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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
AWM
1276
Angeles Wealth Management
California
$456K +$118K +415 +34%
Group One Trading
1277
Group One Trading
Illinois
$455K -$278K -980 -37%
BONH
1278
Bank of New Hampshire
New Hampshire
$454K +$18.5K +65 +4%
MLL
1279
Moody Lynn & Lieberson
Massachusetts
$453K -$2.38M -8,393 -84%
GIA
1280
Gateway Investment Advisers
Ohio
$453K -$41.5K -146 -8%
SC
1281
Sawyer & Company
Massachusetts
$453K -$10.5K -37 -2%
SPWG
1282
Sage Private Wealth Group
Illinois
$451K -$27.3K -96 -6%
CFG
1283
Copley Financial Group
California
$450K -$852 -3 -0.2%
KWA
1284
Kingswood Wealth Advisors
California
$450K -$2.02M -7,101 -81%
JCIA
1285
Jackson Creek Investment Advisors
Colorado
$447K +$284 +1 +0.1%
EBWM
1286
Eagle Bluffs Wealth Management
Missouri
$445K +$568 +2 +0.1%
PP
1287
Patron Partners
Texas
$441K +$45.2K +159 +11%
FCA
1288
FLC Capital Advisors
California
$440K
ACGA
1289
Atlanta Consulting Group Advisors
Georgia
$439K -$29.8K -105 -6%
WA
1290
Wambolt & Associates
Colorado
$438K +$450K +1,585 New
MG
1291
Marex Group
$437K
BAM
1292
Broyhill Asset Management
North Carolina
$434K +$446K +1,570 New
FMWA
1293
Forvis Mazars Wealth Advisors
Missouri
$431K -$11.6K -41 -3%
AIA
1294
Angeles Investment Advisors
California
$431K
VFA
1295
Voya Financial Advisors
Connecticut
$430K +$6.82K +24 +2%
IA
1296
IFC Advisors
California
$429K +$441K +1,554 New
EARNEST Partners
1297
EARNEST Partners
Georgia
$429K -$17.6K -62 -4%
Cohen & Steers
1298
Cohen & Steers
New York
$429K +$22.4K +79 +5%
WI
1299
Wintrust Investments
Illinois
$428K -$20.7K -73 -4%
HBCM
1300
Heron Bay Capital Management
Michigan
$427K

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.