We are live on ! Find out more

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
HTC
676
Haverford Trust Company
Pennsylvania
$2.61M -$48.6K -171 -2%
LMIM
677
Lockheed Martin Investment Management
Maryland
$2.6M -$9.36M -32,960 -78%
MWM
678
Mission Wealth Management
California
$2.57M -$51.4K -181 -2%
PCIA
679
Prime Capital Investment Advisors
Kansas
$2.56M -$287K -1,011 -10%
EFMC
680
Empire Financial Management Company
New York
$2.55M +$1.85M +6,508 +238%
CSP
681
Cary Street Partners
Virginia
$2.54M +$2.61M +9,204 New
SSWM
682
Smith Salley Wealth Management
North Carolina
$2.54M +$9.94K +35 +0.4%
PWA
683
Phoenix Wealth Advisors
North Carolina
$2.53M -$64.2K -226 -2%
BRWA
684
B. Riley Wealth Advisors
Florida
$2.52M +$13.9K +49 +0.5%
CK
685
Cohen Klingenstein
New York
$2.52M
MMA
686
Mizuho Markets Americas
New York
$2.51M -$3.66M -12,897 -59%
BFG
687
Bleakley Financial Group
New Jersey
$2.51M +$71K +250 +3%
MFG
688
Merit Financial Group
Georgia
$2.51M +$829K +2,919 +47%
MSFS
689
Main Street Financial Solutions
Pennsylvania
$2.5M -$400K -1,410 -13%
ICP
690
Impact Capital Partners
Colorado
$2.5M +$2.57M +9,060 New
NSEDCP
691
NJ State Employees Deferred Compensation Plan
New Jersey
$2.49M
PTP
692
Platform Technology Partners
New York
$2.48M -$13.9K -49 -0.5%
SW
693
SVB Wealth
Massachusetts
$2.47M +$2.54M +8,956 New
CWP
694
Concord Wealth Partners
Virginia
$2.47M +$646K +2,276 +34%
CAMV
695
Concord Asset Management (Virginia)
Virginia
$2.46M +$567K +1,998 +29%
EWA
696
Exencial Wealth Advisors
Oklahoma
$2.46M +$28.4K +100 +1%
RRA
697
Round Rock Advisors
Connecticut
$2.45M -$151K -530 -6%
SSA
698
Schonfeld Strategic Advisors
New York
$2.44M +$561K +1,975 +29%
VIPI
699
Vista Investment Partners II
Indiana
$2.44M +$2.51M +8,838 New
TW
700
TrinityPoint Wealth
Connecticut
$2.44M +$2.28M +8,046 +1,021%

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.