We are live on ! Find out more

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
VAG
1076
VisionPoint Advisory Group
Texas
$776K -$54K -190 -6%
BTI
1077
Blue Trust Inc
Georgia
$771K -$499K -1,758 -39%
SWM
1078
SeaCrest Wealth Management
New York
$769K -$1.14K -4 -0.1%
MIM
1079
Merrion Investment Management
New Jersey
$768K
MSS
1080
Mitchell Sinkler & Starr
Pennsylvania
$768K -$412K -1,450 -34%
WFI
1081
West Family Investments
California
$765K +$1.7K +6 +0.2%
FRM
1082
Fox Run Management
Connecticut
$764K +$512K +1,804 +188%
LI
1083
LRI Investments
Florida
$758K
LC
1084
Lindbrook Capital
California
$750K +$11.9K +42 +2%
1W
1085
1776 Wealth
Georgia
$747K
HIA
1086
Harbor Investment Advisory
Maryland
$747K +$91.2K +321 +13%
BIG
1087
Brooklyn Investment Group
New York
$737K +$90.6K +319 +14%
CSI
1088
Cross Staff Investments
New York
$732K
WG
1089
Welch Group
Alabama
$729K
MBT
1090
Montecito Bank & Trust
California
$728K -$5.68K -20 -0.8%
CSB
1091
City State Bank
Iowa
$726K -$4.26K -15 -0.6%
HCM
1092
Howard Capital Management
Georgia
$725K +$745K +2,625 New
OAM
1093
Oxford Asset Management
United Kingdom
$725K +$745K +2,625 New
NG
1094
Northstar Group
New York
$724K +$169K +596 +29%
LFA
1095
Legacy Financial Advisors
Kentucky
$723K -$10.2K -36 -1%
ECG
1096
Edge Capital Group
Georgia
$723K -$728K -2,565 -100%
PL
1097
Plancorp LLC
Missouri
$719K +$60.2K +212 +9%
BIAS
1098
Beacon Investment Advisory Services
New Jersey
$718K +$738K +2,599 New
GSB
1099
Greenfield Savings Bank
Massachusetts
$717K +$48.6K +171 +7%
EHC
1100
Everett Harris & Co
California
$713K

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.