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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
IMCOOI
601
Investment Management Corp of Ontario (IMCO)
Canada
$3.48M -$69.6K -245 -2%
VIP
602
Vista Investment Partners
Oklahoma
$3.48M +$99.7K +351 +3%
EF
603
Empowered Funds
Pennsylvania
$3.45M +$133K +468 +4%
PG
604
Patten Group
Tennessee
$3.45M -$9.09K -32 -0.3%
TYCC
605
Texas Yale Capital Corp
Florida
$3.43M +$27K +95 +0.8%
GM
606
GeoWealth Management
Illinois
$3.43M +$2.52M +8,878 +252%
MC
607
Moors & Cabot
Massachusetts
$3.42M +$155K +546 +5%
OAM
608
Occidental Asset Management
California
$3.42M +$289K +1,019 +9%
NFG
609
Nations Financial Group
Iowa
$3.38M +$105K +369 +3%
OIA
610
OneDigital Investment Advisors
Kansas
$3.38M +$864K +3,042 +33%
DCM
611
Davidson Capital Management
Texas
$3.38M +$720K +2,534 +26%
BFA
612
Brendel Financial Advisors
New Hampshire
$3.37M -$112K -393 -3%
LWP
613
LMG Wealth Partners
Louisiana
$3.36M +$185K +652 +6%
JSC
614
Jackson Square Capital
California
$3.35M -$49.1K -173 -1%
VIA
615
Victrix Investment Advisors
Florida
$3.34M +$3.43M +12,096 New
DK
616
DJE Kapital
Germany
$3.3M +$3.41M +12,000 New
BBHC
617
Brown Brothers Harriman & Co
New York
$3.27M -$960K -3,381 -22%
GCA
618
Greenwood Capital Associates
South Carolina
$3.25M +$388K +1,366 +13%
OWM
619
Orca Wealth Management
Florida
$3.23M +$3.32M +11,707 New
CIA
620
Cohen Investment Advisors
New Hampshire
$3.23M +$347K +1,222 +12%
AC
621
Allstate Corporation
Illinois
$3.21M +$3.3M +11,617 New
PNC
622
Park National Corp
Ohio
$3.2M -$29.5K -104 -0.9%
LA
623
LVW Advisors
New York
$3.19M -$56.2K -198 -2%
WTC
624
WhitTier Trust Company
Nevada
$3.18M +$377K +1,328 +13%
Grantham, Mayo, Van Otterloo & Co (GMO)
625
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.18M +$3.27M +11,499 New

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.