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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
TA
751
TFG Advisers
Michigan
$2.09M +$101K +354 +5%
NRS
752
Neville Rodie & Shaw
New York
$2.06M -$4.26K -15 -0.2%
LAIC
753
Lederer & Associates Investment Counsel
California
$2.06M -$53.7K -189 -2%
HA
754
Herold Advisors
New York
$2.04M +$5.39K +19 +0.3%
WCM Investment Management
755
WCM Investment Management
California
$2.04M +$919K +3,235 +78%
AA
756
Altman Advisors
Illinois
$2.04M +$13.1K +46 +0.6%
RWM
757
Ritholtz Wealth Management
New York
$2.04M +$67K +236 +3%
GRP
758
Global Retirement Partners
California
$2.03M +$237K +835 +13%
BPAMU
759
BTG Pactual Asset Management US
New York
$2.02M +$580K +2,041 +39%
PE
760
Point72 Europe
United Kingdom
$2.02M +$2.07M +7,300 New
EPAM
761
Evelyn Partners Asset Management
$2.02M +$2.07M +7,297 New
OHWP
762
Oak Harbor Wealth Partners
North Carolina
$2M -$26.7K -94 -1%
MPPW
763
Mitchell & Pahl Private Wealth
Oklahoma
$1.99M +$123K +432 +6%
FHB
764
First Hawaiian Bank
Hawaii
$1.99M -$190K -668 -8%
WA
765
Waverly Advisors
Alabama
$1.99M +$569K +2,002 +39%
AWM
766
Aries Wealth Management
Maine
$1.99M
HT
767
Heritage Trust
Oklahoma
$1.98M +$2.04M +7,173 New
CCIA
768
Campbell & Co Investment Adviser
Maryland
$1.98M +$2.04M +7,173 New
Luther King Capital Management (LKCM)
769
Luther King Capital Management (LKCM)
Texas
$1.98M +$5.68K +20 +0.3%
VI
770
Vestcor Inc
New Brunswick, Canada
$1.97M -$181K -636 -8%
BPC
771
Banque Pictet & Cie
Switzerland
$1.96M +$71K +250 +4%
Balyasny Asset Management
772
Balyasny Asset Management
Illinois
$1.95M -$14.2M -50,042 -88%
MIC
773
Meridian Investment Counsel
California
$1.94M -$446K -1,569 -18%
QI
774
Qtron Investments
Massachusetts
$1.94M +$106K +373 +6%
RF
775
Roxbury Financial
New Jersey
$1.94M +$1.91M +6,713 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.