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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
AUB
1026
Atlantic Union Bankshares
Virginia
$899K -$6.25K -22 -0.7%
ETC
1027
Exchange Traded Concepts
Oklahoma
$894K +$26.4K +93 +3%
HJIM
1028
Henry James International Management
New York
$894K +$161K +568 +21%
XT
1029
XTX Topco
Cayman Islands
$892K -$1.48M -5,219 -62%
PPWP
1030
Premier Path Wealth Partners
New Jersey
$887K +$4.54K +16 +0.5%
MCM
1031
Mill Capital Management
North Carolina
$887K
SFSG
1032
Sound Financial Strategies Group
Mississippi
$886K +$103K +363 +13%
OCM
1033
One Capital Management
California
$884K -$234K -823 -20%
SC
1034
Saturna Capital
Washington
$876K
SFS
1035
Stiles Financial Services
Minnesota
$875K +$154K +541 +21%
ALA
1036
Atlas Legacy Advisors
California
$873K +$897K +3,158 New
IAIM
1037
International Assets Investment Management
Florida
$871K -$265M -931,870 -100%
SYBT
1038
Stock Yards Bank & Trust
Kentucky
$867K +$15.6K +55 +2%
CB
1039
CNB Bank
Pennsylvania
$866K +$60.5K +213 +7%
OWP
1040
ORG Wealth Partners
Texas
$864K +$95.7K +337 +12%
ACM
1041
Allred Capital Management
Texas
$863K +$887K +3,124 New
WA
1042
Wealth Alliance
New York
$863K +$9.94K +35 +1%
MLM
1043
Mount Lucas Management
Pennsylvania
$862K -$52K -183 -6%
PCA
1044
Pallas Capital Advisors
Massachusetts
$862K +$132K +464 +17%
SIA
1045
SkyView Investment Advisors
New Jersey
$859K +$883K +3,108 New
UB
1046
Umpqua Bank
Oregon
$858K +$570K +2,006 +164%
APA
1047
Astoria Portfolio Advisors
New York
$852K +$45.2K +159 +5%
UAS
1048
United Asset Strategies
New York
$851K +$11.4K +40 +1%
OIA
1049
Optimum Investment Advisors
Illinois
$850K
NP
1050
NorthRock Partners
Minnesota
$844K -$43.4K -153 -5%

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.