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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
OAM
701
Ostrum Asset Management
France
$2.44M +$503K +1,773 +25%
DWA
702
Douglass Winthrop Advisors
New York
$2.42M +$56.8K +200 +2%
AWM
703
Avitas Wealth Management
California
$2.42M +$11.4K +40 +0.5%
PP
704
Prudential plc
United Kingdom
$2.42M
ATC
705
Argent Trust Co
Tennessee
$2.41M +$1.7K +6 +0.1%
MAS
706
Meeder Advisory Services
Ohio
$2.41M -$33.2K -117 -1%
MOS
707
MGO One Seven
Ohio
$2.41M +$191K +673 +8%
SFI
708
Susquehanna Fundamental Investments
Pennsylvania
$2.4M +$2.47M +8,699 New
FTWA
709
Fifth Third Wealth Advisors
Ohio
$2.39M +$444K +1,563 +22%
USCWA
710
U.S. Capital Wealth Advisors
Texas
$2.39M -$2.27M -7,981 -48%
NW
711
NewEdge Wealth
Pennsylvania
$2.38M -$3.98K -14 -0.2%
HAG
712
HighPoint Advisor Group
Illinois
$2.37M -$284 -1 -0%
AWM
713
Accurate Wealth Management
Florida
$2.36M -$473K -1,666 -15%
HPC
714
HM Payson & Co
Maine
$2.33M -$31K -109 -1%
WIS
715
Wright Investors Service
Connecticut
$2.33M -$271K -956 -10%
DAS
716
Dynamic Advisor Solutions
Arizona
$2.33M -$237K -835 -9%
BC
717
Bowman & Company
Wisconsin
$2.31M +$39.5K +139 +2%
FBT
718
First Bankers Trust
Kentucky
$2.31M +$99.1K +349 +4%
BC
719
Burney Company
Virginia
$2.31M +$177K +625 +8%
BP
720
Ballentine Partners
Massachusetts
$2.31M -$29.2K -103 -1%
JIC
721
Joel Isaacson & Co
New York
$2.29M +$1.64M +5,772 +230%
SWM
722
Spire Wealth Management
Virginia
$2.28M +$1.69M +5,958 +260%
RC
723
Roundview Capital
New Jersey
$2.27M +$27.5K +97 +1%
DTC
724
Davidson Trust Company
Washington
$2.26M +$88.9K +313 +4%
PIM
725
Penobscot Investment Management
Massachusetts
$2.25M +$2.31M +8,136 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.