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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
CWM
1201
Challenger Wealth Management
California
$539K +$554K +1,952 New
BC
1202
Bridgefront Capital
Texas
$538K +$553K +1,946 New
BJL
1203
Brighton Jones LLC
Washington
$537K +$62.8K +221 +13%
RIL
1204
Rothschild Investment LLC
Illinois
$535K -$7.95K -28 -1%
LSWP
1205
Liberty Square Wealth Partners
Pennsylvania
$534K +$573K +2,019 New
SOW
1206
State of Wyoming
Wyoming
$532K +$480K +1,692 +726%
GC
1207
Grimes & Company
Massachusetts
$531K +$15.9K +56 +3%
DI
1208
DAGCO Inc
Ohio
$529K +$33.5K +118 +7%
ALAM
1209
Asahi Life Asset Management
Japan
$528K +$542K +1,910 New
SPA
1210
Shore Point Advisors
New Jersey
$527K +$28.1K +99 +5%
RW
1211
Rede Wealth
Virginia
$525K +$10.5K +37 +2%
SWP
1212
Strategic Wealth Partners
Ohio
$522K -$16.8K -59 -3%
LSA
1213
Lansing Street Advisors
Pennsylvania
$522K +$218K +769 +69%
AF
1214
Advisornet Financial
Minnesota
$520K -$4.83K -17 -0.9%
BWM
1215
Baron Wealth Management
Michigan
$520K -$16.5K -58 -3%
FDCP
1216
Foster Dykema Cabot & Partners
Massachusetts
$519K +$141K +496 +36%
CCB
1217
Country Club Bank
Missouri
$519K +$118K +415 +28%
CFP
1218
Catalyst Financial Partners
Massachusetts
$519K +$16.5K +58 +3%
SVWAG
1219
Sound View Wealth Advisors Group
Georgia
$518K +$13.1K +46 +3%
CWM
1220
Congress Wealth Management
Massachusetts
$518K +$40.9K +144 +8%
OC
1221
Oakworth Capital
Alabama
$518K +$75.8K +267 +17%
WIA
1222
Wetzel Investment Advisors
Indiana
$515K
HTHT
1223
Hemenway Trust Hemenway Trust
New Hampshire
$514K -$11.4K -40 -2%
GA
1224
Geller Advisors
New York
$513K -$19.9K -70 -4%
LW
1225
Linscomb Wealth
Texas
$510K -$9.65K -34 -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.