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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
Two Sigma Advisers
1126
Two Sigma Advisers
New York
$667K +$312K +1,100 +84%
PDL
1127
Portfolio Design Labs
California
$664K +$69.9K +246 +11%
KFS
1128
Kurt F. Somerville
$663K
IWA
1129
Icon Wealth Advisors
Texas
$663K
RCA
1130
Ranch Capital Advisors
Florida
$659K +$8.8K +31 +1%
CAMG
1131
CWA Asset Management Group
Florida
$657K +$4.83K +17 +0.7%
TCOT
1132
Trust Company of Toledo
Ohio
$655K +$7.95K +28 +1%
LIM
1133
Leavell Investment Management
Alabama
$655K +$9.94K +35 +2%
SIG
1134
Sky Investment Group
Connecticut
$651K +$27K +95 +4%
AAP
1135
Arax Advisory Partners
Colorado
$649K +$28.1K +99 +4%
MPI
1136
Mairs & Power Inc
Minnesota
$647K
WPW
1137
Waldron Private Wealth
Pennsylvania
$646K -$170K -599 -20%
BSTWA
1138
Blake Schutter Theil Wealth Advisors
Ohio
$642K +$1.42K +5 +0.2%
MWM
1139
Modern Wealth Management
Kansas
$641K +$134K +471 +25%
PI
1140
PFG Investments
New York
$639K -$16.5K -58 -2%
CCA
1141
Coign Capital Advisors
Utah
$636K +$653K +2,301 New
MIC
1142
Means Investment Company
Maine
$636K +$284 +1 +0%
TSW
1143
Thompson Siegel & Walmsley
Virginia
$635K -$20.4K -72 -3%
WWM
1144
Western Wealth Management
Colorado
$632K +$61.1K +215 +10%
FF
1145
Farrell Financial
New York
$630K
CAM
1146
Cidel Asset Management
Ontario, Canada
$628K -$38.1K -134 -6%
CPA
1147
Cardiff Park Advisors
California
$628K +$144K +506 +29%
ESB
1148
Essex Savings Bank
Connecticut
$626K -$7.38K -26 -1%
IPW
1149
Impact Partnership Wealth
Georgia
$623K +$640K +2,255 New
EWA
1150
EverSource Wealth Advisors
Alabama
$621K +$88.6K +312 +16%

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.