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
SWP
726
Stratos Wealth Partners
Ohio
$2.24M +$82.1K +289 +4%
NB
727
NBT Bank
New York
$2.24M -$38.6K -136 -2%
CVA
728
Central Valley Advisors
California
$2.22M +$116K +410 +5%
BHC
729
Bowen Hanes & Co
Florida
$2.22M +$111K +390 +5%
MP
730
McDonald Partners
Ohio
$2.22M -$47.4K -167 -2%
CCA
731
Criterion Capital Advisors
Tennessee
$2.21M
AW
732
Alaethes Wealth
Nevada
$2.21M +$24.7K +87 +1%
LWCFA
733
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.21M
JSL
734
JT Stratford LLC
Georgia
$2.21M +$113K +397 +5%
PWM
735
Perigon Wealth Management
California
$2.2M +$175K +618 +8%
LNWWM
736
Laird Norton Wetherby Wealth Management
California
$2.2M -$210K -740 -9%
SCM
737
Silvant Capital Management
Georgia
$2.19M +$1.1M +3,890 +96%
DFA
738
Delta Financial Advisors
Louisiana
$2.18M +$146K +513 +7%
LAM
739
LECAP Asset Management
United Kingdom
$2.17M +$2.23M +7,852 New
NGA
740
Naples Global Advisors
Florida
$2.17M -$9.65K -34 -0.4%
ADBIC
741
A.D. Beadell Investment Counsel
Wisconsin
$2.16M
SNB
742
Security National Bank
Nebraska
$2.16M +$17.9K +63 +0.8%
DAC
743
Dividend Assets Capital
South Carolina
$2.14M +$28.4K +100 +1%
Jones Financial Companies
744
Jones Financial Companies
Missouri
$2.14M +$930K +3,276 +73%
PFBT
745
Parkside Financial Bank & Trust
Missouri
$2.12M +$66.4K +234 +3%
ADIM
746
Alpha DNA Investment Management
Maryland
$2.12M -$64.7K -228 -3%
SIA
747
Schechter Investment Advisors
Michigan
$2.12M -$282K -994 -11%
EWA
748
EP Wealth Advisors
California
$2.12M +$125K +440 +6%
FA
749
Faithward Advisors
Pennsylvania
$2.11M +$19.3K +68 +0.9%
CA
750
Claro Advisors
Massachusetts
$2.1M -$95.1K -335 -4%

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.