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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
CCP
1051
Cushing Capital Partners
Wisconsin
$844K +$864K +3,043 New
BSA
1052
Bull Street Advisors
Georgia
$843K +$25.6K +90 +3%
AC
1053
Avestar Capital
New York
$838K +$59.9K +211 +8%
SRL
1054
Scientech Research LLC
New Jersey
$837K +$861K +3,031 New
1SB
1055
1ST Source Bank
Indiana
$836K -$38.3K -135 -4%
HL
1056
HeadInvest LLC
Maine
$836K +$21.3K +75 +3%
TAMH
1057
Taikang Asset Management (HK)
Hong Kong
$829K -$1.05M -3,700 -55%
FI
1058
Finivi Inc
Massachusetts
$829K
KSWWM
1059
Keyes Stange & Wooten Wealth Management
Florida
$827K +$852 +3 +0.1%
CG
1060
CFO4Life Group
Texas
$825K -$6.53K -23 -0.8%
PCP
1061
Proficio Capital Partners
Massachusetts
$813K +$281K +988 +51%
AWM
1062
AE Wealth Management
Kansas
$811K +$57.4K +202 +7%
RA
1063
Ransom Advisory
Rhode Island
$808K -$14.2K -50 -2%
NI
1064
Natural Investments
California
$806K +$829K +2,918 New
NED
1065
Nancy E. Dempze
$801K -$170K -600 -17%
RPC
1066
Rossmore Private Capital
Connecticut
$801K
FAFN
1067
First Affirmative Financial Network
Colorado
$798K -$21K -74 -2%
CI
1068
CX Institutional
Indiana
$796K +$43.2K +152 +6%
NL
1069
NVWM LLC
Pennsylvania
$790K -$2.56K -9 -0.3%
FAB
1070
First American Bank
Illinois
$789K -$2.84K -10 -0.3%
LCWP
1071
Legacy Capital Wealth Partners
Arkansas
$788K -$895K -3,152 -52%
BAM
1072
Boyar Asset Management
New York
$786K +$15.9K +56 +2%
MFIM
1073
Mesirow Financial Investment Management
Illinois
$785K -$568 -2 -0.1%
PCM
1074
Penserra Capital Management
California
$783K +$256K +903 +47%
PPG
1075
Peak Planning Group
Colorado
$778K +$11.6K +41 +1%

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.