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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
SFCL
1776
Strengthening Families & Communities LLC
Massachusetts
$3.46K -$4.66K -17 -59%
BFS
1777
Burkett Financial Services
South Carolina
$3.46K +$3.29K +12 New
IAIM
1778
International Assets Investment Management
Florida
$3.24K +$255M +931,841 +28,885%
ATC
1779
Adirondack Trust Company
New York
$3.17K
BIM
1780
Breakwater Investment Management
Washington
$2.88K -$20.6K -75 -88%
HWP
1781
Highline Wealth Partners
California
$2.88K -$548 -2 -17%
GWSA
1782
Global Wealth Strategies & Associates
Colorado
$2.6K
RAM
1783
Riggs Asset Management
Pennsylvania
$2.6K
LIS
1784
Legacy Investment Solutions
Idaho
$2.55K +$2.47K +9 New
LWMI
1785
Legacy Wealth Management (Idaho)
Idaho
$2.55K +$2.47K +9 New
M
1786
MOTCO
Texas
$2.31K
WCM
1787
Westend Capital Management
California
$2.31K
W
1788
WealthCollab
Washington
$2.02K
VAMG
1789
Voisard Asset Management Group
Michigan
$2.02K +$1.92K +7 New
SIM
1790
Studio Investment Management
Illinois
$1.73K +$1.65K +6 New
TPW
1791
Talon Private Wealth
Florida
$1.73K +$1.65K +6 New
PA
1792
PSI Advisors
Florida
$1.44K
WWM
1793
Wolff Wiese Magana
California
$1.44K
SWC
1794
Spectrum Wealth Counsel
Indiana
$1.44K +$1.37K +5 New
CAM
1795
ClariVest Asset Management
California
$1.31K
HFS
1796
Horizon Financial Services
North Carolina
$1.15K
HGERS
1797
Householder Group Estate & Retirement Specialist
Arizona
$1K
WA
1798
WestEnd Advisors
North Carolina
$865 +$274 +1 +50%
FPFS
1799
First Personal Financial Services
North Carolina
$577 +$548 +2 New
DFA
1800
DHJJ Financial Advisors
Illinois
$289

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.