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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
FCCM
1151
First City Capital Management
Georgia
$618K -$2.84K -10 -0.4%
SGK
1152
Steigerwald Gordon & Koch
Virginia
$618K -$2.27K -8 -0.4%
BB
1153
Bell Bank
North Dakota
$618K +$57.1K +201 +10%
SW
1154
StrongBox Wealth
Missouri
$614K -$9.37K -33 -1%
BFIC
1155
Bedell Frazier Investment Counselling
California
$613K +$48.3K +170 +8%
Capstone Investment Advisors
1156
Capstone Investment Advisors
New York
$613K +$325K +1,144 +107%
GSC
1157
G&S Capital
Colorado
$611K +$5.96K +21 +1%
GCP
1158
GSA Capital Partners
United Kingdom
$611K +$628K +2,213 New
EWA
1159
Encompass Wealth Advisors
Oregon
$609K -$188K -662 -23%
AA
1160
Alta Advisers
United Kingdom
$602K +$203K +716 +65%
FTA
1161
Financial & Tax Architects
Missouri
$598K +$54.5K +192 +10%
EPIME
1162
Evelyn Partners Investment Management (Europe)
$598K +$614K +2,163 New
IBOK
1163
Independence Bank of Kentucky
Kentucky
$596K -$21.3K -75 -3%
TFP
1164
Tilia Fiduciary Partners
North Carolina
$592K +$67.9K +239 +13%
VSQM
1165
V-Square Quantitative Management
Illinois
$590K -$103K -362 -14%
MMHP
1166
Murphy Middleton Hinkle & Parker
Georgia
$589K
FRM
1167
Foundation Resource Management
Arkansas
$588K
TWP
1168
Tyche Wealth Partners
Texas
$588K +$197K +695 +48%
MWM
1169
Modera Wealth Management
New Jersey
$587K +$87.5K +308 +17%
IFG
1170
Independent Financial Group
California
$586K +$298K +1,049 +98%
BAM
1171
Belpointe Asset Management
Nevada
$586K +$40.6K +143 +7%
WCM
1172
Washburn Capital Management
Florida
$583K +$599K +2,110 New
ATPW
1173
Ashton Thomas Private Wealth
Arizona
$583K +$6.53K +23 +1%
BIC
1174
Beach Investment Counsel
Pennsylvania
$582K -$262K -921 -30%
AO
1175
Advisor OS
Illinois
$581K +$389K +1,371 +187%

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.