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1,898 hedge funds and large institutions have $99.4B invested in Chubb in 2024 Q4 according to their latest regulatory filings, with 221 funds opening new positions, 769 increasing their positions, 609 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 94

26% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 609

5% more funds holding

Funds holding: 1,8021,898 (+96)

1.39% more ownership

Funds ownership: 89.17%90.56% (+1.4%)

0% more call options, than puts

Call options by funds: $396M | Put options by funds: $395M

4% less capital invested

Capital invested by funds: $104B → $99.4B (-$4.21B)

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

Holders
1,898
Holders Change
+96
Holders Change %
+5.33%
% of All Funds
25%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.55%
New
221
Increased
769
Reduced
609
Closed
94
Calls
$396M
Puts
$395M
Net Calls
+$808K
Net Calls Change
-$23.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AHB
276
Abner Herrman & Brock
New Jersey
$19.8M +$149K +523 +0.7%
PR
277
Payden & Rygel
California
$19.7M -$1.79M -6,300 -8%
NI
278
Nepsis Inc
Minnesota
$19.5M -$4.43M -15,602 -21%
DFG
279
Demars Financial Group
Washington
$19.4M +$1.52B +5,340,499 +26,761%
KBC Group
280
KBC Group
Belgium
$19.4M -$29.6M -104,177 -60%
GC
281
Guggenheim Capital
Illinois
$19.4M -$613K -2,160 -3%
DILIC
282
Dai-ichi Life Insurance Company
Japan
$19.2M +$91.2K +321 +0.5%
RWP
283
RWA Wealth Partners
Massachusetts
$19M +$14.6M +51,545 +298%
OA
284
Oak Associates
Ohio
$19M +$284 +1 +0%
Osaic Holdings
285
Osaic Holdings
Arizona
$18.8M +$5.78M +20,347 +31%
AssetMark Inc
286
AssetMark Inc
California
$18.6M +$182K +642 +1%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$18.6M +$1.81M +6,366 +10%
SCTC
288
Sanibel Captiva Trust Company
Florida
$18.6M +$45.2K +159 +0.2%
URS
289
Utah Retirement Systems
Utah
$18.6M +$85.2K +300 +0.4%
Vontobel Holding
290
Vontobel Holding
Switzerland
$18.3M +$13M +45,725 +225%
LSV Asset Management
291
LSV Asset Management
Illinois
$18.2M +$5.68K +20 +0%
VMPIC
292
Varma Mutual Pension Insurance Co
Finland
$18.2M -$6.13M -21,600 -25%
AWA
293
Amplius Wealth Advisors
Pennsylvania
$18.1M +$1.6M +5,640 +9%
MIF
294
Mediolanum International Funds
Ireland
$18.1M +$4.46M +15,702 +31%
CIS
295
Connors Investor Services
Pennsylvania
$18.1M -$330K -1,162 -2%
CLOS
296
Compagnie Lombard Odier SCmA
Switzerland
$17.9M -$6.63M -23,331 -26%
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$17.8M -$534K -1,880 -3%
AAS
298
Avantax Advisory Services
Texas
$17.5M +$1.62M +5,709 +10%
AAIM
299
Asset Advisors Investment Management
Georgia
$17.4M -$287K -1,010 -2%
AF
300
Allworth Financial
California
$17.4M +$15.6M +54,761 +552%

CB Hedge Fund Activity: Q4 2024 in Review

1,898 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q4 2024, worth a combined $99.4B — down 4.1% from $104B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new CB positions and 94 closed out — a net gain of 127 holders — while 769 added to existing stakes and 609 trimmed.

The largest buyer was Demars Financial Group, adding an estimated $1.52B. The largest seller was Capital International Investors, cutting an estimated $337M.

  • 1,898 institutional investors held Chubb (CB) as of Q4 2024, up from 1,802 in Q3 2024.
  • Funds reported $99.4B of Chubb stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 221 funds opened new Chubb positions in Q4 2024 and 94 closed out, a net change of +127 holders.
  • The largest Chubb buyer in Q4 2024 was Demars Financial Group, an estimated $1.52B added.
  • The largest Chubb seller in Q4 2024 was Capital International Investors, an estimated $337M sold.

Based on aggregated 13F filings for Q4 2024.