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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
HFM
1001
Harvest Fund Management
China
$974K +$217K +764 +28%
LC
1002
LCNB Corp
Ohio
$970K
MWM
1003
Meridian Wealth Management
Kentucky
$969K -$435K -1,533 -30%
GWM
1004
GSB Wealth Management
Connecticut
$967K -$29.2K -103 -3%
FHA
1005
Flagship Harbor Advisors
Massachusetts
$966K +$3.98K +14 +0.4%
PWP
1006
Principle Wealth Partners
Connecticut
$964K -$2.84K -10 -0.3%
EAM
1007
Empirical Asset Management
Massachusetts
$956K +$21M +73,929 +429%
SA
1008
SRN Advisors
Pennsylvania
$949K -$16.2K -57 -2%
CIM
1009
CIM Investment Management
Pennsylvania
$948K +$4.26K +15 +0.4%
MSAM
1010
Moloney Securities Asset Management
Missouri
$947K -$120K -424 -11%
CLA
1011
Carnegie Lake Advisors
New Jersey
$946K
GS
1012
GTS Securities
New York
$939K -$705K -2,483 -42%
XSC
1013
X-Square Capital
Puerto Rico
$937K
ATIA
1014
American Trust Investment Advisors
New Hampshire
$936K
ST
1015
Spinnaker Trust
Maine
$934K
MTIC
1016
Missouri Trust & Investment Company
Missouri
$933K +$73.8K +260 +8%
HW
1017
Hamilton Wealth
California
$932K +$241K +850 +34%
LSAG
1018
Lake Street Advisors Group
New Hampshire
$929K +$34.4K +121 +4%
BHA
1019
Beech Hill Advisors
New York
$928K -$14.2K -50 -1%
WGCA
1020
Wolf Group Capital Advisors
Virginia
$919K
NAMP
1021
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$913K +$4.26K +15 +0.5%
DWM
1022
Dynasty Wealth Management
Florida
$913K -$151K -531 -14%
PPP
1023
Private Portfolio Partners
New Jersey
$913K +$7.67K +27 +0.8%
AFM
1024
Abbot Financial Management
Massachusetts
$910K -$14.2K -50 -1%
AWM
1025
Axxcess Wealth Management
California
$905K +$29.8K +105 +3%

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.