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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
PAG
851
Paladin Advisory Group
Iowa
$1.5M
SJL
852
Shayne & Jacobs LLC
Tennessee
$1.49M -$114K -400 -7%
CNBT
853
Canandaigua National Bank & Trust
New York
$1.49M -$50.3K -177 -3%
HCM
854
Hodges Capital Management
Texas
$1.48M -$69K -243 -13%
BIM
855
Bridges Investment Management
Nebraska
$1.48M +$129K +454 +9%
EH
856
Equitable Holdings
New York
$1.47M +$611K +2,151 +68%
PP
857
PFS Partners
New Jersey
$1.47M +$1.7K +6 +0.1%
NFSG
858
Newbridge Financial Services Group
Florida
$1.46M -$388K -1,366 -20%
GCM
859
Galibier Capital Management
Ontario, Canada
$1.46M
TPCW
860
TD Private Client Wealth
New York
$1.45M -$437K -1,538 -23%
WFAG
861
Worth Financial Advisory Group
North Carolina
$1.45M +$726K +2,555 +99%
PA
862
Profund Advisors
Maryland
$1.45M -$268K -943 -15%
DM
863
Delphi Management
Massachusetts
$1.45M +$18.5K +65 +1%
EFS
864
Essex Financial Services
Connecticut
$1.44M +$168K +592 +13%
FMB
865
Field & Main Bank
Kentucky
$1.44M +$22.1K +78 +2%
BMA
866
Brooks Moore & Associates
Tennessee
$1.42M +$178K +627 +14%
RBI
867
Raiffeisen Bank International
Austria
$1.42M +$1.46M +5,144 New
MFG
868
Monte Financial Group
Connecticut
$1.41M -$10.5K -37 -0.7%
VFA
869
Valeo Financial Advisors
Indiana
$1.41M -$6.53K -23 -0.4%
MCM
870
Mainstay Capital Management
Michigan
$1.41M +$360K +1,267 +33%
WJWM
871
Williams Jones Wealth Management
New York
$1.41M +$710K +2,500 +97%
SP
872
Stablepoint Partners
Massachusetts
$1.4M +$38.3K +135 +3%
AFA
873
AA Financial Advisors
Ohio
$1.39M +$77.5K +273 +6%
WB
874
Webster Bank
Connecticut
$1.39M +$17.9K +63 +1%
ACM
875
AlphaStar Capital Management
North Carolina
$1.38M +$1.14M +3,997 +395%

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.