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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
BCM
926
BluePath Capital Management
Georgia
$1.19M +$212K +748 +20%
CAG
927
Csenge Advisory Group
Florida
$1.18M +$37.8K +133 +3%
DDC
928
DF Dent & Co
Maryland
$1.18M -$113K -397 -9%
MCWA
929
Meadow Creek Wealth Advisors
Georgia
$1.17M +$3.69K +13 +0.3%
FG
930
Fiduciary Group
Georgia
$1.16M +$284 +1 +0%
CPR
931
CSU Producer Resources
Ohio
$1.16M
CCG
932
Ceeto Capital Group
Florida
$1.16M
PA
933
PFG Advisors
Arizona
$1.16M +$239K +840 +25%
WC
934
Westhampton Capital
North Carolina
$1.16M
FRA
935
Frank Rimerman Advisors
California
$1.16M +$46.3K +163 +4%
CWM
936
Cornerstone Wealth Management
Missouri
$1.16M +$52.3K +184 +5%
MA
937
Montag & Associates
Georgia
$1.16M -$73.8K -260 -6%
TWM
938
Trueblood Wealth Management
Ohio
$1.15M +$71K +250 +6%
TCWM
939
Total Clarity Wealth Management
Illinois
$1.14M -$2.84K -10 -0.2%
SWMG
940
Stillwater Wealth Management Group
Florida
$1.14M +$1.17M +4,131 New
CI
941
Conning Inc
Connecticut
$1.14M +$54K +190 +5%
CI
942
Cigna Investments
Connecticut
$1.13M
RAM
943
Readystate Asset Management
Illinois
$1.13M +$1.16M +4,089 New
FSA
944
Financial Security Advisor
Virginia
$1.12M -$18.5K -65 -2%
VIG
945
Vienna Insurance Group
Poland
$1.12M -$292K -1,029 -20%
BMCM
946
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$40K +141 +4%
ONB
947
Old National Bancorp
Indiana
$1.12M -$42K -148 -4%
MMG
948
Monetary Management Group
Missouri
$1.11M
WA
949
WBH Advisory
Maryland
$1.11M -$32.9K -116 -3%
IWM
950
IHT Wealth Management
Illinois
$1.11M -$298K -1,051 -21%

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.