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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
CC
1326
Courier Capital
New York
$399K
ILI
1327
Invesco LLC (Illinois)
Illinois
$398K -$9.65K -34 -2%
NAS
1328
Nicolet Advisory Services
Wisconsin
$390K -$18.7K -66 -4%
RFW
1329
Rainier Family Wealth
Washington
$390K +$401K +1,412 New
PWMG
1330
Prestige Wealth Management Group
New Jersey
$390K +$4.26K +15 +1%
CA
1331
Cornerstone Advisory
Maryland
$390K +$53.1K +187 +15%
APG
1332
Abacus Planning Group
South Carolina
$389K +$40.3K +142 +11%
UF
1333
Univest Financial
Pennsylvania
$388K
DFG
1334
Delta Financial Group
New Jersey
$388K +$31.8K +112 +9%
FWP
1335
Firethorn Wealth Partners
Georgia
$387K +$16.5K +58 +4%
NFA
1336
Northern Financial Advisors
Michigan
$387K -$24.4K -86 -6%
BOTPPF
1337
Board of the Pension Protection Fund
United Kingdom
$387K +$398K +1,400 New
GLAM
1338
Gardner Lewis Asset Management
Pennsylvania
$387K +$398K +1,400 New
CSPIA
1339
Cary Street Partners Investment Advisory
Virginia
$387K -$2.63M -9,246 -87%
SA
1340
Sicart Associates
New York
$385K -$34.1K -120 -8%
PCMN
1341
Paradigm Capital Management (Nevada)
Nevada
$384K +$41.2K +145 +12%
CAM
1342
Councilmark Asset Management
Tennessee
$383K
TWA
1343
Tandem Wealth Advisors
Arizona
$382K +$11.4K +40 +3%
CA
1344
Carson Advisory
Georgia
$381K -$5.68K -20 -1%
BWP
1345
Burling Wealth Partners
Illinois
$380K +$390K +1,375 New
BCA
1346
Bay Colony Advisors
Massachusetts
$379K +$170K +600 +78%
QWP
1347
Quotient Wealth Partners
Texas
$377K +$55.9K +197 +17%
ICP
1348
Interchange Capital Partners
Pennsylvania
$375K +$21.6K +76 +6%
RSWM
1349
Robertson Stephens Wealth Management
California
$375K +$4.26K +15 +1%
SIA
1350
Soltis Investment Advisors
Utah
$375K +$27K +95 +8%

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.