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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
IFU
1226
iSAM Funds (UK)
United Kingdom
$506K -$519K -1,827 -50%
PK
1227
Pflug Koory
Nebraska
$506K +$81.8K +288 +19%
SCM
1228
Stonebridge Capital Management
California
$505K
SCP
1229
Stamos Capital Partners
California
$503K +$517K +1,820 New
OHIS
1230
Oak Harvest Investment Services
Texas
$503K +$517K +1,819 New
EW
1231
Evoke Wealth
California
$502K +$20.4K +72 +4%
CFFP
1232
Center for Financial Planning
Michigan
$502K +$21.9K +77 +4%
AC
1233
ASB Consultores
Florida
$501K -$24.1K -85 -4%
MCC
1234
Money Concepts Capital
Florida
$501K
DIM
1235
Delta Investment Management
California
$500K +$16.5K +58 +3%
JIP
1236
Jaffetilchin Investment Partners
Florida
$498K -$455K -1,602 -47%
MYIA
1237
Mount Yale Investment Advisors
Colorado
$497K -$171K -602 -25%
UFF
1238
USA Financial Formulas
Michigan
$493K -$183K -644 -27%
AWA
1239
Aaron Wealth Advisors
Illinois
$493K -$4.54K -16 -0.9%
PA
1240
Promethium Advisors
Maryland
$492K -$13.6K -48 -3%
FIM
1241
Freedom Investment Management
Connecticut
$492K -$514K -1,809 -50%
CT
1242
Clearstead Trust
Maine
$492K +$483K +1,700 +2,125%
PWPS
1243
Pinnacle Wealth Planning Services
Ohio
$491K -$331K -1,167 -40%
EFG
1244
Everhart Financial Group
Ohio
$490K -$14.8K -52 -3%
PCM
1245
Pointe Capital Management
Michigan
$490K
TA
1246
TKG Advisors
Indiana
$489K +$15.9K +56 +3%
GXJ
1247
Global X Japan
Japan
$489K +$42K +148 +9%
MCM
1248
Manchester Capital Management
Vermont
$488K -$568 -2 -0.1%
BWM
1249
BlackDiamond Wealth Management
New York
$487K -$29.2K -103 -6%
MA
1250
MONECO Advisors
Connecticut
$486K +$110K +386 +28%

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.