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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
AIM
1401
Advyzon Investment Management
Illinois
$325K +$334K +1,176 New
RIP
1402
Reliant Investment Partners
North Carolina
$325K +$334K +1,175 New
SSW
1403
Smith Shellnut Wilson
Mississippi
$324K -$9.65K -34 -3%
VAS
1404
Vestmark Advisory Solutions
Massachusetts
$322K +$7.1K +25 +2%
SCP
1405
Sivia Capital Partners
California
$320K +$3.12K +11 +1%
BTD
1406
BankPlus Trust Department
Mississippi
$318K +$327K +1,152 New
CH
1407
Cromwell Holdings
Wyoming
$317K
DSC
1408
Duncker Streett & Co
Missouri
$316K +$42.6K +150 +15%
SIG
1409
Sargent Investment Group
Maryland
$315K +$16.5K +58 +5%
BAAM
1410
Baker Avenue Asset Management
California
$315K -$19.3K -68 -6%
TFA
1411
Transamerica Financial Advisors
Florida
$312K +$53.1K +187 +20%
BBA
1412
BLB&B Advisors
Pennsylvania
$312K -$68.4K -241 -18%
ET
1413
Equitable Trust
Tennessee
$311K +$35.8K +126 +13%
MAM
1414
McLean Asset Management
Virginia
$309K +$31.5K +111 +11%
OF
1415
Optimize Financial
California
$309K +$317K +1,118 New
VI
1416
Versor Investments
New York
$309K +$317K +1,117 New
WP
1417
WMS Partners
Maryland
$308K +$317K +1,115 New
JF
1418
Jump Financial
Illinois
$308K -$6.47M -22,793 -95%
LWP
1419
LeClair Wealth Partners
Ohio
$306K +$315K +1,108 New
CPW
1420
Cove Private Wealth
New York
$304K
NHC
1421
Nicholas Hoffman & Company
Georgia
$303K -$56.8K -200 -15%
RMCM
1422
Reynders McVeigh Capital Management
Massachusetts
$302K +$8.52K +30 +3%
ZIG
1423
Zullo Investment Group
Pennsylvania
$302K +$8.52K +30 +3%
CRI
1424
Colonial River Investments
Virginia
$302K +$61.3K +216 +25%
OW
1425
Olistico Wealth
Oklahoma
$301K

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.