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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
CWM
801
Cordatus Wealth Management
Pennsylvania
$1.82M +$17.9K +63 +1%
MG
802
Mather Group
Illinois
$1.82M +$3.41K +12 +0.2%
Man Group
803
Man Group
United Kingdom
$1.81M -$7.71M -27,153 -81%
GIA
804
Guyasuta Investment Advisors
Pennsylvania
$1.79M -$39.8K -140 -2%
HCM
805
Hutner Capital Management
Vermont
$1.78M +$1.26M +4,421 +217%
CA
806
Commerzbank Aktiengesellschaft
Germany
$1.78M +$350K +1,233 +24%
LBWM
807
Left Brain Wealth Management
Illinois
$1.77M +$39.5K +139 +2%
MMA
808
Miracle Mile Advisors
California
$1.77M +$1.54M +5,411 +553%
SSA
809
Sierra Summit Advisors
Nevada
$1.76M +$362K +1,274 +25%
QWM
810
Quadcap Wealth Management
Texas
$1.75M -$34.4K -121 -2%
AC
811
Arjuna Capital
North Carolina
$1.75M +$151K +533 +9%
HI
812
Horizon Investments
North Carolina
$1.75M +$32.4K +114 +2%
WAP
813
Wealthcare Advisory Partners
Pennsylvania
$1.74M +$215K +757 +14%
CCP
814
Cunning Capital Partners
North Carolina
$1.73M
HDA
815
Harold Davidson & Associates
California
$1.72M +$1.77M +6,241 New
KWM
816
Kingsview Wealth Management
Oregon
$1.7M +$27.8K +98 +2%
TRIA
817
Trail Ridge Investment Advisors
Colorado
$1.69M
TDC
818
Thompson Davis & Co
Virginia
$1.69M -$71K -250 -4%
RMC
819
Resources Management Corp
Connecticut
$1.69M +$14.2K +50 +0.8%
I
820
InceptionR
California
$1.68M +$815K +2,869 +89%
PA
821
Parallel Advisors
California
$1.68M +$37.5K +132 +2%
TPW
822
Transatlantique Private Wealth
New York
$1.66M +$34.1K +120 +2%
SLI
823
Sumitomo Life Insurance
Japan
$1.66M -$45.4K -160 -3%
EGA
824
Eagle Global Advisors
Texas
$1.66M +$1.7M +6,000 New
S
825
SignatureFD
Georgia
$1.65M +$31.5K +111 +2%

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.