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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
KF
651
KKM Financial
Illinois
$2.83M +$136K +480 +5%
GAM
652
Griffin Asset Management
New York
$2.83M +$55.4K +195 +2%
PTC
653
Private Trust Company
Ohio
$2.83M +$35.5K +125 +1%
LCM
654
Logan Capital Management
Pennsylvania
$2.83M +$2.82M +9,931 +3,333%
ACM
655
Argyle Capital Management
Pennsylvania
$2.82M +$583K +2,054 +25%
PAM
656
Panagora Asset Management
Massachusetts
$2.82M +$606K +2,134 +26%
MCM
657
MV Capital Management
Maryland
$2.81M +$7.95K +28 +0.3%
TSMHT
658
Thurston Springer Miller Herd & Titak
Indiana
$2.81M +$1.11M +3,917 +63%
MWS
659
Maxwell Wealth Strategies
California
$2.8M -$43.7K -154 -1%
PGA
660
Portland Global Advisors
Maine
$2.8M -$21K -74 -0.7%
WMA
661
West Michigan Advisors
Michigan
$2.8M +$7.38K +26 +0.3%
CIAS
662
CFS Investment Advisory Services
New Jersey
$2.79M -$1.99K -7 -0.1%
PWS
663
Peterson Wealth Services
Utah
$2.78M +$154K +544 +6%
MCM
664
Marathon Capital Management
Maryland
$2.77M -$12.8K -45 -0.4%
NP
665
Nilsine Partners
Colorado
$2.76M +$181K +639 +7%
NL
666
NKCFO LLC
Illinois
$2.76M
CWS
667
Confluence Wealth Services
Pennsylvania
$2.71M -$130K -457 -4%
JWCA
668
J.W. Cole Advisors
Florida
$2.7M +$59.1K +208 +2%
JFGIW
669
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.67M +$800K +2,817 +40%
LF
670
Lantz Financial
Illinois
$2.66M -$23.6K -83 -0.9%
NCM
671
Nelson Capital Management
California
$2.66M -$94.3K -332 -3%
TFS
672
Thoroughbred Financial Services
Tennessee
$2.65M +$6.53K +23 +0.2%
FWIA
673
Fort Washington Investment Advisors
Ohio
$2.63M +$84.3K +297 +3%
AIP
674
Ameritas Investment Partners
Nebraska
$2.63M -$52.8K -186 -2%
IWC
675
Integrated Wealth Concepts
Massachusetts
$2.62M +$156K +549 +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.