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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
FFA
976
Farther Finance Advisors
California
$1.04M -$5.68K -20 -0.5%
MW
977
Marcum Wealth
Ohio
$1.04M +$8.23K +29 +0.8%
V
978
ViaWealth
Kansas
$1.04M -$99.7K -351 -9%
CCA
979
Checchi Capital Advisers
California
$1.04M +$27K +95 +3%
WANY
980
Wealthspire Advisors (New York)
New York
$1.03M -$42.6K -150 -4%
ARG
981
Advisory Resource Group
Oklahoma
$1.03M +$72.4K +255 +7%
HC
982
Hara Capital
Washington
$1.03M +$529K +1,862 +100%
EP
983
EPIQ Partners
Minnesota
$1.03M
IAS
984
Insigneo Advisory Services
Florida
$1.02M -$519K -1,826 -33%
SL
985
Sentry LLC
Tennessee
$1.02M
CTC
986
Central Trust Company
Missouri
$1.02M +$33.8K +119 +3%
FAIM
987
Financial Advocates Investment Management
Washington
$1.01M +$20.2K +71 +2%
CWM
988
Connecticut Wealth Management
Connecticut
$1.01M +$29.2K +103 +3%
FCP
989
Fidelis Capital Partners
Florida
$1.01M -$31.2K -110 -3%
ACM
990
Advisors Capital Management
New Jersey
$1M +$93.4K +329 +10%
CAM
991
Columbia Asset Management
Michigan
$1M -$98K -345 -9%
HCA
992
Harbour Capital Advisors
Virginia
$1M -$18.5K -65 -2%
KCM
993
KRS Capital Management
Michigan
$1M +$25.8K +91 +3%
PC
994
Promus Capital
Illinois
$1M +$1.03M +3,626 New
WBC
995
Westpac Banking Corp
Australia
$994K -$210K -738 -17%
SCA
996
Sippican Capital Advisors
Massachusetts
$992K +$4.26K +15 +0.4%
SC
997
Syon Capital
California
$985K +$76.1K +268 +8%
MFS
998
Mattson Financial Services
Michigan
$984K -$366K -1,288 -27%
OQS
999
Occudo Quantitative Strategies
Florida
$981K +$1.01M +3,551 New
GWA
1000
Gratus Wealth Advisors
Virginia
$980K

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.