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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
MGIA
626
Moneta Group Investment Advisors
Missouri
$3.17M +$339K +1,193 +12%
SP
627
Stonebrook Private
Michigan
$3.15M -$40.3K -142 -1%
CG
628
Caprock Group
Idaho
$3.15M +$47.1K +166 +1%
LIM
629
Letson Investment Management
Georgia
$3.13M +$646K +2,276 +25%
SC
630
Slow Capital
California
$3.12M -$14.2K -50 -0.4%
FNT
631
First National Trust
Pennsylvania
$3.11M -$87.2K -307 -3%
TC
632
TownSquare Capital
Utah
$3.11M +$560K +1,971 +21%
Fidelity International
633
Fidelity International
Bermuda
$3.08M +$1.8M +6,329 +131%
WP
634
Woodline Partners
California
$3.08M +$3.17M +11,150 New
TIAA Trust, National Association
635
TIAA Trust, National Association
North Carolina
$3.05M +$89.5K +315 +3%
PNAA
636
Pictet North America Advisors
Switzerland
$2.99M +$69.9K +246 +2%
SC
637
Scotia Capital
Ontario, Canada
$2.99M -$74.7K -263 -2%
APWM
638
Argonautica Private Wealth Management
Massachusetts
$2.99M -$4.26K -15 -0.1%
WHG
639
Westwood Holdings Group
Texas
$2.98M +$1.19M +4,187 +63%
QC
640
Quadrature Capital
United Kingdom
$2.97M +$3.05M +10,739 New
IA
641
IFG Advisory
Georgia
$2.96M +$41.5K +146 +1%
GWMR
642
GC Wealth Management RIA
Massachusetts
$2.95M +$2.33M +8,194 +329%
LPT
643
Legacy Private Trust
Wisconsin
$2.93M -$4.83K -17 -0.2%
SWP
644
Sagespring Wealth Partners
Tennessee
$2.93M +$3.01M +10,597 New
MWM
645
Mattern Wealth Management
Kansas
$2.91M -$48K -169 -2%
QOP
646
Quinn Opportunity Partners
Virginia
$2.9M +$426K +1,500 +17%
GWM
647
Geneos Wealth Management
Colorado
$2.9M +$11.9K +42 +0.4%
HCM
648
HMS Capital Management
Tennessee
$2.89M -$2.56K -9 -0.1%
SC
649
Savant Capital
Illinois
$2.88M -$1.75M -6,180 -37%
AW
650
Apricus Wealth
South Carolina
$2.86M -$17K -60 -0.6%

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.