7.79K
FPB
1758
First PREMIER Bank
South Dakota
$7K
TCM
1759
TD Capital Management
Tennessee
$6.92K +$6.58K +24 New
PMFA
1760
Plante Moran Financial Advisors
Michigan
$6.34K +$3.84K +14 +175%
1IA
1761
1620 Investment Advisors
Massachusetts
$6.06K
CWA
1762
Carolina Wealth Advisors
South Carolina
$5.77K +$5.48K +20 New
RWM
1763
Ruedi Wealth Management
Illinois
$5.48K -$1.65K -6 -24%
WOC
1764
West Oak Capital
California
$5K
POIA
1765
Pin Oak Investment Advisors
Texas
$5K
WBWA
1766
William B. Walkup & Associates
South Carolina
$4.99K +$1.92K +7 +70%
NSIM
1767
North Star Investment Management
Illinois
$4.9K
NMG
1768
New Millennium Group
Utah
$4.76K +$274 +1 +6%
SC
1769
Stephens Consulting
Michigan
$4.62K -$2.47K -9 -36%
CA
1770
Claris Advisors
Missouri
$4.33K +$4.11K +15 New
FC
1771
Fairscale Capital
New Hampshire
$4.05K
FNWA
1772
Financial Network Wealth Advisors
Utah
$4.04K +$2.19K +8 +133%
MIA
1773
MeadowBrook Investment Advisors
Michigan
$3.75K
CMBA
1774
C.M. Bidwell & Associates
Hawaii
$3.75K +$3.56K +13 New
PFG
1775
Peterson Financial Group
Iowa
$3.71K +$3.56K +13 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.