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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
PMSA
1176
Patrick M. Sweeney & Associates
Illinois
$580K +$28.4K +100 +5%
YP
1177
YANKCOM Partnership
South Dakota
$579K +$595K +2,095 New
FNBT
1178
FineMark National Bank & Trust
Florida
$578K -$36.3K -128 -6%
CPC
1179
Cookson Peirce & Co
Pennsylvania
$576K -$11.1K -39 -2%
EGA
1180
E&G Advisors
Texas
$575K -$56.8K -200 -9%
SCA
1181
Sandy Cove Advisors
Massachusetts
$572K +$36.9K +130 +7%
GWP
1182
Gen-Wealth Partners
Michigan
$569K -$13.6K -48 -2%
CJL
1183
Cyrus J. Lawrence
New York
$567K +$13.3K +47 +2%
MFA
1184
Mayflower Financial Advisors
Massachusetts
$567K -$17.9K -63 -3%
MA
1185
Mutual Advisors
Nebraska
$567K +$120K +421 +26%
SFS
1186
Strategic Financial Services
New York
$566K +$42.6K +150 +8%
BI
1187
Bolthouse Investments
California
$566K +$582K +2,050 New
BWP
1188
BSW Wealth Partners
Colorado
$564K -$26.7K -94 -4%
AWA
1189
Arkadios Wealth Advisors
Georgia
$564K -$175K -616 -23%
VFIC
1190
Valley Forge Investment Consultants
Pennsylvania
$562K
CTC
1191
Cetera Trust Company
Minnesota
$555K -$5.68K -20 -1%
ST
1192
Sentinel Trust
Texas
$555K +$83.8K +295 +17%
CPIG
1193
Chicago Partners Investment Group
Illinois
$554K +$17K +60 +3%
CC
1194
Centiva Capital
New York
$550K -$7.04M -24,781 -93%
EWM
1195
Empirical Wealth Management
Washington
$548K +$174K +614 +45%
IC
1196
Iconiq Capital
California
$548K +$287K +1,010 +104%
DP
1197
Dearborn Partners
Illinois
$544K +$48K +169 +9%
AG
1198
AlTi Global
New York
$544K +$1.99K +7 +0.4%
1WA
1199
180 Wealth Advisors
Washington
$542K +$557K +1,960 New
BEAM
1200
Baker Ellis Asset Management
Washington
$541K +$7.1K +25 +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.