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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
SIA
776
Schear Investment Advisers
Ohio
$1.93M +$52.8K +186 +3%
S
777
SimplyRich
California
$1.92M -$1.99K -7 -0.1%
BBI
778
Baxter Bros Inc
Connecticut
$1.92M -$39.8K -140 -2%
MCM
779
Monarch Capital Management
Indiana
$1.91M -$13.6K -48 -0.7%
LC
780
Lincoln Capital
Nebraska
$1.91M -$1.7K -6 -0.1%
CCM
781
Cox Capital Management
Massachusetts
$1.91M -$67.9K -239 -3%
PL
782
Perpetual Ltd
Australia
$1.9M -$230K -810 -11%
CC
783
Chicago Capital
Illinois
$1.9M +$335K +1,180 +21%
PVI
784
Pine Valley Investments
New Jersey
$1.9M +$568 +2 +0%
PIM
785
Plato Investment Management
Australia
$1.9M
BWM
786
BKM Wealth Management
Wisconsin
$1.88M -$23K -81 -1%
FFM
787
Forum Financial Management
Illinois
$1.88M +$632K +2,227 +49%
AT
788
American Trust
Kentucky
$1.87M -$254K -893 -12%
AAM
789
Advisors Asset Management
Colorado
$1.87M -$336K -1,184 -15%
CHAM
790
Clear Harbor Asset Management
Connecticut
$1.86M -$11.4K -40 -0.6%
ACA
791
Aptus Capital Advisors
Alabama
$1.86M +$791K +2,787 +71%
FIM
792
FWL Investment Management
Texas
$1.86M +$97.4K +343 +5%
MC
793
Machina Capital
France
$1.85M +$1.9M +6,706 New
FLI
794
Family Legacy Inc
South Carolina
$1.85M +$4.83K +17 +0.2%
JWCA
795
J.W. Coons Advisors
Ohio
$1.84M
STA
796
Summit Trail Advisors
New York
$1.84M +$84.9K +299 +5%
GJWM
797
Gilliland Jeter Wealth Management
Arkansas
$1.83M -$29.5K -104 -2%
CCM
798
Coldstream Capital Management
Washington
$1.83M +$31.2K +110 +2%
SCA
799
Snowden Capital Advisors
New York
$1.82M +$5.39K +19 +0.3%
PA
800
Procyon Advisors
Connecticut
$1.82M +$114K +400 +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.