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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
MHIC
576
Marble Harbor Investment Counsel
Massachusetts
$3.87M +$163K +575 +4%
JIC
577
Johnson Investment Counsel
Ohio
$3.87M +$29.2K +103 +0.7%
PS
578
Principal Securities
Iowa
$3.83M +$735K +2,590 +23%
SDIC
579
South Dakota Investment Council
South Dakota
$3.79M
VIM
580
Vinva Investment Management
Australia
$3.78M -$232K -817 -6%
HWMO
581
Heritage Wealth Management (Ohio)
Ohio
$3.75M -$38.3K -135 -1%
HDIM
582
Hanson & Doremus Investment Management
Vermont
$3.75M +$188K +662 +5%
UA
583
Unison Advisors
District of Columbia
$3.74M +$11.6K +41 +0.3%
IRAG
584
Investment Research & Advisory Group
Georgia
$3.73M -$27.8K -98 -0.7%
DCM
585
Delta Capital Management
New Jersey
$3.73M +$14.2K +50 +0.4%
VanEck Associates
586
VanEck Associates
New York
$3.7M +$108K +381 +3%
NIM
587
Nicollet Investment Management
Minnesota
$3.7M -$42.9K -151 -1%
FNBOO
588
First National Bank of Omaha
Nebraska
$3.69M -$267K -940 -7%
CBT
589
Central Bank & Trust
Kentucky
$3.67M -$173K -609 -4%
LFAS
590
Level Four Advisory Services
Texas
$3.63M +$13.9K +49 +0.4%
ECM
591
Everence Capital Management
Indiana
$3.59M -$199K -700 -5%
ITC
592
Inspire Trust Company
Nevada
$3.59M +$3.69M +13,000 New
Los Angeles Capital Management
593
Los Angeles Capital Management
California
$3.59M -$48.5M -170,638 -93%
GIA
594
Gladstone Institutional Advisory
Florida
$3.56M +$589K +2,073 +19%
BMWM
595
Brown Miller Wealth Management
Virginia
$3.55M +$18.2K +64 +0.5%
BA
596
Bristlecone Advisors
Washington
$3.55M -$19.9K -70 -0.5%
Fisher Asset Management
597
Fisher Asset Management
Washington
$3.55M -$1.42K -5 -0%
CA
598
Clearstead Advisors
Ohio
$3.54M -$34.6K -122 -0.9%
FNA
599
First National Advisers
Nebraska
$3.52M +$75K +264 +2%
NWM
600
Northcape Wealth Management
New York
$3.49M +$260K +917 +8%

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.