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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
LSIA
1351
LaSalle St. Investment Advisors
Illinois
$374K +$5.11K +18 +1%
BCM
1352
Brookstone Capital Management
Illinois
$373K +$25.8K +91 +7%
SGI
1353
Summit Global Investments
Utah
$372K -$28.4K -100 -7%
PWP
1354
Phillips Wealth Planners
Mississippi
$371K +$16.5K +58 +4%
GIM
1355
Goelzer Investment Management
Indiana
$370K +$35.8K +126 +10%
TC
1356
Taika Capital
Florida
$370K +$381K +1,340 New
HSA
1357
HBK Sorce Advisory
Pennsylvania
$367K +$20.4K +72 +6%
RCM
1358
RMR Capital Management
California
$366K
SAM
1359
Strategy Asset Managers
California
$366K +$1.14K +4 +0.3%
DWM
1360
Drive Wealth Management
Utah
$365K +$22.4K +79 +6%
PCH
1361
PGIM Custom Harvest
New Jersey
$364K +$128K +450 +52%
SA
1362
Strategic Advisors
New York
$363K +$10.2K +36 +3%
RG
1363
Renaissance Group
Kentucky
$362K -$5.39K -19 -1%
Bank Julius Baer & Co
1364
Bank Julius Baer & Co
Switzerland
$361K +$337K +1,185 New
DCM
1365
DGS Capital Management
New Jersey
$360K
SFMG
1366
Sage Financial Management Group
Virginia
$359K
NSB
1367
Norway Savings Bank
Maine
$357K +$21.3K +75 +6%
BG
1368
Bollard Group
Massachusetts
$356K
SCM
1369
Sterling Capital Management
North Carolina
$353K -$176K -621 -33%
MAG
1370
MRA Advisory Group
New Jersey
$352K -$36.9K -130 -9%
SWA
1371
SFMG Wealth Advisors
Texas
$352K -$116K -408 -24%
WE
1372
Wealth Effects
Massachusetts
$351K -$28.1K -99 -7%
TPA
1373
Trivium Point Advisory
Connecticut
$349K -$55.1K -194 -13%
WC
1374
Wynn Capital
Georgia
$346K
KAS
1375
KPP Advisory Services
Kentucky
$345K -$7.1K -25 -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.