We are live on ! Find out more

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
AAIM
451
American Assets Investment Management
California
$6.91M
HCM
452
Horiko Capital Management
New York
$6.86M -$73.5K -259 -1%
LBC
453
Lowe Brockenbrough & Co
Virginia
$6.82M -$88K -310 -1%
JCM
454
Janney Capital Management
Pennsylvania
$6.76M -$289K -1,018 -4%
GL
455
Graypoint LLC
New York
$6.76M +$5.96K +21 +0.1%
ASN
456
Advisory Services Network
Georgia
$6.73M +$1.2M +4,218 +21%
VCAM
457
Van Cleef Asset Management
Ohio
$6.68M +$38.3K +135 +0.6%
SFA
458
Sequoia Financial Advisors
Ohio
$6.61M +$735K +2,590 +12%
DWP
459
Daymark Wealth Partners
Ohio
$6.59M -$343K -1,207 -5%
AG
460
Advocate Group
Minnesota
$6.58M +$24.4K +86 +0.4%
Verition Fund Management
461
Verition Fund Management
Connecticut
$6.57M -$535K -1,885 -7%
DIA
462
Dana Investment Advisors
Wisconsin
$6.51M -$333K -1,171 -5%
NEI
463
Northwest & Ethical Investments
Ontario, Canada
$6.47M -$1.02M -3,601 -13%
HIMCH
464
Hartford Investment Management Co (HIMCO)
Connecticut
$6.41M -$175K -618 -3%
AIM
465
Achmea Investment Management
Netherlands
$6.39M +$627K +2,207 +11%
BFA
466
Benedict Financial Advisors
Georgia
$6.29M -$19.3K -68 -0.3%
FSG
467
Financial Strategies Group
Michigan
$6.26M +$312K +1,099 +5%
OC
468
Oppenheimer & Co
New York
$6.13M +$120K +422 +2%
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$6.12M -$123K -433 -2%
KA
470
Kintegral Advisory
New York
$6.06M -$289K -1,019 -4%
BFW
471
Brady Family Wealth
Missouri
$6.05M -$144K -507 -2%
SAM
472
Selway Asset Management
$6.04M +$122K +430 +2%
TRCT
473
Tower Research Capital (TRC)
New York
$5.97M -$429K -1,512 -7%
BHWM
474
Bar Harbor Wealth Management
New Hampshire
$5.91M +$41.5K +146 +0.7%
NIM
475
NEOS Investment Management
Connecticut
$5.91M +$1.41M +4,973 +30%

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.