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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
RFA
1101
Resurgent Financial Advisors
Georgia
$711K -$12.8K -45 -2%
PCA
1102
Peddock Capital Advisors
Massachusetts
$711K
KSB
1103
Kennebec Savings Bank
Maine
$709K -$11.4K -40 -1%
AF
1104
Apexium Financial
Texas
$708K
BFM
1105
Boston Financial Management
Massachusetts
$706K +$125K +439 +21%
AG
1106
Ascent Group
Virginia
$706K -$114K -400 -14%
BBA
1107
Baader Bank Aktiengesellschaft
Germany
$705K
FWA
1108
FSM Wealth Advisors
Ohio
$702K -$17.3K -61 -2%
CGL
1109
Clarius Group LLC
Washington
$702K +$7.38K +26 +1%
VBCG
1110
Valley Brook Capital Group
Pennsylvania
$698K +$15.6K +55 +2%
CCG
1111
Catalina Capital Group
California
$697K +$21K +74 +3%
KIA
1112
Knollwood Investment Advisory
Maryland
$691K
GA
1113
Goldstein Advisors
Wisconsin
$684K +$568 +2 +0.1%
PP
1114
PDS Planning
Ohio
$683K +$18.7K +66 +3%
IIM
1115
InTrack Investment Management
Vermont
$682K +$131K +461 +22%
SMA
1116
Sage Mountain Advisors
Georgia
$682K +$11.9K +42 +2%
SCM
1117
Shelton Capital Management
Colorado
$680K
RA
1118
RFG Advisory
Alabama
$675K +$365K +1,287 +111%
CPWA
1119
Cerro Pacific Wealth Advisors
California
$674K -$17.9K -63 -3%
BB
1120
Burford Brothers
Texas
$672K
KP
1121
Keel Point
Alabama
$672K +$48.8K +172 +8%
VWM
1122
Venturi Wealth Management
Texas
$671K +$139K +490 +25%
SIC
1123
Sage Investment Counsel
Tennessee
$670K +$689K +2,426 New
WHCI
1124
W.H. Cornerstone Investments
Massachusetts
$669K -$389K -1,369 -36%
NWAG
1125
Net Worth Advisory Group
Utah
$667K +$1.7K +6 +0.2%

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.