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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
Invesco
26
Invesco
Georgia
$718M +$45.9M +161,766 +7%
UBS Group
27
UBS Group
Switzerland
$709M +$14.6M +51,518 +2%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$643M +$2.95M +10,402 +0.4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$643M -$4.12M -14,498 -0.6%
Charles Schwab
30
Charles Schwab
California
$618M +$13.1M +46,068 +2%
Goldman Sachs
31
Goldman Sachs
New York
$582M +$26.3M +92,732 +5%
First Trust Advisors
32
First Trust Advisors
Illinois
$531M +$33.1M +116,588 +6%
Boston Partners
33
Boston Partners
Massachusetts
$487M -$121M -426,559 -19%
N
34
Nuveen
North Carolina
$456M -$156M -548,884 -25%
Lazard Asset Management
35
Lazard Asset Management
New York
$428M -$56.1M -197,461 -11%
Barclays
36
Barclays
United Kingdom
$427M -$64.2M -225,933 -13%
OTPPB
37
Ontario Teachers' Pension Plan Board
Ontario, Canada
$394M -$326M -1,147,595 -45%
Principal Financial Group
38
Principal Financial Group
Iowa
$377M -$9.31M -32,786 -2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$373M +$4.15M +14,610 +1%
Amundi
40
Amundi
France
$349M +$27.7M +97,705 +8%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$347M +$16.1M +56,679 +5%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$336M +$1.78M +6,253 +0.5%
AQR Capital Management
43
AQR Capital Management
Connecticut
$326M +$13.4M +47,235 +4%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$318M +$16M +56,426 +5%
DSA
45
Davis Selected Advisers
Arizona
$303M -$23.7M -83,334 -7%
Swiss National Bank
46
Swiss National Bank
Switzerland
$300M -$17.2M -60,400 -5%
BGC
47
Beutel, Goodman & Co
Ontario, Canada
$278M +$286M +1,007,698 +1,007,698%
AGA
48
Altrinsic Global Advisors
Connecticut
$276M -$6.03M -21,239 -2%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$273M -$2.73M -9,621 -1%
AllianceBernstein
50
AllianceBernstein
Tennessee
$264M +$154M +540,554 +130%

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.